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YMCA Level 1 Award in Business
Administration (601/6906/0)
YMCA Level 1 Certificate in Business
Administration (601/6716/6)
2
YMCA Awards
112 Great Russell Street
London
WC1B 3NQ
020 7343 1800
www.ymcaawards.co.uk
YMCA Level 1 Award in Business
Administration
YMCA Level 1 Certificate in Business
Administration
Qualification Specification
Qualification number: 601/6906/0
Operation start date: 1st August 2015
3
Contents
Introduction ............................................................................................................................................ 7
About YMCA Awards ........................................................................................................................... 7
Qualification overview ........................................................................................................................ 7
Qualification aim ............................................................................................................................. 7
Target group and age range ............................................................................................................ 8
Qualification structure .................................................................................................................... 8
Total Qualification Time (TQT) ........................................................................................................ 9
Guided Learning Hours (GLH) ......................................................................................................... 9
Recommended Guided Learning Hours – our ongoing review ....................................................... 9
Entry requirements ....................................................................................................................... 10
Opportunities for progression ...................................................................................................... 10
Mapping to standards ................................................................................................................... 10
Centre approval ............................................................................................................................ 10
Qualification approval ................................................................................................................... 10
Tutor, assessor and IQA approval requirements .......................................................................... 10
Registration ................................................................................................................................... 10
Qualification availability ................................................................................................................ 10
Reasonable adjustments and special considerations ................................................................... 10
Enquires and appeals procedures ................................................................................................. 10
Assessment and quality assurance ................................................................................................... 11
How the qualification is assessed ................................................................................................. 11
Internal assessment ...................................................................................................................... 11
External assessment ...................................................................................................................... 12
Assessors ....................................................................................................................................... 12
Internal and external quality assurance ....................................................................................... 12
Qualification content ........................................................................................................................ 13
Unit specifications and recommended assessment methods ...................................................... 13
Group 1 ................................................................................................................................................. 14
Communicating electronically (A/501/7236) Level 1 ........................................................................... 15
Unit aim ......................................................................................................................................... 15
Unit content: ..................................................................................................................................... 15
Recording business transactions (J/501/7238) Level 1 ......................................................................... 16
4
Unit aim: ............................................................................................................................................ 16
Unit content: ..................................................................................................................................... 16
Supporting Business Meetings (F/501/7240) Level 1 ........................................................................... 17
Unit aim: ............................................................................................................................................ 17
Unit content: ..................................................................................................................................... 17
Job Opportunities in Business Administration (R/501/7243) Level 1 ................................................... 19
Unit aim: ............................................................................................................................................ 19
Unit content: ..................................................................................................................................... 19
Working in business and administration (F/502/4009) Level 1 ............................................................ 20
Unit aim: ............................................................................................................................................ 20
Unit content: ..................................................................................................................................... 20
Making and receiving calls (T/502/4007) Level 1 ................................................................................. 22
Unit aim: ............................................................................................................................................ 22
Unit content: ..................................................................................................................................... 22
Welcome visitors (M/502/4006) Level 1 .............................................................................................. 23
Unit aim: ............................................................................................................................................ 23
Unit content: ..................................................................................................................................... 23
Handling mail (A/502/4008) Level 1 ..................................................................................................... 24
Unit aim: ............................................................................................................................................ 24
Unit content: ..................................................................................................................................... 24
Creating business documents (K/502/4005) Level 1 ............................................................................ 25
Unit aim: ............................................................................................................................................ 25
Unit content: ..................................................................................................................................... 25
Word Processing Software (L/502/4627) Level 1 ................................................................................. 26
Unit content: ..................................................................................................................................... 26
Using the Internet (T/502/4296) Level 1 .............................................................................................. 28
Unit aim: ............................................................................................................................................ 28
Unit content: ..................................................................................................................................... 28
Group 2 ................................................................................................................................................. 30
Using a Computer in Business Administration (M/501/7234) Entry Level 3 ........................................ 31
Unit aim: ............................................................................................................................................ 31
Unit content: ..................................................................................................................................... 31
Managing Own Learning (T/501/7235) Entry Level 3 ........................................................................... 33
Unit aim: ............................................................................................................................................ 33
Unit content: ..................................................................................................................................... 33
Working in Business and Administration (H/600/1090) Entry Level 3 ................................................. 34
Unit aim: ............................................................................................................................................ 34
Unit content: ..................................................................................................................................... 34
5
Professional Behaviour in an Office Environment (L/600/1097) Entry Level 3 .................................... 35
Unit aim: ............................................................................................................................................ 35
Unit content: ..................................................................................................................................... 35
Using Office Equipment in a Business Environment (R/600/1098) Entry Level 3................................. 36
Unit aim: ............................................................................................................................................ 36
Unit content: ..................................................................................................................................... 36
Investigating Rights and Responsibilities at Work (H/503/2815) Entry Level 3 ................................... 37
Unit aim: ............................................................................................................................................ 37
Unit content: ..................................................................................................................................... 37
Managing Your Health at Work (K/503/2816) Entry Level 3 ................................................................ 38
Unit aim: ............................................................................................................................................ 38
Unit content: ..................................................................................................................................... 38
Preparing for Work Placement (T/503/2821) Entry Level 3 ................................................................. 39
