• BSBADM504B - Plan or review administrative systems

Assessor Resource

BSBADM504B
Plan or review administrative systems

Assessment tool

Version 1.0
Issue Date: March 2024


This unit applies to individuals employed in a range of work environments who are required to plan or review administrative systems. They may work as senior administrative staff or may have been delegated responsibility for planning or reviewing administrative systems.

This unit describes the performance outcomes, skills and knowledge required to plan or review the requirements of effective administration systems and procedures for implementing, monitoring and reviewing the system.

No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Employability Skills

This unit contains employability skills.




Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

documenting requirements or modifications to administration system

developing appropriate activities to support system implementation

working with staff to identify system improvements.

Context of and specific resources for assessment

Assessment must ensure:

access to organisational policy and procedure manuals, reference materials and appropriate equipment.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of authenticated documents from the workplace or training environment

demonstration of techniques.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

other general administration units.


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

Required skills

communication skills to recommend alternative ways of completing tasks, to discuss changes in routines and procedures, and to monitor and define objectives

literacy skills to write detailed procedural text, including alternative courses of action

planning and organising skills to implement system smoothly with a minimum of disruption, to anticipate modifications, to plan system overhauls and to allow sufficient time for training

problem-solving skills to choose appropriate solutions from a range of possible solutions, to use processes flexibly and interchangeably, and to anticipate problems and modify systems accordingly

research skills to assemble evidence and to evaluate information for accuracy and relevance.

Required knowledge

key provisions of relevant legislation from all forms of government, standards and codes that may affect aspects of business operations, such as:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

copyright

occupational health and safety

organisational policies and procedures relating to the tasks required.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

System requirements may include:

components of the system

number and type of users

organisation/staff requirements

purpose and nature of system

purpose and nature of organisation

size of system

skills of existing staff

staff training needs

type of system

work practices

Administration system may include:

electronic system

paper-based system

System users may include:

casual personnel

external clients

organisation's personnel

Suppliers/developers may include:

administration system consultants

computer/software suppliers

efficiency consultants

equipment suppliers

information technology technicians

information technology trainers

internal staff/clients

office equipment suppliers

Implementation strategies may include:

boosting staff confidence

change management strategies

changing team/organisational culture

ensuring system functions correctly

external consultants

informing relevant persons

modifying system

providing staff training/information sessions

re-defining staff roles

re-distributing office tasks

team goal setting

temporary reduction of workload

testing

trialling

Communicating procedures may include:

email messages

facsimile messages

internal newsletter

meetings

office memorandum

photocopied instructions

professional development time

training days

Training and support for staff may include:

coach, mentor and/or buddy systems

online tutorials

on-the-job trainers

professional development

skills assessment

training handbooks

videos

Contingencies may include:

loss of staff confidence

need for additional training

need to modify system

temporary reduction of work output

Monitoring of system may include:

extra administrative support and back-up

feedback from internal/external client/s

observation by trained technician/s

utilising monitoring tools and processes

Security may include:

confidentiality agreements

passwords

safeguards against computer viruses

Changing needs may include:

change in the nature and purpose of the system/organisation

change in user requirements

growth or decline in system size

technological advances in administration systems

Further modifications may relate to:

additional equipment, training

negotiation of timeframes for system implementation

redefinition of administrative roles and duties

specialised software

Monitoring staff training needs may include:

ongoing assessment of staff skills

ongoing feedback opportunities

providing professional development opportunities

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify requirements of, or modifications to, administration system through consultation with system users and other stakeholders in accordance with organisational and budgetary requirements 
Obtain quotations from suppliers/developers of system in accordance with organisational policy and procedures 
Make selection of supplier or developer in accordance with organisational policy and procedures 
Identify and develop implementation strategies in consultation with staff 
Encourage staff to participate in all stages of the implementation process 
Implement system in accordance with organisational requirements 
Define and communicate procedures for using the system to staff 
Provide training and support for staff on the use of the new or modified system 
Deal with contingencies to ensure minimal impact on users 
Monitor system for usage, security and output in accordance with organisational requirements 
Modify system to meet changing needs in accordance with organisational requirements 
Clearly identify further modifications and notify users 
Monitor staff training needs and train new staff on administration system 

Forms

Assessment Cover Sheet

BSBADM504B - Plan or review administrative systems
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBADM504B - Plan or review administrative systems

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: