RODRIGUEZ NATIONAL HIGH SCHOOL
Cadlan, Pili, Camarines Sur
TRAINEE’S RECORD BOOK
I.D.
Trainee’s No._______________
NAME: CARLA MARIE Q. BARROSA
QUALIFICATION: BOOKKEEPING NC III
TRAINING DURATION: 248 HOURS
TRAINER: MARIANNE Q. PUNZALAN
Instructions:
This Trainees’ Record Book (TRB) is intended to serve as
record of all accomplishment/task/activities while undergoing
training in the industry. It will eventually become evidence that
can be submitted for portfolio assessment and for whatever
purpose it will serve you. It is therefore important that all its
contents are viably entered by both the trainees and instructor.
The Trainees’ Record Book contains all the required
competencies in your chosen qualification. All you have to do is
to fill in the column “Task Required” and “Date Accomplished”
with all the activities in accordance with the training program
and to be taken up in the school and with the guidance of the
instructor. The instructor will likewise indicate his/her remarks
on the “Instructors Remarks” column regarding the outcome of
the task accomplished by the trainees. Be sure that the trainee
will personally accomplish the task and confirmed by the
instructor.
It is of great importance that the content should be
written legibly on ink. Avoid any corrections or erasures and
maintain the cleanliness of this record.
This will be collected by your trainer and submit the same
to the Vocational Instruction Supervisor (VIS) and shall form
part of the permanent trainee’s document on file.
THANK YOU.
NOTES:
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BASIC COMPETENCY Unit of Competency: LEAD SMALL TEAMS
Learnin Task/Activity Date Instructors
Unit of Competency: LEAD WORKPLACE COMMUNICATION g Required Accomplished Remarks
Outcome
Learning Task/Activity Date Instructors 1. Pro Give instructions
Outcome Required Accomplished Remarks vide team and requirements to
leadershi team members and
1. Communicate Use p queries and
information about appropriate concerns are
workplace communicati recognize and
processes on method discuss with the
2. Lead Identify team
workplace response to 2. Ass Duties and
discussions workplace ign responsibilities are
issues responsib given to individual
3. Identify Proper ilities according to their
and dialogue with among skills, knowledge
communicate appropriate members and aptitude
issues arising in personnel on 3. Set Set performance
the workplace dealing with performa expectation based
issues and nce on individual team
problems that expectati members duties
arise in the on for and area of
workplace team responsibility
members
4. Sup Monitor
ervised performance and
team provide feedbacks,
performan positive support
ce and advice on
Carla Marie Q. Barrosa Marianne Q. Punzalan strategies to
overcome any
Trainee’s Signature Trainer’s Signature deficiencies; all
relevant
documentation is Unit of Competency: DEVELOP AND PRACTICE
completed in NEGOTIATION SKILLS
accordance with
company
procedures. Learn Task/Activity Date Instructor
ing Required Accomplishe s Remarks
Outco d
Carla Marie Q. Barrosa Marianne Q. Punzalan me
Trainee’s Signature Trainer’s Signature 1. Information’s on
Identify preparing for
relevant negotiation, creating
informat non-verbal
ion in environments, active
planning listening and different
negotiati questioning
ons techniques are
identified and
included on the plan
2. P Appropriate medium
articipa of communication is
te in used throughout the
negotia negotiation and
tions desired outcome of all
parties are considered.
3. D The issued and
ocume process are
nt documented and
areas agreed upon, all areas
for for agreement are
agreem confirmed and
ent recorded
Carla Marie Q. Barrosa Marianne Q. Punzalan
Trainee’s Signature Trainer’s Signature
Unit of Competency: SOLVE WORKPLACE PROBLEM Unit of Competency: USE MATHEMATICAL CONCEPTS AND
RELATED TO WORK ACTIVITIES TECHNIQUES
Learning Task/Activity Date Instructors
Learning Task/Activity Date Instructors Outcome Required Accomplished Remarks
Outcome Required Accomplished Remarks
1. Expla Define and explain
1. Expl Define extent, in the analytical technique
ain the causes and nature analytical to be used.
analytical of the problem techniques
techniques through
2. Ident Identify problem
observation and
ify areas based on
investigation
mathemati given condition and
2. Iden Variances are cal tools use mathematical
tify the identified from and techniques are
problem normal operating techniques selected based on
parameters and to solve the given problem
product quality problem
3. Appl Apply mathematical
3. Dete Possible causes are
y techniques and
rmine the identified based on
mathemati perform
possible experience and the
cal computations to the
cause/s of use of problem.
procedures level of accuracy
the Identify
/ solution required in the
problem fundamental
problem
causes per results
of investigation 4. Anal Review result of
yze results application based
expected and
required
specifications and
outcome.
