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Specification Edexcel Level 2 NVQ Diploma in Travel Services (QCF) Edexcel Level 3 NVQ Diploma in Travel Services (QCF) Issue 2 For first registration September 2010 Edexcel NVQ/competence-based qualifications

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  • Specification

    Edexcel Level 2 NVQ Diploma in Travel Services (QCF)

    Edexcel Level 3 NVQ Diploma in Travel Services (QCF)

    Issue 2

    For first registration September 2010

    Edexcel NVQ/competence-based qualifications

  • Pearson Education Ltd is one of the UK’s largest awarding organisations, offering academic and vocational qualifications and testing to schools, colleges, employers, and other places of learning, both in the UK and internationally. Qualifications offered include GCSE, AS and A level, NVQ and our BTEC suite of vocational qualifications, ranging from Entry Level to BTEC Higher National Diplomas. Pearson Education Ltd administers Edexcel GCSE examinations. Through initiatives such as on screen marking and administration, Pearson is leading the way in using technology to modernise educational assessment, and to support teachers and learners. This specification is Issue 2. Key changes are sidelined. We will inform centres of any changes to this issue. The latest issue can be found on the Edexcel website: www.edexcel.com. References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.) Authorised by Roger Beard Prepared by Alice Jones Publications Code N030941 All the material in this publication is copyright © Pearson Publishing Limited 2012

  • Contents

    Qualification titles covered by this specification 1

    Key features of the Edexcel qualifications in Travel Services (QCF) 2 What is the purpose of these qualifications? 2 Who are these qualifications for? 2 What are the benefits of these qualifications to the learner and employer? 2 What are the potential job roles for those working towards these qualifications? 2 What progression opportunities are available to learners who achieve these qualifications? 3

    What is the qualification structure for the Edexcel Level 2 NVQ Diploma in Travel Services (QCF)? 4

    Leisure and Business 4 Tour Operators — Head Office 4 Tour Operators — Field Staff 4

    What is the qualification structure for the Edexcel Level 3 NVQ Diploma in Travel Services (QCF)? 7

    Leisure and Business 7 Tour Operators — Head Office 7 Tour Operators — Field Staff 7

    How are the qualifications graded and assessed? 10 Assessment strategy 10 Types of evidence (to be read in conjunction with the assessment strategy in Annexe D) 11

    Centre recognition and approval 12 Centre recognition 12 Approvals agreement 12

    Quality assurance 12

    What resources are required? 12

    Unit format 13

    Units 15 Unit 1: Develop and Maintain Your Effectiveness at Work in a Travel

    and Tourism Environment 17 Unit 2: Ensure Responsibility for Actions to Reduce Risks to Health

    and Safety 23 Unit 3: Give Customers a Positive Impression of Yourself and Your

    Organisation 27

  • Unit 4: Arrange Non Multi-Sector Air Travel 33 Unit 5: Help Customers to Choose and Book Travel Services 41 Unit 6: Build and Maintain Face-to-Face Relationships with Customers 55 Unit 7: Set Up and Maintain Promotional Displays 61 Unit 8: Employment Rights and Responsibilities in the Hospitality,

    Leisure, Travel and Tourism Sector 67 Unit 9: Process Travel and Tourism Services Payments 71 Unit 10: Assist Customers Prior to and After Travelling 77 Unit 11: Research Travel and Destination Information 83 Unit 12: Identify and Provide Tourism-Related Information and Advice 89 Unit 13: Complete Foreign Exchange Transactions 95 Unit 14: Arrange Travel Itineraries 105 Unit 15: Obtain and Analyse Customer Feedback 111 Unit 16: Build and Maintain Relationships with Customers Not Present 117 Unit 17: Process Travel Services Bookings 125 Unit 18: Assist with Travel and Tourism Problems and Emergencies 131 Unit 19: Collect and Maintain Tourism Information and Data 137 Unit 20: Assist with Transfers 143 Unit 21: Sell Tourism-Related Products and Services 151 Unit 22: Resolve Customer Service Problems 159 Unit 23: Plan and Conduct Welcoming Events 163 Unit 24: Lead People on a Guided Tour 173 Unit 25: Prepare and Maintain Holiday Accommodation 179 Unit 26: Present a Commentary for a Guided Tour 185 Unit 27: Organise Your Work and Personal Development 191 Unit 28: Sell Travel-Related Products and Services 197 Unit 29: Sell Multi-Sector Air Travel 205 Unit 30: Sell Tailor-Made Travel Services 213 Unit 31: Build and Maintain Customers' Profiles 227 Unit 32: Contribute to Maintaining the Quality of Travel and Tourism

    Operations 233 Unit 33: Contribute to Supporting and Developing Colleagues 239 Unit 34: Monitor and Solve Customer Service Problems 247 Unit 35: Contribute to Business Travel Account Management 253 Unit 36: Organise and Implement Travel and Tourism Promotional

    Activities 261 Unit 37: Generate Increased Travel and Tourism Sales 267 Unit 38: Monitor Business Performance 273 Unit 39: Analyse, Evaluate and Present Tourism Data 277 Unit 40: Monitor Procedures to Safely Control Work Operations 283 Unit 41: Deal with Travel and Tourism Problems and Emergencies 289 Unit 42: Research and Develop Tour Itineraries 297

  • Unit 43: Plan and Deliver On-Site Entertainment 305 Unit 44: Manage Accommodation and Transfers 313 Unit 45: Manage Delivery of a Tour 321

    Further information 329

    Useful publications 329 How to obtain National Occupational Standards 329

    Professional development and training 330

    Annexe A: Progression pathways 331 The Edexcel qualification framework for the travel services sector 331

    Annexe B: Quality assurance 335 Key principles of quality assurance 335 Quality assurance processes 335

    Annexe C: Centre certification and registration 337 What are the access arrangements and special considerations for the qualifications in this specification? 337

    Annexe D: Assessment Strategy 339

    Annexe E: Additional requirement for qualifications that use the term ‘NVQ’ in a QCF qualification title 353

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  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    2

    Key features of the Edexcel qualifications in Travel Services (QCF)

    These qualifications: are nationally recognised are based on the travel services National Occupational Standards (NOS).

    The NOS and qualification structures are owned by People 1st. The Edexcel Level 2 NVQ Diploma in Travel Services (QCF) and the Edexcel Level 3 NVQ Diploma in Travel Services (QCF) have been approved as components for the Travel Services Apprenticeship/Advanced Apprenticeship framework.

    What is the purpose of these qualifications?

    These qualifications are aimed at those working or seeking to start a career in travel services. They can be taken whilst in the workplace to allow hands-on experience as learners train. Learners choose between three specialist pathways in Leisure and Business, Tour Operators — Head Office and Tour Operators — Field Staff.

    Who are these qualifications for?

    These qualifications are for all learners aged 16 and above who are capable of reaching the required standards. Edexcel’s policy is that the qualifications should: be free from any barriers that restrict access and progression ensure equality of opportunity for all wishing to access the

    qualification(s).

    What are the benefits of these qualifications to the learner and employer?

    These qualifications are designed to be applicable to a range of job roles within travel services. They offer the opportunity for learners to gain nationally recognised qualifications while in the workplace.