Unit aim: ............................................................................................................................................ 39
Unit content: ..................................................................................................................................... 39
Learning from Work Placement (A/503/2822) Entry Level 3 ............................................................... 40
Unit aim: ............................................................................................................................................ 40
Unit content: ..................................................................................................................................... 40
Using email (J/502/0172) Entry Level 3 ................................................................................................ 41
Unit aim: ............................................................................................................................................ 41
Unit content: ..................................................................................................................................... 41
IT User fundamentals (T/502/0166) Entry Level 3 ................................................................................ 43
Unit aim: ............................................................................................................................................ 43
Unit content: ..................................................................................................................................... 43
3 IUFE: 3 Understand the need for safety and security practices .................................................... 43
Investigating Rights and Responsibilities at Work (K/503/2847) Level 1 ............................................. 45
Unit aim: ............................................................................................................................................ 45
Unit content: ..................................................................................................................................... 45
Managing Your Health at Work (M/503/2848) Level 1 ........................................................................ 46
Unit aim: ............................................................................................................................................ 46
Unit content: ..................................................................................................................................... 46
Preparing for Work Placement (F/503/2854) Level 1 ........................................................................... 47
Unit aim: ............................................................................................................................................ 47
Unit content: ..................................................................................................................................... 47
Learning from Work Placement (J/503/2855) Level 1 .......................................................................... 48
Unit aim: ............................................................................................................................................ 48
Unit content: ..................................................................................................................................... 48
6
Carrying out an Individual Project (K/504/9146) Level 1 ...................................................................... 49
Unit aim: ............................................................................................................................................ 49
Unit content: ..................................................................................................................................... 49
Planning an Enterprise Activity (R/503/2857) Level 1 .......................................................................... 50
Unit aim: ............................................................................................................................................ 50
Unit content: ..................................................................................................................................... 50
Running an Enterprise Activity (Y/503/2858) Level 1 ........................................................................... 51
Unit aim: ............................................................................................................................................ 51
Unit content: ..................................................................................................................................... 51
Investigating Rights and Responsibilities at Work (M/503/2879) Level 2 ............................................ 52
Unit aim: ............................................................................................................................................ 52
Unit content: ..................................................................................................................................... 52
Managing Your Health at Work (H/503/2880) Level 2 ......................................................................... 54
Unit aim: ............................................................................................................................................ 54
Unit content: ..................................................................................................................................... 54
Preparing for Work Placement (F/503/2885) Level 2 ........................................................................... 55
Unit aim: ............................................................................................................................................ 55
Unit content: ..................................................................................................................................... 55
Learning from Work Placement (L/503/2887) Level 2.......................................................................... 57
Unit aim: ............................................................................................................................................ 57
Unit content: ..................................................................................................................................... 57
Working in a Team (R/503/2843) Level 1 ............................................................................................. 58
Unit aim: ............................................................................................................................................ 58
Unit content: ..................................................................................................................................... 58
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Introduction
About YMCA Awards
At YMCA Awards, we are passionate about learner progress. Our qualifications support every learner, whether
they are taking their first steps into a new career or are looking to boost their skills. Our high quality resources
and assessment materials have been created by industry experts in consultation with employers and training
providers.
We are always looking to enhance what we have to offer, and we are committed to developing qualifications
in complementary sectors to meet customer needs. We appreciate the vital role of business administration in
the active leisure industry, and our range of business qualifications is created to the high standards and level of
professionalism you have come to expect from YMCA Awards.
Qualification overview
This qualification is regulated by:
Ofqual
CCEA (Council for Curriculum, Examinations and Assessment)
Qualification aim
The Level 1 Award and Level 1 Certificate in Business and Administration qualifications have been designed to
meet the needs of young and adult learners who are either seeking employment or who are already working in
first level administrative support roles within any office environment.
Overview of knowledge, skills and understanding
Key knowledge
Know the job opportunities available in business administration
Understand how to behave in a business environment
Understand the importance of confidentiality and security
Understand what tasks could be completed and what equipment to use
Know how to find out about rights and responsibilities at work.
Key skills
Use a range of office equipment, including information and communications technology (ICT) and
telephones
Complete a range of tasks to deadlines
Communicate with colleagues and customers
Record information following instructions
Work as part of a team.
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Target group and age range
The YMCA Level 1 Award in Business Administration and the YMCA Level 1 Certificate in Business
Administration qualifications are aimed at learners, over the age of 14, to help them develop the types of key
generic, transferable, practical, communication and technical business-related skills which are sought by
employers. Learners may work, or wish to work, in business and administration in a variety of environments.
Qualification structure
To achieve the YMCA Level 1 Award in Business Administration a minimum of 7 credits must be achieved. A
minimum of 4 credits must be achieved from Group 1. A selection of other optional units is also available to
complete the remaining 3 credits.
To achieve the YMCA Level 1 Certificate in Business Administration a minimum of 13 credits must be achieved.
A minimum of 7 credits must be achieved from Group 1. A selection of other optional units is also available to
complete the remaining 6 credits.
These qualifications are made up of 26 units:
Group 1
Unit reference number
Unit title. Level Credit
Group 2
Unit reference number
Unit title Level Credit
9
The Total Qualification Time (TQT) for the Level 1 Award in Business Administration is 70. The minimum
Guided Learning Hours (GLH) assigned are 60 for the Level 1 Award in Business Administration.
The Total Qualification Time (TQT) for the Level 1 Certificate in Business Administration is 130. The minimum
Guided Learning Hours (GLH) assigned are 100 for the Level 1 Certificate in Business Administration.
Total Qualification Time (TQT)
This is an estimate of the total amount of time, measured in hours that a learner would reasonably need to be
able to show the level of achievement necessary for the award of a qualification.
Total Qualification Time is made up of the following two elements:
(a) the number of hours which an awarding organisation has assigned to a qualification for Guided Learning
(see below), and
(b) an estimate of the number of hours a learner will reasonably be likely to spend in preparation, study or any
other form of participation in education or training, including assessment, which takes place as directed by –
but not under the immediate guidance or supervision of – a lecturer, supervisor, tutor or other appropriate
provider of education or training.
Guided Learning Hours (GLH)
This is:
Face-to-face delivery (learning delivered by a lecturer, supervisor, tutor or other appropriate member
of the training team)
E-learning with a lecturer, teacher or tutor present/available in real-time (the co-presence of learner
and tutor can be either remote or in the same physical place)
Invigilated assessment (external tests sat under controlled or open-book conditions)
Internal assessment carried out by the learner with a lecturer, teacher or tutor present/available in real-time
(the co-presence of learner and tutor can be either remote or in the same physical place).This is not:
Unsupervised learning such as:
E-learning that the learner carries out unsupervised and with no real-time support from a lecturer,
teacher or tutor
Assessment internally carried out by the learner without a lecturer, teacher or tutor present/available
in real-time (for example, completing a Learner Assessment Record (LAR) at home)
Any additional further study, revision and training activities that the learner does unsupervised to
support their learning.
