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 THAT HAS PASSED THE END DATE:

Maintain the customer's account

SAQA US ID	UNIT STANDARD TITLE
114899	Maintain the customer's account
ORIGINATOR
SGB Retail and Wholesale
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-
FIELD			SUBFIELD
Field 11 - Services			Wholesale and Retail
ABET BAND	UNIT STANDARD TYPE	PRE-2009 NQF LEVEL	NQF LEVEL	CREDITS
Undefined	Regular	Level 2	NQF Level 02	5
REGISTRATION STATUS		REGISTRATION START DATE	REGISTRATION END DATE	SAQA DECISION NUMBER
Passed the End Date - Status was "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 people who interact with customers and record customer and transaction details relating to aaa credit account. Persons credited with this unit standard operate in familiar contexts under general supervision and quality control. They can follow established and familiar procedures. This function also includes basic processing of readily available information by recording changes to customer's personal details and transactions affecting the account status.

LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING

Numeracy and literacy at NQF level 1 or equivalent.

UNIT STANDARD RANGE

N/A

Specific Outcomes and Assessment Criteria:

SPECIFIC OUTCOME 1

Record transactions that impact on the customer's credit account.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Procedures and policies for recording the customer's transations are explained as required by the organisation.

ASSESSMENT CRITERION 2

The relevant details are recorded in terms of the organisation's requirements.

ASSESSMENT CRITERION 3

Documentation is forwarded to relevant parties or departments or is captured at source.

SPECIFIC OUTCOME 2

Update and maintain the customer's personal information file.

OUTCOME NOTES

Update and maintain the customer's personal information file in terms of the organisation requirements.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

Policies and procedures for maintaining accuracy of customer information are explained in terms of organisational requirements.

ASSESSMENT CRITERION 2

Records are confirmed with the customer for correctness and accuracy, and the necessary changes are confirmed in terms of information provided by customers.

ASSESSMENT CRITERION 3

Changes to customer's details are recorded according to the organisation's procedures within legal parameters.

SPECIFIC OUTCOME 3

Communicate the account status to the customer.

ASSESSMENT CRITERIA

ASSESSMENT CRITERION 1

The status of the account is determined as per organisation's records.

ASSESSMENT CRITERION 2

Payment is encouraged where the account is in default status or referred to the appropriate internal resource.

ASSESSMENT CRITERION 3

The customer is encouraged to purchase goods to the approved credit limit using the appropriate communication skills.

UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS

Programmes leading to the award of credits from this unit standard will be accredited by the relevant SETA in its ETQA role. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant SETA ETQA. Internal Moderations will be performed by the Accredited Providers whilst the relevant ETQA will perform external moderations of assessments across the Accredited Providers according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.

UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE

Learning programme covering this unit standard must address the following knowledge areas: How to record changes in customer's personal details How to record the various transactions that affect the customer's account status How to identify the status of the customer's account Organisational requirements in respect of forwarding of documents relating to transactions on customer's accounts Applicable legal requirements in respect of changing customer's details.

UNIT STANDARD DEVELOPMENTAL OUTCOME

N/A

UNIT STANDARD LINKAGES

N/A

Critical Cross-field Outcomes (CCFO):

UNIT STANDARD CCFO IDENTIFYING

Solving problems Specific Outcome Update and maintain the customer's personal information file in terms of the organisation requirements. Assessment criteria Changes to customer's details are recorded according to the organisation's procedures within legal parameters.

UNIT STANDARD CCFO WORKING

Working effectively with others as a member of a team Specific Outcomes Record transactions that impact on the customer's credit account. Update and maintain the customer's personal information file in terms of the organisation requirements. Communicate the account status to the customer. Assessment criteria All

UNIT STANDARD CCFO ORGANISING

Organise oneself and ones activities Specific Outcome Record transactions that impact on the customer's credit account. Assessment criteria All

UNIT STANDARD CCFO COLLECTING

Collect, analyse, organise and critically evaluate information Specific Outcome Communicate the account status to the customer. Assessment criteria The status of the account is determined as per organisation's records.

UNIT STANDARD CCFO COMMUNICATING

Communicate effectively Specific Outcome Communicate the account status to the customer. Assessment criteria All

UNIT STANDARD CCFO DEMONSTRATING

Understand the world as a set of related system Specific Outcome Communicate the account status to the customer. Assessment criteria Payment is encouraged where the account is in default status or referred to the appropriate internal resource. The customer is encouraged to purchase goods to the approved credit limit using the appropriate communication skills.

UNIT STANDARD CCFO CONTRIBUTING

Be culturally and aesthetically sensitive Specific Outcome Communicate the account status to the customer. Assessment criteria All

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
Elective	48763	National Certificate: Retail Shop Floor Practices	Level 2	NQF Level 02	Passed the End Date - Status was "Registered"	2007-05-02	Was W&RSETA until Last Date for Achievement
Elective	49280	National Certificate: Wholesale and Retail Distribution	Level 2	NQF Level 02	Passed the End Date - Status was "Reregistered"	2023-06-30	W&RSETA
Elective	58206	National Certificate: Wholesale and Retail Operations	Level 2	NQF Level 02	Passed the End Date - Status was "Reregistered"	2023-06-30	W&RSETA
Elective	48764	National Certificate: Wholesale and Retail Sales Practice	Level 3	NQF Level 03	Passed the End Date - Status was "Reregistered"	2008-10-22	Was W&RSETA until Last Date for Achievement

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.	Gemini Training And Development Pty Ltd

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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.