Assessment scenarios
Eight role-based tasks set in the business. Each one tells you who you are, what has happened, what to produce and which documents and systems to use.
- Sign in as the role
Use the Sign in button in the header and pick the person the scenario names. - Read the brief and open the inbox
The work request in your inbox links to the scenario and to the documents you need. - Do the tasks in the systems
Tick each task as you go. Your records and notes stay in this browser. - Print the evidence summary
Hand it to your assessor with the deliverables listed in the scenario.
Complete a client's month end
You are a Bookkeeper in Bookkeeping and Accounts.
7 tasks · 4 units
Open scenarioPrepare a monthly activity statement for review
You are an Accountant in Tax and Business Advisory.
7 tasks · 4 units
Open scenarioProcess a pay run with a termination
You are a Payroll Officer in Payroll Services.
7 tasks · 4 units
Open scenarioComplete a preliminary assessment and loan application
You are a Credit Analyst in Finance and Mortgage Broking.
7 tasks · 4 units
Open scenarioManage a storm damage claim
You are an Insurance Broker Assistant in Insurance Broking and Claims.
7 tasks · 4 units
Open scenarioOnboard two new clients and verify identity
You are a Client Services Officer in Compliance, Risk and Client Services.
7 tasks · 4 units
Open scenarioInvestigate a complaint and assess a breach
You are the Compliance Officer in Compliance, Risk and Client Services.
7 tasks · 4 units
Open scenarioPrepare a budget, cash flow forecast and management report
You are a Senior Accountant in Tax and Business Advisory.
7 tasks · 4 units
Open scenario