    What are the potential job roles for those working towards these qualifications?

    Tour manager Tourist guide Travel agent

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    3

    What progression opportunities are available to learners who achieve these qualifications?

    These qualifications offer various opportunities for progression to further learning. Learners achieving the Edexcel Level 2 NVQ Diploma in Travel Services may progress to the Edexcel Level 3 NVQ Diploma in Travel Services. Alternatively, they may progress to Edexcel BTEC Level 3 Nationals in Travel and Tourism. Learners achieving the Edexcel Level 3 NVQ Diploma in Travel Services may progress to the Edexcel BTEC Level 4 HNC Diploma and Level 5 HND Diploma in Travel and Tourism Management. Further information is available in Annexe A.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    4

    What is the qualification structure for the Edexcel Level 2 NVQ Diploma in Travel Services (QCF)?

    Individual units can be found in the Units section. The QCF level and credit value are given on the first page of each unit. To achieve the Level 2 NVQ Diploma in Travel Services, learners must achieve a minimum of 37 credits in total. 13 credits must be achieved from Group A and the remainder of the credits can be made up as follows, depending on the pathway.

    Leisure and Business

    A minimum of 5 credits from Group B. The remainder of the credits can be made up from Group B or E.

    Tour Operators — Head Office

    6 credits from Group C. The remainder of the credits must be achieved from Group F.

    Tour Operators — Field Staff

    4 credits from Group D. The remainder of the credits must be achieved from Group G.

    Group A Mandatory units

    Unit reference number

    Unit title Credit value

    D/601/9345 Develop and Maintain Your Effectiveness at Work in a Travel and Tourism Environment

    4

    A/601/5867 Ensure Responsibility for Actions to Reduce Risks to Health and Safety

    4

    L/601/0933 Give Customers a Positive Impression of Yourself and Your Organisation

    5

    Leisure and Business pathway

    Group B

    Unit reference number

    Unit title Credit value

    D/601/6560 Arrange Non Multi-Sector Air Travel 5

    M/601/6580 Help Customers to Choose and Book Travel Services 16

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    5

    Group E

    Unit reference number

    Unit title Credit value

    T/601/6595 Build and Maintain Face-to-Face Relationships with Customers

    5

    F/601/6552 Set Up and Maintain Promotional Displays 4

    T/601/7214 Employment Rights and Responsibilities in the Hospitality, Leisure, Travel and Tourism Sector

    2

    D/601/5151 Process Travel and Tourism Services Payments 3

    T/601/5723 Assist Customers Prior To and After Travelling 4

    L/601/5727 Research Travel and Destination Information 3

    Y/601/5732 Identify and Provide Tourism-Related Information and Advice

    5

    Y/601/5746 Complete Foreign Exchange Transactions 7

    J/601/5760 Arrange Travel Itineraries 7

    D/601/6607 Obtain and Analyse Customer Feedback 4

    Tour Operators — Head Office pathway

    Group C

    Unit reference number

    Unit title Credit value

    F/601/6440 Build and Maintain Relationships with Customers Not Present

    6

    Group F

    Unit reference number

    Unit title Credit value

    D/601/6560 Arrange Non Multi-Sector Air Travel 5

    T/601/7214 Employment Rights and Responsibilities in the Hospitality, Leisure, Travel and Tourism Sector

    2

    T/601/5723 Assist Customers Prior To and After Travelling 4

    Y/601/5732 Identify and Provide Tourism-Related Information and Advice

    5

    J/601/5760 Arrange Travel Itineraries 7

    A/601/6548 Process Travel Services Bookings 5

    K/601/6559 Assist with Travel and Tourism Problems and Emergencies

    4

    Y/601/6590 Collect and Maintain Tourism Information and Data 3

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    6

    Tour Operators — Field Staff pathway

    Group D

    Unit reference number

    Unit title Credit value

    Y/601/6556 Assist with Transfers 4

    Group G

    Unit reference number

    Unit title Credit value

    T/601/6595 Build and Maintain Face-to-Face Relationships with Customers

    5

    F/601/6566 Sell Tourism-Related Products and Services 5

    T/601/7214 Employment Rights and Responsibilities in the Hospitality, Leisure, Travel and Tourism Sector

    2

    M/601/1511 Resolve Customer Service Problems 6

    D/601/5151 Process Travel & Tourism Services Payments 3

    Y/601/5732 Identify and Provide Tourism-Related Information and Advice

    5

    D/601/5778 Plan and Conduct Welcoming Events 5

    F/601/5949 Lead People on a Guided Tour 5

    H/601/5782 Prepare and Maintain Holiday Accommodation 4

    K/601/6559 Assist with Travel and Tourism Problems and Emergencies

    4

    A/601/6470 Present a Commentary for a Guided Tour 4

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    7

    What is the qualification structure for the Edexcel Level 3 NVQ Diploma in Travel Services (QCF)?

    Individual units can be found in the Units section. The QCF level and credit value are given on the first page of each unit. To achieve this qualification, learners must achieve a minimum of 37 credits in total. 8 credits must be achieved from Group A and the remainder of the credits can be made up as follows, depending on the pathway.

    Leisure and Business

    A minimum of 10 credits from Group B. The remainder of the credits can be made up from Group B or D.

    Tour Operators — Head Office

    A minimum of 29 credits to be achieved from Group E.

    Tour Operators — Field Staff

    5 credits from Group C. The remainder of the credits must be made up from Group F.

    Group A Mandatory units

    Unit reference number

    Unit title Credit value

    A/601/5867 Ensure Responsibility for Actions to Reduce Risks to Health and Safety

    4

    A/601/6601 Organise your Work and Personal Development 4

    Leisure and Business pathway

    Group B

    Unit reference number

    Unit title Credit value

    H/601/5149 Sell Travel-Related Products and Services 12

    K/601/6576 Sell Multi-Sector Air Travel 12

    T/601/6578 Sell Tailor-Made Travel Services 10

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    8

    Group D

    Unit reference number

    Unit title Credit value

    D/601/6610 Build and Maintain Customers’ Profiles 3

    F/601/6440 Build and Maintain Relationships with Customers Not Present

    6

    L/601/6599 Contribute to Maintaining the Quality of Travel and Tourism Operations

    5

    T/601/6600 Contribute to Supporting and Developing Colleagues 6

    T/601/7214 Employment Rights and Responsibilities in the Hospitality, Leisure, Travel and Tourism Sector

    2

    J/601/1515 Monitor and Solve Customer Service Problems 6

    Y/601/5746 Complete Foreign Exchange Transactions 7

    R/601/5776 Contribute to Business Travel Account Management 6

    T/601/5785 Organise and Implement Travel and Tourism Promotional Activities

    4

    A/601/6548 Process Travel Services Bookings 5

    D/601/6607 Obtain and Analyse Customer Feedback 4

    T/601/6533 Generate Increased Travel and Tourism Sales 5

    J/601/6536 Monitor Business Performance 4

    Tour Operators — Head Office pathway

    Group E

    Unit reference number

    Unit title Credit value

    D/601/6574 Analyse, Evaluate and Present Tourism Data 4

    F/601/6440 Build and Maintain Relationships with Customers Not Present

    6

    L/601/6599 Contribute to Maintaining the Quality of Travel and Tourism Operations

