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Sappleton

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0% found this document useful (0 votes)
87 views43 pages

Sappleton

Uploaded by

mcnallyvivica
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Business Administration

Test- Level 2

Cluster 1
BCBCOR0201A Participate in Workplace safety
BSBCOR0011A Prepare for work
BSBCOR0041A Develop professionalism
BSBCOR0252A Exercise initiative in a Business
BSBBAD057A Develop Work Priority
BSBBAD0643A Apply the principle of confidentiality and security

Section A

Instruction: Answer all the questions on the line provided

1. Explain two (2) situations that can arise at work that ay escalate to the point where your
personal safety or the safety of your customer/client is threatened. 4 marks
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. Give the different between work plan and work objectives. 4 marks
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

3. Explain two (2) types of workgroup/objectives. 4 mark


___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

4. Outlined two (2) factors that might affect the achievement of work objectives. 4 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

5. Give three (3) ways in which you can develop your skills for your chosen career. 6 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

6. When needed to find out /know information on possible career directions or employment
opportunities, name three (3) sources that you can use. 3 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

7. Identify two (2) elements to be considered when providing when feedback on performance.
2 marks
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


8. Discuss how the existence of discrimination in an organization can affect its operate. 3
marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

9. Discuss why it is important for employees to display professionalism in the workplace. 3


marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

10. Identify three (3) rights and three (3) responsibilities of an employer. 6 marks
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

11. Explain the importance of securing all documents after use.


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

12. State how materials that are required by law should be stored for certain periods of time.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

13. Explain the procedures that can be used to clearly label all materials.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Prepared by Paulette Powell/ Trainer Consultant
14. State how file related information may be stored and secured.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

15. Outline the procedure for handling client related matters within the confines of the
organization.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________

16. Explain why it is important to keep Managers, Customers and Staff information privately.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________

Section B - Case Study

Instruction: Answer all the question

17. While passing through the Accounts Department, you learnt that the supervisor is ill and will
not be at work for the next couple of days. You further discovered that the staff members are
just sitting around gossiping and listening to music. There are several tasks to be done, one of
which the deadline is tomorrow to be delivered to the director of Finance. As the
Administration Assistant, describe how you would exercise initiate in handling the situation.
5 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

18. A customer enters the store and wishes to purchase a stereo set, which was recently on sale
for $10,800.00. The sale is now off and the price is now $13,600.00. You explained this to
the customer who indicated to you he only has $13000.00 briefly describe with an
explanation how you would handle the situation. 5 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

19. You are the supervisor at Jam International Restaurant, your neighbor who owns a business
next to you called to inform you that your sewage system is leaking and is causing an
unpleasant odor to the business and also customers. They also threatened to call in the Health
department if it is not dealt within 24hours. Your manager is away and you are unable to get
in touch with him.

a. What measures would you do to take to rectify the situation?


______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
b. Give three (3) steps you can follow to assist in the situation.
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________

20. At work you use many different software packages. A week ago your supervisor ordered
a new package for you that other colleagues are using. The software is late in arriving.
The package would help tremendously in completing your work. Earlier your supervisor

Prepared by Paulette Powell/ Trainer Consultant


brought her copy of the software for you to copy until yours arrive. You know that the
software is licensed to be installed onto only one computer.

a. Explain how you would deal with the situation


____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________
____________________________________________________________________

b. Explain the following terms below

● Win –win, win-lose, lose-lose _______________________________________________


________________________________________________________________________
________________________________________________________________________

● Initiatives _______________________________________________________________
________________________________________________________________________

● Negotiation ______________________________________________________________
________________________________________________________________________

● Empowerment ___________________________________________________________
________________________________________________________________________

● 360 degree feedback ______________________________________________________


_______________________________________________________________________

● Decision-making _________________________________________________________
_______________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


