The list of skills for the Certification Assessment of Trainees - members of practice companies according to Practice Enterprise Network. The list will be used to assess graduates from Sote ICT practice companies and trainees at upcoming Sote Hub in Voi.
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Practice Firm Trainee Certification Assessment
1. EUROPEN Practice Firms Trainee Certification Assessment
Practice Firm Name
Practice Firm Certification Number
Trainee Name
Trainee Date of Birth
Technical Skills Evidence Reference
Number
Date Initial
Office Suite Software
a) Computer use, Viruses Print and File
Management
Basic Skill
 Switch on, restart and shut down
computer
 Close down in-operative software
applications
 Identify operating system and
version number
 Update desktop configuration to
the needs of the user –date, time,
and display
 Use keyboard print screen key
and paste details into document
 Use help functions
 Recognize and open files, folders,
applications, printers and recycle
bin icons
 Create, select, move and locate
desktop icons on the screen to the
needs of the user
 Open, close, switch between,
collapse, expand, resize and
move windows
 Identify and use title bar, menu
bar, toolbar, status bar and scroll
bar
 Knowledge concerning the main
security aspects, copyright and
legislation
1
2. Technical Skills Evidence Reference
Number
Date Initial
Office Suite Software
b) Viruses
 Use a virus scanner
 Understand what is a virus and
the need to update virus scanner
c) Print Management
 Print a document
 View, pause, restart and delete a
print job using print manager
d) File Management
 Open window to locate, access,
display, create
folders, sub-folders and files
 Identify name, size and location of
folders, sub-folders and files
 Identify and select word, access,
spreadsheet, database,
PowerPoint, image, audio, video,
compressed and temporary files
as appropriate to the needs of the
job undertaking
 Change read only and read-write
status
 Sort files – name, date, size and
type
 Use find to locate a file or folder –
date, size, content, wildcard
 Rename files and use correct
extensions as appropriate
 Duplicate, move/copy and backup
files and folders as appropriate
 Delete, restore and empty the
recycle bin
2
3. Technical Skills Evidence Reference
Number
Date Initial
b) Word Processing- basic, objects, mail
merge and print in a business
environment within the Practice Firm
Basic skills
 Open, close, create, save, save
as, switch between one or more
documents
 Use help function
 Adjust settings – page view,
zoom, and toolbars
 Insert, select, edit, move,
duplicate, delete and undo text,
characters, symbols, paragraph
marks, pictures
 Search and replace word or
phrase
 Format and copy format (word,
line, paragraph) – font size, font
type, subscript, change case,
change colour, add bold, italic and
underline (as appropriate)
 Align text - Left, centre, right and
justify
 Indent paragraphs
 Use single and double spacing
 Apply and remove and change
tabs and bullets
 Use borders and shading as
appropriate
 Change document – orientation –
portrait/landscape
 Change document paper size
 Add, delete and change margins,
page breaks,
3
4. Technical Skills Evidence Reference
Number
Date Initial
b) Word Processing- basic, objects, mail
merge and print in a business
environment within the Practice Firm
Basic skills
Objects
• Insert, delete a table, row or
column
• Insert, edit data
• Modify column height or width
• Change border width, style colour
• Add, delete cell shading
• Select, insert, duplicate, resize
and delete a picture, image, chart
Mail Merge
• Prepare mailing list for mail merge
• Prepare document with data fields
for mail merge and merge mail
Print
• Proof read document
• Use spell check
• Select preview document
• Print document – entire, specific
pages, number of copies
4
5. Technical Skills Evidence Reference
Number
Date Initial
c) Spreadsheets-basic, graphs/charts,
and print in a business environment
within the Practice Firm
Basic skills
 Open, close, create, save, save
as, switch between one or more
spreadsheets, worksheets
 Use help function
 Adjust settings –zoom, toolbars,
freeze/unfreeze row and/or
column titles
 Insert, select, edit, move, modify,
delete, duplicate and undo, redo
text, date, number in a cell
 Insert, modify, delete rows,
columns, worksheet
 Search and replace content in a
worksheet
 Sort a range of cells
 Insert, rename, delete, duplicate
and move a worksheet
 Add, subtract, multiply and divide
numerical data
 Generate formulae using sum,
average, minimum, maximum,
count, functions and logical
function
 Format cells to display numbers to
2 decimal places with or without
commas, date, currency,
percentages
 Format and copy format - font
size, font type, add bold, italic,
colour, background, underline and
double underline (as appropriate)
 Wrap text
 Align content and orientation of
cell - Left, centre, right and justify
