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Employer On the Job Requirementsfor the National Accounting Technician Apprenticeship
We have NUMBERS in our DNA
i
Table of Contents
Programme Schedule for a Stage ...........................................................................................................1
Learning Outcomes Mapped to Assessment ...........................................................................................3
Example of Work-Based Assessment Task ...........................................................................................15
ii
Employer On the Job Requirements
1
PROGRAMME SCHEDULE FOR A STAGEN
ame
of
Pro
vid
er:
Acc
ou
nti
ng
Tec
hn
icia
ns
Irel
and
Pro
gra
mm
e T
itle
Acc
ount
ing
Tech
nici
an
Aw
ard
Tit
leA
dvan
ced
Cer
tific
ate
in A
ccou
ntin
gS
tag
e E
xit
Aw
ard
Tit
le3
N/A
Mo
des
of
Del
iver
y (F
T/P
T):
FT
Teac
hin
g a
nd
lear
nin
g m
od
alit
ies
Ass
ignm
ent,
Pro
ject
, Por
tfolio
, Ski
lls D
emon
stra
tion,
Exa
min
atio
n an
d Le
arne
r R
ecor
d
Aw
ard
C
lass
4
Aw
ard
N
FQ
leve
lA
war
d E
QF
Lev
elS
tag
e (1
, 2, 3
, 4, …
, or
Aw
ard
Sta
ge):
Sta
ge
NF
Q L
evel
2 S
tag
e E
QF
L
evel
2
Sta
ge
Cre
dit
(E
CT
S)
Dat
e E
ffec
tive
ISC
ED
S
ub
ject
co
de
Adv
ance
d C
ertif
icat
e6
4/5
N/A
N/A
N/A
Sep
tem
ber
2017
Mo
du
le T
itle
(U
p to
70
char
acte
rs in
clud
ing
spac
es)
Sem
este
r n
o w
her
e ap
plic
able
. (S
emes
ter
1 o
r S
emes
ter2
)
Mo
du
le
Cre
dit
N
um
ber
5To
tal S
tud
ent
Eff
ort
Mo
du
le (
ho
urs
)A
lloca
tio
n O
f M
arks
(fr
om
th
e m
od
ule
ass
essm
ent
stra
teg
y)
Sta
tus9
NF
Q
Lev
el1
wh
ere
spec
ifie
d
Cre
dit
U
nit
s
Total Hours
Class (or equiv) Contact Hours
Directed e-learning
Hours of Independent
Learning
Work-based learning effort10
C.A. %
Supervised Project %
Proctored practical
demonstration %
Proctored written exam %
FE
T
Cre
dits
Fin
anci
al A
ccou
ntin
gN
/AM
N/A
2424
260
7810
40
00
100
Taxa
tion
N/A
MN
/A19
190
6078
520
00
100
Law
and
Eth
ics
N/A
MN
/A11
112
6026
260
00
100
Bus
ines
s M
anag
emen
tN
/AM
N/A
1111
260
2626
00
010
0
Adv
ance
d F
inan
cial
Acc
ount
ing
N/A
MN
/A24
242
6078
104
00
010
0
Adv
ance
d Ta
xatio
nN
/AM
N/A
2221
660
7878
00
010
0
Inte
grat
ed A
ccou
ntin
g S
yste
ms
N/A
MN
/A11
112
6026
260
00
100
Man
agem
ent A
ccou
ntin
gN
/AM
N/A
2424
260
7810
40
00
100
Sp
ecia
l Reg
ula
tio
ns
(Up
to 2
80 c
hara
cter
s)
Fu
rth
er n
ote
s o
n c
om
ple
tin
g t
he
Pro
po
sed
Pro
gra
mm
e S
ched
ule
Tem
pla
te f
or
a S
tag
e
1 T
his
leve
l may
onl
y be
def
ined
if th
e in
tend
ed m
odul
e le
arni
ng o
utco
mes
hav
e be
en in
depe
nden
tly a
sses
sed
(at v
alid
atio
n) a
s be
ing
at a
par
ticul
ar N
FQ
fram
ewor
k le
vel.
2 T
his
leve
l may
onl
y be
def
ined
if th
e in
tend
ed s
tage
lear
ning
out
com
es h
ave
been
spe
cifie
d ex
plic
itly
and
inde
pend
ently
ass
esse
d (a
t val
idat
ion)
as
bein
g at
a p
artic
ular
N
FQ
fram
ewor
k le
vel.
3 A
sta
ge e
xit a
war
d m
ay o
nly
be e
stab
lishe
d if
the
inte
nded
Pro
gram
me
lear
ning
out
com
es h
ave
been
spe
cifie
d ex
plic
itly
for
an e
mbe
dded
Pro
gram
me
lead
ing
to th
at
awar
d an
d cu
lmin
atin
g w
ith th
at s
tage
and
that
Pro
gram
me
has
been
val
idat
ed u
sing
the
rele
vant
aw
ards
sta
ndar
ds.
4 A
war
d cl
ass
is e
ither
Maj
or o
r M
inor
or
Spe
cial
-pur
pose
or
Sup
plem
enta
l and
it m
ay b
e P
rofe
ssio
nal (
beca
use
a pr
ofes
sion
al c
lass
aw
ard
may
be
in tw
o cl
asse
s)
5 S
tude
nt le
arni
ng e
ffort
is r
epre
sent
ed b
y H
ET
or
FE
T C
redi
t for
HE
T a
nd F
ET
Pro
gram
mes
res
pect
ivel
y. If
EC
TS
is u
sed
lear
ner
effo
rt m
ust b
e at
leas
t 25
hour
s of
lear
ner
effo
rt p
er c
redi
t.
9 M
anda
tory
(m
) or
ele
ctiv
e (E
)
10
Wor
k-ba
sed
lear
ning
effo
rt i
s no
t th
e nu
mbe
r of
hou
rs i
n th
e w
orkp
lace
. F
or e
xam
ple,
a p
erso
n m
ight
spe
nd 3
5 ho
urs
in t
he w
orkp
lace
as
a tr
aine
e an
d th
is m
ight
inv
olve
7
hour
s of
lear
ning
effo
rt.