Business Administration
Test – level 2
Cluster 2
BSBCOR0161A Handle Telephone Call
BSBBAD0181A Provide Information to Clients E1
BSBCOR0121A Communicate in the Workplace
BSBBAD0432A Prepare and Deliver presentation E2
BSBBAD0773A Research, Prepare and Present Information

Section A

Answer all questions below:

1. Name three (3) ways in which you can develop skills for your chosen career are:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

2. What are the three (3) commonest methods of communication


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

3. Name the three (3) non-verbal communication methods are


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

4. Discuss Two (2) benefits of written communication

Prepared by Paulette Powell/ Trainer Consultant


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

5. Name the three (3) common types of written communication


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

6. You are meeting with the Personnel Officer who is dictating to you a disciplinary letter.
Based on your knowledge of the company’s disciplinary code, you realized that the letter
is breaching the policy if the person is dismissed and not suspended for five days with
half pay. Discuss the most appropriate thing that you should do?

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

7. In passing through the Accounts Unit you learnt of the Clerk’s disapproval of your
behaviour and style of dressing. When you returned to your desk you received a note
asking you to call the same clerk about a job letter that she needs urgently. What should
you do?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

8. Discuss the importance of Team work.


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

9. You have just been ask to prepare a resume to take with you for a job interview, state at
least four (4) items of information that must be included in the resume.
________________________________________________________________________
________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


________________________________________________________________________
________________________________________________________________________

10. When preparing to attend for an interview, what are three documents you should take
with you?
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

Section B

1. In a meeting called by your General Manager, you were informed that there were
members of staff who have been taking outsiders to use the organization’s gymnasium
without permission and against the rules since the gym is supposed to be used only by
members of staff. Management of the facility seems to be weak. You have been asked to
come up with solutions to this problem. However, you realize you cannot tackle the job
on your own. Discuss the different types of team approaches and identify the one
most suitable for a situation such as this. 5 marks
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

Role-play this scenario

2. You are employed as a customer service representative at Triple S Resort, Negril. You
are already engaged with a caller when an overseas call comes in. Unfortunately, the
caller is unable to state exactly what he/she requires. How can you help the caller?

Prepared by Paulette Powell/ Trainer Consultant


The following telephone conversation has just taken place.

MONICA: Accounts department, Paula Phillips speaking.

CALLER: Hello, could I speak to Jennifer please?

MONICA: I’m afraid she’s out of the office at the moment, could I take a message?

CALLER: It’s a bit complicated, are you ready? I agreed to meet her on the site in
Christiana at 10:30 on Thursday morning but I’ve just been speaking to
the site manager and he tells me that there won’t be an electricity supply
from 9 o’clock until 11:30am.

MONICA: That was this Thursday?

CALLER: Yes, that’s right. Anyway, I think it would be better to see the site either
on Thursday afternoon or else we could bring it forward to Wednesday. It
all depends how Jennifer is fixed really.

MONICA: OK, I think I’ve got that. I’ll let Jennifer know.

CALLER: Thanks ever so much. Bye.

MONICA: Bye.

Required
a. Role-play the above conversation concluding with a message to Paula’s colleague
Jennifer.

b. Is this an effective piece of communication?


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


c. If not, what would you have done?

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

Business Administration
Test – level 2
Cluster 4
BSBCOR0071A Operate a Personal Computer
BSBCOR0141A Use Business Technology
BSBBAD0302A Produce Business Documents

Section A
Please answer All questions.
1. State three (3) ways in which the filing clerk can ensure the integrity and confidentiality of
documents for client of a law firm.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. list five (5) important document that may be photocopied on a daily basis in a school’s office.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________

3. List five (5) piece of equipment/ supplies that may be found in the photocopying department.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

4. list two (2) ethical and legal principles relating to the reproduction of document.
___________________________________________________________________________
___________________________________________________________________________

5. List six (6) office equipment and give the function of each.
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

6. What other function can a multifunction photocopier perform apart from copying?
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

7. A printer specification indicated – copy speed: 50/min. Explain what this means.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

