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NCFE Principles of Business
Administration
Level 2 Certificate
Waterside
Tutor: Michelle Walsh
mwalsh@accross.ac.uk
01254 354413
Induction
 Fire evacuation
 Toilets
 Smoking
 Phone calls / appointments
 Commitment = 70%
 Absences – To be reported
 Brews – 25p per session
 Questions?
Unit 6 - Understand how to
carry out business
administration tasks1 Understand how to deal with mail
 The learner can:
 1.1 Explain how to deal with ‘junk’ mail
 1.2 Describe what to do in the event of problems arising when dealing with incoming or outgoing mail
 1.3 Describe how to operate a franking machine
 1.4 Explain how to prepare packages for distribution
 1.5 State organisational policies and procedures on mail handling, security and the use of courier services
 1.6 Explain the process for reporting suspicious or damaged items in accordance with organisational
procedures
2 Understand reception services
 The learner can:
 2.1 Explain the receptionist’s role in representing an organisation
 2.2 Explain an organisation’s structure and lines of communication
 2.3 Describe an organisation’s standards of presentation
 2.4 Explain the health, safety and security implications of visitors to a building
 2.5 Explain how to deal with challenging people
3 Understand the management of diary systems
 The learner can:
 3.1 Explain the importance of keeping diary systems up to date
 3.2 Describe the basis on which bookings and changes are prioritised
 3.3 Explain any constraints relating to making bookings for people or facilities
 3.4 Describe the types of problems that can occur when managing diaries
2 week deadine for this
unit
We’ll work through half of the criteria today
Learning Outcome 1
Work through all criteria in Learning outcome 1
 50 minutes in total to get ideas down as notes –
Remember, the more notes you take the easier it
is to type your assignment at home
 Keep on track with what the criteria is asking –
Business related
 After 50 minutes, share your ideas as a group to
help others with notes. (5-10 mins)
Unit 6 – LO 1 Guidance
AC 1.1
 See if suitable for staff, if not then recycle
 Ask all staff to order personal goods home instead of work
 Request other businesses and organisations you trade
with not to sell on details of the business
Return to sender
 If you get junk mail with a return address on the envelope, you
should: Write “unsolicited mail, return to sender” on the
envelope. Post it - you don’t have to pay. This won’t guarantee
that you won’t get any more junk mail, but it’s a way of letting
the company know that you don’t want any more mail.
AC 1.2
Potential problems:
Deadlines missed, appointments missed – Ensure
post is sorted quickly and efficiently by getting it to
the right person
Security issues, damage – Items are checked at
reception
Mail delivered to wrong address – Put back through
the post or use return to sender
AC 1.3
 Franking Machine
Machine provides labels which include, date, price, return address and company logo. Correct
amount of postage is checked by weighing items and selecting the size of package… letter, large
letter, parcel and so on and also whether you want it sending first or second class. This is in line
with Royal Mail current rates.
Second class post is placed into a green bag and first class is placed into a red bag, both are
which supplied by the Royal Mail.
You need to make sure there is sufficient credit on the franking machine or items won’t be franked
– Balance is shown on the bottom of the screen. The company would keep a copy of when it was
last credited and who by. There may be someone appointed for this as it can be credited at the
machine itself
http://www.frankingmachine.co.uk/faq/
AC 1.4
Once packages/letters have been franked and put in appropriate
bags
Courier/Royal mail will collect from reception
Packages are usually in envelopes or wrapped in appropriate
packaging by the staff who are sending them out
Sometimes a postage certificate is needed so this will be
completed and then signed by the courier who collects them mail.
AC 1.5
Security of items – Confidential data, delivered to named staff via
pigeon holes to be opened by the member of staff themselves
If no name then administrators to open
Outgoing mail is sent via trusted courier, appropriately packaged
AC 1.6
Suspicious or damaged items
 Record date and time of receipt
 Report to appropriate authority – usually line
manager first
 Do not open – Can sometimes tell by uneven
packaging, discolouring, odour
 If damaged at time of delivery – Refuse
delivery and speak to courier
10 MINS
Learning Outcome 2
Work through all criteria in Learning outcome 2
 50 minutes in total to get ideas down as
notes – Remember, the more notes you take
the easier it is to type your assignment at
home.