 Centre title
 Use borders and shading as
appropriate
5
6. Technical Skills Evidence Reference
Number
Date Initial
Graphs/Charts
• Create, modify a range of
charts/graphs from spreadsheet
data
• Add/remove chart title and
background colours
• Add, move, duplicate, delete and
resize chart in worksheet
Print
 Change worksheet – orientation –
portrait/landscape
 Change worksheet paper size
 Adjust page set-up to fit details on
page
 Add, delete and change margins,
page breaks, headers and footers
fields
• Proof read worksheet
• Use spell check
• Turn on/off gridlines
• Preview worksheet
• Print document – entire, specific
pages, number of copies
Internet and E-Mail for Practice Firm
Business Communications
Internet
• Use a username and password
• Open, close a web browser
• Display, refresh a web page
• Go to a URL
• Activate hyperlink/image link
• Navigate between web pages
• Complete a web-based form and
information
• Select a specific search engine
and search for specific business
information
• Download a file, text and image
from the web
• Print a web page
6
7. Technical Skills Evidence Reference
Number
Date Initial
Internet and E-Mail for Practice Firm
Business Communications
E-mail
• Open, close an e-mail application
• Open, close mail inbox - access
mail
• Use help function
• Read mail and save attached files
onto a drive
• Create new message or reply to
mail
• Insert address, title, Copy Cc,
attach file, and send message
• Insert, edit, spell check and delete
text in a message
• Add, amend, delete mail address
book
• Preview message and then print
Use of communication tools and
office equipment
Telephone
• Prepare and make call to correct
client
• Answer calls promptly and
professionally
• Greet callers politely
• Give name and company to
client/caller
• Identify name of caller/client
• Identify reason for call or
communicate reason for call
• Give clear and accurate
information
• Confirm with caller/client details
given or received
• Record details of call accurately
• Pass any messages to correct
person
• Transfer call to correct person
7
9. Use of communication tools and
office equipment
Fax
• Identify purpose of fax
• Collect necessary data
• Prepare details using correct tone,
language and content
• Identify correct
salutations
• Prepare fax
• Check spelling, punctuation and
grammar
• Complete fax header and
message details in a professional
manner
• Use fax machine
correctly
• Send fax to correct
client
• Record all sent and
received faxes
• File all sent faxes
• Deliver fax to correct
person/department/section
Mail -post
• Comply with procedures for
receiving mail
• Sort mail in accordance with
instructions
• Deliver mail to correct
person/department/section
• Any delivery delays are reported
promptly to manager
• Any damaged document report to
manager
• Comply with procedures for
despatching mail
• Any enclosures are securely
attached
• Missing items are reported
promptly to manager
• Mail is legible and correctly
addressed
• Mail is despatched within
deadlines
9
12. Professional Skills Evidence Reference
Number
Date Initial
Use of communication tools and
office equipment
Photocopier
• Read and follow instructions
• Operate equipment correctly
• Comply with health and safety
requirements
• Produce correct number of copies
• Print to correct quality
• Collate copies following
instructions
• Documents are neatly and
securely fastened
• Copies and originals are
distributed correctly
• Delays in delivering documents
are reported promptly
• Operating equipment faults are
reported in accordance with
procedures
• Maintenance of document
confidentiality is maintained
Calculators
• Read data from business
documentation accurately
• Enter the data accurately
• Use correct mathematical
functions
• Read resultant correctly
• Record resultant in to correct
business documentation location
accurately
12
13. Professional Skills Evidence Reference
Number
Date Initial
Use of communication tools and
office equipment
Printers
• Read and follow instructions
• Operate equipment correctly
• Comply with health and safety
requirements
• Produce correct number of copies
• Print to correct quality
• Collate copies following
instructions
• Documents are neatly and
securely fastened
• Copies and originals are
distributed correctly
• Operating equipment faults are
reported in accordance with
procedures
• Maintenance of document
confidentiality is maintained
National language
 The ability to communicate with
colleagues, business relation,
external institutions in the national
language. (listening, writing,
reading, speaking, understanding)
Foreign language
 Reading, speaking, writing and
understanding for commercial
communication
13
14. Professional Skills Evidence Reference
Number
Date Initial
Health and Safety awareness
• Trainee complies with Health and
Safely regulations, which are
implemented in the Practice Firm
• Trainee has demonstrated
awareness of the Health and
Safety regulations.
