SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Operate the case management process 
SAQA US ID UNIT STANDARD TITLE
114230  Operate the case management process 
ORIGINATOR
SGB Human Resource Management and Practices 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Human Resources 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  10 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is intended for persons working in the Labour Relations and associated fields and who have the task of operating the case management process. The person credited with this Unit Standard is able to capture and record processes of cases on the Case Management System, ensuring accurate data integrity. Learner is also able to explain the consequences and meaning of the status of cases reflected on the Case Management System

The qualifying learner is capable of:
  • Capturing and recording newly referred cases on the Case Management System
  • Processing cases on the Case Management System from "Arrangement" status for Scheduling purposes
  • Accurately recording outcome details of cases heard
  • Accurately closing finalised cases 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    The learner undertaking this Unit Standard must be competent in:
  • Mathematical Literacy at NQF Level 4
  • Communication at NQF Level 4 or equivalent 

  • UNIT STANDARD RANGE 
  • The Case Management system is the operating data system utilised to manage case processes.
  • Parties to a referral include the applicant/s and respondent/s. 

  • Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Capture and record newly referred cases on the case management system. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. New case numbers are generated, allocated and captured onto the Case Management System. 

    ASSESSMENT CRITERION 2 
    2. New referrals are correctly allocated and accurately filed as per organisational policy and procedure. 

    ASSESSMENT CRITERION 3 
    3. Details of parties to the dispute are confirmed, verified and captured on the Case Management System. 

    ASSESSMENT CRITERION 4 
    4. Detailed case notes indicating the next process for Case Management System Users` reference is recorded as per organisational policy and procedure. 

    SPECIFIC OUTCOME 2 
    Process cases on case management system for scheduling purposes. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. All Cases are placed on "Arrangement" status as per Case Management System. 

    ASSESSMENT CRITERION 2 
    2. All cases are allocated to respective Commissioners. 

    ASSESSMENT CRITERION 3 
    3. Cases are scheduled as per guidelines. 

    ASSESSMENT CRITERION 4 
    4. Availability of Commissioner, Interpreter and Venue is arranged when scheduling. 

    ASSESSMENT CRITERION 5 
    5. Parties to dispute of hearing are correctly notified of details as per guidelines. 

    ASSESSMENT CRITERION 6 
    6. The Commissioner and Interpreter are timeously notified of hearing details. 

    SPECIFIC OUTCOME 3 
    Accurately record outcome details of cases heard. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The case is correctly processed, to appropriate case status on the Case Management System, on completion of the hearing. 

    ASSESSMENT CRITERION 2 
    2. Outcome of hearing is accurately recorded on the Case Management System. 

    ASSESSMENT CRITERION 3 
    3. The case outcome details are effectively served and communicated to all parties to the dispute. 
    ASSESSMENT CRITERION RANGE 
    Awards, certificates and rulings
     

    ASSESSMENT CRITERION 4 
    4. Accurate case notes indicating the method of service of outcome details on parties, are recorded on the Case Management System. 

    ASSESSMENT CRITERION 5 
    5. All case related documents are securely filed as per organisational policy and procedures. 

    SPECIFIC OUTCOME 4 
    Close finalised cases. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The data recorded on the Case Management System with filed documents is verified for accuracy. 

    ASSESSMENT CRITERION 2 
    2. The case is processed on the Case Management System in compliance with guidelines. 

    ASSESSMENT CRITERION 3 
    3. Appropriate/accurate closure notes are selected to effect closing on Case Management System. 

    ASSESSMENT CRITERION 4 
    4. The case on Case Management System is closed and archived for future reference. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this Unit Standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA, or an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Anyone assessing a learner against this Unit Standard must be registered as an assessor with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this Unit Standard or assessing this Unit Standard must be accredited as a provider with the relevant ETQA, or with an ETQA that has a Memorandum of Understanding with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The knowledge underpinning the above specific outcomes is:
  • Case Management System policies and procedures.
  • Different types of referrals.
  • Different type of processes. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Problem identification and solution in creative ways. 

    UNIT STANDARD CCFO WORKING 
    Team and group work.

    Working effectively with other users in the processing and recording of cases on the Case Management System. 

    UNIT STANDARD CCFO ORGANISING 
    Organizing and managing self within the context of organisational transformation 

    UNIT STANDARD CCFO COLLECTING 
    Critically collecting, evaluating and analysing information. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicating effectively with all stakeholders in the process of managing cases. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, when recording outcome details of cases heard. 

    UNIT STANDARD CCFO DEMONSTRATING 
    A systemic approach to the company within the context of a transforming society. 

    UNIT STANDARD CCFO CONTRIBUTING 
    Contributing to the full personal development of each learner and the social and economic development of the society at large, by making it the underlying intention of any programme of learning to make an individual aware of the importance of being culturally and aesthetically sensitive across a range of social contexts when managing cases. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  93993   National Certificate: Labour Relations Practice  Level 5  NQF Level 05  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  61592   National Diploma: Human Resources Management and Practices  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  93994   National Diploma: Labour Relations Practice: Dispute Resolution  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  49598   National Diploma: Paralegal Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  SAS SETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Boston City Campus and Business College (PTY) Ltd 
    2. Business Management Training College (Pty) Ltd 
    3. DC Dynamic College of Commerce & Further Training (Pty) Ltd 
    4. GLOBAL BUSINESS SOLUTIONS 
    5. GLOBAL PROSPECTUS TRAINING PTY LTD 
    6. IQ Academy (previously known as Fernwood Business College) 
    7. MSC Education Holdings Pty Ltd 
    8. SIYANQOBA SEMINARS PTY LTD 
    9. T & T Appointments 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.