Technical Education and Skills Development Authority

WORLDSTAR COLLEGE OF SCIENCE AND TECHNOLOGY, INC.

2nd Floor Alliance Bldg., Nat’l Hi-Way, Bantug, Roxas, Isabela

TRAINEE’S
RECORD BOOK

I.D.

Trainee’s No.__________

NAME: ________________________________________________________

TVET SECTOR: HEALTH, SOCIAL, AND OTHER COMMUNITY

DEVELOPMENT SERVICE SECTOR

INSTITUTION: WORLDSTAR COLLEGE OF SCIENCE AND

TECHNOLOGY

QUALIFICATION: BOOKKEEPING NC III

TRAINING DURATION : 292 HOURS

TRAINER: VIRGI KEITH J. PICO

Instructions:
This Trainees’ Record Book (TRB) is intended to serve as
record of all accomplishment/task/activities while undergoing
training in the industry. It will eventually become evidence
that can be submitted for portfolio assessment and for
whatever purpose it will serve you. It is therefore important
that all its contents are viably entered by both the trainees
and instructor.
The Trainees’ Record Book contains all the required
competencies in your chosen qualification. All you have to do
is to fill in the column “Task Required” and “Date
Accomplished” with all the activities in accordance with the
training program and to be taken up in the school and with
the guidance of the instructor. The instructor will likewise
indicate his/her remarks on the “Instructors Remarks”
column regarding the outcome of the task accomplished by
the trainees. Be sure that the trainee will personally
accomplish the task and confirmed by the instructor.
It is of great importance that the content should be
written legibly on ink. Avoid any corrections or erasures and
maintain the cleanliness of this record.
This will be collected by your trainer and submit the
same to the School Head and shall form part of the permanent
trainee’s document on file.
THANK YOU.
NOTES:
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 BASIC COMPETENCIES
Unit of Competency: LEAD SMALL TEAM
Unit of Competency: LEAD WORKPLACE COMMUNICATION
Learning Task/Activity Date Instructor’
Learning Task/Activity Date Instructor’ Outcome Required Accomplished s Remarks
Outcome Required Accomplished s Remarks Provide team -Identify Work
Communicate -Select Communication Leadership requirements
Information Method
about -Discuss questions.,
Workplace -Identify correct source problem, concerns
Processes of information accordingly

Assign -Allocate Duties and

Lead Workplace -Provide Response to responsibilities Responsibilities
Discussion workplace issues among members
-Identify and Define
-Communicate Goals Duties and
and aims responsibilities

Identify and -Identify Issues and

Communicate Problems as they arises Set Performance -Establish performance
issue arising in Expectation for expectation
the Workplace -Initiate dialog with Team members
appropriate personnel -Discuss Performance
Expectation
Supervise Team -Monitor team
Performance performance

-Provide team members

with feedback

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Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
Unit of Competency: DEVELOP AND PRACTICE Unit of Competency: SOLVE PROBLEMS RELATED TO
NEGOTIATION SKILLS WORK ACTIVITIES

Learning Task/Activity Date Instructor Learning Task/Activity Date Instructor’

Outcome Required Accomplished ’s Outcome Required Accomplished s Remarks
Remarks Identify the -Identify variances and
Plan -Identify information for Problem parameters
Negotiations negotiation
-State and specify Problems
-Identify active listening
information
Determine -Identify Possible cause
-Check Information fundamental
causes of the -Develop possible cause of
problem statement

Determine -Consider Strengths and

correct weaknesses
Participate -Use variety of technique action
in question -Determine correct action
Negotiations
-Discuss possible -Develop Action Plans
solutions

-Record and Confirm

Areas of agreement Provide -Prepare report
recommenda recommendation
tion/s to
manager -Present Recommendation

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Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
Unit of Competency: USE MATHEMATICAL CONCEPTS AND
TECHNIQUES
Unit of Competency: USE RELEVANT TECHNOLOGIES
Learning Task/Activity Date Instructor’
Outcome Required Accomplished s Remarks Learning Task/Activity Date Instructor’
Identify -Identify Problem areas Outcome Required Accomplished s Remarks
Mathematica Study/ -Determine Usage of
l tools and -Select Mathematical Select different technologies
techniques Techniques appropriate
to solve technology -Select appropriate
problem technology

Apply -Apply mathematical Apply -Use applicable software and

mathematica techniques relevant hardware
l procedure/ technology
solution -Perform mathematical -Observe and practice
techniques Management concept