2
3
Learning Outcomes Mapped to Assessment
Employer On the Job Requirements
4
Acc
ou
nti
ng
Tec
hn
icia
n A
pp
ren
tice
ship
Le
arni
ng O
utco
mes
Map
ped
to A
sses
smen
t
Pro
gra
mm
e M
od
ule
sA
sses
smen
t M
eth
od
sE
xam
inat
ion
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Fin
anci
al
Acc
ou
nti
ng
Sta
ge
1
1.R
evie
w th
e fu
nctio
ns o
f fin
anci
al a
ccou
ntin
g an
d m
anag
emen
t acc
ount
ing,
and
the
diffe
renc
esbe
twee
n th
e tw
o.x
2.A
naly
se th
e ro
le o
f the
acc
ount
ant i
n di
ffere
nt ty
pes
of b
usin
ess
entit
ies
incl
udin
g so
le tr
ader
s,pa
rtne
rshi
ps, l
imite
d co
mpa
nies
.x
3.S
uppl
y ac
coun
ting
info
rmat
ion,
fina
ncia
l and
acc
ount
ing
stat
emen
ts a
ccor
ding
to th
e re
quire
men
tsof
diff
eren
t use
r gr
oups
.x
x T
2
4.A
pply
the
mai
n co
ncep
ts, p
rinci
ples
and
pur
pose
s of
acc
ount
ing
prac
tice
with
in th
e w
orki
ngen
viro
nmen
t to
incl
ude
unde
rlyin
g as
sum
ptio
ns, a
ccou
ntin
g eq
uatio
ns, a
ccru
al b
asis
, goi
ngco
ncer
n.
x T
1,
T2
5.E
valu
ate
the
key
elem
ents
of t
he A
ccou
ntin
g Te
chni
cian
s Ir
elan
d C
ode
of E
thic
s.x
6.Id
entif
y op
port
uniti
es fo
r en
gagi
ng w
ith a
com
mun
ity o
f pra
ctic
e w
ithin
the
wid
er a
ccou
ntin
gco
mm
unity
, inc
ludi
ng in
tera
ctio
n w
ith W
orkp
lace
Men
tor
and
links
and
net
wor
king
pos
sibi
litie
s.x
T1
7.R
ecor
d fin
anci
al tr
ansa
ctio
ns in
the
book
s of
orig
inal
ent
ry, a
ccor
ding
to th
e co
nven
tions
of f
orm
and
cont
ent o
f acc
ount
ing
reco
rds
xx
T1
8.U
se th
e do
uble
ent
ry s
yste
m o
f boo
kkee
ping
to p
repa
re a
tria
l bal
ance
: for
m a
nd c
onte
nt o
fac
coun
ting
reco
rds;
boo
ks o
f orig
inal
ent
ry; l
edge
r ac
coun
ting
and
doub
le e
ntry
.x
x T
1
9.R
evie
w th
e fe
atur
es o
f cap
ital a
nd r
even
ue e
xpen
ditu
re a
nd th
e di
ffere
nces
bet
wee
n th
em.
x
10. U
se c
ontr
ol a
ccou
nts,
ban
k re
conc
iliat
ion
stat
emen
ts a
nd s
uspe
nse
acco
unts
as
part
of t
hein
tern
al c
ontr
ol o
f an
orga
nisa
tion
xx
T2
1 1.D
escr
ibe
the
lay-
out,
pres
enta
tion
and
key
feat
ures
of f
inan
cial
sta
tem
ents
for
diffe
rent
type
s of
busi
ness
ent
ities
, inc
ludi
ng s
ole
trad
ers
and
not-
for-
prof
it or
gani
satio
nsx
x T
2
12. P
repa
re fi
nan c
ial s
tate
men
ts c
ompr
isin
g ap
prop
riate
ly fo
rmat
ted
repo
rts/
docu
men
ts, w
hich
incl
ude
all t
he e
lem
ents
req
uire
d by
diff
eren
t typ
es o
f bus
ines
s en
titie
s.x
T1
13. U
se a
n on
line
syst
em (
bank
ing
or a
ccou
ntin
g so
ftwar
e) to
pro
cess
tran
sact
ions
or
carr
y ou
tre
conc
iliat
ion
task
s.x
T1
Employer On the Job Requirements
5
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Ad
van
ced
F
inan
cial
A
cco
un
tin
g
Sta
ge
2
1.D
escr
ibe
the
acco
untin
g st
anda
rd s
ettin
g pr
oces
s.x
2.R
evie
w th
e in
fluen
ce o
f leg
isla
tion
and
acco
untin
g st
anda
rds
on th
e pr
oduc
tion
of p
ublis
hed
acco
untin
g in
form
atio
n fo
r or
gani
zatio
ns.
x
3.C
ritic
ally
ana
lyse
spe
cifie
d ac
coun
ting
stan
dard
s.x
4.P
repa
re a
set
of a
ccou
nts
for
the
wor
kpla
ce, t
o in
clud
e an
inco
me
stat
emen
t, st
atem
ent o
f fin
anci
alpo
sitio
n an
d ca
sh fl
ow s
tate
men
t acc
ount
s w
ithin
the
wor
king
env
ironm
ent,
appl
ying
app
ropr
iate
acco
untin
g st
anda
rds.
x T
2
5.E
xam
ine
issu
es o
f pro
fess
iona
l eth
ics
rele
vant
to b
usin
ess
owne
rs, m
anag
ers
and
acco
unta
nts.
x
6.P
repa
re a
ccou
nts
for
limite
d co
mpa
nies
for
inte
rnal
and
ext
erna
l pur
pose
s, o
utlin
ing
the
impa
ct o
fle
gisl
atio
n an
d ac
coun
ting
stan
dard
s on
the
publ
icat
ion
of fi
nanc
ial s
tate
men
ts.