Business procedures awareness
• The student has to be aware of
the organisation and structure of
the practice firm that guarantees
the implementation of business
procedures.
• Purchase and Sales Procedure
awareness (from order to
settlement of invoice) and
compliance with specific business
forms
Documentation
• The student is able to
find out and use the appropriate
business forms, documentation
and standards as implemented in
the organisation of the practice
firm (complete correctly –
business documentation and
procedures)
• Access, complete and file a range
of business documentation to a
professional standard (–
accurately, neatly, and correctly)
Information flow charts
• The student complies with the
workflow procedures
PS: All professional skills acquired according to the national curriculum.
14
15. Social Skills Evidence Reference
Number
Date Initial
Communication
Deal with people effectively
• Use correct tone and language
when dealing with people
• Adopt a suitable body
language when dealing with
people
• Listen and respond to requests
for information
• Give the correct information to
the right person
• Join in a discussion
• Summarise correctly the main
points made in a discussion
Work with colleagues effectively
• Behave correctly with different
colleagues
• Respond in the best way to
requests
• Ask for help when needed
• Offer help to colleagues in the
workplace when needed
• Find out about procedures in the
work place
• Explain procedures to others
Find out information and interpret
instructions
• Ask suitable questions to find out
information
• Follow the instructions
• Find out the information from the
best sources
• Act upon the information
15
16. Social Skills Evidence Reference
Number
Date Initial
Cooperation
• Respond to requests for support
willingly and promptly
• Anticipate the needs of others
where possible and offer support
• Take positive action to promote
harmony within the team
• Attend team meetings
• Share responsibility for team task
Decision making
Identify options
• Discuss and plan task
• Identify alternative methods of
completing task
• Evaluate them
• Prioritise tasks to be completed
• Decide on the best method to
carry out the task
Assertiveness
• Shared consciousness that what
you say and what you do is
correct
• Says no when necessary
• Able to protect himself/herself
Time management
• Use available working time
effectively
• Meet deadlines
• Prioritise own work effectively in
the event of changing
circumstances
16
17. Social Skills Evidence Reference
Number
Date Initial
Flexibility
• Being able to respond readily to
changing plans
• Being able to respond readily to
changing situations
• Being prepared to do anticipated
work on top of own work
• Take over workload from
colleagues when needed
• Can apply skills and knowledge in
new situations
Problem solving
• Identify and analyse problems
• Identify the possible solutions
• Choose the best option available
• Put the best option into action
• Evaluate the effectiveness of the
solutions to the problems
Motivation
• Identify own strengths and
weaknesses within
the job role and set targets
• Identify ways to improve personal
effectiveness
• Identify and use opportunities for
improving
• self motivation and effectiveness
17
18. Social Skills Evidence Reference
Number
Date Initial
Responsibility
• Comprehension of the individual
worker function in the collective
human organisation of the
practice firm. (Example of the
clock: the worker is a piece of the
mechanism of a clock. If he
doesn’t his job correctly, the clock
will be in advance or late, but
won’t give correct time)
• He/she controls his/her own work
and products
• He/she works according to plans
and deadlines
• He/she takes good care of
equipment and materials
• He/she doesn’t let confidential
material lying sound
• He/she respects appointments
• Respects other persons without
any racist or discrimination
attitude
Autonomy
• Trainee is able to work on his or
her own and to participate
individually in creating collective
added value.
18
19. Candidate Signature
Date
Confirmation that Candidate has been
confirmed competent and has met the
above assessment criteria
Name of approved assessor
Approved Assessor Signature
Date
Form to be sent to Central Office
Assessed by Central Office
Compliant/Non-Compliant
Date
Authorised Central Office assessor
Certificate Number issued to Trainee
19