Recommended Guided Learning Hours – our ongoing review
Your External Quality Assurer (EQA) will ask you to give feedback on GLH annually as part of the quality
assurance visit. You should base your feedback on a typical learner taking this qualification and the time spent
on supervised learning (GLH). If you feel the GLH is different from the above and you wish to give feedback
before your next EQA visit, please email us: [email protected].
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Entry requirements
There are no pre-entry requirements for these qualifications.
Opportunities for progression
These qualifications have been designed to encourage progression. Learners who have completed the Level 1
Award can progress to the Level 1 Certificate. Both the Award and Certificate will allow progression to the
Level 2 NVQ Award, Certificate and Diploma qualifications, and to the apprenticeship framework allowing
learners to claim credit for units previously achieved.
Mapping to standards
Information regarding Business and Administration National Occupational Standards (NOS) can be found at
www. skillscfa.org.
Centre approval
This qualification can only be offered by centres approved by YMCA Awards to deliver it. Details of YMCA
Awards approvals processes can be found on our website: www.ymcaawards.co.uk/centres/become-a-ymca-
awards-centre.
Qualification approval
If your centre is already approved, you should only need to complete and submit a qualification approval form
to deliver this qualification. However, you may also need to complete an additional staff approval form if the
qualification is going to be delivered by staff who are not currently approved by YMCA Awards. Details of
additional approvals can be found on our website: www.ymcaawards.co.uk/approvals.
Tutor, assessor and IQA approval requirements
To make sure you meet the most up-to-date requirements please see the YMCA Awards staff approval
requirement document. This can be found on our website: www.ymcaawards.co.uk/centres/centre-guidance.
Registration
All learners must be registered within the first 10% of the duration of their course (eg, for a course that lasts
10 days, learners should be registered on the first day of their course at the latest). For further details on
registration please go to our website: www.ymcaawards.co.uk/registration.
Qualification availability
This qualification is available in:
England and regulated by Ofqual
Northern Ireland and regulated by CCEA (Council for Curriculum, Examinations and Assessment)
Reasonable adjustments and special considerations
In making this qualification available, YMCA Awards have made every attempt to make sure that there are no
unnecessary barriers to achievement. You can find full details of our reasonable adjustment and special
considerations policy on our website: www.ymcaawards.co.uk/centres/policies-and-procedures.
Enquires and appeals procedures
11
YMCA Awards have an appeals procedure in accordance with the regulatory arrangements in the General
Conditions of Recognition. Full details of these procedures are available on our website:
www.ymcaawards.co.uk/centres/policies-and-procedures.
Assessment and quality assurance
How the qualification is assessed
Assessment is the process of measuring a learner’s skills, knowledge and understanding against the standards
set in the qualification.
This qualification is a unit-based qualification and each unit contains learning outcomes and assessment
criteria. Learning outcomes set out what the learner is expected to know, understand or be able to do as a
result of the learning process. Assessment criteria detail the standards a learner is expected to meet and are
broken down into what the learner ‘can’ do as a result of successfully achieving the unit.
The learner can be assessed holistically or individually as long as they show that the learning outcomes have
been achieved.
Competency-based learning outcomes (e.g., be able to) are typically assessed through direct observation and
these will take place in a real work environment. Where a real work environment is not stipulated the
observation can be simulated and be internally assessed.
Knowledge-based learning outcomes (e.g., know or understand) can be assessed in a number of ways such as
worksheets, projects and professional discussion. The assessment method chosen should reflect the content of
the unit.
This qualification must be assessed in line with YMCA Awards assessment policies and procedures
www.ymcaawards.co.uk/centres/centre-guidance.
The YMCA Awards Level 1 Award in Business Administration and Level 1 Certificate in Business Administration
is assessed through internal assessment.
Internal assessment
YMCA Awards suggest the following approaches to internal assessment:
Using a Learner Assessment Record (LAR)
This document typically contains assessment guidance and paperwork developed by YMCA Awards to support
the assessment of a qualification.
To check if a Learner Assessment Record is available for this qualification, please make sure you are logged in
to the centre home on the website and follow this link: www.ymcaawards.co.uk/download-resources/lars.
Creating a portfolio of evidence
If a YMCA Awards Learner Assessment Record (LAR) is not used to show evidence of internal assessment then
the learner must create a portfolio of evidence. Centres must work with learners to create this portfolio to
make sure that the learner’s portfolio shows coverage of the learning outcomes and/or assessment criteria
where required.
A typical portfolio of evidence could include:
12
assessor observation – completed observational checklists and related action plans
witness testimony
candidate’s proof of work
worksheets
assignments/projects
record of professional discussion
record of oral and written questioning
candidate and peer reports
reflective accounts
Recognition of Prior Learning (RPL).
Centres need to make sure assessment specifications and paperwork are signed off by the EQA before
delivery.
As a guide to selecting appropriate assessments methods see the suggested example in the ‘Qualification
content’ section of this specification. We also have a selection of Word template documents that learners
might find useful when creating their learner’s portfolios of evidence.
External assessment
There is no external assessment attached to this qualification.
Assessors
The role of the assessor is to make an informed judgement about the evidence a learner should provide to
show they can meet the assessment criteria. For further guidance please see the ‘Role of the assessor’
document on the website: www.ymcaawards.co.uk/centres/centre-guidance.
Internal and external quality assurance
The role of the Internal Quality Assurer (IQA) is to make an informed judgement regarding the practice of and
decisions made by the assessment team to maintain standards. They are a vital link between the assessors and
the External Quality Assurer (EQA). For further information on the role of the IQA and the EQA go to the
website: www.ymcaawards.co.uk/centres/centre-guidance.
13
Qualification content
Unit specifications and recommended assessment methods
14
Group 1
15
Communicating electronically
(A/501/7236) Level 1
Unit aim This unit covers skills for communicating electronically in a variety of ways, including being able to write an
email using the correct language, and sending, opening and forwarding emails. Learners will also need to be
able to prepare and send a fax, send text messages in a business setting and use the Internet, understanding
the importance of safety and security for both themselves and their work environment.