    5

    T/601/6600 Contribute to Supporting and Developing Colleagues 6

    F/601/9354 Monitor Procedures to Safely Control Work Operations

    5

    T/601/7214 Employment Rights and Responsibilities in the Hospitality, Leisure, Travel and Tourism Sector

    2

    J/601/1515 Monitor and Solve Customer Service Problems 6

    H/601/5149 Sell Travel-Related Products and Services 12

    K/601/6576 Sell Multi-Sector Air Travel 12

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    9

    Unit reference number

    Unit title Credit value

    T/601/5785 Organise and Implement Travel and Tourism Promotional Activities

    4

    A/601/6548 Process Travel Services Bookings 5

    T/601/6578 Sell Tailor-Made Travel Services 10

    M/601/6496 Deal with Travel and Tourism Problems and Emergencies

    3

    R/601/6510 Research and Develop Tour Itineraries 8

    T/601/6533 Generate Increased Travel and Tourism Sales 5

    Tour Operators — Field Staff pathway

    Group C

    Unit reference number

    Unit title Credit value

    L/601/6599 Contribute to Maintaining the Quality of Travel and Tourism Operations

    5

    Group F

    Unit reference number

    Unit title Credit value

    T/601/6600 Contribute to Supporting and Developing Colleagues 6

    K/601/6609 Plan and Deliver On-Site Entertainment 5

    F/601/9354 Monitor Procedures to Safely Control Work Operations

    5

    T/601/7214 Employment Rights and Responsibilities in the Hospitality, Leisure, Travel and Tourism Sector

    2

    J/601/1515 Monitor and Solve Customer Service Problems 6

    T/601/5785 Organise and Implement Travel and Tourism Promotional Activities

    4

    L/601/5789 Manage Accommodation and Transfers 3

    M/601/6496 Deal with Travel and Tourism Problems and Emergencies

    3

    T/601/6516 Manage Delivery of a Tour 4

    J/601/6536 Monitor Business Performance 4

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    10

    How are the qualifications graded and assessed?

    The overall grade for each qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure. To pass a unit the learner must: achieve all the specified learning outcomes satisfy all the assessment criteria by providing sufficient and valid

    evidence for each criterion show that the evidence is their own. The qualifications are designed to be assessed: in the workplace or in conditions resembling the workplace, as specified in the assessment

    requirements/strategy for the sector, or as part of a training programme.

    Assessment strategy

    The assessment strategy for these qualifications has been included in Annexe D. It has been developed by People 1st in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment strategy includes details on: criteria for defining realistic working environments roles and occupational competence of assessors, expert witnesses,

    internal verifiers and standards verifiers quality control of assessment evidence requirements. Evidence of competence may come from: current practice where evidence is generated from a current job role a programme of development where evidence comes from

    assessment opportunities built into a learning/training programme whether at or away from the workplace

    the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification

    a combination of these.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    11

    It is important that the evidence is:

    Valid relevant to the standards for which competence is claimed

    Authentic produced by the learner

    Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim

    Reliable indicates that the learner can consistently perform at this level

    Sufficient fully meets the requirements of the standards.

    Types of evidence (to be read in conjunction with the assessment strategy in Annexe D)

    To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the examples below. Centres should refer to the assessment strategy for information about which of the following are permissible. direct observation of the learner’s performance by their assessor (O) outcomes from oral or written questioning (Q&A) products of the learner’s work (P) personal statements and/or reflective accounts (RA) outcomes from simulation, where permitted by the assessment

    strategy (S) professional discussion (PD) assignment, project/case studies (A) authentic statements/witness testimony (WT) expert witness testimony (EPW) evidence of Recognition of Prior Learning (RPL). The abbreviations may be used for cross-referencing purposes. Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates. Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    12

    Centre recognition and approval

    Centre recognition

    Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application. Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.

    Approvals agreement

    All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.

    Quality assurance

    Detailed information on Edexcel’s quality assurance processes is given in Annexe B.

    What resources are required?

    Each qualification is designed to support learners working in the travel services sector. Physical resources need to support the delivery of the qualifications and the assessment of the learning outcomes and must be of industry standard. Staff assessing the learner must meet the requirements within the overarching assessment strategy for the sector.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    13

    Unit format

    Each unit in this specification contains the following sections. Unit title:

    Unit code:

    Unit reference number:

    QCF level:

    Credit value:

    Guided learning hours:

    Unit summary:

    Assessment requirements/evidence requirements:

    Assessment methodology:

    Learning outcomes:

    Assessment criteria:

    Evidence type:

    Portfolio reference:

    Date:

    The unit title is accredited on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).

    This is the unit owner’s reference number for the specified unit.

    This code is a unique reference number for the unit.

    All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.

    All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.

    A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.

    This provides a summary of the purpose of the unit.

    The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section.

    Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.

    The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.

    Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.

    This provides a summary of the assessment methodology to be used for the unit.

    The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.

    The learner should give the date when the evidence has been provided.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

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  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    15

    Units

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    16

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    17

    Unit 1: Develop and Maintain Your Effectiveness at Work in a Travel and Tourism Environment

    Unit code: TT10

    Unit reference number: D/601/9345

    QCF level: 2

    Credit value: 4

    Guided learning hours: 25

    Unit summary

    This unit is about taking responsibility for improving your performance at work and working well with your colleagues so as to make a positive contribution to the overall effectiveness of your workplace.

    Evidence requirements

    LEARNING OUTCOME

    Be able to improve personal performance at work

    What you must DO

    The assessor may assess assessment criteria 2.1-2.8 through questioning, witness testimony or other documentary evidence demonstrating competence.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for:

    at least two from opportunities to learn a from other relevant people b by active participation in training and

    development activities c active participation in workplace

    activities both from targets

    a productivity b personal development

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    18

    LEARNING OUTCOME

    Be able to work effectively as part of a team

    What you must DO

    The assessor must assess assessment criteria 4.1, 4.4 — 4.6 and 4.8 by directly observing the learner’s work. The assessor may assess assessment criteria 4.2, 4.3, 4.7 through questioning or witness testimony.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for:

    both from assistance a on a one-to-one basis b in a group

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

    Assessment methodology

    This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 2 a

    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    19

    Lear

    ning

    out

    com

    es a

    nd a

    sses

    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Under

    stan

    d o

    wn r

    ole

    and

    resp

    onsi

    bili

    ties

    1.1

    O

    utlin

    e ow

    n job r

    ole

    and r

    esponsi

    bili

    ties

    1.2

    Sta

    te t

    he

    stan

    dar

    ds

    of beh

    avi

    our

    expec

    ted w

    ithin

    th

    e w

    ork

    pla

    ce

    1.3

    Exp

    lain

    the

    import

    ance

    of

    mee

    ting o

    wn w

    ork

    ta

    rget

    s 1.4

    Exp

    lain

    the

    import

    ance

    of w

    ork

    ing w

    ithin

    ow

    n job

    resp

    onsi

    bili

    ties

    1.5

    Sta

    te t

    he

    conse

    quen

    ces

    of w

    ork

    ing o

    uts

    ide

    ow

    n job

    resp

    onsi

    bili

    ties

    2

    Be

    able

    to im

    pro

    ve

    per

    sonal

    per

    form

    ance

    at

    work

    2.1

    D

    iscu

    ss o

    wn s

    tren

    gth

    s an

    d w

    eakn

    esse

    s w

    ith t

    he

    rele

    vant

    per

    son

    2.2

    See

    k ad

    ditio

    nal

    info

    rmat

    ion fro

    m r

    elev

    ant

    peo

    ple

    w

    hen

    task

    inst

    ruct

    ions

    are

    uncl

    ear

    2.3

    U

    se f

    eedbac

    k fr

    om

    rel

    evan

    t peo

    ple

    to im

    pro

    ve o

    wn

    per

    form

    ance

    2.4

    Req

    ues

    t opport

    unitie

    s to

    lea

    rn f

    rom

    colle

    agues

    2.5

    Rev

    iew

    dev

    elopm

    ents

    and t

    rends

    in t

    rave

    l and

    tourism

    ser

    vice

    s in

    dust

    ry r

    egula

    rly

    2.6

    Agre

    e re

    alis

    tic

    work

    tar

    get

    s w

    ith t

    he

    rele

    vant

    per

    son

    2.7

    Rev

    iew

    pro

    gre

    ss o

    f w

    ork

    tar

    get

    s w

    ith t

    he

    rele

    vant

    per

    son r

    egula

    rly

    2.8

    U

    pdat

    e per

    sonal

    dev

    elopm

    ent

    pla

    n r

    egula

    rly

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 2 a

    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    20

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    3

    Know

    how

    to im

    pro

    ve

    per

    sonal

    per

    form

    ance

    at

    work

    3.1

    D

    escr

    ibe

    how

    ow

    n s

    tren

    gth

    s an

    d w

    eakn

    esse

    s ca

    n

    be

    iden

    tified

    3.2

    D

    escr

    ibe

    ques

    tionin

    g a

    nd lis

    tenin

    g s

    kills

    nee

    ded

    in

    ord

    er t

    o o

    bta

    in info

    rmat

    ion o

    n p

    erso

    nal

    per

    form

    ance

    3.3

    D

    escr

    ibe

    how

    usi

    ng t

    he

    Nat

    ional O

    ccupational

    Sta

    ndar

    ds

    for

    trav

    el a

    nd t

    ourism

    ser

    vice

    s ca

    n h

    elp

    iden

    tify

    dev

    elopm

    ent

    nee

    ds

    3.4

    Sta

    te h

    ow

    to a

    cces

    s in

    form

    ation o

    n N

    ational

    O

    ccupat

    ional

    Sta

    ndard

    s an

    d q

    ual

    ific

    atio

    ns

    rele

    vant

    to t

    rave

    l and t

    ouri

    sm

    3.5

    Exp

    lain

    the

    import

    ance

    of

    mai

    nta

    inin

    g a

    n

    awar

    enes

    s of cu

    rren

    t an

    d e

    mer

    gin

    g t

    rends

    and

    dev

    elopm

    ents

    within

    the

    indust

    ry

    3.6

    D

    escr

    ibe

    how

    to m

    ainta

    in a

    war

    enes

    s of

    curr

    ent

    and

    emer

    gin

    g t

    rends

    and d

    evel

    opm

    ents

    within

    the

    indust

    ry

    3.7

    Exp

    lain

    the

    import

    ance

    of

    reac

    ting p

    osi

    tive

    ly t

    o

    revi

    ews

    and fee

    dback

    3.8

    D

    escr

    ibe

    how

    to r

    eact

    posi

    tive

    ly t

    o r

    evie

    ws

    and

    feed

    back

    3.9

    Sta

    te o

    wn p

    roduct

    ivity

    targ

    ets

    and t

    imes

    cale

    s 3.1

    0

    Sta

    te p

    erso

    nal

    dev

    elopm

    ent

    targ

    ets

    and t

    imes

    cale

    s 3.1

    1

    Exp

    lain

    the

    import

    ance

    of

    continual

    ly u

    sing a

    nd

    updat

    ing o

    wn p

    erso

    nal

    dev

    elopm

    ent

    pla

    n

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

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    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    21

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    3.1

    2

    Exp

    lain

    the

    import

    ance

    of

    continuous

    pro

    fess

    ional

    dev

    elopm

    ent

    3.1

    3

    Des

    crib

    e how

    continuous

    pro

    fess

    ional dev

    elopm

    ent

    affe

    cts

    ow

    n job r

    ole

    3.1

    4

    Iden

    tify

    rel

    evan

    t peo

    ple

    that

    can h

    elp w

    ith

    pro

    fess

    ional

    dev

    elopm

    ent

    4

    Be

    able

    to w

    ork

    effec

    tive

    ly

    as p

    art

    of

    a te

    am

    4.1

    Agre

    e w

    ays

    of w

    ork

    ing t

    oget

    her

    to a

    chie

    ve

    obje

    ctiv

    es

    4.2

    Req

    ues

    t hel

    p a

    nd info

    rmat

    ion f

    rom

    colle

    agues

    when

    nec

    essa

    ry

    4.3

    Res

    pond t

    o r

    eques

    ts for

    assi

    stance

    fro

    m c

    olle

    agues

    4.4

    O

    ffer

    ass

    ista

    nce

    to o

    ther

    s w

    hen

    nee

    ded

    4.5

    U

    se t

    ime

    effe

    ctiv

    ely

    thro

    ughout

    the

    work

    ing d

    ay

    4.6

    Rep

    ort

    pro

    ble

    ms

    that

    are

    likel

    y to

    affec

    t tr

    avel

    and

    tourism

    ser

    vice

    s to

    the

    rele

    vant

    per

    son p

    rom

    ptly

    4.7

    Res

    olv

    e an

    y m

    isunder

    stan

    din

    g w

    ith c

    olle

    agues

    pro

    mptly

    4.8

    Ensu

    re c

    onta

    ct w

    ith c

    olle

    agues

    is

    frie

    ndly

    , hel

    pfu

    l an

    d r

    espec

    tful

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 2 a

    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    22

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    5

    Know

    how

    to w

    ork

    ef

    fect

    ivel

    y as

    part

    of

    a te

    am

    5.1

    Sta

    te h

    ow

    to fin

    d o

    ut

    rele

    vant

    info

    rmat

    ion a

    bout

    oth

    er p

    eople

    s’ a

    reas

    of re

    sponsi

    bili

    ty

    5.2

    D

    escr

    ibe

    how

    ow

    n job r

    ole

    rel

    ates

    to o

    ther

    s in

    the

    team

    5.3

    O

    utlin

    e lim

    its

    of ow

    n j

    ob r

    ole

    and o

    f oth

    ers

    in

    rela

    tion t

    o g

    ivin

    g a

    ssis

    tance

    5.4

    D

    escr

    ibe

    how

    to m

    anag

    e tim

    e ef

    fect

    ivel

    y

    5.5

    Exp

    lain

    the

    import

    ance

    of

    good w

    ork

    ing

    rela

    tionsh

    ips

    5.5

    Exp

    lain

    how

    to s

    upport

    co-o

    per

    ativ

    e w

    ays

    of

    work

    ing

    5.6

    D

    escr

    ibe

    how

    to d

    eal w

    ith r

    elat

    ionsh

    ip d

    ifficu

    ltie

    s an

    d c

    onflic

    ts w

    hen

    work

    ing w

    ith o

    ther

    s 5.7

    Id

    entify

    who t

    o r

    eport

    rela

    tionsh

    ip d

    ifficu

    ltie

    s an

    d

    conflic

    ts in t

    he

    work

    pla

    ce t

    o

    5.8

    Exp

    lain

    griev

    ance

    and a

    ppea

    l pro

    cedure

    s

    Lea

    rner

    nam

    e:__________________________________________

    D

    ate:

    ___________________________

    Lear

    ner

    sig

    nat

    ure

    :_______________________________________

    D

    ate:

    ___________________________

    Ass

    esso

    r si

    gnat

    ure

    :______________________________________

    D

    ate:

    ___________________________

    Inte

    rnal

    ver

    ifie

    r si

    gnatu

    re:_

    ________________________________

    (i

    f sa

    mple

    d)

    Dat

    e:___________________________

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    23

    Unit 2: Ensure Responsibility for Actions to Reduce Risks to Health and Safety

    Unit reference number: A/601/5867

    QCF level: 3

    Credit value: 4

    Guided learning hours: 38

    Unit summary

    The aim of this unit is to provide learners with the knowledge/understanding/skills to understand their health and safety responsibilities in the workplace.

    Evidence requirements

    1 The common evidence requirements below are in addition to the ENTO Assessment Strategies approved by UKCG in February 2008.

    2 The standards require evidence of consistent occupational competence, as defined by the standards, to be demonstrated through relevant work activities. A variety of assessment methods should be used to confirm competence. Assessment of knowledge should be integrated with the assessment of performance wherever possible and appropriate.

    3 Assessment of performance and knowledge in the workplace: All evidence must be derived from performance in the workplace with no exceptions. Therefore, no simulated working conditions have been specified in this Assessment Strategy as the outcomes can be demonstrated by a combination of other assessment methods drawn from: direct observation of the candidate in the workplace witness testimony by colleagues and line managers of the

    candidate’s successful performance of activities in the workplace documentary and other product-based evidence a personal report by the candidate endorsed by colleagues questions discussion professional discussion.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    24

    Assessment methodology

    This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 2 a

    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    25

    Lear

    ning

    out

    com

    es a

    nd a

    sses

    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Be

    able

    to iden

    tify

    the

    haz

    ards

    and e

    valu

    ate

    the

    risk

    s in

    the

    work

    pla

    ce

    1.1

    Id

    entify

    work

    pla

    ce inst

    ruct

    ions

    that

    are

    rel

    evan

    t to

    th

    em a

    nd t

    hei

    r jo

    b r

    ole

    1.2

    Id

    entify

    work

    ing p

    ract

    ices

    and h

    azar

    ds

    in t

    he

    work

    pla

    ce t

    hat

    could

    be

    harm

    ful

    1.3

    Eva

    luat

    e th

    e haz

    ards

    and p

    rioritise

    in r

    isk

    ord

    er

    1.4

    Rep

    ort

    haza

    rd(s

    ) to

    the

    resp

    onsi

    ble

    per

    son

    2

    Be

    able

    to r

    educe

    the

    risk

    s to

    hea

    lth a

    nd s

    afe

    ty in t

    he

    work

    pla

    ce

    2.1

    Per

    form

    work

    act

    ivitie

    s at

    ow

    n lev

    el o

    f co

    mpet

    ence

    in

    acc

    ord

    ance

    with iden

    tified

    hea

    lth a

    nd s

    afet

    y:

    work

    pla

    ce p

    olic

    ies

    inst

    ruct

    ions

    and p

    roce

    dure

    s –

    su

    pplie

    rs a

    nd m

    anufa

    cture

    rs’ in

    form

    atio

    n a

    nd

    rele

    vant

    legal

    req

    uir

    emen

    ts

    2.2

    M

    anag

    e haza

    rds

    in a

    ccord

    ance

    with w

    ork

    pla

    ce

    inst

    ruct

    ions

    and leg

    al r

    equir

    emen

    ts

    2.3

    Rep

    ort

    any

    diffe

    rence

    s bet

    wee

    n w

    ork

    pla

    ce

    inst

    ruct

    ions

    and s

    upplie

    r/m

    anufa

    cture

    r in

    stru

    ctio

    ns

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 2 a

    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    26

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    3

    Know

    how

    to r

    educe

    ris

    ks

    to h

    ealth a

    nd s

    afe

    ty in t

    he

    work

    pla

    ce

    3.1

    Exp

    lain

    thei

    r re

    sponsi

    bili

    ty in r

    emai

    nin

    g a

    lert

    to

    haz

    ards

    and r

    isks

    3.2

    D

    escr

    ibe

    ow

    n r

    esponsi

    bili

    ties

    and s

    cope

    for

    act

    ion

    in c

    ontr

    olli

    ng r

    isk

    3.3

    Exp

    lain

    the

    import

    ance

    of adher

    ing t

    o h

    ealth a

    nd

    safe

    ty p

    olic

    ies

    and p

    ract

    ices

    3.4

    D

    escr

    ibe

    wher

    e an

    d w

    hen

    to g

    et a

    dditio

    nal

    hea

    lth

    and s

    afe

    ty a

    ssis

    tance

    3.5

    D

    escr

    ibe

    the

    import

    ance

    of

    per

    sonal

    pre

    senta

    tion

    and b

    ehavi

    our

    in m

    ainta

    inin

    g h

    ealth a

    nd s

    afet

    y in

    th

    e w

    ork

    pla

    ce

    Lea

    rner

    nam

    e:__________________________________________

    D

    ate:

    ___________________________

    Lear

    ner

    sig

    nat

    ure

    :_______________________________________

    D

    ate:

    ___________________________

    Ass

    esso

    r si

    gnat

    ure

    :______________________________________

    D

    ate:

    ___________________________

    Inte

    rnal

    ver

    ifie

    r si

    gnatu

    re:_

    ________________________________

    (i

    f sa

    mple

    d)

    Dat

    e:___________________________

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    Issue 2 – January 2012 © Pearson Education Limited 2012

    27

    Unit 3: Give Customers a Positive Impression of Yourself and Your Organisation

    Unit reference number: L/601/0933

    QCF level: 2

    Credit value: 5

    Guided learning hours: 33

    Unit summary

    Excellent customer service is provided by people who are good with people. The learner’s behaviour affects the impression that customers have of the service they are receiving. This unit is about communicating with the customers and giving a positive impression whenever dealing with a customer. By doing this the learner can create a positive impression of the organisation and the customer service it provides. All of us enjoy the experience of good customer service if we feel that the person serving us really wants to create the right impression, responds to us and gives us good information. Every detail of the learners’ behaviour counts when dealing with a customer.

    Assessment requirements/evidence requirements

    1 Wherever possible the learner’s evidence should be based on a real job, whether paid or voluntary, and when dealing with real customers, whether internal or external to the organisation. However, for this unit, evidence based on a realistic working environment or a work placement is permissible. Simulation is not allowed for any performance evidence within this unit.

    2 The learner may collect the evidence for the unit through work in a private sector organisation, a not-for-profit organisation or a public services organisation.

