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 sort machinery within the banking environment 
SAQA US ID UNIT STANDARD TITLE
114762  Operate sort machinery within the banking environment 
ORIGINATOR
SGB Banking and Micro Finance 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
BANKSETA - Banking Sector Education and Training Authority 
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 3  NQF Level 03 
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 replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
7137  Operate sort machinery within the banking environment  Level 3  NQF Level 03  Complete 

PURPOSE OF THE UNIT STANDARD 
This Unit Standard is intended for people who have the responsibility of running the sort machinery in a bank.

Persons credited with this Unit Standard will be able to:
  • Prepare documents prior to the machine sort
  • Prepare and maintain the machine
  • Oversee the run
  • Report procedures effectively 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that learners accessing this Unit Standard are competent in:
  • Communications at NQF Level 2
  • Mathematical Literacy at NQF Level 2 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Prepare documents prior to machine sort. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Cheques are assembled and jogged as required by the selected sort applications. 

    ASSESSMENT CRITERION 2 
    Documents are inspected for the acceptable size and condition as required by the bank. 

    ASSESSMENT CRITERION 3 
    Rubber bands, staples and paper clips are removed from cheques before loading them into the hopper. 

    SPECIFIC OUTCOME 2 
    Prepare and maintain the machine. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The correct numbering of the document trays for processing and storage is ensured as required by the bank. 

    ASSESSMENT CRITERION 2 
    The print quality is checked according to standard operating procedures. 

    ASSESSMENT CRITERION 3 
    The microfilm cartridges are loaded and unloaded before and after processing according to standard operating procedures. 

    ASSESSMENT CRITERION 4 
    The equipment is kept clean according to standard operating requirements. 

    ASSESSMENT CRITERION 5 
    The correct downloader programme is downloaded on the allocated sorter prior to processing according to standard operating procedures. 

    SPECIFIC OUTCOME 3 
    Oversee the run. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    All documents are processed in good time as required by the bank. 

    ASSESSMENT CRITERION 2 
    Immediate attention is given to machine interventions such as jams, missorts or feeder problems as required by standard operating requirements. 

    ASSESSMENT CRITERION 3 
    Any error display is recorded before restarting the sort operation according to standard operating procedures. 

    SPECIFIC OUTCOME 4 
    Report procedures effectively. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Unusual conditions are reported to the appropriate authority as per the bank's procedure. 

    ASSESSMENT CRITERION 2 
    The person in charge is supplied with volume statistics in terms of documents sorted as well as rejected items according to the bank's procedures. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    1. 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.

    2. 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.

    3. Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.

    Therefore anyone wishing to be assessed against this Unit Standard may apply to be assessed by any assessment agency, assessor or provider institution, which is accredited by the relevant ETQA. or by an ETQA that has a Memorandum of Understanding with the relevant ETQA. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • All relevant banking policies and procedures.
  • Workflow.
  • Operating and computer systems to locate the necessary information and complete the task.
  • Operational risk.
  • Relevant security precautions 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO ORGANISING 
    To organise and manage oneself and one's activities responsibly and effectively when the correct numbering of the document trays for processing and storage is ensured as required by the bank. 

    UNIT STANDARD CCFO CONTRIBUTING 
    To demonstrate an understanding of the world as a set of related systems when all documents are processed in good time as required by the bank. 

    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 
    As from date of registration of this unit standard, it replaces unit standard 7137 which was "Operate sort machinery within the banking environment", 3 credits and NQF level 3.

    Legal Requirements

    All procedures must meet recognised codes of practice as well as obligations required under current legislation within South Africa and within the normal parameters of the defined job/task. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  20184   National Certificate: Banking  Level 3  NQF Level 03  Reregistered  2023-06-30  BANKSETA 


    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.
     
    NONE 



    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.