Unit content: The learner will:
1. Be able to communicate electronically
The learner can:
1.1 Send, receive and forward emails
1.2 Prepare and send a fax
1.3 Prepare and send a clear and accurate text message
The learner will:
2. Be able to use the Internet securely
The learner can:
2.1 Log on to the Internet
2.2 Access an appropriate website showing awareness of security
16
Recording business transactions
(J/501/7238) Level 1
Unit aim: The learner will need to recognise the different types of documents used to record business transactions and
apply them to the activity required. This will most likely include, but is not limited to, ordering supplies, taking
delivery notes and invoices, and processing receipts.
Unit content: The learner will:
1. Know the documents used to record business transactions.
The learner can:
1.1 Identify the types and purpose of documents used to record business transactions.
The learner will:
2. Be able to complete an order form for office supplies.
The learner can:
2.1 Make plans to order appropriate supplies for a given situation.
2.2 Accurately complete a purchase order form.
2.3 Receive the supplies and delivery notes.
2.4 Receive the invoice from the suppliers.
2.5 Make out the cheque to pay the invoice.
2.6 Receive the supplier’s receipt for payment of the invoice.
17
Supporting business meetings
(F/501/7240) Level 1
Unit aim: This unit covers supporting a business meeting, either internal or external, formal or informal. The learner will
gain experience in preparing for a meeting including room booking, organising layout and refreshments, and
getting documents ready. They will learn how to take notes and make sure the meeting runs smoothly, and
how to carry out follow-up activities such as cleaning the room, setting the date for the next meeting and
circulating notes and documents.
Unit content: The learner will:
1. Know what is required to hold a business meeting.
The learner can:
1.1 List the requirements for holding a formal meeting.
1.2 Identify the types of documentation which support business meetings.
The learner will:
2. Be able to set up a room for a meeting.
The learner can:
2.1 Present a plan for setting up a room for a meeting.
2.2 Set up a room for a meeting.
The learner will:
3. Be able to support a meeting.
The learner can:
3.1 Provide support at a meeting.
3.2 Take notes at a meeting showing the key action points agreed.
The learner will:
4. Be able to complete follow-up activities after a meeting.
The learner can:
4.1 Clear a room after a meeting.
4.2 Complete follow-up activities after a meeting.
18
19
Job opportunities in business
administration (R/501/7243) Level 1
Unit aim: The learner will gain skills to research the business administration sector, identify their preferred entry route
and create a career plan for achieving this. They will understand the different roles available across a range of
businesses, the career paths to follow and the qualifications that may be needed. They will also learn about
terms and conditions, salaries, benefits and working patterns.
Unit content: The learner will:
1. Know about job opportunities in business administration
The learner can:
1.1 Identify jobs in different sectors of business administration
1.2 Describe the job roles in one functional area of business administration
The learner will:
2. Know about terms and conditions of employment within business administration
The learner can:
2.1 Describe the terms and conditions of employment within business administration.
The learner will:
3. Know about the qualifications and skills needed for jobs in business administration
The learner can:
3.1 Present information about the qualifications and skills required for selected jobs in business
administration.
The learner will:
4. Be able to plan how to start work within business administration
The learner can:
4.1 Produce a plan to start work within business administration.
20
Working in business and
administration (F/502/4009) Level 1
Unit aim: This unit gives an overview of working in business and administration where the learner will understand how
to carry out routine tasks by following instructions and using office equipment, as well as gaining knowledge of
why some information is confidential and who can access that information. They will also gain awareness of
how to present themselves positively, through their appearance, behaviour and manners.
Unit content: The learner will:
1. Understand the role of an administrator within an office
The learner can:
1.1 Describe different activities carried out by administrators
1.2 State how the work of an administrator helps a team achieve its goals
The learner will:
2. Be able to carry out routine administrative tasks
The learner can:
2.1 Follow instructions to complete routine administrative tasks
2.2 Use key equipment according to organisational procedures
The learner will:
3. Be able to present themselves positively
The learner can:
3.1 Dress appropriately
3.2 Adopt a positive manner in dealings with colleagues and/or customers
The learner will:
4. Be able to organise their work effectively
The learner can:
4.1 Use simple tools to organise their time
4.2 Prioritise tasks in discussion with supervisor or manager
21
The learner will:
5. Know the importance of confidentiality of information
The learner can:
5.1 State the reasons why it is important to keep some information confidential
5.2 Give examples of information that should be kept confidential
22
Making and receiving calls
(T/502/4007) Level 1
Unit aim: This unit covers making and receiving calls in a confident, positive and professional manner, including correct
language usage. The learner will understand the reason for making a call and learn how to answer a call, deal
with it, pass it on to a colleague or take a message.
Unit content: The learner will:
1. Be able to make calls
The learner can:
1.1 Identify the purpose of the call
1.2 Confirm the name and number of the person to be contacted before making the call
1.3 Make a call communicating basic information clearly and accurately
The learner will:
2. Be able to receive calls
The learner can:
2.1 Answer the call promptly and politely, observing any organisational procedures
2.2 Identify the caller, where they are calling from and the reason for their call
2.3 Follow any organisational procedures relating to confidentiality and security
2.4 Take short messages
The learner will:
3. Know why it is important to an organisation that calls are handled appropriately
The learner can:
3.1 State how appropriate tone and language create a positive impression
3.2 State how creating a positive impression during a call benefits the organisation
23
Welcome visitors (M/502/4006) Level
1
Unit aim: This unit covers welcoming visitors to the workplace and can include working on reception or welcoming
visitors as part of a wider role. The learner will need to be able to find out who the visitor is there to see, or
give information the visitor needs. The learner must follow organisational protocols and make sure that the
visitor feels welcome, and is treated in a professional manner.
Unit content: The learner will:
1. Be able to welcome visitors in a positive way
The learner can:
1.1 Welcome visitors and establish the purpose of their visit
1.2 Follow organisational procedures for receiving visitors
1.3 Answer routine questions
1.4 Make visitors feel welcome during any period of waiting
1.5 Use appropriate tone and language, including body language, when dealing with visitors
The learner will:
2. Know why it is important to an organisation that visitors are made welcome
The learner can:
2.1 State how treating visitors politely and in a positive way benefits the organisation
24
Handling mail (A/502/4008) Level 1
Unit aim: This unit covers handling incoming mail and preparing outgoing mail for collection, and the implications of not
doing this correctly. The learner will understand how to deal with any special requests, such as recorded or
registered post and any suspicious post, and what to do with confidential mail.