    3 The learner must provide evidence that shows they have done this over a sufficient period of time with different customers on different occasions for their assessor to be confident that they are competent.

    4 The learner’s communication with customers may be face to face, in writing, by telephone, text message, email, internet (including social networking), intranet or by any other method they would be expected to use within their job role.

    5 The learner must provide evidence of creating a positive impression with customers:

    a during routine delivery of customer service b during a busy time in their job

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    28

    c during a quiet time in their job d when people, systems or resources have let them down. 6 The learner must provide evidence that they communicate with

    customers effectively by: a using appropriate spoken or written language b applying the conventions and rules appropriate to the method of

    communication they have chosen.

    Assessment methodology

    This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N030941 –

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    CF)

    Issu

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    Jan

    uar

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    Lear

    ning

    out

    com

    es a

    nd a

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    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Est

    ablis

    h r

    apport

    with

    cust

    om

    ers

    1.1

    M

    eet

    thei

    r org

    anis

    atio

    n’s

    sta

    ndard

    s of appea

    rance

    an

    d b

    ehavi

    our

    1.2

    G

    reet

    thei

    r cu

    stom

    er r

    espec

    tfully

    and in a

    frien

    dly

    m

    anner

    1.3

    Com

    munic

    ate

    with t

    hei

    r cu

    stom

    er in a

    way

    that

    mak

    es t

    hem

    fee

    l va

    lued

    and r

    espec

    ted

    1.4

    Id

    entify

    and c

    onfirm

    thei

    r cu

    stom

    er’s

    exp

    ecta

    tions

    1.5

    Tre

    at t

    hei

    r cu

    stom

    er c

    ourt

    eousl

    y an

    d h

    elpfu

    lly a

    t al

    l tim

    es

    1.6

    Kee

    p t

    hei

    r cu

    stom

    er info

    rmed

    and r

    eass

    ure

    d

    1.7

    Adap

    t th

    eir

    beh

    avi

    our

    to r

    espond t

    o d

    iffe

    rent

    cust

    om

    er b

    ehav

    iour

    2

    Res

    pond a

    ppro

    priat

    ely

    to

    cust

    om

    ers

    2.1

    Res

    pond p

    rom

    ptly

    to a

    cust

    om

    er s

    eeki

    ng h

    elp

    2.2

    Choose

    the

    most

    appro

    priat

    e w

    ay t

    o c

    om

    munic

    ate

    with t

    hei

    r cu

    stom

    er

    2.3

    Chec

    k w

    ith t

    hei

    r cu

    stom

    er t

    hat

    they

    hav

    e fu

    lly

    under

    stood t

    hei

    r ex

    pec

    tations

    2.4

    Res

    pond p

    rom

    ptly

    and p

    osi

    tive

    ly t

    o t

    hei

    r cu

    stom

    er’s

    ques

    tions

    and c

    om

    men

    ts

    2.5

    Allo

    w t

    hei

    r cu

    stom

    er t

    ime

    to c

    onsi

    der

    thei

    r re

    sponse

    and g

    ive

    furt

    her

    exp

    lanat

    ion w

    hen

    ap

    pro

    priat

    e

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    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    3

    Com

    munic

    ate

    info

    rmat

    ion

    to c

    ust

    om

    ers

    3.1

    Q

    uic

    kly

    find info

    rmat

    ion t

    hat

    will

    hel

    p t

    hei

    r cu

    stom

    er

    3.2

    G

    ive

    thei

    r cu

    stom

    er info

    rmation t

    hey

    nee

    d a

    bout

    the

    serv

    ices

    or

    pro

    duct

    s off

    ered

    by

    thei

    r org

    anis

    atio

    n

    3.3

    Rec

    ognis

    e in

    form

    atio

    n t

    hat

    thei

    r cu

    stom

    er m

    ight

    find c

    om

    plic

    ated

    and c

    hec

    k w

    het

    her

    they

    fully

    under

    stan

    d

    3.4

    Exp

    lain

    cle

    arly

    to t

    hei

    r cu

    stom

    ers

    any

    reas

    ons

    why

    thei

    r ex

    pec

    tations

    cannot

    be

    met

    4

    Under

    stan

    d h

    ow

    to g

    ive

    cust

    om

    ers

    a posi

    tive

    im

    pre

    ssio

    n o

    f th

    emse

    lves

    an

    d t

    he

    org

    anis

    atio

    n

    4.1

    D

    escr

    ibe

    thei

    r org

    anis

    atio

    n’s

    sta

    ndar

    ds

    for

    appea

    rance

    and b

    ehav

    iour

    4.2

    Exp

    lain

    thei

    r org

    anis

    atio

    n’s

    guid

    elin

    es f

    or

    how

    to

    reco

    gnis

    e w

    hat

    thei

    r cu

    stom

    er w

    ants

    and r

    espond

    appro

    priat

    ely

    4.3

    Id

    entify

    thei

    r org

    anis

    atio

    n’s

    rule

    s an

    d p

    roce

    dure

    s re

    gar

    din

    g t

    he

    met

    hods

    of

    com

    munic

    atio

    n t

    hey

    use

    4.4

    Exp

    lain

    how

    to r

    ecognis

    e w

    hen

    a c

    ust

    om

    er is

    angry

    or

    confu

    sed

    4.5

    Id

    entify

    thei

    r org

    anis

    atio

    n’s

    sta

    ndar

    ds

    for

    tim

    elin

    ess

    in r

    espondin

    g t

    o c

    ust

    om

    er q

    ues

    tions

    and

    reques

    ts for

    info

    rmation

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    Lea

    rner

    nam

    e:__________________________________________

    D

    ate:

    ___________________________

    Lear

    ner

    sig

    nat

    ure

    :_______________________________________

    D

    ate:

    ___________________________

    Ass

    esso

    r si

    gnat

    ure

    :______________________________________

    D

    ate:

    ___________________________

    Inte

    rnal

    ver

    ifie

    r si

    gnatu

    re:_

    ________________________________

    (i

    f sa

    mple

    d)

    Dat

    e:___________________________

  • N030941 –

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    CF)

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  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    33

    Unit 4: Arrange Non Multi-Sector Air Travel

    Unit code: TT11

    Unit reference number: D/601/6560

    QCF level: 2

    Credit value: 5

    Guided learning hours: 43

    Unit summary This unit supports workforce development for those who arrange non multi-sector air travel for travellers. The unit is designed for use primarily by agents in leisure and business travel and others who carry out these workplace activities. The aim of the unit is to assess skills, knowledge and understanding to recognised National Occupational Standards.