x
7.P
repa
re c
ash
flow
fore
cast
s an
d st
atem
ents
pro
ject
ions
and
sta
tem
ents
with
in th
e w
orki
ngen
viro
nmen
t, to
incl
ude
an a
naly
sis
of th
e im
port
ance
of c
ash
to a
bus
ines
s.x
x T
2
8.P
repa
re fi
nan c
ial s
tate
men
ts fo
r pa
rtne
rshi
ps th
at d
iffer
entia
te th
e ca
pita
l and
cur
rent
acc
ount
s fo
rin
divi
dual
par
tner
s.x
9.P
repa
re a
ccou
nts
from
inco
mpl
ete
reco
rds
usin
g ju
dgm
ent a
nd a
ccou
ntin
g es
timat
es w
ithin
the
wor
king
env
ironm
ent.
x T
2
10. U
se r
atio
ana
lysi
s as
a te
chni
que
to in
terp
ret f
inan
cial
sta
tem
ents
sup
plie
d or
gen
erat
ed in
the
wor
kpla
ce a
nd s
uppo
rt d
ecis
ion
mak
ing,
com
mun
icat
ion
and
perf
orm
ance
eva
luat
ion.
x T
1
11.C
ritic
ally
ana
lyse
spe
cifie
d fin
anci
al s
tate
men
ts.
xx
T1
12. E
xpla
in th
e r a
tiona
le fo
r se
lect
ed a
ppro
ache
s to
pro
blem
-sol
ving
and
dec
isio
n-m
akin
g in
rel
atio
n to
the
dem
ands
of t
he w
ork
carr
ied
out.
xx
T1
x T
2
13. C
omm
unic
ate
outc
omes
of a
naly
ses,
eng
age
with
sta
keho
lder
s on
taxa
tion
issu
es a
risin
g fr
om th
ew
orki
ng e
nviro
nmen
t, to
incl
ude
the
prep
arat
ion
of r
epor
ts b
ased
on
the
inte
rpre
tatio
n of
fina
ncia
lst
atem
ents
to s
uppo
rt d
ecis
ion-
mak
ing
xx
T1
x T
2
Employer On the Job Requirements
6
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Taxa
tio
n
Sta
ge
1
1.D
escr
ibe
the
oper
atio
n of
the
Rev
enue
Aut
horit
ies,
the
sour
ces
of ta
x le
gisl
atio
n an
d pr
oced
ures
of
tax
adm
inis
trat
ion,
incl
udin
g th
e ra
isin
g of
ass
essm
ents
.x
2.A
dvis
e on
the
oper
atio
n of
sel
f-as
sess
men
t, in
clud
ing
the
cons
eque
nces
of n
on-c
ompl
ianc
e.x
x T
2
3.R
epor
t on
the
tax
impl
icat
ions
of b
usin
ess
and
com
mer
cial
dec
isio
ns w
hich
rel
ate
to In
com
e Ta
x,V
AT
and
PA
YE
.x
4.S
umm
aris
e th
e fu
nctio
ns o
f a b
ook-
keep
ing
syst
em in
the
com
plet
ion
of a
ccur
ate
and
com
preh
ensi
ve ta
x re
turn
s.x
5.C
omm
unic
ate
with
inte
rest
ed p
artie
s on
the
oper
atio
n of
all
tax
retu
rns
and
amou
nts
due
usin
gap
prop
riate
met
hods
and
tool
s, in
clud
ing
wor
d pr
oces
sing
and
spr
eads
heet
sof
twar
e.x
T2
6.M
aint
ain
accu
rate
rec
ords
and
doc
umen
ts r
equi
red
for
com
plet
ion
of in
com
e ta
x an
d/or
VA
T a
ndP
AY
E/ N
IC r
etur
ns, i
n lin
e w
ith r
elev
ant r
ules
and
reg
ulat
ions
.x
T1
T2
7.C
arry
out
a p
erso
nal s
kills
aud
it of
pro
gres
s in
ach
ievi
ng to
pic
outc
omes
.x
T1
T2
8.P
repa
re in
com
e ta
x co
mpu
tatio
ns fo
r in
divi
dual
s in
acc
orda
nce
with
the
rele
vant
allo
wan
ces:
pers
onal
allo
wan
ces,
exp
ense
s, p
ensi
on c
ontr
ibut
ions
, ben
efit-
in-k
ind
and
soci
al w
elfa
re p
aym
ent.
xx
T2
9.A
dvis
e on
the
taxa
tion
of b
usin
ess
prof
its in
clud
ing
the
adju
stm
ent o
f acc
ount
ing
prof
its fo
r ta
xpu
rpos
es, b
ased
on
a cr
itica
l eva
luat
ion
of r
elev
ant f
acto
rs s
uch
as s
ourc
es o
f inc
ome,
rel
iefs
and
char
ges
due.
xx
T2
10. A
naly
se th
e sc
ope
of P
RS
I and
the
Uni
vers
al S
ocia
l Cha
rge
(US
C)
and
the
amou
nts
due,
on
issu
es a
risin
g fr
om b
usin
ess
tran
sact
ions
, inc
ludi
ng c
ompl
ianc
e an
d ta
x cl
eara
nce
x
11.A
naly
se th
e sc
ope
of a
pplic
atio
n of
PA
YE
, PR
SI a
nd U
SC
.x
12. O
pera
te a
pay
roll
acco
untin
g sy
stem
, to
incl
ude
com
plet
ion
of P
AY
E/P
RS
I ret
urns
for
an e
mpl
oyer
.x
13. A
naly
se th
e re
spon
sibi
litie
s an
d co
nseq
uenc
es o
f diff
eren
t em
ploy
er o
blig
atio
ns a
nd e
mpl
oym
ent
mod
els,
incl
udin
g em
ploy
men
t vs.
sel
f-em
ploy
men
t.x
14. A
naly
se th
e ge
nera
l prin
cipl
es, a
dmin
istr
atio
n pr
oced
ures
and
sco
pe o
f the
VA
T s
yste
m a
nd h
owth
ese
appl
y to
com
mer
cial
tran
sact
ions
.x
x T
1
15. Q
uant
ify th
e am
ount
of V
AT
due
to th
e R
even
ue u
nder
a r
ange
of c
ondi
tions
, bas
ed o
n a
criti
cal
eval
uatio
n of
ret
urns
sup
plie
d.x
T2
Employer On the Job Requirements
7
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Ad
van
ced
Ta
xati
on
Sta
ge
2
1.R
evie
w th
e op
erat
ion
and
proc
edur
es o
f tax
legi
slat
ion
and
prac
tice
incl
udin
g: m
etho
ds a
ndtr
eatm
ent o
f tax
col
lect
ion
mec
hani
sms,
com
plia
nce
issu
es a
nd th
e ro
les
and
resp
onsi
bilit
ies
of th
eR
even
ue A
utho
ritie
s, th
e A
ccou
ntin
g Te
chni
cian
and
the
tax
paye
r.x
2.E
xpla
in th
e fe
atur
es o
f the
Rev
enue
Cha
rter
, Rev
enue
pow
ers
and
audi
t pro
cedu
res.
