Reconcile warranty claims and prepare the fleet invoice pack
You are an administration officer in Administration and Finance.
What has happened
September month end is on Monday. Manufacturer warranty claims must be reconciled against the repair orders for the month and submitted by the deadline or they will not be paid, and two repair orders are missing authorisation numbers. At the same time the two fleet customers, Warrigal Shire Council and Bayside Community Transport, receive a monthly invoice pack that must include the inspection checklists for each vehicle serviced, because they use them for their own accreditation. The Administration and Finance Manager wants anything that cannot be reconciled flagged rather than guessed, and the Quality of Work and Warranty Policy sets the rules for warranty records and retention.
Deliverables
- Warranty reconciliation list
- Two fleet invoice packs with checklists
- Exceptions report with recommended actions
- Updated customer feedback record
Documents to use
Systems to use
Repair Orders
Tracks every customer and stock vehicle job from booking to invoice with concern, work lines, parts, labour, quotes and quality check.
Customer Feedback and Complaints
Logs compliments, complaints and comebacks with the customer's desired outcome, investigation notes and resolution.
Parts and Stock
Holds stock levels, bin locations, orders and back orders for parts, lubricants, tyres and accessories across the three sites.
Units of competency
Current on training.gov.au for the Automotive Retail, Service and Repair Training Package as at 10 September 2026.
AURAAA001Work in an automotive administration roleAURAFA002Read and respond to automotive workplace informationAURAMA102Communicate business information in an automotive workplaceAURAAA002Determine retail rates for automotive products and servicesQualifications
AUR30126Certificate III in Automotive AdministrationWhat to look for
Evidence guide
Look for an accurate reconciliation that matches repair orders to claims, exceptions flagged rather than filled in, evidence of follow up on missing authorisation numbers, complete fleet packs with the right checklists attached, and clear written communication to the manager and the fleet customer. Records must be handled in line with the retention and access rules.