 After 50 minutes, share your ideas as a
group to help others with notes. (5-10 mins)
Unit 6 – LO 2 Guidance
2.1
As a receptionist, your day-to-day work would include:
 greeting visitors and directing them to the correct
person or department
 managing the visitors book and giving out security
passes
 answering enquiries in person, by phone and on
email
 providing or sending out information
 managing a booking system
 providing refreshments
 keeping the reception area tidy
https://nationalcareersservice.direct.gov.uk/advice/plan
ning/jobprofiles/Pages/receptionist.aspx#sthash.mhGKc
AMH.dpuf
AC 2.2
This depends on the size of company
Think flat stucture or hierarchy – Chains of command
organisation’s structure to include the departments and
contact points for referral
To make communication timely and effective
http://smallbusiness.chron.com/structure-lines-
communication-organization-73425.html
AC 2.3
 Think about the company themselves
 How they meet expectations
 Reputation
 Staff
AC 2.4
Employer duty – Health & Safety at Work Act 1974
Fire register – Sign in/out
Dependant on business – ID card
Prevent unauthorised access
Data protection - Records
 http://www.theiet.org/factfiles/health/hsb56-page.cfm
 http://www.contentextra.com/publicrelations/files/topic
guides/PR_TopicGuide_1_2.pdf
AC 2.5
 challenging people should cover those who have
difficult queries who require specific assistance.
Challenging people could also include those who
may be angry, unreasonable, confused and/or
those who may have problems, questions,
additional needs/requirements, poor
communication skills or language barriers
 Think about what you would do to overcome this –
Your tone, body language, words, actions
 http://quals.onefile.co.uk/pdf/unit/NHC_027.pdf
5 MIN BREATHER
Learning Outcome 3
Work through all criteria in Learning outcome 3
 30 minutes in total to get ideas down as
notes – Remember, the more notes you take
the easier it is to type your assignment at
home.
 After 30 minutes, share your ideas as a
group to help others with notes. (5-10 mins)
Unit 6 – LO 3 Guidance
AC 3.1
 A diary which is not kept completely up to date will
have all sorts of confusion. It will make people
lose confidence and becomes time wasting.
 People turn up when not needed
 Not able to fit other appointments in
 Change of venue/time
 http://hubpages.com/business/Diary-Management-
NVQ-Level-3-Diploma-in-Business-and-
Administration
AC 3.2
Prioritised:
 urgent and important
 non-urgent but important
 urgent but not important
 non-urgent and not important
http://hubpages.com/business/Diary-Management-
NVQ-Level-3-Diploma-in-Business-and-
Administration
AC 3.3
Constraints:
 availability of room(s)
 costs involved
 availability of attendees
AC 3.4
 Potential problems – Overlapping appointments
 Lack in communication
 Not confirming
 Updating
 http://hubpages.com/business/Diary-Management-
NVQ-Level-3-Diploma-in-Business-and-
Administration
Learning outcomes – Unit 6
DID YOU……?
1 Understand how to deal with mail
The learner can:
 1.1 Explain how to deal with ‘junk’ mail
 1.2 Describe what to do in the event of problems arising when dealing with incoming or outgoing mail
 1.3 Describe how to operate a franking machine
 1.4 Explain how to prepare packages for distribution
 1.5 State organisational policies and procedures on mail handling, security and the use of courier
services
 1.6 Explain the process for reporting suspicious or damaged items in accordance with organisational
procedures
2 Understand reception services
The learner can:
 2.1 Explain the receptionist’s role in representing an organisation
 2.2 Explain an organisation’s structure and lines of communication
 2.3 Describe an organisation’s standards of presentation
 2.4 Explain the health, safety and security implications of visitors to a building
 2.5 Explain how to deal with challenging people
3 Understand the management of diary systems
The learner can:
 3.1 Explain the importance of keeping diary systems up to date
 3.2 Describe the basis on which bookings and changes are prioritised
 3.3 Explain any constraints relating to making bookings for people or facilities
 3.4 Describe the types of problems that can occur when managing diaries
Any questions?