x
3.C
omm
unic
ate
with
indi
vidu
als
and
Rev
enue
aut
horit
ies
on is
sues
aris
ing
from
bus
ines
str
ansa
ctio
ns, i
nclu
ding
com
plia
nce
and
tax
clea
ranc
e ce
rtifi
cate
s.x
T1
4.C
ompl
ete
appr
opria
te R
even
ue fo
rms,
usi
ng R
even
ue O
n-lin
e S
yste
m to
file
ret
urns
.x
T1
5.C
ompl
ete
tax
retu
rns
rele
vant
to th
e w
orki
ng e
nviro
nmen
t suc
h as
VA
T a
nd/o
r co
rpor
atio
n ta
x an
d/or
PA
YE
and
/or
NIC
and
rec
onci
liatio
n of
tax
retu
rns
with
fina
ncia
l sta
tem
ents
.x
T1
6.D
escr
ibe
the
impa
ct o
f res
iden
ce, o
rdin
ary
resi
denc
e an
d do
mic
ile o
n th
e ta
x af
fairs
of i
ndiv
idua
ls.
x
7.Q
uant
ify th
e ta
x lia
bilit
y of
indi
vidu
als,
taki
ng a
ccou
nt o
f the
full
rang
e of
rel
iefs
, allo
wan
ces,
bene
fits
and
char
ges
appl
icab
le, b
ased
on
a cr
itica
l eva
luat
ion
rele
vant
fact
ors
such
as
sour
ces
ofin
com
e, r
elie
fs a
nd c
harg
es d
ue.
x T
2
8.A
naly
se th
e pr
inci
ples
and
sco
pe o
f the
cha
rge
to C
apita
l Gai
ns T
ax fo
r Ir
ish
resi
dent
indi
vidu
als
incl
udin
g ap
prop
riate
rel
iefs
and
exe
mpt
ions
.x
9.D
escr
ibe
the
prin
cipl
es a
nd s
cope
of t
he c
harg
e to
PR
SI a
nd U
nive
rsal
Soc
ial C
harg
e un
der
Cla
ssA
and
Cla
ss S
.x
x T
1 xT
2
10. E
valu
ate
the
impl
icat
ions
of e
mpl
oym
ent v
sel
f-em
ploy
men
t and
an
abili
ty to
mak
e a
dete
rmin
atio
nus
ing
the
‘Bad
ges
of T
rade
.’x
T2
11.R
epor
t on
the
cons
eque
nces
of r
econ
cilia
tion
of fi
nanc
ial s
tate
men
ts w
ith s
ubm
itted
tax
retu
rns,
toin
clud
e ca
lcul
atio
n of
the
tax
liabi
litie
s du
e.
12. C
ompu
te ta
x lia
bilit
ies
of Ir
ish
resi
dent
com
pani
es, i
n ac
cord
ance
with
the
prin
cipl
es a
nd s
cope
of
the
char
ge to
Cor
pora
tion
Tax
x
13. C
ompu
te ta
x lia
bilit
ies
aris
ing
from
Rel
evan
t Con
trac
ts T
ax a
nd V
AT
liab
ilitie
s fr
om in
tra
EU
tran
sact
ions
, im
port
s an
d ex
port
sx
Employer On the Job Requirements
8
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Law
an
d
Eth
ics
1.
Exp
lain
the
role
of v
ario
us s
ourc
es o
f law
, div
isio
ns o
f law
, the
str
uctu
res
and
juris
dict
ions
of t
he
Cou
rts
x
2.
Sum
mar
ise
the
key
elem
ents
and
prin
cipl
es o
f a v
alid
con
trac
t and
em
ploy
men
t law
.x
3.
Cla
rify
the
gene
ral p
rinci
ples
of t
ort,
agen
cy a
nd c
onsu
mer
law
x
4.
Ana
lyse
the
char
acte
ristic
s of
var
ious
bus
ines
s en
titie
s an
d th
e di
ffere
nces
bet
wee
n th
emx
5.
Illus
trat
e th
e pr
oces
ses
invo
lved
in th
e fo
rmat
ion
of a
com
pany
, inc
ludi
ng r
egis
trat
ion
proc
edur
e of
le
gal e
ntiti
es.
x
6.
Pre
dict
the
cons
eque
nces
of i
ncor
pora
tion
in a
ran
ge o
f situ
atio
ns.
x
7.
Ana
lyse
the
role
s, r
espo
nsib
ilitie
s an
d po
wer
s of
com
pany
offi
cers
, inc
ludi
ng d
irect
ors,
man
ager
s,
audi
tors
.X
T2
8.
Exp
lain
the
key
elem
ents
of c
ompa
ny fi
nanc
e, s
uch
as th
e co
ncep
t of c
apita
l and
the
diffe
rent
m
etho
ds b
y w
hich
a c
ompa
ny c
an r
aise
sha
re c
apita
l and
loan
cap
ital.
x
9.
Des
crib
e th
e st
atut
ory
requ
irem
ents
of s
peci
fic b
usin
ess
scen
ario
s co
ncer
ning
fina
ncia
l st
atem
ents
, rep
orts
and
ret
urns
sce
nario
s.X
T1
10. D
istin
guis
h be
twee
n di
ffere
nt ty
pes
of m
eetin
gs a
nd m
eetin
g pr
oced
ures
incl
udin
g re
solu
tion
and
requ
irem
ents
to v
alid
ate
a m
eetin
g.X
T2
11. I
llust
rate
the
proc
esse
s of
com
pany
con
clus
ion,
incl
udin
g th
e co
ncep
ts a
nd th
e ef
fect
s of
re
ceiv
ersh
ips
and
liqui
datio
ns.
x
12. A
naly
se th
e et
hica
l obl
igat
ions
on
peop
le d
ealin
g w
ith fi
nanc
ial i
nfor
mat
ion,
pro
duct
s an
d se
rvic
es,
espe
cial
ly c
ompa
ny d
irect
ors.