Unit content: The learner will:
1. Know why it is important for a business to handle mail efficiently and securely
The learner can:
1.1 State how efficient distribution of mail benefits a business
1.2 State why inaccuracies or delays can have a negative impact
1.3 Identify procedures to protect confidential information
The learner will:
2. Be able to deal with incoming mail
The learner can:
2.1 Sort incoming mail appropriately
2.2 State how to deal with suspicious or damaged items
The learner will:
3. Be able to deal with outgoing mail
The learner can:
3.1 Collect and sort outgoing mail accurately and on time
3.2 Dispatch outgoing mail on time
25
Creating business documents
(K/502/4005) Level 1
Unit aim: The unit covers creating business documents. Learners will be able to identify different types of documents
used on a regular basis and why organisations may use house style and templates. The learner will then be
able to produce a range of business documents using the correct format and style.
Unit content: The learner will:
1. Know that there are different types of business document
The learner can:
1.1 Identify different types of business document and when they might be used
1.2 State why templates are used for some business documents
The learner will:
2. Know why it is important to use the right communication style in business documents
The learner can:
2.1 Give examples of when to use a formal or informal communication style
2.2 State why some businesses adopt a house style for certain documents
The learner will:
3. Be able to produce routine business documents
The learner can:
3.1 Produce routine business documents using the appropriate communication style
3.2 Check documents for accuracy
26
Word processing software
(L/502/4627) Level 1
Unit aims: This unit covers using a range of word processing tools to create, modify, present and print a range of routine
documents. The learner will need to show they can use tables, forms and templates in documents, and
formatting tools to present the document in a professional way.
Unit content: The learner will:
1. Enter, edit and combine text and other information accurately within word
processing documents
The learner can:
1.1 Identify what types of information are needed in documents
1.2 Identify what templates are available and when to use them
1.3 Use keyboard or other input method to enter or insert text and other information
1.4 Combine information of different types or from different sources into a document
1.5 Enter information into existing tables, forms and templates
1.6 Use editing tools to amend document content
1.7 Store and retrieve document files effectively, in line with local guidelines and conventions
where available
The learner will:
2. Structure information within word processing documents
The learner can:
2.1 Create and modify tables to organise tabular or numeric information
2.2 Select and apply heading styles to text
27
The learner will:
3. Use word processing software tools to format and present documents
The learner can:
3.1 Identify what formatting to use to enhance presentation of the document
3.2 Select and use appropriate techniques to format characters and paragraphs
3.3 Select and use appropriate page layout to present and print documents
3.4 Check documents meet needs, using IT tools and making corrections as necessary
28
Using the Internet (T/502/4296) Level
1
Unit aim: This unit covers the skills and knowledge needed to understand and use connection methods, different
Internet browsers and different techniques for searching for information. The learner will need to show they
can use interactive sites and keep information safe and secure.
Unit content: The learner will:
1. Connect to the internet
The learner can:
1.1 Identify different types of connection methods that can be used to access the Internet
1.2 Access the Internet or intranet
The learner will:
2. Use browser software to navigate webpages
The learner can:
2.1 Use browser tools to navigate webpages
2.2 Identify when to change browser settings to aid navigation
2.3 Adjust browser settings to meet needs
2.4 Use browser help facilities
The learner will:
3. Use browser tools to search for information from the internet
The learner can:
3.1 Select and use appropriate search techniques to locate information
3.2 Outline how information meets requirements
3.3 Use references to make it easier to find information another time
3.4 Download and save different types of information from the Internet
The learner will:
29
4. Use browser software to communicate information online
The learner can:
4.1 Select and use tools and techniques to communicate information online
4.2 Use browser tools to share information sources with others
4.3 Submit information online using forms or interactive sites
4.4 Identify opportunities to post or publish material to websites
The learner will:
5. Follow and understand the need for safety and security practices when working
online
The learner can:
5.1 Identify the threats to user safety when working online
5.2 Outline how to minimise Internet security risks
5.3 Work responsibly and take appropriate safety and security precautions when working
online
5.4 Keep personal information secure
5.5 Follow relevant laws, guidelines and procedures for the use of the Internet
30
Group 2
31
Using a computer in business
administration (M/501/7234) Entry
Level 3
Unit aim: This unit covers using a computer and carrying out routine functions including producing a document and
writing and sending an email. The learner needs to show that they can log on to the computer, use a variety of
tools and produce some finished work.
Unit content: The learner will:
1. Be able to log on to the computer
The learner can:
1.1 Demonstrate logging on to the computer
The learner will:
2. Be able to create and save a business document
The learner can:
2.1 Create a business document using a computer by:
Planning, drafting, organising and sequencing writing
Writing logically and clearly
Using spell check
2.2 Print the business document
The learner will:
3. Be able to create and send a business email
The learner can:
3.1 Create a business email by:
planning, drafting, organising and sequencing writing
writing logically and clearly
using spell check
3.2 Send the email
3.3 Save the email
32
33
Managing own learning (T/501/7235)
Entry Level 3
Unit aim: This unit covers learners being able to identify their own skills and identify areas for development. Learners
will need to find out what help and advice is available and develop a realistic personal development plan.
Unit content: The learner will:
1. Be able to identify own work skills
The learner can:
1.1 Carry out a self-assessment of own work skills
The learner will:
2. Be able to identify areas for development
The learner can:
2.1 Identify areas for development
2.2 List sources of help and advice.
The learner will:
3. Be able to prepare a realistic personal development plan
The learner can:
3.1 With guidance, prepare a personal development plan.
34
Working in business and
administration (H/600/1090) Entry
Level 3
Unit aim: In this unit learners will identify a range of routine tasks and complete them. Learners will need to show they
can follow instructions and if they are unsure, can seek help from colleagues.