Carla Marie Q. Barrosa Marianne Q. Punzalan
Trainee’s Signature Trainer’s Signature
Carla Marie Q. Barrosa Marianne Q. Punzalan
Trainee’s Signature Trainer’s Signature
Unit of Competency: USE RELEVANT TECHNOLOGIES COMMON COMPETENCY
Unit of Competency: MAINTAIN AN EFFECTIVE
RELATIONSHIP WITH CLIENTS/CUSTOMERS
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
1. Ide Determine and Learning Task/Activity Date Instructors
ntify use technologies Outcome Required Accomplished Remarks
appropri determined based 1. Maintain
ate on job professional
technolo requirements image
gy
2. Meet
2. Ap Use effective and clients/
ply relevant customer
relevant technology such requirements
technolo as software and
3. Build
gy hardware as per
credibility with
task requirement
customers/
3. Ma Update and clients
intain/ enhance
enhance technology skills
relevant and knowledge
technolo through
gy continuing
education or
training in
accordance with
job requirement
Carla Marie Q. Barrosa Marianne Q. Punzalan Trainee’s Carla Marie Q. Barrosa Marianne Q. Punzalan Trainee’s
Signature Trainer’s Signature Signature Trainer’s Signature
Unit of Competency: MANAGE OWN PERFORMANCE Unit of Competency: APPLY QUALITY STANDARDS
Learning Task/Activity Date Instructors Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks Outcome Required Accomplished Remarks
1. Identify 1. Assess
tasks accurately clients’
2. Allocate needs
priority to each 2. Assess
task own work
3. Allocate 3. Engage
time lines to in quality
each task improvement
4. Meet and
comply
deadlines
5. Know and
comply with
work schedules
6. Develop
work plans
7. Monitor
personal
performance
8. Get advice
and guidance
from
management
9. Clarify
standard of work Carla Marie Q. Barrosa Marianne Q. Punzalan Trainee’s
Signature Trainer’s Signature
Carla Marie Q. Barrosa Marianne Q. Punzalan Trainee’s
Signature Trainer’s Signature
Unit of Competency: PERFORM COMPUTER OPERATIONS CORE COMPETENCY
Learning Task/ Date Instructors Unit of Competency: JOURNALIZE TRANSACTIONS
Outcome Activity Accomplished Remarks
Required
Learning Task/Activity Date Instructors
1. Identify and Outcome Required Accomplished Remarks
explain the
functions, general 1. Prep Determine the
features and are chart of nature of
capabilities of both accounts business based
hardware and on client June 6, 2018
software information; Competent
2. Prepare and use create and
appropriate prepare chart of
hardware and accounts based
software according on the client’s
to task information.
requirement Prepare
3. Use appropriate accounting
devices and manual in
procedures to accordance with
transfer files/data industry practice
4. Produce 2. Anal Gather, check
accurate and yze and verify
complete data documents documents in
according to the accordance with Competent
requirements verification and June 7, 2018
validation
Carla Marie Q. Barrosa Marianne Q. Punzalan processes.
Account titles are
Trainee’s Signature Trainer’s Signature
selected in
accordance with
standard
selection
processes.
3. Prep Prepare journals Unit of Competency: POST TRANSACTIONS
are journal entries in
entry accordance with
industry practice Competent Learning Task/Activity Date Instructors
and generally Outcome Required Accomplished Remarks
accepted 1. Prep Prepare ledger for
accounting June 8, 2018
are ledger the list of asset,
principles/ liability, equity,
Philippine income and June 11, Competent
Financial expense accounts 2018
Reporting titles in
Standards in accordance with
chronological the Chart of
order. Accounts.
Debit and credit 2. Tran Transfer journal
account titles are sfer entries in June 13,
determined in journal chronological
accordance with 2018
entries order. Postings are Competent
chart of accounts. done with 100%
Prepare journal accuracy.
entries should
have explanation 3. Sum Get the balances of
in accordance marize debits and credits June 14,
with the nature of ledger for each ledger 2018
transaction and account with Competent
with 100% 100% accuracy
accuracy.
Carla Marie Q. Barrosa Marianne Q. Punzalan Carla Marie Q. Barrosa Marianne Q. Punzalan
Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
Unit of Competency: PREPARE TRIAL BALANCE Unit of Competency: PREPARE FINANCIAL REPORTS
Learning Task/Activity Date Instructors Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks Outcome Required Accomplished Remarks
1. List List asset, 1. Prepare Prepare
accounts titles liability, financial worksheet
equity, statements using the
income and June 15, Competent prescribed Competent
expense 2018 format. Prepare June 26,
accounts in financial 2018
accordance statements
with Chart of such as income
Accounts. statement,
statement of
2. Transfer Transfer all
changes in
balances from the balances
equity, balance
the ledger of each
sheet,
accounts in June 19, Competent
2018 statement of
accordance
cash flows in
with Chart of
accordance
Accounts.
with generally
3. Summarize Get the total accepted
trial balance or balances accounting
of the debits principles/
and credits June 21, Competent Philippine
with 100% 2018 Financial
accuracy to Reporting
extract trial Standards.
balances.
2. Analyze Analyze
financial financial
statements statements in
Carla Marie Q. Barrosa Marianne Q. Punzalan accordance June 28, Competent
Trainee’s Signature Trainer’s Signature with prescribed 2018
format. Prepare
report on
financial Unit of Competency: REVIEW INTERNAL CONTROL SYSTEM
analysis in
accordance
with industry Learning Task/Activity Date Instructor
requirements. Outcome Required Accomplishe s Remarks
d
1. Che Prepare/update
ck policy internal control Competent
complianc manual in
e accordance with
industry practice. July 2, 2018
Check and
validate
compliance in
accordance with
the internal
control system.
2. Prep Prepare policy
are policy compliance
complianc reports in
e report accordance with Competent
the internal July 4, 2018
Carla Marie Q. Barrosa Marianne Q. Punzalan control system.
Submit policy
Trainee’s Signature Trainer’s Signature
compliance
reports to
management for
validation and
filing for future
reference.
Carla Marie Q. Barrosa Marianne Q. Punzalan
Trainee’s Signature Trainer’s Signature