8. Mr. Jones is planning to purchase a computer for home use. Advise him on four (4)
determining factor he MUST consider when buying.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

9. Imagine that you currently assist the maintenance supervisor with the preparation of routine
procedure guideline for workers. List four (4) instruction for workers relating to the cleaning
of computer, printer and copier surface.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

10. Define five (5) of the following terms.

Routine Document __________________________________________________________


__________________________________________________________________________
Collating __________________________________________________________________
___________________________________________________________________________
Organize ___________________________________________________________________
___________________________________________________________________________
Copy right _________________________________________________________________
___________________________________________________________________________
Multifunction _______________________________________________________________
Prepared by Paulette Powell/ Trainer Consultant
___________________________________________________________________________
Reprographics ______________________________________________________________
___________________________________________________________________________
Maintenance ________________________________________________________________
___________________________________________________________________________

Section B

Instruction: Answer all Questions

1. You are administrative Assistant at the Professional Academy and your Manager Ms.
Brown asked you to work for the upcoming events. She also requests for a team to be put
in place for completing the tasks on time. Prepare and submit a portfolio with the
following tasks listed below.

a. Design a flyer for Professional Academy, advertising the services and products of the
organization.

b. Create a business card for Ms. Brown the Director of the organization.
c. Design and application form for admission to the organization
d. Prepare an incident report for the accident that occurred in the organization

e. Prepare
- A visitor log book
- An appointment book
- A mail register for incoming and outgoing mail
- An invoice
- A cash receipt
- An itinerary
- A petty cash book

2. Mr. Jon Clare has been invited to be the Keynote speaker at VHC limited launch of a new
hair spray. Today is December 14, 2018. To facilitate Mr. Clare’s visit and the launch of
the product, the cashier was given and additional $25,000.00 increasing the company’s
imprest’s system to $35,000.00.

a. Use the computer to design a petty cash voucher and allowance sheet

b. Enter the transactions below on the petty cash voucher and allowance sheet that you
have typed in (a) above.
2016
Prepared by Paulette Powell/ Trainer Consultant
December 14 Paid for postage stamps 500.00
Paid for stationery 4500.00
Paid for souvenir – Jon Clare 4000.00
Paid for Posters 6000.00
Paid for taxi fare – Secretary -600.00
Paid as

Business Administration
Test – level 2
Cluster 3
BSBCOR00191A Receive Visitor
BSBCOR0171A Deliver Quality Customer Service
BSBCOR382A Display Human Relation Skills
BSBBAD04121A Promote Products and Service

Instruction:- Answer all the questions on the line provided

1. Why is it important that you know the name of the visitor and purpose? 50 words
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. How will the information on the purpose and visit help you as a receptionist in carrying out
your job effectively? 50 words
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Prepared by Paulette Powell/ Trainer Consultant
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

3. Describe four (4) marketing concepts. 8 marks


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

4. Draw and label the product life cycle. 5 marks

5. Elaborate on two (2) pricing strategies. 4 mark


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

6. Discuss how changes in market opportunities should be monitored and investigated for new
business opportunities to aid business development. 5 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


7. Describe how you can develop and maintain relationships with colleagues and customers to
promote benefits consistent to organizational requirements. 10 marks
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

8. Elaborate on three problems that you may encounter if you do not have a plan before you
embark on a task. 8 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

9. In no less than 150 words, write an essay on the Topic “ Factors Contributing to an effective
workplace development.

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

10. In no less than 150 words, write an essay on the topic “ Factors to consider when supervising a
team. 15 marks
Prepared by Paulette Powell/ Trainer Consultant
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Section C

1. As the Customer Service Representative in your organization, you are expected to demonstrate
at all times excellent customer service to those within and without of your organization. In no
more than 200 words, explain at least three challenges you may experience delivering
customer service and how you can overcome each of them. 15 marks
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. As the policy maker for your organization, you are asked to speak to a group of individuals
about the business industry and the environment. In your presentation you should include real
life experiences and current concerns that the industry is facing as well as policies and
programs you can implement to improve the working practices. 15 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