    Evidence requirements

    LEARNING OUTCOME

    Be able to administer customers’ air travel bookings

    What you must DO

    The assessor must assess assessment criteria 3.1-3.8 by directly observing the learner’s work.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for:

    at least one from terms and conditions a insurance requirements b itinerary c restrictions

    at least two from air travel services a charter flight b no frills flight c consolidated flights d other scheduled services

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

    LEARNING OUTCOME

    Be able to complete booking documentation

    What you must DO

    The assessor may assess assessment criteria 4.1-4.3 through questioning, witness testimony or other documentary evidence demonstrating competence.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    34

    Assessment methodology

    This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N030941 –

    Spec

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    Dip

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    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

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    imited

    2012

    35

    Lear

    ning

    out

    com

    es a

    nd a

    sses

    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Under

    stan

    d t

    he

    princi

    ple

    s of air t

    rave

    l 1.1

    Sum

    mar

    ise

    the

    rele

    vant

    par

    ts o

    f th

    e dis

    abili

    ty

    dis

    crim

    inat

    ion leg

    isla

    tion a

    nd its

    im

    plic

    atio

    ns

    when

    giv

    ing a

    dvi

    ce a

    nd info

    rmat

    ion t

    o c

    ust

    om

    ers

    1.2

    O

    utlin

    e a

    trav

    el a

    gen

    t's

    mai

    n r

    esponsi

    bili

    ties

    under

    cu

    rren

    t in

    dust

    ry c

    odes

    of pra

    ctic

    e 1.3

    Sum

    mar

    ise

    the

    legal

    oblig

    atio

    ns

    for

    advi

    sing

    cust

    om

    ers

    on a

    ir t

    rave

    l se

    rvic

    es

    1.4

    Exp

    lain

    the

    role

    s an

    d r

    esponsi

    bili

    ties

    of

    maj

    or

    air

    trav

    el o

    rganis

    atio

    ns

    2

    Under

    stan

    d t

    he

    princi

    ple

    s of dea

    ling w

    ith c

    ust

    om

    ers

    2.1

    Exp

    lain

    why

    it is

    import

    ant

    to s

    how

    an inte

    rest

    in

    the

    cust

    om

    er b

    y dis

    pla

    ying a

    pro

    fess

    ional

    att

    itude

    2.2

    Exp

    lain

    why

    it is

    import

    ant

    to d

    emonst

    rate

    kn

    ow

    ledge

    and e

    xper

    ience

    to t

    he

    cust

    om

    er

    2.3

    Exp

    lain

    the

    import

    ance

    of

    liste

    nin

    g c

    aref

    ully

    to

    cust

    om

    ers

    2.4

    Exp

    lain

    why

    it is

    import

    ant

    to e

    nsu

    re t

    hat

    in

    form

    atio

    n p

    rovi

    ded

    to c

    ust

    om

    ers

    is a

    ccura

    te a

    nd

    up t

    o d

    ate

    2.5

    Exp

    lain

    the

    import

    ance

    of acc

    ura

    tely

    rec

    ord

    ing

    cust

    om

    er info

    rmation

    2.6

    Exp

    lain

    the

    nee

    d for

    confiden

    tialit

    y an

    d t

    he

    implic

    atio

    ns

    of th

    e data

    pro

    tect

    ion leg

    isla

    tion

    2.7

    Id

    entify

    rel

    evan

    t ai

    r tr

    avel

    insu

    rance

    req

    uirem

    ents

    2.8

    Know

    how

    and w

    hen

    to u

    se o

    pen

    and c

    lose

    d

    ques

    tionin

    g

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    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

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    D

    ate

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    D

    escr

    ibe

    how

    to a

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    ust

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    about

    pas

    sport

    s an

    d v

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    2.1

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    Iden

    tify

    suitab

    le info

    rmat

    ion t

    o g

    ive

    cust

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    regar

    din

    g c

    urr

    ent,

    man

    dat

    ory

    and r

    ecom

    men

    ded

    hea

    lth p

    reca

    utions

    2.1

    1

    Des

    crib

    e th

    e im

    port

    ance

    of adher

    ing t

    o

    org

    anis

    atio

    nal

    pro

    cedure

    s re

    lating t

    o t

    he

    sale

    of air

    trave

    l se

    rvic

    es

    2.1

    2

    Ensu

    re c

    ust

    om

    ers

    are

    aw

    are

    of

    all re

    leva

    nt

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    ng

    conditio

    ns

    and r

    estr

    ictions

    2.1

    3

    Com

    par

    e th

    e diffe

    rent

    entr

    y re

    quirem

    ents

    for

    EU

    an

    d n

    on-E

    U p

    assp

    ort

    hold

    ers

    to m

    ajor

    tourist

    des

    tinat

    ions

    world w

    ide

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    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

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    D

    ate

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    Be

    able

    to a

    dm

    inis

    ter

    cust

    om

    ers’

    air

    tra

    vel

    booki

    ngs

    3.1

    Acc

    ura

    tely

    sum

    mar

    ise

    and c

    onfirm

    the

    cust

    om

    er's

    nee

    ds

    with t

    hem

    3.2

    Advi

    se c

    ust

    om

    ers

    of

    the

    tota

    l co

    st o

    f th

    eir

    booki

    ng

    3.3

    Exp

    lain

    any

    applic

    able

    booki

    ng r

    estr

    ictions

    to t

    he

    cust

    om

    er

    3.4

    Ensu

    re t

    hat

    nec

    essa

    ry r

    ecord

    s of

    cust

    om

    er

    enquirie

    s are

    com

    ple

    te,

    accu

    rate

    and c

    orr

    ectly

    store

    d

    3.5

    See

    k cu

    stom

    ers’

    agre

    emen

    t to

    the

    term

    s and

    conditio

    ns

    prior

    to c

    onfirm

    ing t

    he

    booki

    ng

    3.6

    Confirm

    booki

    ngs

    for

    air t

    rave

    l se

    rvic

    es t

    hat

    accu

    rate

    ly m

    atch

    the

    det

    ails

    agre

    ed w

    ith t

    he

    cust

    om

    er

    3.7

    Pr

    oce

    ss a

    ll booki

    ng a

    dm

    inis

    trat

    ion p

    rom

    ptly,

    co

    rrec

    tly

    and follo

    win

    g t

    he

    org

    anis

    atio

    nal

    and

    supplie

    r's

    pro

    cedure

    s 3.8

    Sto

    re b

    ooki

    ng info

    rmat

    ion a

    nd d

    ocu

    men

    tation

    secu

    rely

    follo

    win

    g y

    our

    org

    anis

    atio

    nal

    pro

    cedure

    s an

    d leg

    al r

    equirem

    ents

    4

    Be

    able

    to c

    om

    ple

    te

    booki

    ng d

    ocu

    men

    tation

    4.1

    Acc

    ura

    tely

    exp

    lain

    applic

    able

    tic

    keting a

    nd p

    aym

    ent

    arra

    ngem

    ents

    follo

    win

    g o

    rgan

    isat

    ional

    and

    supplie

    r's

    pro

    cedure

    s 4.2

    Is

    sue

    corr

    ect

    copie

    s of booki

    ng d

    ocu

    men

    ts t

    o t

    he

    rele

    vant

    per

    son(s

    ), w

    her

    e re

    quired

    4.3

    Com

    ple

    te a

    ll cu

    stom

    er r

    ecord

    s fu

    lly a

    nd a

    ccura

    tely

    an

    d p

    ass

    them

    to t

    he

    rele

    vant

    per

    son(s

    ) pro

    mptly

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    Spec

    ific

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    Dip

    lom

    a in

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    vel Ser

    vice

    s (Q

    CF)

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    e 2 –

    Jan

    uar

    y 2012

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    ears

    on E

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    tion L

    imited

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    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    5

