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This unit must be assessed in accordance with the IMI Assessment Strategy and adhere to the Competency Unit Assessment Requirements developed for the unit, both of which can be downloaded from the IMI website:
http://www.motor.org.uk/standards-and-qualifications/qualification-credit-framework-5.1-qcf.html
be able to obtain relevant information from the customer
obtain and interpret sufficient, relevant information, from the customer to make an assessment of their needs.
clarify customer and vehicle needs by referring to vehicle data and operating procedures
be able to provide relevant information to the customer
provide customers with accurate, current and relevant advice and information, in a form that the customer will understand.
demonstrate techniques which encourage customers to ask questions and seek clarification during conversation
be able to agree work undertaken with the customer
summarise and record work agreed with the customer, before accepting the vehicle.
implement confirmation of the agreement by ensuring customer understanding
be able to ensure recording systems are implemented correctly
use recording systems which are accurate and complete, in the required format and signed by the customer where necessary
perform the next stage in the process by passing on completed records to the correct person promptly.
demonstrate correct procedures for customer approval where the contracted agreement is likely to be exceeded.