X T
1
13. D
escr
ibe
the
impa
ct o
f eth
ical
issu
es w
ithin
the
wid
er a
ccou
ntin
g te
chni
cian
s co
mm
unity
of
prac
tice.
xx
14. E
xpla
in th
e m
ain
tene
ts o
f cor
pora
te g
over
nanc
e th
at a
pply
to b
oth
liste
d an
d un
liste
d co
mpa
nies
, in
clud
ing
the
ethi
cal o
blig
atio
ns im
pose
d un
der
the
volu
ntar
y co
de.
X T
2
15. D
escr
ibe
the
oblig
atio
ns o
n an
org
aniz
atio
n un
der
Dat
a P
rote
ctio
n le
gisl
atio
n co
ncer
ning
the
stor
ing
and
proc
essi
ng o
f per
sona
l dat
a an
d da
ta a
cces
s re
ques
tsX
T1
16. D
escr
ibe
the
role
of t
he D
ata
Com
mis
sion
er.
x
Employer On the Job Requirements
9
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Bu
sin
ess
Man
agem
ent
1.A
naly
se th
e m
ain
func
tion
area
s of
bus
ines
s, in
clud
ing
finan
ce, o
pera
tions
, HR
, mar
ketin
g an
d IT
,an
d th
e co
ntrib
utio
n of
eac
h to
the
orga
nisa
tion
x
2.R
evie
w th
e ke
y el
emen
ts o
f Hum
an R
esou
rce
man
agem
ent i
nclu
ding
rec
ruitm
ent,
trai
ning
and
deve
lopm
ent,
perf
orm
ance
app
rais
alx
3.M
ake
use
of g
roup
dyn
amic
s to
faci
litat
e in
nova
tion
and
chan
ge.
x
4.P
ract
ise
usin
g di
ffere
nt a
ppro
ache
s to
faci
litat
ing
inno
vatio
n an
d m
anag
ing
chan
ge.
x
5.E
xam
ine
the
evol
utio
n an
d ce
ntra
l con
cept
s in
the
func
tion
of m
arke
ting.
x
6.A
naly
se th
e ke
y el
emen
ts in
pla
nnin
g, m
anag
ing
and
exec
utin
g th
e se
rvic
es m
arke
ting
mix
,in
clud
ing
the
func
tions
of s
ervi
ce a
nd s
ales
.x
7.O
utlin
e th
e us
es o
f a r
ange
of s
ecur
ity c
ontr
ols
to p
rote
ct In
form
atio
n S
yste
ms
and
data
, inc
ludi
ngC
loud
tech
nolo
gy, i
n a
busi
ness
env
ironm
ent.
x
8.C
ritiq
ue k
ey p
rinci
ples
and
theo
ries
unde
rpin
ning
cur
rent
man
agem
ent p
ract
ice,
def
initi
ons
and
cont
empo
rary
mod
els
of m
anag
emen
t.x
9.A
naly
se th
e in
terr
elat
ed fu
nctio
ns o
f the
man
agem
ent r
ole
and
cont
ext:
plan
ning
, org
anis
ing,
staf
fing,
lead
ing
and
cont
rolli
ng.
x
10. P
ract
ise
a ra
nge
of le
ader
ship
str
ateg
ies
and
mot
ivat
ion
theo
ries
and
tech
niqu
es r
elev
ant t
obu
sine
ss s
ituat
ions
.x
11.U
se a
ran
ge o
f ski
lls a
nd s
trat
egie
s su
itabl
e to
man
age
com
mun
icat
ion
with
and
bet
wee
n st
aff i
ndi
ffere
nt o
rgan
isat
iona
l con
text
sx
12. A
naly
se th
e pr
actic
al im
pact
of t
he e
xter
nal e
nviro
nmen
t on
busi
ness
pra
ctic
e in
clud
ing
busi
ness
and
stak
ehol
der
obje
ctiv
es a
nd g
oals
.x
13. P
ract
ise
usin
g co
mm
on b
usin
ess
anal
ysis
tech
niqu
es e
g S
WO
T, P
ES
T.x
14. C
reat
e an
Act
ion
Pla
n fo
r co
llege
and
wor
kpla
ce a
ctiv
ities
, to
incl
udes
sig
npos
ts o
f ach
ieve
men
tan
d tim
e sc
ale
for
own
and
othe
rs’ w
ork.
x T
2
15. E
xam
ine
the
role
of c
orpo
rate
gov
erna
nce,
soc
ial r
espo
nsib
ility
incl
udin
g gr
een
man
agem
ent,
in a
busi
ness
con
text
.x
16. A
naly
se th
e ke
y el
emen
ts a
nd c
halle
nges
faci
ng m
anag
ers
in b
usin
ess
in c
onte
mpo
rary
wor
ld,
incl
udin
g so
ciet
al e
xpec
tatio
ns, g
loba
lisat
ion,
cha
ngin
g w
orkf
orce
x
17. C
arry
out
a p
erso
nal s
kills
and
atti
tude
s au
dit o
f ow
n pa
rtic
ipat
ion
and
enga
gem
ent w
ith to
pic.
x T
2
18. P
ract
ise
a ra
nge
of s
trat
egie
s fo
r ha
ndlin
g co
nflic
t and
impr
ovin
g re
silie
nce
in le
arni
ng a
ndw
orkp
lace
inte
ract
ions
.x
T2
x
Employer On the Job Requirements
10
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Inte
gra
ted
A
cco
un
tin
g
Sys
tem
s
1.U
se a
com
pute
rized
pay
roll
syst
em to
man
age
data
, inc
ludi
ng e
nter
ing
and
editi
ng a
var
iety
of p
ayel
emen
ts s
uch
as p
ensi
on c
ontr
ibut
ions
and
ben
efit-
in-k
ind.