-Determine result of -Observe and practice

Computation management concept
Maintain/ -Apply maintenance of
Enhance technology
relevant
Analyze -Review result of technology -Report Technology failure
results application

-Apply Appropriate
action

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Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
 COMMON COMPETENCIES
Unit of Competency: APPLY QUALITY STANDARD Unit of Competency: PERFORM COMPUTER OPERATIONS

Learning Task/Activity Date Instructor’ Learning Task/Activity Date Instructor’

Outcome Required Accomplished s Remarks Outcome Required Accomplished s Remarks
Plan and -Determine requirements of
Assess quality of -Check received
prepare for task
received materials
task to be
materials
undertaken -Select appropriate
-Identify faulty
hardware and software
materials
Input data -Input data in storage media
-Record identified into
faults computer -Perform work within
ergonomic guidelines
-Replace faulty Access -Select correct
materials information application/program
using
computer -Select correct desktop icon
Assess own work -Identify
documentation Produce -Process entered data
output/data
-Identify errors using -print data
computer
-Record Information system -transfer data

Use basic -Establish information

Engage in -Participate in process functions of
quality improvement a www- -follow relevant links
improvement browser to
-Carry out work locate -bookmark useful pages
information
-Monitor performance Maintain -implement security of data
of operation computer
equipment -implement basic file
and system maintenance

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Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
Unit of Competency: MAINTAIN AN EFFECTIVE Unit of Competency: MANAGE OWN PERFORMANCE
RELATIONSHIP WITH CLIENT/CUSTOMERS

Learning Task/Activity Date Instructor’ Learning Task/Activity Date Instructor’

Outcome Required Accomplished s Remarks Outcome Required Accomplished s Remarks
Maintain a -Maintain personal Plan for -Identify task accurately
clean and grooming completion of
hygienic own
environment workload
-Maintain personal
presence -Develop work plans

-Store equipment’s

Meet client/ -Identify client Maintain -Monitor personal

customer requirements quality of performance
requirements performance

-Monitor changes of -Apply guidance from

client’s needs management

Build credibility -Identify possible Build -Identify possible cause of

with causes of client/ credibility customer dissatisfaction
customers/ customer with
client dissatisfaction customer/
client
-Inform client of fully
-Inform client of fully informed security matters
relevant security

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Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
 CORE COMPETENCIES
Unit of Competency: JOURNALIZE TRANSACTIONS Unit of Competency: POST TRANSACTIONS

Learning Task/Activity Date Instructor’ Learning Task/Activity Date Instructor’s

Outcome Required Accomplished s Remarks Outcome Required Accomplished Remarks
Prepare Prepare Ledger of the
Prepare chart of -Determine nature of ledger Assets, liabilities and
accounts business equity

-Prepare account -Prepare Ledger of income

titles and expenses

-Prepare accounting
manual

Analyze -Gather documents Transfer -Transfer journal entries in

documents journal chronological order
-Select account titles entries

Prepare journal -Prepare journals Summarize -Add Debits and Credits

entry ledger correctly
-Determine debit and
credit account titles -Extract balances with
100% accuracy
-prepare journal
entries

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Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
Unit of Competency: PREPARE TRIAL BALANCE Unit of Competency: PREPARE FINANCIAL REPORTS

Learning Task/Activity Date Instructor’ Learning Task/Activity Date Instructor’s

Outcome Required Accomplished s Remarks Outcome Required Accomplished Remarks
List account -List Asset, liability, Prepare -Prepare Worksheet
titles equity chart of financial
accounts Statements -Prepare Income
statement
-List Income and
Expenses chart of -Prepare Changes
accounts in Equity

-Prepare balance
sheet

-Prepare Statement
Transfer -Transfer List Asset, of cash flow
balances from liability, equity chart
the ledger of accounts -Prepare Financial
statements
-Transfer Income and
Expenses Chart of
accounts
Analyze -Analyze financial
financial statements
statements
-Prepare financial
analysis Report
Summarize trial -Total Debits and
balance Credits

-Extract Trial Balance

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Trainee’s Signature Trainer’s Signature
Unit of Competency: REVIEW INTERNAL CONTROL

Learning Task/Activity Date Instructor’

Outcome Required Accomplished s Remarks
Check policy -Prepare/ update
compliance internal control
manual

-check and validate

Compliance

Prepare policy -Prepare policy

compliance compliance reports
report
-Submit Policy
compliance reports

-File Policy
compliance

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Trainee’s Signature Trainer’s Signature