3. As the Human Resource Manager for PACT Academy you observe that some of your
employees have been showing signs of stress. In no less than 200 words, write an essay about
the impact stress have on the employee and the business environment. You must include in
your essay the source of stress, sign of stress and stress reduction strategies.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
Prepared by Paulette Powell/ Trainer Consultant
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


Business Administration
Test – level 2
Cluster 5
BSBBAD0212A Process Mail
BSBBAD0151A Process and Maintain Workplace Information
BSBBAD0493A Maintain Business Records
BSBBAD0291A Organization Workplace Information
BSBBAD0683A Use and Maintain Electronic Mail

Instruction: Read each questions carefully and Answer all the Question on the line provided

1. Explain the following terms in relation to electronic mail System:


a. Bulk mail
b. Sorting
c. Email list
d. Inactive file
e. Dead file

________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

2. Differentiate between electronic mail and Ordinary mail


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


________________________________________________________________________
________________________________________________________________________

3. Outline three (3) equipment and three (3) supplies that are used in the mailroom. 6
marks

Equipment Supplies

_____________________________ ___________________________________

_____________________________ ___________________________________

_____________________________ ___________________________________

4. You are required to assist with the opening and distribution of the incoming mail at RW
Fothergill and CO.

a. What action will you take with the mail received in the morning’s post?

URGENT PRIVATE AND CONFIDENTIAL

Messers R W Fothergill&Co. R w Fothergill, Esq


202 Second Street Messers W Fothergill & Co.
Kingston 10 202 Second Street
Jamaica Kingston 10
West Indies Jamaica, West Indies

R56913

Messers R W Fothergill&Co. Mr. P.R. barber W


202 Second Street 202 Second Street
Kingston 10 Kingston 10
Jamaica Jamaica
West Indies West Indies

Prepared by Paulette Powell/ Trainer Consultant


Fig. 1
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
_______________________________________________________________________

5. Draw up a remittance book and enter the following remittances received in the morning’s
mail:

Cheques Amount A/C No.


J R Francis $45.26 51234
L M Watkins $500.00 52178
Moreton & Sons $39.50 519978

Posta; Order:
R Johnson $20.00 51246
C Brown $22.00 52123

6. What does it mean when an administrative assistant has indexed/coded a document?


________________________________________________________________________
________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

7. Explain why selected employees have access to employee files. Explain what could
happen of all employees has access to these files
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________

8. Mary an employee of Ministry of Education, went on sick leave on Thursday and


returned to work on Monday.
a. How many sick days’ leave did Mary take__________________?
b.What is the standard number of sick leave that a company gives per annum? ________

9. Define the teamwork ______________________________________________________


________________________________________________________________________

10. Name the Post Office Service that would give you a compensation for an expensive
article lost in the post. ____________________________________________

Section B

1.You are the information Manager at your company. Your task is to see to the proper
functioning of the company’s records management system.

a. List five 5 functions of the Record Management System


___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________
___________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


b. Carefully observe the information below and classify and organize them into
appropriate group –

Kobi Tocker, Koby Tucker, Kobie Tucker, Nordia Powell, Nordia Smith, James ,
John Kirby, King, Chemistry, Physics, Mathematics, English, School Report, 14
July 2006, Jason Mckenzie, Mr. Jerome Brown, Mr Javaughn Brown, February 5,
2007. 011123 DV, 25145HG
Alphabetical Geographical Subject Chronological Numerical

c. Jacqueline Stewart of Newlands got married on the 25th of July 2008 to Damion
Wyhter. Her married name is now Jacqueline Wyhter. Prepare a cross reference
card

Cross Reference Card

Prepared by Paulette Powell/ Trainer Consultant


2. Lavern Shaw borrowed Orange Palace file from Human Resource Department on
July 16, 2008 and returned it on July 18, 2008, fill in the information in the out Guide