xx
T1
2.M
aint
ain
empl
oyee
rec
ords
on
a pa
yrol
l sys
tem
, in
acco
rdan
ce w
ith c
urre
nt R
even
ue a
dvic
es, t
oin
clud
e up
datin
g an
d co
rrec
tion
of e
rror
s.x
x T
1
3.P
roce
ss ti
mes
heet
info
rmat
ion
for
a re
quire
d pa
yrol
l fre
quen
cy.
xx
T1
4.U
se a
ran
ge o
f str
ateg
ies
and
tool
s to
sec
ure
data
and
saf
egua
rd p
ayro
ll in
form
atio
n.x
x T
1
5.G
ener
ate
payr
oll r
epor
ts.
xx
T1
6.E
valu
ate
the
appl
icat
ion
of a
spec
ts o
f em
ploy
men
t law
, pol
icie
s an
d pr
oced
ures
in th
e w
orkp
lace
from
a p
ayro
ll pe
rspe
ctiv
e.x
7.O
pera
te a
n in
tegr
ated
acc
ount
s pa
ckag
e in
acc
orda
nce
with
the
theo
ry a
nd p
rinci
ples
of d
oubl
een
try
book
-kee
ping
.x
8.M
aint
ain
a co
mpu
teriz
ed n
omin
al le
dger
and
cha
rt o
f acc
ount
s.x
9.M
aint
ain
a va
riety
of c
ompu
teris
ed c
usto
mer
and
sup
plie
r ba
nk r
ecor
ds.
x
10. O
pera
te a
dou
ble
entr
y bo
okke
epin
g pr
oces
s, in
clud
ing
accr
uals
, pre
paym
ents
, dep
reci
atio
n an
dot
her
adju
stm
ents
x
11.P
roce
ss fi
nan c
ial a
ccou
ntin
g tr
ansa
ctio
ns fo
r an
indi
cate
d re
port
ing
perio
d, to
incl
ude
reco
ncili
atio
ns.
xx
T2
12. G
ener
ate
a w
ide
varie
ty o
f acc
ount
ing
repo
rts,
incl
udin
g fin
anci
al s
tate
men
ts.
x
13. U
se s
prea
dshe
ets
to c
alcu
late
, int
erpr
et a
nd a
naly
se d
ata
thro
ugh
copy
ing/
addi
ng d
ata,
inse
rtin
gfu
nctio
ns &
form
ulae
, cre
atin
g bu
dget
s an
d fo
reca
sts
and
othe
r sp
read
shee
t too
ls.
xx
T2
14. V
isua
lly e
nhan
ce d
ata
usin
g a
varie
ty o
f spr
eads
heet
form
attin
g, p
rese
ntat
ion
and
illus
trat
ion
tool
s.x
x T
2
15. G
ener
ate
mea
ning
ful r
epor
ts fr
om a
spr
eads
heet
pro
gram
.x
x T
2
Employer On the Job Requirements
11
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Man
agem
ent
Acc
ou
nti
ng
1.A
naly
se th
e ro
le o
f man
agem
ent a
ccou
ntin
g in
sup
port
ing
busi
ness
dec
isio
n-m
akin
g.x
2.C
ritic
ally
exa
min
e th
e pr
iorit
ies
and
obje
ctiv
es o
f diff
eren
t sta
keho
lder
s.x
x T
2
3.U
se m
anag
emen
t acc
ount
ing
tech
niqu
es to
sup
port
bus
ines
s pl
anni
ng a
nd c
ontr
ol.
x
4.E
xpla
in th
e p r
inci
ples
and
tech
niqu
es u
sed
in m
anag
emen
t acc
ount
ing
and
thei
r re
latio
n to
finan
cial
acc
ount
ing.
xxT
1
5.C
ritic
ally
eva
luat
e va
rious
ele
men
ts o
f a c
ostin
g sy
stem
, usi
ng s
tand
ard
cost
ing
syst
emte
rmin
olog
y.
6.D
escr
ibe
diffe
rent
type
s of
cos
ting
syst
ems,
beh
avio
urs
and
conc
epts
x T
1
7.E
xpla
in h
ow c
osts
are
ass
igne
d to
cos
t obj
ects
, par
ticul
arly
ove
rhea
ds (
utili
sing
ove
rhea
dap
port
ionm
ent a
nd a
bsor
ptio
n co
stin
g te
chni
ques
)x
8.G
ener
ate
appr
opria
te p
rodu
ct a
nd s
ervi
ce c
osts
, usi
ng tr
aditi
onal
and
mod
ern
appr
oach
es, n
otab
lyac
tivity
bas
ed a
nd a
bsor
ptio
n co
stin
g.x
9.C
ritiq
ue th
e im
pact
of a
ltern
ativ
e ac
coun
ting
met
hods
of a
ssig
ning
fixe
d m
anuf
actu
ring
over
head
topr
oduc
ts fo
r pr
ofit
mea
sure
men
t and
inve
ntor
y va
luat
ion
x
10.R
evie
w th
e st
anda
rd s
ettin
g pr
oces
s an
d th
e an
alys
is o
f app
ropr
iate
var
ianc
es.
x
11. C
ritic
ally
ana
lyse
bud
get a
dmin
istr
atio
n pr
oced
ures
and
the
beha
viou
ral a
spec
ts o
f the
bud
geta
rypr
oces
sx
x T
2
12. C
ritic
ally
ana
lyse
bud
geta
ry te
chni
ques
suc
h as
incr
emen
tal a
nd z
ero
base
d bu
dget
ing
x
13. P
repa
re b
udge
ts, m
akin
g us
e of
sel
ecte
d bu
dget
ary
tech
niqu
es a
nd c
ontr
ols
rele
vant
to th
e w
ork
plac
e bu
dget
, in
line
with
key
ass
umpt
ions
and
req
uire
men
ts, a
ccor
ding
to th
e pr
oces
ses
and
prin
cipl
es o
f bud
geta
ry p
lann
ing
and
cont
rol.