    Know

    non m

    ulti-

    sect

    or

    air

    trav

    el info

    rmat

    ion

    5.1

    Id

    entify

    the

    nam

    es a

    nd loca

    tion o

    f co

    ntinen

    ts a

    nd

    countr

    ies

    5.2

    Id

    entify

    the

    loca

    tion o

    f m

    ajor

    world t

    ourist

    at

    trac

    tions

    and s

    pec

    ial ev

    ents

    5.3

    D

    escr

    ibe

    how

    tra

    vel bet

    wee

    n d

    iffe

    rent

    tim

    e zo

    nes

    ca

    n h

    ave

    an im

    pact

    on t

    he

    cust

    om

    er

    5.4

    D

    escr

    ibe

    how

    to u

    se a

    nd inte

    rpre

    t re

    leva

    nt

    air

    trav

    el info

    rmat

    ion a

    nd w

    her

    e to

    obta

    in it

    5.5

    D

    escr

    ibe

    the

    mai

    n t

    ypes

    of ai

    r tr

    avel

    pro

    duct

    s an

    d

    supplie

    rs

    5.6

    D

    escr

    ibe

    trav

    el o

    rgan

    isat

    ions

    thei

    r ro

    les

    incl

    udin

    g:

    ATO

    L –

    CAA

    IATA

    5.7

    Rec

    ite

    the

    phonet

    ic a

    lphab

    et

    5.8

    D

    escr

    ibe

    what

    is

    mea

    nt

    by

    sched

    ule

    d a

    nd c

    har

    ter

    flig

    hts

    5.9

    Enco

    de

    and d

    ecode

    airlin

    e an

    d a

    irport

    codes

    5.1

    0

    Des

    crib

    e ai

    rport

    dep

    art

    ure

    and t

    icke

    ting t

    axe

    s an

    d

    oth

    er s

    ervi

    ce c

    har

    ges

    5.1

    1

    Des

    crib

    e how

    to c

    alc

    ula

    te c

    hec

    k-in

    tim

    es,

    term

    inal

    in

    form

    atio

    n a

    nd e

    lapse

    d journ

    ey t

    imes

    5.1

    2

    Iden

    tify

    the

    free

    bag

    gag

    e allo

    wan

    ces

    for

    the

    airlin

    es

    5.1

    3

    Des

    crib

    e how

    to r

    ead m

    aps

    to iden

    tify

    the

    loca

    tion

    of m

    ajor

    airp

    ort

    s, d

    estinat

    ions,

    maj

    or

    cities

    and

    countr

    y gro

    ups

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

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    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

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    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    5.1

    4

    Des

    crib

    e how

    to iden

    tify

    and inte

    rpre

    t booki

    ng

    conditio

    ns

    and s

    pec

    ific

    res

    tric

    tions

    rela

    ting t

    o t

    he

    air

    trav

    el p

    roduct

    s and s

    ervi

    ces

    5.1

    5

    Des

    crib

    e th

    e co

    nse

    quen

    ces

    of

    mis

    repre

    senta

    tion

    Lea

    rner

    nam

    e:__________________________________________

    D

    ate:

    ___________________________

    Lear

    ner

    sig

    nat

    ure

    :_______________________________________

    D

    ate:

    ___________________________

    Ass

    esso

    r si

    gnat

    ure

    :______________________________________

    D

    ate:

    ___________________________

    Inte

    rnal

    ver

    ifie

    r si

    gnatu

    re:_

    ________________________________

    (i

    f sa

    mple

    d)

    Dat

    e:___________________________

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    40

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    41

    Unit 5: Help Customers to Choose and Book Travel Services

    Unit code: TT19

    Unit reference number: M/601/6580

    QCF level: 2

    Credit value: 16

    Guided learning hours: 120

    Unit summary

    This unit supports workforce development for those who help customers make travel bookings for customers who have a clear idea of what they need, eg travel only, package holiday. The unit is designed for use primarily by leisure travel agents and others who carry out these workplace activities. The aim of the unit is to assess skills, knowledge and understanding to recognised National Occupational Standards.

    Evidence requirements

    LEARNING OUTCOME

    Be able to help customers select travel services to meet their needs

    What you must DO

    The assessor must assess assessment criteria 2.1-2.3 by directly observing the learner’s work.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for: at least three from travel needs

    a package holidays b accommodation only c ferry travel only d flight only

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    42

    LEARNING OUTCOME

    Be able to capture and process customer information

    What you must DO

    The assessor must assess assessment criteria 5.1 and 5.3-5.5 by directly observing the learner’s work. The assessor may assess assessment criterion 5.2 through questioning, witness or other documentary evidence demonstrating competence.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for:

    at least one from customers a individual b organisation c small group

    at least one from record a manually b electronically

    at least one from information a customer contact details b product enquiries c relevant interests

    at least one from processed and stored a manually b electronically

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    43

    LEARNING OUTCOME

    Be able to complete travel services bookings

    What you must DO

    The assessor must assess assessment criteria 7.1-7.4 by directly observing the learner’s work.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for:

    at least three from travel services a package holidays b accommodation only c ferry travel only d flight only

    at least three from additional services a car hire b transport to and from departure point c car parking d insurance e tour operators extras f mobility requirements

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

    LEARNING OUTCOME

    Be able to process post-booking documentation

    What you must DO

    The assessor must assess assessment criteria 10.1-10.4 by directly observing the learner’s work.

    LEARNING OUTCOME

    Be able to receive, prepare and issue travel documentation

    What you must DO

    The assessor may assess assessment criteria 11.1-11.7 through questioning, witness testimony or other documentary evidence demonstrating competence.

    What you must COVER

    There must be performance evidence, gathered through observing the learner’s work for:

    at least three from travel services a package holidays b accommodation only c ferry travel only d flight only

    at least one from tickets a pre-issued b tickets on departure (TOD) c e-tickets

    Evidence for the remaining points under ‘what you must cover’ may be assessed through questioning or witness testimony.

  • N030941 – Specification – Edexcel Level 2 and 3 NVQ Diploma in Travel Services (QCF)

    Issue 2 – January 2012 © Pearson Education Limited 2012

    44

    Assessment methodology

    This unit is assessed in the workplace or in conditions resembling the workplace. Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

  • N030941 –

    Spec

    ific

    atio

    n –

    Edex

    cel Le

    vel 2 a

    nd 3

    NVQ

    Dip

    lom

    a in

    Tra

    vel Ser

    vice

    s (Q

    CF)

    Issu

    e 2 –

    Jan

    uar

    y 2012

    © P

    ears

    on E

    duca

    tion L

    imited

    2012

    45

    Lear

    ning

    out

    com

    es a

    nd a

    sses

    smen

    t cr

    iter

    ia

    Learn

    ing

    ou

    tco

    mes

    Ass

    ess

    men

    t cr

    iteri

    a

    Evid

    en

    ce

    typ

    e

    Po

    rtfo

    lio

    re

    fere

    nce

    D

    ate

    1

    Under

    stan

    d t

    he

    princi

    ple

    s of hel

    pin

    g c

    ust

    om

    ers

    choose

    and b

    ook

    trave

    l se

    rvic

    es

    1.1

    Exp

    lain

    why

    cust