Out Card
Name of Borrower’s Borrower’s Date Borrowed Date returned
Document Name Department

Business Administration
Test – level 2
Cluster 6

BSBBAD0322A – Organise Business Travel


BSBBAD0553A Plan and Manage Meetings
BSBBAD0392A – Organize meeting
BSBBAD0392A Transcribe and produce Text from Notes
BSBBA0633A Produce text from Audio

1. You are the Manager for PACT international, you asked your Administrative Assistant to
prepare a meeting to discuss how to manage customers and effective working relations in the
business.
a. Explain the difference between Leadership and Management then state one leadership
style that you can employ in running the meeting.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. Outline three (3) steps to be taken into consideration when preparing for an audio
transcription.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________

3. State three (3) TYPES OF Audio transcription equipment.


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

4. The whole era of technology has changed in the way we communicate information via email.
List three (3) ways to identify suspicious or potentially dangerous electronic mail.

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

5. Outline two (2) responsibilities of the records management clerk.


___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

6. John, a new student to your school, is unable to send an email attachment. Outline the steps
involved in sending an email attachment to John.
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

7. Record management is an important aspect of any business organization. State the


importance of records management.
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


___________________________________________________________________________
___________________________________________________________________________

8. In a meeting called by your General Manager, you were informed that there were members of
staff who have been taking outsiders to use the organization’s gymnasium without
permission and against the rules since the gym is supposed to be used only by members of
staff. Management of the facility seems to be weak. You have been asked to come up with
solutions to this problem. However, you realize you cannot tackle the job on your own.
Discuss the different types of team approaches and identify the one most suitable for a
situation such as this. 5 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Section B

Section B – CASE STUDY 35 MARKS

Instruction: Answer all Question

CASE #1:

Michael chairs the monthly meeting for the Sales Department of Finer Holdings. At the last
meeting he was concerned as there were a number of disruptive participants at the meeting.

Two of the sales representatives (John and Chris) were quite argumentative about new sales
procedures that will be introduced. They believe the existing procedures are ‘good enough’ and
wanted to know why they should change. They tended to dominate the meeting without giving
others enough opportunity to comment on the changes.

Prepared by Paulette Powell/ Trainer Consultant


The sales and Marketing Supervisor (Macros) tends to digress from the agenda item being
discussed. He constantly finds ways of going ‘off the topic’ and side –tracks the meeting. You
have noticed how some of the participants roll their eyes when he starts talking.

James, also a sales representative, seems to waste time by constantly repeating the same point,
even when the meeting has moved on to another agenda item.

The administrator officers (sally and Anu) are constantly whispering and giggling, having their
own conversations.

Question 1:

1. Outlined what Michael should do to ensure that he is able to manage the disruptive
behaviors at the next meeting.

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. Discuss what actions/s Michael should take in relation to John and Chris who dominated
the meeting discussions. 2 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

3. Explain how Michael can acknowledge James’s comment, move the meeting along and
bot appear insensitive to him. 2 marks

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Prepared by Paulette Powell/ Trainer Consultant


4. Propose two (2) things Michael can do to stop the chatting between Sally and Anu. 2
marks

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CASE #2:

You have been asked to assist in arranging business travel for Mr. Jack Myrie who is going to
New York for one-week visit. Mr. Myrie will leave Piarco Airport on Monday 21st December on
BW421 at 1700 hrs and is scheduled to arrive at Kennedy Airport, New York at 2200hrs. He will
be met at the airport by Mr. George Evans, who will take him to his hotel, the New York
Sheraton.

Mr. Myrie is expected to meet Mr. Stephen Kennedy of Hays Corporation, 425 Madison Avenue,
New York at 8:00a.m. on Tuesday 22nd and to visit the manufacturing plant of Capital Systems
Ltd., 14th Street, on Wednesday 23rd. On Thursday and Friday, he will attend a Sales Conference
at the Manhattan Centre where he will deliver an address to the salesman. All his appointments
are scheduled to start at 0900 hrs. He will return to Trinidad on Saturday 26th December, leaving
New York on BW 430 at 1100 hrs and arriving in Trinidad at 1600 hrs.