See you next week
You need to make a start on typing up;
Unit 06
We will continue this next week

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Unit 6 Understand how to carry out business administration tasks - Jan17

  • 1. NCFE Principles of Business Administration Level 2 Certificate Waterside Tutor: Michelle Walsh mwalsh@accross.ac.uk 01254 354413
  • 2. Induction  Fire evacuation  Toilets  Smoking  Phone calls / appointments  Commitment = 70%  Absences – To be reported  Brews – 25p per session  Questions?
  • 3. Unit 6 - Understand how to carry out business administration tasks1 Understand how to deal with mail  The learner can:  1.1 Explain how to deal with ‘junk’ mail  1.2 Describe what to do in the event of problems arising when dealing with incoming or outgoing mail  1.3 Describe how to operate a franking machine  1.4 Explain how to prepare packages for distribution  1.5 State organisational policies and procedures on mail handling, security and the use of courier services  1.6 Explain the process for reporting suspicious or damaged items in accordance with organisational procedures 2 Understand reception services  The learner can:  2.1 Explain the receptionist’s role in representing an organisation  2.2 Explain an organisation’s structure and lines of communication  2.3 Describe an organisation’s standards of presentation  2.4 Explain the health, safety and security implications of visitors to a building  2.5 Explain how to deal with challenging people 3 Understand the management of diary systems  The learner can:  3.1 Explain the importance of keeping diary systems up to date  3.2 Describe the basis on which bookings and changes are prioritised  3.3 Explain any constraints relating to making bookings for people or facilities  3.4 Describe the types of problems that can occur when managing diaries
  • 4. 2 week deadine for this unit We’ll work through half of the criteria today
  • 5. Learning Outcome 1 Work through all criteria in Learning outcome 1  50 minutes in total to get ideas down as notes – Remember, the more notes you take the easier it is to type your assignment at home  Keep on track with what the criteria is asking – Business related  After 50 minutes, share your ideas as a group to help others with notes. (5-10 mins)
  • 6. Unit 6 – LO 1 Guidance
  • 7. AC 1.1  See if suitable for staff, if not then recycle  Ask all staff to order personal goods home instead of work  Request other businesses and organisations you trade with not to sell on details of the business Return to sender  If you get junk mail with a return address on the envelope, you should: Write “unsolicited mail, return to sender” on the envelope. Post it - you don’t have to pay. This won’t guarantee that you won’t get any more junk mail, but it’s a way of letting the company know that you don’t want any more mail.
  • 8. AC 1.2 Potential problems: Deadlines missed, appointments missed – Ensure post is sorted quickly and efficiently by getting it to the right person Security issues, damage – Items are checked at reception Mail delivered to wrong address – Put back through the post or use return to sender
  • 9. AC 1.3  Franking Machine Machine provides labels which include, date, price, return address and company logo. Correct amount of postage is checked by weighing items and selecting the size of package… letter, large letter, parcel and so on and also whether you want it sending first or second class. This is in line with Royal Mail current rates. Second class post is placed into a green bag and first class is placed into a red bag, both are which supplied by the Royal Mail. You need to make sure there is sufficient credit on the franking machine or items won’t be franked – Balance is shown on the bottom of the screen. The company would keep a copy of when it was last credited and who by. There may be someone appointed for this as it can be credited at the machine itself http://www.frankingmachine.co.uk/faq/
  • 10. AC 1.4 Once packages/letters have been franked and put in appropriate bags Courier/Royal mail will collect from reception Packages are usually in envelopes or wrapped in appropriate packaging by the staff who are sending them out Sometimes a postage certificate is needed so this will be completed and then signed by the courier who collects them mail.