Unit content: The learner will:
1. Know what activities are routinely undertaken by administrators
The learner can:
1.1 Identify routine administrative tasks
The learner will:
2. Be able to follow instructions to carry out administrative tasks
The learner can:
2.1 Check understanding of instructions and ask for clarification where necessary
2.2 Follow instructions to complete a limited range of administrative tasks accurately
35
Professional behaviour in an office
environment (L/600/1097) Entry
Level 3
Unit aim: For this unit, learners will develop their knowledge about professional behaviour and the type of language that
is acceptable to use at work. It also includes following rules around security and confidentiality.
Unit content: The learner will:
1. Know how to behave in an office environment
The learner can:
1.1 Communicate appropriately with colleagues
1.2 Use appropriate language for the workplace
The learner will:
2. Know about the rules that organisations have relating to confidentiality and security
The learner can:
2.1 Give examples of rules that relate to confidentiality and security
36
Using office equipment in a business
environment (R/600/1098) Entry
Level 3
Unit aim: This unit is about learners being able to identify the purpose of and how to use various types of office
equipment. Learners will need to know how to use the equipment safely and whom to report any problems to.
Unit content: The learner will:
1. Know what equipment and resources are needed to carry out a range of routine
office tasks
The learner can:
1.1 Select the correct equipment and/or resources from a given range
The learner will:
2. Be able to use key equipment under supervision
The learner can:
2.1 Use key equipment under supervision and following given instructions relating to
functional requirements
health and safety
environmental sustainability
37
Investigating rights and
responsibilities at work (H/503/2815)
Entry Level 3
Unit aim: This unit covers the rights and responsibilities of employees in the workplace. Learners will understand their
responsibilities and find out where to get help and advice if needed, as well as how the rights of others should
be respected.
Unit content: The learner will:
1. Know rights of employees in the workplace
The learner can:
1.1 Identify aspects of working life where employees have rights
The learner will:
2. Know how to respect the rights of others in the workplace
The learner can:
2.1 Outline how the rights of others should be respected in the workplace
The learner will:
3. Know employee responsibilities in the workplace
The learner can:
3.1 Identify responsibilities of employees in the workplace
The learner will:
4. Know where to get help for problems with rights and responsibilities at work
The learner can:
4.1 Identify sources of help for problems with rights and responsibilities within the workplace
38
Managing your health at work
(K/503/2816) Entry Level 3
Unit aim: For this unit, learners will cover how to manage their health at work, including identifying health risks that may
occur and how these can be prevented in different working environments.
Unit content: The learner will:
1. Know why it is important to be healthy at work
The learner can:
1.1 Outline why it is important to be healthy at work
The learner will:
2. Know how to keep healthy at work
The learner can:
2.1 Identify ways of keeping healthy at work
2.2 Identify possible health issues that may arise in different work environments
39
Preparing for work placement
(T/503/2821) Entry Level 3
Unit aim: This unit covers preparing learners for a work placement. It includes the practical elements of what skills and
knowledge may be developed and also what help may be available to support a learner if they are feeling
anxious or uncertain during the work placement.
Unit content: The learner will:
1. Know where to plan to do work placement
The learner can:
1.1 Identify key information about where to plan to do work placement
The learner will:
2. Know what is expected during the work placement
The learner can:
2.1 Identify different tasks likely to perform as part of the work placement
2.2 Identify appropriate behaviours and attitudes for the work placement
The learner will:
3. Know appropriate sources of support for dealing with anxiety or uncertainty during
the work placement
The learner can:
3.1 Identify factors which may cause anxiety or uncertainty during a work placement
3.2 Identify appropriate sources of support they could use in situations of anxiety or
uncertainty during the work placement
The learner will:
4. Be able to set goals for the work placement
The learner can:
4.1 Set appropriate goals for the work placement
40
Learning from work placement
(A/503/2822) Entry Level 3
Unit aim: For this unit, learners will reflect on their work placement experience and what they have learnt. They will be
encouraged to think about what went well and what areas could have been improved. Finally, learners will set
realistic goals for the future based on their work experience.
Unit content: The learner will:
1. Be able to reflect on the experience of the work placement
The learner can:
1.1 List what went well during the work placement and why it went well
1.2 List what they could have done better during the work placement and how it could have
been done better
The learner will:
2. Know what has been learned from the work placement
The learner can:
2.1 Identify what was learnt about the job role and the work placement
2.2 Identify what they learnt about themselves during the work placement
The learner will:
3. Be able to use learning from the work placement to set goals
The learner can:
3.1 With guidance, set realistic goals which build on learning from the work placement
41
Using email (J/502/0172) Entry
Level 3
Unit aim: This unit covers the effective use of email, including attachments. Learners will be able to open incoming mail
following guidelines and procedures, respond to relevant messages and store messages for future use. The
learner will show how to stay safe when using email and how to respect others. Finally, the learner will be able
to identify and seek help for common problems when using email.
Unit content: The learner will:
1. Use email software tools to compose and send messages
The learner can:
1.1 Use software tools to compose e-mail messages
1.2 Attach a file to an e-mail message
1.3 Send and receive email messages using appropriate tools
1.4 Identify how to stay safe and respect others when using email
The learner will:
2. Manage incoming email
The learner can:
2.1 Follow guidelines and procedures for using e-mail
2.2 Identify when to respond to e-mail messages
2.3 Read and respond to e-mail messages
2.4 Store e-mail messages appropriately for future use
The learner will:
3. Respond to common problems when using e-mail
The learner can:
3.1 Respond to common email problems
3.2 Identify where to get expert advice to solve a problem
42
43
IT user fundamentals (T/502/0166)
Entry Level 3
Unit aim: This unit covers identifying and carrying out administrative tasks on a computer. Learners will need to
understand the operating system and basic aspects of security, as well as keeping files and data safe and
different file management systems that they could use.
Unit content: The learner will:
1. Interact with and use IT system to meet needs
The learner can:
1.1 Use correct procedures to start and shutdown an IT system
1.2 Use IT systems and interface features effectively to meet needs
1.3 Use appropriate terminology when describing IT systems
The learner will:
2. Organise, store and retrieve appropriately
The learner can:
2.1 Work with files and folders so that it is easy to find and retrieve information
2.2 Identify types of storage media that can be used to store information
The learner will:
3. Understand the need for safety and security practices
The learner can:
3.1 Follow guidelines and procedures for the safe and secure use of IT
3.2 Understand the need to keep information secure
3.3 Keep information secure and manage access to information sources securely
3.4 Identify why it is important to control access to hardware, software and data
The learner will:
44
4. Maintain system and respond to common IT system problems
The learner can:
4.1 Respond to IT problems and take appropriate action
4.2 Identify where to get expert advice and help to solve problems
45
Investigating rights and
responsibilities at work (K/503/2847)
Level 1
Unit aim: This unit covers knowledge of employee rights and responsibilities, and employer responsibilities relating to
health and safety, contracts and equal opportunities. The learner will also gain knowledge of how the rights of
employees are upheld in the workplace.