After you inserted the appointment in Mr. Myrie’s diary, you received a call from Mr. Stephen
Kennedy who has requested that his 8:00a.m. appointment be rescheduled to 12 noon.

Questions: (information should be typed)

a. Create the appointment schedule a capture Mr. Myrie’s appointments. 5 marks


b. Capture the original appointment and the reschedule appointment on the appointment
schedule created. 6 marks
c. List six (6) items which should be put in Mr. Myrie’s travel folder. 6 marks
d. Prepare an itinerary for Mr. Myrie using appropriate times. 10 marks

Prepared by Paulette Powell/ Trainer Consultant


Business Administration
Test – level 2
Cluster 7

Prepare and Process Financial Business Document


Process Financial Information
Maintain and issue stock items
Prepare and bank Financial Receipt

1. Why is petty cash usually held by business?


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2. Briefly list the main items that could be included in the work procedure guideline for a Petty
Cashier.

Prepared by Paulette Powell/ Trainer Consultant


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3. John Palmer works as the junior accounting clerk with Management Services Ltd. He is also
responsible for holding petty cash for the company. The petty cash Float amount is $6,000 on
acceptance of the position he was asked to sign a procedural guideline in the handling of
petty cash and he was given the following guidelines:

Payments out of petty cash should not be in excess of $600.


Receipts from photocopying are to be paid into petty cash. Workers are charged $3.00 per
page for personal copying and this amount is paid into petty cash. The cashier is required
to prepare a receipt voucher that is to be presented to the photocopying clerk before the
copying is executed.
The Petty Cashier is allowed to authorize expenditures of $150 or less
All petty cash payments are to be authorized by the Senior Accountant J. Birch.

Note:
During February ’04 the total expenditure from petty cash was $ 3200 and workers paid $
1188 for photocopying.
What is the amount that should be requested at the beginning of the month?
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4. During the month of November 2003 the following petty cash transactions took place at
Relax Plus Ltd. The company maintains a float of $2500 and tops up the float on the
final day of each month and the last voucher used was numbered 787. Assuming no other
entries for the period, complete the entries in the petty cash book and balance off the
book at the end of the month. Calculate the tax on the items marked (T) and determine
the final amount on each expenditure before entering them in the book.

NB Assume that there were receipts for the transactions and that they were all correctly
authorized and claimed and that each transaction was within the limit stipulated for
payment from petty cash.

November 3, 2003: Four 100 Watt light bulb - $120.00 each (T)
November 8, 2003 Office Snacks - $300

Prepared by Paulette Powell/ Trainer Consultant


November 12, 2003 Employee gave you $25 for a stamp
November 14, 2003 S. Smith claimed $ 60.00 for bus fare
November 15, 2003 Tea & Milk - $ 580 (T)
November 22, 2003 Stationery - $260 (T)

Prepared by Paulette Powell/ Trainer Consultant


PETTY CASH BOOK

DETAIL NET GCT TOTAL DATE DETAILS VOUCHER TOTAL ANALYSIS OF PA


S #
STAFF OFFI
RECEIPT
WELFARE SUPP

$ $ $ $ $ $

Prepared by Paulette Powell/ Trainer Consultant


5. Olivia Grange is a secretary who works for Johnson’s Trading Company Ltd. On March 7,
2001 she reported that she had purchased lunch while she was off on training assignment but
was not able to find the receipt. She said that she spent $500 and would like to be able to
claim this amount from Petty Cash. Imagine that you were the Petty Cashier to whom this
request was made. How should you respond?

6. (a) Outline the action that should be taken if you were to examine an invoice and discover
that the calculation for an item was incorrect.

(b) How are invoices usually filed in businesses?