  • 11. AC 1.5 Security of items – Confidential data, delivered to named staff via pigeon holes to be opened by the member of staff themselves If no name then administrators to open Outgoing mail is sent via trusted courier, appropriately packaged
  • 12. AC 1.6 Suspicious or damaged items  Record date and time of receipt  Report to appropriate authority – usually line manager first  Do not open – Can sometimes tell by uneven packaging, discolouring, odour  If damaged at time of delivery – Refuse delivery and speak to courier
  • 14. Learning Outcome 2 Work through all criteria in Learning outcome 2  50 minutes in total to get ideas down as notes – Remember, the more notes you take the easier it is to type your assignment at home.  After 50 minutes, share your ideas as a group to help others with notes. (5-10 mins)
  • 15. Unit 6 – LO 2 Guidance
  • 16. 2.1 As a receptionist, your day-to-day work would include:  greeting visitors and directing them to the correct person or department  managing the visitors book and giving out security passes  answering enquiries in person, by phone and on email  providing or sending out information  managing a booking system  providing refreshments  keeping the reception area tidy https://nationalcareersservice.direct.gov.uk/advice/plan ning/jobprofiles/Pages/receptionist.aspx#sthash.mhGKc AMH.dpuf
  • 17. AC 2.2 This depends on the size of company Think flat stucture or hierarchy – Chains of command organisation’s structure to include the departments and contact points for referral To make communication timely and effective http://smallbusiness.chron.com/structure-lines- communication-organization-73425.html
  • 18. AC 2.3  Think about the company themselves  How they meet expectations  Reputation  Staff
  • 19. AC 2.4 Employer duty – Health & Safety at Work Act 1974 Fire register – Sign in/out Dependant on business – ID card Prevent unauthorised access Data protection - Records  http://www.theiet.org/factfiles/health/hsb56-page.cfm  http://www.contentextra.com/publicrelations/files/topic guides/PR_TopicGuide_1_2.pdf
  • 20. AC 2.5  challenging people should cover those who have difficult queries who require specific assistance. Challenging people could also include those who may be angry, unreasonable, confused and/or those who may have problems, questions, additional needs/requirements, poor communication skills or language barriers  Think about what you would do to overcome this – Your tone, body language, words, actions  http://quals.onefile.co.uk/pdf/unit/NHC_027.pdf
  • 22. Learning Outcome 3 Work through all criteria in Learning outcome 3  30 minutes in total to get ideas down as notes – Remember, the more notes you take the easier it is to type your assignment at home.  After 30 minutes, share your ideas as a group to help others with notes. (5-10 mins)
  • 23. Unit 6 – LO 3 Guidance
  • 24. AC 3.1  A diary which is not kept completely up to date will have all sorts of confusion. It will make people lose confidence and becomes time wasting.  People turn up when not needed  Not able to fit other appointments in  Change of venue/time  http://hubpages.com/business/Diary-Management- NVQ-Level-3-Diploma-in-Business-and- Administration
  • 25. AC 3.2 Prioritised:  urgent and important  non-urgent but important  urgent but not important  non-urgent and not important http://hubpages.com/business/Diary-Management- NVQ-Level-3-Diploma-in-Business-and- Administration
  • 26. AC 3.3 Constraints:  availability of room(s)  costs involved  availability of attendees
  • 27. AC 3.4  Potential problems – Overlapping appointments  Lack in communication  Not confirming  Updating  http://hubpages.com/business/Diary-Management- NVQ-Level-3-Diploma-in-Business-and- Administration
  • 28. Learning outcomes – Unit 6 DID YOU……? 1 Understand how to deal with mail The learner can:  1.1 Explain how to deal with ‘junk’ mail  1.2 Describe what to do in the event of problems arising when dealing with incoming or outgoing mail  1.3 Describe how to operate a franking machine  1.4 Explain how to prepare packages for distribution  1.5 State organisational policies and procedures on mail handling, security and the use of courier services  1.6 Explain the process for reporting suspicious or damaged items in accordance with organisational procedures 2 Understand reception services The learner can:  2.1 Explain the receptionist’s role in representing an organisation  2.2 Explain an organisation’s structure and lines of communication  2.3 Describe an organisation’s standards of presentation  2.4 Explain the health, safety and security implications of visitors to a building  2.5 Explain how to deal with challenging people 3 Understand the management of diary systems The learner can:  3.1 Explain the importance of keeping diary systems up to date  3.2 Describe the basis on which bookings and changes are prioritised  3.3 Explain any constraints relating to making bookings for people or facilities  3.4 Describe the types of problems that can occur when managing diaries
  • 30. See you next week You need to make a start on typing up; Unit 06 We will continue this next week