Unit content: The learner will:
1. Know employee ‘rights’ and ‘responsibilities’ in a place of work
The learner can:
1.1 Outline employee ‘rights’ at work
1.2 Outline employee ‘responsibilities’ at work
The learner will:
2. Know how the rights of individuals are supported in a place of work
The learner can:
2.1 Describe the factors that may affect the rights of individuals at work
2.2 Describe how to respect the rights of individuals at work
2.3 Identify laws that can protect the rights of employees at work
The learner will:
3. Know the responsibilities of employers in a place of work
The learner can:
3.1 Identify employer responsibilities at work, in regard to:
fulfilling a contract
health and safety
equal opportunities and prevention of discrimination
46
Managing your health at work
(M/503/2848) Level 1
Unit aim: This unit will develop the learner’s knowledge of the risks to an employee’s heath for one area of work.
Learners will also gain awareness of how to maintain their own health and reduce risks by identifying sources
of information relevant to their workplace.
Unit content: The learner will:
1. Know the risks to health for a chosen area of work
The learner can:
1.1 Describe risks to employee health for a chosen area of work
The learner will:
2. Understand how to maintain good health in a chosen area of work
The learner can:
2.1 Explain measures to safeguard health for a chosen area of work
2.2 Identify sources of information on safeguarding own health
47
Preparing for work placement
(F/503/2854) Level 1
Unit aim: For this unit the learner will gather all the necessary information about the work placement, including the
company, the types of tasks to be completed, the culture and the type of behaviour that will be expected. The
learner will need to set clear goals of what they want to achieve, and know who they can ask for support if
they feel anxious or have any difficulties during the work placement.
Unit content: The learner will:
1. Know about the work placement company or organisation
The learner can:
1.1 Describe the work placement company or organisation
1.2 Outline key objectives of the company or organisation
The learner will:
2. Know what is expected of the learner during the work placement
The learner can:
2.1 Identify the requirements for the placement, and why the requirements are necessary
2.2 Outline tasks likely to be undertaken in the work placement
2.3 Identify appropriate attitudes and behaviours for the work placement and why they are
important in the workplace
2.4 Identify appropriate steps that could be taken in situations of emotional stress, difficulty or
confusion during the work placement
The learner will:
3. Be able to set goals to help the learner get the most out of the work placement
The learner can:
3.1 Set appropriate goals for the work placement
48
Learning from work placement
(J/503/2855) Level 1
Unit aim: For this unit, learners will reflect on their work placement experience and what they have learnt. They will be
encouraged to think about what went well and what areas could have been improved. Finally, learners will set
realistic goals for the future based on their work experience.
Unit content: The learner will:
1. Be able to reflect on what has been learnt from the work placement
The learner can:
1.1 Keep an accurate record of tasks undertaken during work placement
1.2 Identify what has been learnt from key tasks undertaken during the work placement
experience
The learner will:
2. Know how tasks could be undertaken differently or improved
The learner can:
2.1 Identify tasks undertaken during the work placement that could be carried out differently
or improved
2.2 Outline different ways to carry out tasks
The learner will:
3. Be able to use learning from work placement to set short-term goals
The learner can:
3.1 Set short-term goals which build on own learning from work placement
49
Carrying out an individual project
(K/504/9146) Level 1
Unit aim: For this unit, learners will select a topic for a project, carry out research, and create a project proposal and
overall report. The topic needs to be a vocational area the learner is interested in so that the learner can
produce a quality project plan and report.
Unit content: The learner will:
1. Be able to select an appropriate project topic
The learner can:
1.1 Produce a proposal for a project related to chosen vocational area
1.2 Set aims for the project
The learner will:
2. Be able to investigate the project area
The learner can:
2.1 Plan the project using appropriate methods of research
2.2 Carry out research into the project area
The learner will:
3. Be able to produce a project report
The learner can:
3.1 Present a project report including:
introduction
aims
findings
discussion
conclusion
50
Planning an enterprise activity
(R/503/2857) Level 1
Unit aim: For this unit, learners must generate ideas for products or services that could lead to an enterprise activity.
Learners will need to identify the roles and skills required, the costs involved, and any publicity materials
needed.
Unit content: The learner will:
1. Know how to select a suitable enterprise activity
The learner can:
1.1 Identify strengths of ideas generated for an enterprise activity
1.2 Identify weaknesses of ideas generated for an enterprise activity
The learner will:
2. Know appropriate roles and skills required for the enterprise activity
The learner can:
2.1 Identify roles required for the enterprise activity
2.2 Identify the practical and personal skills required for the enterprise activity
The learner will:
3. Know the costs involved in producing and selling a product or service
The learner can:
3.1 Identify the cost of items and processes related to producing and selling the product or
service
3.2 Identify the final pricing of the product or service using basic calculations
The learner will:
4. Be able to use an appropriate promotional technique
The learner can:
4.1 Use an appropriate method to promote a product or service
51
Running an enterprise activity
(Y/503/2858) Level 1
Unit aim: This unit covers practical experience of running an enterprise activity. Learners will need to prepare a product
or service, advertise it, agree pricing and then sell it. The learner will need to produce records to show if it was
successful and to review what went well and what could be done differently next time.