7. Imagine that you were employed as the part-time accountant in a sole trading enterprise. The
proprietor has very little expertise in the maintenance of accounts. Explain to him the
benefits of maintaining a file of all invoices that record credit sales separate from copies of
cash sales invoices.

8. Management Services Ltd. executes a monthly check on all debtors account and
communications are effected to remind debtors of any outstanding balances. On April 30,
2004 it was noted that the balance on LIMICK Services Ltd. remains unpaid despite two
previous calls that have been noted on the file. Examine the statement of accounts and
prepare a written communication re the outstanding balance that is to be mailed to the client.

Note: All communications aregarding the recovery of outstanding balances are to be


signed by the Finance Director: Ambrozine Stewart.

STATEMENT OF ACCOUNT

Management Services Ltd., 2 Excel Way Kingston 2 Tel. (876)


222 2222
GCT Reg # 22231
Customer : LIMICK Services Ltd.,
Address: 4 Orgot Close
Kingston 10 Statement Date: April
30, 2004

Prepared by Paulette Powell/ Trainer Consultant


Date Description Debit Credit Balance
$ $ $
21.12.03 Invoice #03075500 897.02 897.02
3.1.04 Invoice #040125 2500.80 3397.02
16.1.04 Invoice #040296 3000.00 6397.82
16.1.04 Payment 897.02 5500.82
25.1.04 Invoice # 040698 1500.00 7000.80
7000.80
AMOUNT NOW DUE

9. After receiving the letter for signing the finance director, Ambrozine Stewart, requested that
you bring her the last Aged Analysis of Debtors report. What does the financial director hope
to learn from this report?

10. During the preparation of the GCT returns for the Inland Revenue Department it was noticed
that Sarah Blake, an accounting clerk in your department proceeded to light a cigarette in the
office as soon as the other members of staff had departed. When confronted she explained
that the stress of preparing the accounts is getting to her and she just need to unwind a bit and
this is how she does so.
How should one respond to her in light of organizational regulations relating to smoking?
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11. Why is it important to assign each ‘Sales Order’ a specific number?

12. Outline the mutual benefits of discounts offered by a business to the customer.

Prepared by Paulette Powell/ Trainer Consultant


13. Explain the meaning of exempt on the voucher.

14. What effect if any, does the level of taxation have on the operations of businesses?

15. Jim Smith and Jane Moore are employees who maintain the creditors’ and debtors’ accounts
in a leading distribution company. The remuneration to both parties are the same. Jim went to
his personnel manager to present a case for a salary increase. He said, “I am the head of my
household. I have six children and my salary is $80,000 monthly. Jane is a single woman
who lives with her parent and has no responsibilities and we both gets the same salary. I do
not believe this is fair. I should be getting more salary.
Respond to Mr. Smith’s concerns. (Quote the relevant Act).

16. What is the difference between a purchase invoice and a purchase order?

17. Prepare the Cash Book balance from the given information.

Late lodgements $10,000.00


Debit advices $600.00
Unpresented cheques $2,000.00
Bank charges $50.00
Returned cheques $1,050.00
Bank Statement $50,000.00

18. List the information needed to complete a deposit slip.


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19. (a) Identify FOUR (4) important features of a cheque.


(b) Differentiate between deposit slips and withdrawal slips.

Prepared by Paulette Powell/ Trainer Consultant


20. A sale of 25 items at $12.00 each, less 33 1/3% trade discount was made. How much should
the customer pay?

21. Use the invoice below to answer the following question.

ABC Limited
Water Street
Portland
April 2, 2004
Invoice No: 9/425
Purchase Order No: 10/057

Terms: 2% cash discount


If paid within 30 days

INVOICE

Unit Total
$ $
10 cases X-M rum 30.00 300.00
5 cartons cigarettes 10.00 50.00
10 cases soda 15.00 150.00
Less 20% trade discount
Total cost

How much should the customer pay if he settles within 15 days?

Prepared by Paulette Powell/ Trainer Consultant


22. z The following is a summary of the petty cash transaction of Harvey & Harvey Co. Ltd. for the

month of March, 2004.

