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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Control workflow in an automotive service environment 
SAQA US ID UNIT STANDARD TITLE
259884  Control workflow in an automotive service environment 
ORIGINATOR
SGB Retail and Wholesale 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Wholesale and Retail 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 4  NQF Level 04 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
9856  Control, balance and channel workflow to complete required work  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
The qualifying learner is capable of controlling, balancing and channelling the work flow to the correct technical staff with the necessary skills in time to complete the required work at the required time at the optimum cost of labour/sales and authorising, with evidence thereof, for additional work to be completed.

This unit standard makes provision for the automotive retail industry with special reference to controlling, balancing and channelling workflow to complete required work on vehicles in the following categories; Light commercial vehicles; passenger vehicles; recreational vehicles; Motor cycles; Tri-cycles; Quad cycles; Boats; Off Road (ATR) vehicles and earth moving equipment.

On achievement of this unit standard, the learner will be able to:
  • Record and maintain work to be done.
  • Allocate appropriate jobs to identified specific technical staff.
  • Manage sublet work.
  • Gain approval from the customer for extra work required. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that a learner will be competent in:
  • Communication at NQF Level 3. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Record and maintain work to be done. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The perceived problems and work to be done is recorded in accordance with company procedures. 
    ASSESSMENT CRITERION RANGE 
    A control mechanism is any means of tracking the vehicle progress through the repair/service process. This may include but is not limited to using control boards, control sheets, T-cards, computer systems or white boards.
     

    ASSESSMENT CRITERION 2 
    Carry-over work is recorded at the start of each day according to company policy and procedure. 

    ASSESSMENT CRITERION 3 
    Jobs/job cards are loaded onto the control mechanism within a specified time according to standard procedures. 

    ASSESSMENT CRITERION 4 
    New information and regular status reports are recorded on the control mechanism according to workflow practices. 

    SPECIFIC OUTCOME 2 
    Allocate appropriate jobs to identified specific technical staff. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    An understanding of the work on the job card to be done is described in terms of allocating work to the responsible person. 

    ASSESSMENT CRITERION 2 
    The areas of expertise of the various technical staff are described in terms of their competencies and area of responsibility. 
    ASSESSMENT CRITERION RANGE 
    Technical staff may include but is not limited to technicians, apprentices, learners, repair shop assistants, sub contractors, technical helpers and operatives.
     

    ASSESSMENT CRITERION 3 
    Jobs are allocated to the technical staff in accordance with their identified areas of expertise and job descriptions. 

    SPECIFIC OUTCOME 3 
    Manage sublet work. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Sub contractors on the company contractor database are categorised according to jobs that may be allocated to them. 
    ASSESSMENT CRITERION RANGE 
    The contractor database may include but is not limited to an electronic database; a roller index system or any other form of mechanical record keeping system.
     

    ASSESSMENT CRITERION 2 
    Sublet work is dispatched to the sub-contractor in accordance with company policy and procedures. 

    ASSESSMENT CRITERION 3 
    Sublet work is monitored according to company policy and procedures to ensure that agreed time frames negotiated with the customer is maintained. 
    ASSESSMENT CRITERION RANGE 
    Monitoring may include but is not limited to communication via telephone, e-mail and or site visits.
     

    ASSESSMENT CRITERION 4 
    Sublet work is received from the sub-contractor in accordance with company policy and procedures. 
    ASSESSMENT CRITERION RANGE 
    Receiving sublet work from a subcontractor may include but is not limited to quality assuring the work done against the job card before signing for receipt thereof.
     

    SPECIFIC OUTCOME 4 
    Gain approval from the customer for extra work required. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Customers are contacted within the given timeframes of the companies' policy to inform them of any additional work that is required or to communicate any delays expected. 

    ASSESSMENT CRITERION 2 
    Quoted price variations are negotiated with the customer and authorisation is obtained. 
    ASSESSMENT CRITERION RANGE 
    Negotiation with the customer may include but is not limited to discussing/motivating the reasons for price changes or delays in delivery time and agreeing these.
     

    ASSESSMENT CRITERION 3 
    The authorisation is recorded on the job card according to standard company procedures. 
    ASSESSMENT CRITERION RANGE 
    Authorisation may include but is not limited to recording the details of the authority with reference to time, person spoke to and date.
     


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed against the unit standard (including through RPL) may apply to an assessment agency, assessor or provider institution accredited by the relevant Education and Training Quality Assurance body (ETQA), or one with an appropriate memorandum of understanding (MOU) with the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard, or assessing this unit standard, must be accredited as a provider with the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA, or one with an appropriate MOU with the relevant ETQA.
  • Moderation should include both internal and external moderation where applicable. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Organisational workflow practices.
  • Scheduling.
  • Control mechanism-tracking system. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in a critical and creative way in controlling, balancing and channelling the work flow to the correct technical staff. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team when controlling, balancing and channelling the work flow to the correct technical staff. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage one-self and ones personal activities responsibly and effectively. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information when controlling, balancing and channelling the work flow to the correct technical staff. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Understand and apply a range of office management-related techniques, procedures and experimental approaches required in the different specific programmes leading up to this qualification. 

    UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard replaces unit standard 9856, "Control, balance and channel workflow to complete required work", Level 4, 3 credits.

    Terminology: Sublet work is services outsourced to a specialist provider. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  64289   Further Education and Training Certificate: Automotive Sales and Support Services  Level 4  NQF Level 04  Reregistered  2023-06-30  MERSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. BMW SA (Pty) Ltd (ROSSLYN) (TP) 
    2. BPC HR Solutions (PRETORIA) (TP) 
    3. College of Production Technology 
    4. JESUA CONSULTANTS (Hartenbos) (WA) 
    5. Jesua Consultants (Pty) Ltd (MOSSEL BAY) (TP) 
    6. KwaZulu Automotive Training Services cc (KZN) (DURBAN) (TP) 
    7. McCarthy Academy Cape Town (BLACKHEATH) (TP) 
    8. McCarthy Automotive Artisan Academy (MIDRAND) (TP) 
    9. McCarthy Automotive Artisans Academy (PINETOWN) (TP) 
    10. Ronald Sewell & Associates SA (Pty) Ltd T/A Sewells (BRYANSTON) (TP) 
    11. Toyota Academy Toyota SA Motors (Pty) Ltd (SANDTON) (TP) 
    12. Volkswagen of South Africa (Pty) Ltd (CENTURION) (TP) 
    13. Ziphi Nkomo Training Services 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.