Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Permanent markers | Client counselling files (manila folders) |
| Biros / pens | File labels (adhesive) |
| Notebook for record logging | |
| Confidentiality policy document |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Well-ventilated office space | 1 room per candidate |
| 2 | Filing cabinet with lockable doors | 1 per candidate |
| 3 | Client counselling files (manila folders) | 20 pcs per candidate |
| 4 | File labels (adhesive) | 20 pcs per candidate |
| 5 | Permanent markers | 2 pcs per candidate |
| 6 | Notebook for record logging | 1 per candidate |
| 7 | Biros / pens | 2 pcs per candidate |
| 8 | Confidentiality policy document | 1 copy per candidate |
| 9 | Waste bin with lid | 1 per candidate |
| 10 | Desk and chair | 1 set per candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Prepare Workspace and Ensure Confidentiality | |||
| Set up filing cabinet in well-ventilated office space (Award 1 mark for properly arranged filing area) | 1 | ||
| Ensure waste bin with lid is positioned nearby for confidential waste (Award 1 mark for correct positioning of waste bin) | 1 | ||
| Wear appropriate PPE (if applicable) and maintain client confidentiality during handling (Award 2 marks for adherence to confidentiality and proper PPE use) | 2 | ||
| Sub-Total | 4 | ||
| TASK 2: Organize and File Counselling Records | |||
| Sort client files by alphabetical order or date as per centre's filing system (Award 3 marks for correct sorting method) | 3 | ||
| Label each manila folder clearly with client name and unique identifier (Award 3 marks for clear and accurate labeling) | 3 | ||
| File the labeled folders neatly in the filing cabinet ensuring easy retrieval (Award 3 marks for neat, accessible filing) | 3 | ||
| Log the filing details in the record notebook accurately (Award 2 marks for complete and accurate logging) | 2 | ||
| Sub-Total | 11 | ||
| TASK 3: Maintain Records and Secure Confidentiality | |||
| Demonstrate understanding of confidentiality policy during record handling (Award 3 marks for adherence to confidentiality guidelines) | 3 | ||
| Secure filing cabinet by locking after filing (Award 2 marks for securing cabinet properly) | 2 | ||
| Dispose of any confidential waste appropriately in the covered waste bin (Award 2 marks for proper confidential waste disposal) | 2 | ||
| Sub-Total | 7 | ||
| PRODUCT CHECKLIST | |||
| All 20 client files are correctly labeled and filed in order in the locked cabinet (Award 5 marks for complete, accurate, and secure filing) | 5 | ||
| Record logbook accurately reflects filing details with no errors (Award 3 marks for accurate and complete logbook entries) | 3 | ||
| Sub-Total | 8 | ||
| GRAND TOTAL | 30 | ||
Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Desktop computer with scheduling software or spreadsheet | Client information forms |
| Printer | Weekly appointment template |
| Wall clock | Stationery (pens, notepads) |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Well-ventilated room | 1 room per candidate |
| 2 | Desk | 1 per candidate |
| 3 | Office chair | 1 per candidate |
| 4 | Desktop computer with scheduling software or spreadsheet | 1 per candidate |
| 5 | Printer | 1 per 3 candidates |
| 6 | Stationery (pens, notepads) | 1 set per candidate |
| 7 | Client information forms | 10 forms per candidate |
| 8 | Weekly appointment template (blank timetable) | 1 per candidate |
| 9 | Wall clock | 1 per room |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Prepare Counselling Session Schedule | |||
| Candidate uses appropriate PPE (e.g. sanitizing hands before handling client forms) (Award 1 mark if PPE/sanitation observed, 0 if not) | 1 | ||
| Candidate collects and reviews client information forms accurately (Award 2 marks for accurate and complete review, 1 mark partial, 0 if none) | 2 | ||
| Candidate creates a weekly schedule covering Monday to Friday, 8:00 AM to 5:00 PM with 1-hour appointment slots (Award 3 marks for full schedule with correct timing and slots, 1-2 marks partial, 0 if incorrect) | 3 | ||
| Candidate allocates client appointments correctly without overlapping (Award 3 marks if no overlaps and logical client distribution, 1-2 marks if minor overlaps, 0 if major errors) | 3 | ||
| Candidate updates and prints the schedule clearly and legibly (Award 2 marks if printout is clear, legible, and complete, 1 mark if partially clear, 0 if illegible) | 2 | ||
| Candidate demonstrates effective time management during task execution (Award 1 mark for completing within allocated time, 0 if not) | 1 | ||
| Sub-Total | 12 | ||
| TASK 2: Communicate and Confirm Schedule | |||
| Candidate communicates the schedule to supervisor or colleague for feedback (Award 2 marks if communication is clear and complete, 1 mark partial, 0 if none) | 2 | ||
| Candidate records any feedback or changes and updates schedule accordingly (Award 2 marks if feedback is recorded and schedule updated, 1 mark partial, 0 if none) | 2 | ||
| Sub-Total | 4 | ||
| PRODUCT CHECKLIST | |||
| Schedule correctly covers all weekdays Monday to Friday (Award 2 marks if all weekdays included, 1 mark if partially, 0 if not) | 2 | ||
| Schedule has correct time slots from 8:00 AM to 5:00 PM in 1-hour intervals (Award 2 marks if time slots correct and continuous, 1 mark partial, 0 if incorrect) | 2 | ||
| No appointment overlaps; client names and times clear and legible (Award 3 marks if no overlaps and clear, 1-2 marks minor issues, 0 if overlaps or illegible) | 3 | ||
| Printed schedule is neat, complete, and ready for distribution (Award 3 marks if printout is professional and complete, 1-2 marks if minor defects, 0 if poor) | 3 | ||
| Sub-Total | 10 | ||
| GRAND TOTAL | 26 | ||