x
14. A
pply
a r
ange
of c
ostin
g te
chni
ques
with
in th
e w
orkp
lace
, inc
ludi
ng m
argi
nal,
abso
rptio
n an
dac
tivity
bas
ed c
ostin
g te
chni
ques
.x
T1
15. I
dent
ify w
orkp
lace
opp
ortu
nity
and
sun
k co
sts
whi
ch s
uppo
rt d
ecis
ion-
mak
ing
x T
1
16. R
ecor
d in
form
atio
n fo
r co
stin
g sy
stem
s ge
nera
ted
with
in th
e w
orki
ng e
nviro
nmen
t.xT
1 T
2
17. U
se r
elev
ant c
ostin
g te
chni
ques
in d
ecis
ion-
mak
ing
and
perf
orm
ance
eva
luat
ion
x T
1
Employer On the Job Requirements
12
Pro
gra
mm
e M
od
ule
s
Ass
essm
ent
Met
ho
ds
Exa
min
atio
n
Po
rtfo
lio
Co
mp
eten
cy
Ass
essm
ent
Wo
rkp
lace
Ta
sks
1 an
d 2
Ref
lect
ive
Lea
rnin
g
Jou
rnal
Mo
du
le L
earn
ing
Ou
tco
mes
Man
agem
ent
Acc
ou
nti
ng
18. M
ake
deci
sion
s in
pra
ctic
al in
tegr
ated
bus
ines
s si
tuat
ions
, inc
ludi
ng th
e us
e of
con
trib
utio
n an
dbr
eake
ven
anal
ysis
.x
19. P
repa
re r
elev
ant m
anag
emen
t acc
ount
ing
stat
emen
ts u
sing
wor
d-pr
oces
sing
and
/or
spre
adsh
eet
tool
s to
pre
sent
app
ropr
iate
, wel
l for
mat
ted
repo
rts
gene
rate
d on
ser
vice
and
cre
dit c
osts
app
lied
with
in th
e w
orkp
lace
x T
1
20. C
ontr
ibut
e to
a fi
nanc
ial a
nd/o
r ot
her
audi
t with
in th
e w
orki
ng e
nviro
nmen
t.x
T2
21. M
ake
reco
mm
enda
tions
aris
ing
from
a r
evie
w o
f an
audi
t rep
ort.
x T
2
22. E
valu
ate
polic
ies
and
proc
edur
es d
esig
ned
to e
nsur
e co
mpl
ianc
e.x
T2
Pro
gra
mm
e M
od
ule
sL
earn
ing
Ou
tco
me
Sta
ge
2 T
heo
ry M
4
Ski
lls
Dem
on
stra
tio
n
On
-th
e-Jo
b
tag
e 2
Po
rtfo
lio
Man
agem
ent
Acc
ou
nti
ng
23.A
naly
se th
e ro
le o
f man
agem
ent a
ccou
ntin
g in
sup
port
ing
busi
ness
dec
isio
n-m
akin
g.X
X
24.C
ritic
ally
exa
min
e th
e pr
iorit
ies
and
obje
ctiv
es o
f diff
eren
t sta
keho
lder
s.X
25.U
se m
anag
emen
t acc
ount
ing
tech
niqu
es to
sup
port
bus
ines
s pl
anni
ng a
nd c
ontr
ol.
XX
26.E
xpla
in th
e pr
inci
ples
and
tech
niqu
es u
sed
in m
anag
emen
t acc
ount
ing
and
thei
r re
latio
n to
finan
cial
acc
ount
ing
X
27.C
ritic
ally
eva
luat
e va
rious
ele
men
ts o
f a c
ostin
g sy
stem
, usi
ng s
tand
ard
cost
ing
syst
emte
rmin
olog
y.X
X
28.D
escr
ibe
diffe
rent
type
s of
cos
ting
syst
ems,
beh
avio
urs
and
conc
epts
X
29.E
xpla
in h
ow c
osts
are
ass
igne
d to
cos
t obj
ects
, par
ticul
arly
ove
rhea
ds (
utili
sing
ove
rhea
dap
port
ionm
ent a
nd a
bsor
ptio
n co
stin
g te
chni
ques
)X
X
Employer On the Job Requirements
13
Pro
gra
mm
e M
od
ule
sL
earn
ing
Ou
tco
me
Sta
ge
2 T
heo
ry M
4
Ski
lls
Dem
on
stra
tio
n
On
-th
e-Jo
b
tag
e 2
Po
rtfo
lio
Man
agem
ent
Acc
ou
nti
ng
30.G
ener
ate
appr
opria
te p
rodu
ct a
nd s
ervi
ce c
osts
, usi
ng tr
aditi
onal
and
mod
ern
appr
oach
es, n
otab
lyac
tivity
bas
ed a
nd a
bsor
ptio
n co
stin
g.X
X
31.C
ritiq
ue th
e im
pact
of a
ltern
ativ
e ac
coun
ting
met
hods
of a
ssig
ning
fixe
d m
anuf
actu
ring
over
head
to p
rodu
cts
for
prof
it m
easu
rem
ent a
nd in
vent
ory
valu
atio
nX
XX
32.R
evie
w th
e st
anda
rd s
ettin
g pr
oces
s an
d th
e an
alys
is o
f app
ropr
iate
var
ianc
es.
