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CfA205 Organise business travel and accommodation

Overview

This competence is about making travel and accommodation arrangements for colleagues planning business trips.

You will apply the following skills:

Users of this competence will need to ensure that practice reflects up to date information and policies.

Knowledge and Understanding

You need to apply:

K1. A working knowledge of how to organise business travel and accommodation effectively and efficiently

K2. A working knowledge of the main types of travel and accommodation arrangements you may need to make and the procedures you should follow

K3. A working knowledge of why it is important to confirm a brief and budget for travel and accommodation

K4. A working knowledge of the sources of information and facilities you can use to make travel and accommodation arrangements

K5. A working knowledge of how to keep records of travel and accommodation arrangements

K6. A working knowledge of the information you should provide to the person who is travelling

K7. A working knowledge of the procedures you should follow to make credit and payment arrangements

K8. A working knowledge of the types of problems that may occur with travel and accommodation arrangements and how to deal with them

K9. A working knowledge of why it is important to evaluate the travel and accommodation used and record the evaluation

Performance Criteria

You need to:

1. Confirm travel, accommodation and budget requirements

2. Check the draft itinerary and schedule with the traveller

3. Arrange any meetings necessary during the trip

4. Book travel arrangements and accommodation as agreed

5. Obtain and collate documents for travel, accommodation and meetings

6. Maintain records of travel, accommodation and meetings

7. Arrange credit and payment facilities

8. Deal with problems that may arise

9. Provide the traveller with an itinerary and required documents in good time

10. Confirm with the traveller that itinerary and documents meet requirements

11. Evaluate and maintain a record of external services used

Additional Information

This workforce competence has been developed by the Council for Administration. It has been put in to Skills for Health template and remains fully transferable.
CfA205 Organise business travel and accommodation
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