Unit content: The learner will:
1. Know how to increase the likelihood of success in an enterprise activity
The learner can:
1.1 Identify features which would lead to the effective delivery of a chosen enterprise activity
The learner will:
2. Be able to complete an enterprise activity
The learner can:
2.1 Prepare the product or service for the enterprise activity, incorporating required features
2.2 Create appropriate advertising for the product or service
2.3 Set an appropriate price for the product or service offered
2.4 Demonstrate appropriate sales and communication skills
The learner will:
3. Be able to review the success of the enterprise activity
The learner can:
3.1 Produce records to show the successes and failures of the enterprise activity
3.2 State what would be done differently should there be another enterprise activity
52
Investigating rights and
responsibilities at work (M/503/2879)
Level 2
Unit aim: For this unit, the learner will develop their knowledge of employee and employer rights in the workplace and
the importance of them. They will find out what help and advice for both employer and employees are
available.
Unit content: The learner will:
1. Understand why rights and responsibilities are important in a workplace.
The learner can:
1.1 Explain reasons why rights and responsibilities are important in a workplace.
1.2 Explain how rights and responsibilities are enforced in a workplace.
The learner will:
2. Understand rights and responsibilities of employees and employers.
The learner can:
2.1 Outline the responsibilities employers have to employees.
2.2 Outline the rights and responsibilities an employee has at work.
2.3 Explain the implications of employee rights and responsibilities in a workplace.
2.4 Describe data protection and confidentiality procedures for the use, storage and exchange
of information in a workplace.
The learner will:
3. Know how to obtain guidance and information about rights and responsibilities at
work
The learner can:
3.1 Identify key representative bodies for employers and employees who would be able to
advise on rights and responsibilities.
3.2 Describe the type of advice given by key representative bodies.
53
54
Managing your health at work
(H/503/2880) Level 2
Unit aim: For this unit, learners will gain an understanding of maintaining their own health in the workplace and the
different services provided by employers. Learners will also identify other sources of information available to
help them maintain their own health.
Unit content: The learner will:
1. Understand the employee’s role in maintaining good health at work.
The learner can:
1.1 Explain why it is important for employees to maintain good health at work.
1.2 Explain how employees can maintain good health in the workplace.
The learner will:
2. Know the services employers can provide to maintain the health of the workforce.
The learner can:
2.1 Describe services that can be provided by employers to help maintain the health of the
workforce.
The learner will:
3. Know sources of help to ensure good health at work
The learner can:
3.1 Describe different sources of help to ensure good health at work.
3.2 Describe the services offered by different sources of help.
55
Preparing for work placement
(F/503/2885) Level 2
Unit aim: For this unit, learners will prepare for a work placement by providing information about the company,
outlining their purpose, aims and objectives, and finding out what the terms and conditions of the placement
are. Learners will identify the workplace values of the company, including personal presentation and find out
who to contact if they become anxious or have any issues. They will also set goals for skills and personal
development.
Unit content: The learner will:
1. Know the company or organisation where the work placement is planned.
The learner can:
1.1 Describe the company or organisation providing the work placement.
1.2 Describe the key purpose of company or organisation.
The learner will:
2. Know the information needed before starting the work placement.
The learner can:
2.1 Describe the terms and conditions of the work placement.
2.2 Describe the tasks to be performed as part of the work placement.
The learner will:
3. Know what the company or organisation expects of the learner during the work
placement
The learner can:
3.1 Describe why workplace values are important for success at the work placement.
3.2 Describe personal presentation requirements appropriate to the work placement
3.3 Describe how to deal effectively with situations of emotional stress, difficulty or confusion
during the work placement.
56
The learner will:
4. Be able to set goals relating to the work placement.
The learner can:
4.1 Set goals for skills development relating to the work placement.
4.2 Set goals for personal development relating to the work placement.
57
Learning from work placement
(L/503/2887) Level 2
Unit aim: For this unit, learners will reflect on their work placement experience and what they have learnt. They will be
encouraged to think about what went well and what areas could have been improved, and will set realistic
goals for the future based on their work experience.
Unit content: The learner will:
1. Be able to reflect on what was learnt on the work placement.
The learner can:
1.1 Maintain a log of work placement tasks and personal development.
1.2 Describe skills and knowledge gained during the work placement.
The learner will:
2. Know how to improve the work placement experience.
The learner can:
2.1 Identify aspects of the work placement experience that could have been improved.
2.2 Describe how improvements could be made to tasks carried out during work placement.
The learner will:
3. Be able to use learning from the work placement to set career-related goals
The learner can:
3.2 Set short-term and long-term goals which build on own learning from the work placement.
58
Working in a team (R/503/2843) Level
1
Unit aim: For this unit, learners will need to be able to identify different roles in a team and where they fit in. Learners
will need to be able to work with others on a team task and complete their part of the task.
Unit content: The learner will:
1. Know that effective teamwork requires team members to behave in certain ways
The learner can:
1.1 Outline positive behaviours necessary for teamwork
The learner will:
2. Know how to contribute to a team task
The learner can:
2.1 Outline own strengths, skills and experiences that might be relevant to team task
2.2 Identify team skills needed to complete team task
2.3 Outline how own strengths and skills could match the needs of the team task
The learner will:
3. Know the roles and responsibilities of team members (including their own) in relation
to a given task
The learner can:
3.1 Identify what the task is about and what the team is working to achieve
3.2 Identify own role and responsibilities and those of others in the team
3.3 Outline how own role contributes to the work of the team as a whole
59
The learner will:
4. Be able to work positively as a member of a team
The learner can:
4.1 Give examples of listening to the ideas and suggestions of others
4.2 Give ideas and suggestions as to how the team might complete their task
4.3 Give examples of offering help or support to other team members
4.4 Give examples of accepting the help or advice of others
4.5 Complete the aspects of the allocated task, in line with the brief
The learner will:
5. Be able to review own performance as a member of a team
The learner can:
5.1 Identify which positive team-working behaviours were demonstrated by self in undertaking
the task
5.2 Identify own team-working skills that could be improved
60
61
YMCA Awards is one of the UK’s leading health, fitness and wellbeing specific
awarding organisations. It offers training centres and learners across the world a
diverse suite of qualifications, from introductory (Level 1) to advanced levels
(Level 4).
YMCA Awards issues over 30,500 qualification certificates a year, helping learners
in the UK and overseas to launch and progress their careers in the active leisure
sector.
To view YMCA Awards’ full range of qualifications please visit
www.ymcaawards.co.uk.
www.ymcaawards.co.uk
awarding excellence
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