March 1 Received from the cashier $1,000.00 to establish a petty cash float

March 2 Postage

March 3 Travelling

March 4 Cleaning

March 8 Travelling

March 9 Stationary

March 11 Cleaning

March 14 Postage

March 15 Travelling
Stationary
March 18
Cleaning
March 18 Postage
March 20 Delivery van’s 3,000 km service
March 24 Gas
March 26 Cleaning
March 27 Postage
March 29 Gas
March 30

(a) Enter the transactions for the month into the petty cash book.

(b) Replenish the petty cash float and carry down the balance for the commencement of the
following month.

Prepared by Paulette Powell/ Trainer Consultant


Business Administration
Test – level 2
Cluster 8
BSBBAD0652A Use reminder system
BSBBAD0372A Manage Time
BSBBAD0362A Manage Stress

Section A – Short Answers

Instruction: Answer all the Questions

1. Time management is a masterpiece in business. Explain in no less than 150 words.


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2. Explain the types of impact, stress has on an individual and how does cultural difference
relates to stress.
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3. Discuss the importance of task, objective, initiatives, Goodwill and reliability when working
with others.

Prepared by Paulette Powell/ Trainer Consultant


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4. State the needs for loyalty, honesty and self-confidence and assertiveness in the workplace.
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5. A certain Secretary reveal that he has a time management problem because he always lack
time for doing all the things he planned to do and he seemed less productive than he could
be. When questioned why this is so he replied:

“ I am interrupted too often by the telephone and visitors, to cope with certain key activities.”

: I lack important knowledge and skills needed for the execution of my job.”

“ I am a poor planner.”

a. Describe two (2) two 2 ways in which the secretary can address each of the concerns/
problem he noted above.
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Prepared by Paulette Powell/ Trainer Consultant


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6. Complete the following chart that shows the effect of stress on the cognitive, emotional and
behavioral processes

Cognitive
The ability to concentrate
Memory
The ability to respond
Analysis of present and future situations

Emotions
Nervousness
Ethics
Self-esteem

Behavior
Language
Absences
Relationship

7. Describe two (2) actions that someone could take if their reaction point to high levels of
stress.

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Prepared by Paulette Powell/ Trainer Consultant


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8. Calculate the total time for the following tasks as well as the total time used by the
professional

a. Send fax to head office - 4:55P.M. to 5:05 P.M. _______________


b. Get ready and travel to work - 5:30 A.M. to 7:10 A.M _______________
c. Update personal Files - 1:45P.M. to 3:55 P.M. _______________
d. Sort incoming mail - 8:35 A.M. to 9:40 A.M. _______________
e. Attend a meeting - 2:550 P.M. to 4:05 P.M. _______________
f. Prepare for Luncheon - 11:45 A.M. to 1:55P.M. _______________
g. Attend Luncheon - 11:55 A.M. to 12: 45 P.M. _____________

9. Using the appropriate salutation and complementary close, write letter to the prime Minister,
Governor General and the Mayor of Mandeville, inviting then to the opening of PACT
Preparatory and Early Childhood School.
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Prepared by Paulette Powell/ Trainer Consultant


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10. Write a story on the topic “Lost in the woods” in no more than 150 words. Please note that
grammar, spelling, punctuation marks and paragraph development must be taken into
consideration.

Section B- Role play

Your friend has recently taken a new job as a secretary. She is finding it extremely stressful to
cope because she attends classes in the evening and has a family to take care of. Already her
supervisor is reprimanding her for lateness and incomplete tasks. Her co-workers are also
disgruntled as their mails are often disorganized and treated with urgency.

You are required to conduct a discussion with her on ways in which she can:

- handle stressful situation,


- highlight time management strategies
- outlines the importance of processing incoming and outgoing mail and
- any other strategies she can employed that is appropriate to the units under
assessment

Prepared by Paulette Powell/ Trainer Consultant

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