• an understanding of the responsibility involved in making arrangements for others is demonstrated • diary entries are accurately transferred to duplicate if necessary • interaction with other parties when making, confirming, and changing appointments is courteous and efficient • appropriate information is given to clients • non-disclosable information is not communicated and where any doubt exists as to the information’s status it is not disclosed • problems (such as double bookings or non-attendances) are solved promptly and satisfactorily using standard procedures • all relevant details of appointments and file deadlines are diarised accurately and legibly • activities, actions and outcomes are documented and time is recorded • file/matter number is attached to all relevant documentation and filed appropriately • legal consequences of not meeting critical timelines are understood eg. failing to give appropriate notice of impending trial • records are kept up-to-date, legible, accurate and accessible according to a firm’s policies and procedures • diary records are checked regularly to ensure follow up occurs as required • consideration is given to failure of diary system and need to check files, eg. backup system is understood and firm’s policies and procedures are followed • all work is conducted within accepted codes of conduct including those relating to: maintaining confidentiality, use of company property, duty of care, ethical behaviours, privacy, non-discriminatory practice, conflict of interests and compliance with reasonable direction |