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Applying policy and approval limits

Applying company policy and approval limits correctly to requests, and routing anything above the limit for approval.

Good work shows: Checks the request against the policy; gets sign-off for amounts above the limit; records the policy clause used.

Applying policy and approval limits is one of the judgement skills on FinderK.

The job simulations and Skill Paths below include work that is checked for this skill. You do the work in an original fictional company and get feedback on it.

Job simulations

A nurse short on Ward 7 tonight

Nurse in charge, night shift at St Aldhelm's Hospital

About 54 minutes. Included in Plus.

A registered nurse has called in sick and a confused patient now needs someone with him all night. Work out what the ward needs, get cover through the escalation route, and allocate the night safely.

Skills: Calculate safe staffing from patients' care levels; Escalate a staffing gap in writing with SBAR; Allocate patients within load and competency limits; Plan for the time before cover arrives

Approve the co-branded packaging

Brand manager, licensing at Maple and Moss Foods

About 70 minutes. Included in Plus.

A licensing partner wants its co-branded cereal bar pack approved before a printer's slot. The logo is too small, the partner's logo too big, the bar is short of fibre for its high fibre claim and short of granola for its made with claim. Review it, decide, and hold the claims when the launch date is used as pressure.

Skills: Review artwork against brand rules and a licence; Separate must fix items from advice; Check claims against evidence and a claims register; Give a partner clear, usable feedback under time pressure; Hold brand and legal standards against commercial pressure

Final numbers for the conference dinner

Events coordinator at Scottish Society of Civil Engineers

About 55 minutes. Included in Plus.

The venue needs the final dinner numbers by noon. Work out who will really be there and what the contract will cost, give the venue exact numbers and allergies, then deal with late guests and an honest answer about nut safety.

Skills: Work out final event numbers from bookings and terms; Use a contract's terms to make a cost decision; Pass dietary and allergy information accurately; Keep extra costs and promises within authority

Go or no-go for release 5.4

Release captain (senior software engineer) at Orla Books

About 80 minutes. Included in Plus.

Release 5.4 must get a new bank feed connector live before an aggregator switches off its old interface on 31 October, but Android crashes, a slow migration and a quarantined test stand in the way. Judge readiness, recommend a plan and roll it out without over-promising.

Skills: Judge release readiness against written criteria and evidence; Separate what a dashboard shows from what the policy counts; Recommend a release plan that protects a hard external deadline; Ask for only the exceptions the policy allows, with reasons; Plan a staged rollout and the communications that depend on it

One room short on a sold-out Saturday

Front office duty supervisor at Calder Quay Hotel

About 55 minutes. Included in Plus.

The hotel is sold out and a room has just flooded. Work out the room position, decide who to move to another hotel and on what terms, and handle the night when it changes again.

Skills: Work out a hotel's room position from live records; Apply a walk procedure fairly and within a spending limit; Write to a displaced guest clearly and honestly; Hand over an evening's decisions so the morning can act

The cleaning contract renewal

Facilities and procurement coordinator at Marlow Street Studios

About 85 minutes. Included in Plus.

The office cleaning contract ends in six weeks. Reconcile a year of invoices against the contract and the sign-in log, recommend to your manager whether to renew, negotiate or retender and what needs approval from whom, and put the practice's position to the supplier.

Skills: Reconcile invoiced work against contract terms and site records; Evaluate commercial options under budget and authority constraints; Respect approval limits and escalate the right decision; Communicate a negotiating position to a supplier honestly

Twelve repairs before the cold snap

Housing officer, repairs at Calderbrook Homes

About 70 minutes. Included in Plus.

Twelve repair requests, a cold snap from Wednesday and a contractor who will soon be fully booked. Triage them under the policy, answer a resident who has been told the wrong thing, and get a decision on a roof above your limit.

Skills: Triage repairs by risk to the household under a policy; Keep repairs separate from rent arrears; Write to a resident honestly about a repeat problem; Request approval with options, costs and interim safety

Will the casserole last until Christmas?

Supply planner at Thornbury Kitchenware

About 70 minutes. Included in Plus.

The lead time from Portugal has jumped from six weeks to nine, and the best seller has a big promotion before Christmas. Project the stock, recommend what to do with the costs, and help sales tell the biggest customer the truth.

Skills: Project stock week by week and find a shortfall; Compare supply options on cost, timing and risk; Request approval within purchasing limits; Support honest customer commitments with numbers

Skill Paths

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