Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Permanent marker pen | Client counselling files (folders) |
| Ballpoint pen | Labeling stickers |
| File cabinet with labeled shelves | |
| Notebook for record keeping |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Client counselling files (folders) | 10 Pcs per Candidate |
| 2 | Labeling stickers | 20 Pcs per Candidate |
| 3 | Permanent marker pen | 1 Pc per Candidate |
| 4 | File cabinet with labeled shelves | 1 Pc per Candidate |
| 5 | Desk/table for sorting files | 1 Pc per Candidate |
| 6 | Notebook for record keeping | 1 Pc per Candidate |
| 7 | Ballpoint pen | 1 Pc per Candidate |
| 8 | Waste bin | 1 Pc per Candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Prepare and Sort Client Files | |||
| Wears appropriate PPE (mask and gloves) before handling files (Award 1 mark if PPE is worn correctly, 0 if not) | 1 | ||
| Sorts client files according to categories such as referral source, date, or type of counselling (Award 1 mark for each correct sorting criterion applied, up to 3 marks) | 3 | ||
| Checks completeness of each client file before labeling (Award 2 marks if all files checked for completeness, 0 if not) | 2 | ||
| Labels each file clearly with client name, file number, and category using labeling stickers and marker (Award 1 mark per item labeled correctly: name, number, category) | 3 | ||
| Records client file details systematically in the notebook (Award 2 marks if records are complete and legible, 0 if not) | 2 | ||
| Sub-Total | 11 | ||
| TASK 2: File and Secure Client Records | |||
| Files labeled client folders in the correct order on labeled shelves inside the cabinet (Award 3 marks if all files correctly shelved, 0 if not) | 3 | ||
| Ensures that files are easily accessible and arranged to allow quick retrieval (Award 2 marks if accessibility is demonstrated, 0 if not) | 2 | ||
| Maintains confidentiality by ensuring files are stored securely and cabinet locked after filing (Award 2 marks if confidentiality and security measures are followed, 0 if not) | 2 | ||
| Disposes of any irrelevant or duplicate papers in the waste bin appropriately (Award 1 mark if waste disposed properly, 0 if not) | 1 | ||
| Sub-Total | 8 | ||
| PRODUCT CHECKLIST | |||
| All 10 client files labeled clearly with client name, file number, and category (Award 1 mark per correct labeling item per file, total up to 3 marks) | 3 | ||
| Files arranged in the cabinet according to categories and in order for easy retrieval (Award 3 marks if all files arranged systematically and orderly, 0 if not) | 3 | ||
| Record notebook contains accurate and complete client file details matching the files (Award 4 marks if notebook records are accurate, complete, and legible, 0 if not) | 4 | ||
| Sub-Total | 10 | ||
| GRAND TOTAL | 29 | ||
Type: Individual
| Tools & Equipment | Materials |
|---|---|
| Appointment book or scheduling diary | Printed client list with contact details |
| Pen or biro | Counselling session schedule template |
| Computer with scheduling software |
| S/N | Item | Quantity |
|---|---|---|
| 1 | Appointment book or scheduling diary | 1 Pc per Candidate |
| 2 | Pen or biro | 2 Pcs per Candidate |
| 3 | Printed client list with contact details | 1 Set per Candidate |
| 4 | Counselling session schedule template (printed or digital) | 1 Pc per Candidate |
| 5 | Computer with scheduling software (e.g. MS Excel or Google Calendar) | 1 Pc per Candidate |
| 6 | Desk and chair | 1 Set per Candidate |
| Items to be Evaluated | Marks Available | Marks Obtained | Comments |
|---|---|---|---|
| TASK 1: Prepare Counselling Session Schedule | |||
| Used appointment book or digital tool to draft schedule (Award 2 marks if candidate uses either a manual appointment book or digital scheduling software appropriately, 0 if not) | 2 | ||
| Allocated 1-hour counselling slots between 9:00 AM and 5:00 PM (Award 3 marks if time slots are correctly allocated without overlaps, 0 if overlaps or incorrect timing) | 3 | ||
| Scheduled all 15 clients within the working days Monday to Friday (Award 3 marks if all 15 clients are scheduled within the specified days, 0 if any client is omitted or scheduled outside) | 3 | ||
| Ensured no double-booking of clients or counsellor (Award 2 marks if no double-booking occurs, 0 if double-booking is observed) | 2 | ||
| Demonstrated neatness and clarity in the schedule entries (Award 2 marks if entries are legible and clearly organized, 0 if messy or unclear) | 2 | ||
| Sub-Total | 12 | ||
| TASK 2: Verify and Communicate Schedule | |||
| Cross-checked client names and contact details for accuracy (Award 2 marks if client details match correctly, 0 if errors found) | 2 | ||
| Informed clients of their scheduled appointment times (simulated) (Award 2 marks if candidate simulates communication professionally, 0 if omitted) | 2 | ||
| Updated the counselling session schedule template accordingly (Award 2 marks if candidate updates template correctly, 0 if incomplete or inaccurate) | 2 | ||
| Sub-Total | 6 | ||
| PRODUCT CHECKLIST | |||
| Weekly counselling session schedule with 15 one-hour appointments from 9:00 AM to 5:00 PM, Monday to Friday (Award 7 marks if schedule matches time allocation, client count and days exactly, 0 if incorrect) | 7 | ||
| No overlapping or double-booked appointments in the final schedule (Award 5 marks if no overlaps or double-bookings exist, 0 if present) | 5 | ||
| Schedule entries are clear, legible, and organized logically by day and time (Award 5 marks for neat and logical arrangement, 0 if cluttered or confusing) | 5 | ||
| Sub-Total | 17 | ||
| GRAND TOTAL | 35 | ||