X
33.C
ritic
ally
ana
lyse
bud
get a
dmin
istr
atio
n pr
oced
ures
and
the
beha
viou
ral a
spec
ts o
f the
bud
geta
rypr
oces
sX
34.C
ritic
ally
ana
lyse
bud
geta
ry te
chni
ques
suc
h as
incr
emen
tal a
nd z
ero
base
d bu
dget
ing
X
35.P
repa
re b
udge
ts, m
akin
g us
e of
sel
ecte
d bu
dget
ary
tech
niqu
es a
nd c
ontr
ols
rele
vant
to th
e w
ork
plac
e bu
dget
, in
line
with
key
ass
umpt
ions
and
req
uire
men
ts, a
ccor
ding
to th
eX
XX
36.A
pply
a r
ange
of c
ostin
g te
chni
ques
with
in th
e w
orkp
lace
, inc
ludi
ng m
argi
nal,
abso
rptio
n an
dac
tivity
bas
ed c
ostin
g te
chni
ques
.X
37.I
dent
ify w
orkp
lace
opp
ortu
nity
and
sun
k co
sts
whi
ch s
uppo
rt d
ecis
ion-
mak
ing
XX
38.R
ecor
d in
form
atio
n fo
r co
stin
g sy
stem
s ge
nera
ted
with
in th
e w
orki
ng e
nviro
nmen
t.X
X
39.U
se r
elev
ant c
ostin
g te
chni
ques
in d
ecis
ion-
mak
ing
and
perf
orm
ance
eva
luat
ion
XX
40.M
ake
deci
sion
s in
pra
ctic
al in
tegr
ated
bus
ines
s si
tuat
ions
, inc
ludi
ng th
e us
e of
con
trib
utio
n an
dbr
eake
ven
anal
ysis
.X
X
41.C
ontr
ibut
e to
a fi
nanc
ial a
nd/o
r ot
her
audi
t with
in th
e w
orki
ng e
nviro
nmen
t.X
X
42.I
nter
pret
an
audi
t rep
ort,
and
prov
ide
reco
mm
enda
tions
to a
ddre
ss is
sues
of n
on-c
ompl
ianc
e.X
X
43.E
valu
ate
polic
ies
and
proc
edur
es d
esig
ned
to e
nsur
e co
mpl
ianc
e.X
X
Th
e ab
ove
Mo
du
le L
earn
ing
Ou
tco
mes
are
ass
esse
d in
Sta
ge
2 to
acc
epte
d In
du
stry
Sta
nd
ard
s
Exa
min
atio
n T
heo
ry :
th
is w
ill a
sses
s L
O:1
,2,3
,4,5
,6,7
,8,9
,10,
11,1
2,13
,
Sta
ge
2 M
odul
e 4
Off-
the
Job
Writ
ten
Exa
min
atio
n
Lea
rner
Rec
ord
/Po
rtfo
lio :
th
is w
ill a
sses
s L
O:
1,3,
5,7,
9,13
,15,
16,1
9,20
On
th
e Jo
b o
pti
on
al S
kills
Dem
on
stra
tio
n :
th
is w
ill a
sses
s L
O:
8.9.
13.1
4,15
,16,
17,1
8,19
,20,
21 E
vid
ence
d P
ort
folio
14
15
Example of Work-Based Assessment Task
16
17
STAGE 1: WORK-BASED ASSESSMENT TASK
Module: Financial Accounting
TASK 1: DOUBLE-ENTRY TRANSACTION
Employer On the Job Requirements
18
Assessment Task 1: Double-Entry Transaction
Specifications:
Activity Description:
• Perform Double-Entry transactions to complete a set of cash control accounts.
Conditions:
• Given all appropriate documentation necessary to complete the accounts.
Apprentice(s) will be assessed under the following headings:
Standards:
1. Accounts set up correctly
2. All documentation prepared correctly
3. Correct accounting principles applied
4. Correct accounting procedures applied
5. All accounts information balanced on presentation
Preparation:
• The apprentice will already have completed similar activities to the required standard(s)
• The apprentice and workplace mentor will plan/select a suitable opportunity/work project to carry outthe competence assessment and ensure all materials are available prior to assessment
Practical Skills:
• Use of the Double-Entry system of bookkeeping to prepare a trial balance.
Technical Knowledge:
• Cash lodgements
• Petty cash
• Reconciliation
• Debtors and creditors control
Personal Skills:
• Communication
• Planning
• Working independently
Employer On the Job Requirements
19
Assessment Task 1: Double-Entry Transaction
Assessment Methods:
• Observation
• Visual inspection of Accounts
Mapping:
Module Learning Outcomes Covered
Financial Accounting LOs 7, 12.
Employer On the Job Requirements
20
Assessment Task 1: Double-Entry Transaction
Marking Scheme Time Allowed:
Point: Achieved 3 Not Achieved 7
No. Attempt > 1 2 3 4 5 6
1. Cash lodgements correct
2. Petty cash expenses correct
3. Debtors & creditors control account completed correctly
4. Reconciliation to bank lodgements completed correctly
5. Appropriate discussion/notes on cash lodgements attached
6. Examples of errors identified and corrected
7. Notes on measures taken to identify and correct errors attached
RESULT: P/R
P - Pass = ALL Points achieved R - Referred = ALL Points NOT achieved
All Points must be achieved to obtain a Pass in this Assessment
Apprentice Name(Block Capitals) ____________________________________________________________________
(Signature) _____________________________________________ Date ____________________
Workplace Mentor Name(Block Capitals) ____________________________________________________________________
(Signature) _____________________________________________ Date ____________________
Employer On the Job Requirements
21
Assessment Task 1: Double-Entry Transaction
Performance Feedback Sheet
The purpose of this form is to provide an opportunity for the work-based mentor to give feedback to the apprentice(s) on their performance and to log the outcome of their performance:
Apprentice’s Name: (Block Capitals): ___________________________________________________________________
Workplace Mentor’s Name: (Block Capitals): ___________________________________________________________________
Assessment Location
______________________________________________________ Date ____________________
Workplace Mentor’s Feedback:
Apprentice’s Response:
I certify that the assessment was performed by me and the feedback given to me by the workplace mentor is a true reflection of my performance:
Apprentice (Signature): ____________________________________________ Date: ___________________
Workplace Mentor Name: ___________________________________________________________________________
(Signature): ____________________________________________ Date: __________________
Employer On the Job Requirements
22
Workplace Mentor Assessment Report
This form provides the opportunity for the workplace mentor to provide feedback on the assessment event.
The form should be completed online by the workplace mentor.
Employer’s name: Contact number:
Assessment Location Address:
Yes No Comment
Q1. Did the assessment location have all the necessary materials, and resources to conduct the assessment effectively?
Q2. Were there any issues with the workplace mentor’s and/or apprentice’s instructions for this assessment?
Q3. During the assessment event did any issue arise, or unforeseen event occur?
Q4. Did any breach/suspicion of breach of assessment regulations occur?
Please record any comments, recommendations, corrective or preventive actions:
Workplace Mentor’s Name: (Block Capitals): ___________________________________________________________________
(Signature): ____________________________________________ Date: ___________________
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028 90 435 840028 90 230 071
www.accountingtechniciansireland.ie
