Executing payment processes, coordinating and overseeing promotional activities, managing confidential information and documents, and implementing control measures with individuals are key responsibilities in efficiently handling financial transactions, marketing efforts, and sensitive information within an organisation.

The person credited with this unit standard is able to correctly process payments to suppliers, employees and vendors and manage and coordinate all promotional activities to general sales. The qualifying learner is capable of processing payments. Coordinating and monitoring promotional activities. Controlling and dealing with confidential information and documents. Implementing control measures with individuals.

Course Content

  • Payments to suppliers are processed within agreed timeframes and in accordance with company standards
  • Payments to staff and casual labourers are processed within agreed timeframes and in accordance with company standards
  • Payments for operating costs and rent are processed within agreed timeframes and in accordance with company standards
  • Promotional plan or activities list is obtained and analysed
  • Resources required for planned promotion are identified and obtained
  • Promotional plan is put into place
  • Promotion is monitored towards achievement of objective
  • Inadequacies are identified and corrective action implemented
  • Confidential information is defined and described for a specific organisation
  • The system and procedures used for dealing with confidential information is explained with examples
  • Documents are secured in an appropriate manner and within an agreed time frame
  • Utmost care is taken to avoid compromising any relevant stakeholder
  • Contracted control measures are implemented and non-conformances are identified for reporting to persons with the authority to deal with them
  • Non-conformances are recorded and corrective actions negotiated according to organisational requirements
  • Reported non-conformances is handled in accordance with organisational policies and procedures and is duly recorded
  • Non-accredited: Short course only  
  • Duration: 1h 30m
  • Delivery: Classroom/Online/Blended
  • Access Period: 12 Months 
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