Assessor Resource

BSBRKG402
Provide information from and about records

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to provide effective responses to enquiries from potential users of records, using appropriate processes to access and provide information about records.

It applies to individuals who use a range of organisational and analytical techniques in working with an organisation’s business and records systems.

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

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


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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify and gather records required

1.1 Identify specific information or search criteria required by user

1.2 Identify range of records likely to contain information required and find out their availability using appropriate finding aids and records systems

1.3 Obtain range of records likely to contain information required by user, and analyse content

1.4 Track records to identify and record any change in location and use, in accordance with business or records system rules and organisational procedures

1.5 Explain to user any obstacles to obtaining specific records within specified time and reach agreement on a timeframe for provision of records

2. Interpret and administer access rules and procedures

2.1 Identify person requesting record/s and confirm access category, in accordance with organisational procedures

2.2 Apply access restriction rules and guidelines to record/s requested to match access category of person requesting record/s

2.3 Inform person requesting record/s of their rights to review the decision where access restriction rules and guidelines prevent access

3. Provide the required information and/or records

3.1 Prepare requested information/records in appropriate formats, and in accordance with organisational procedures and specified timelines

3.2 Mask specific records, or portions thereof, in accordance with access rules and organisational procedures

3.3 Document records retrieved and used to provide information, in accordance with business or records system operation and organisational procedures

3.4 Record new locations provided to user in accordance with system rules and organisational procedures

3.5 Deliver record, or record information, within specified timeframes

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify and gather records required

1.1 Identify specific information or search criteria required by user

1.2 Identify range of records likely to contain information required and find out their availability using appropriate finding aids and records systems

1.3 Obtain range of records likely to contain information required by user, and analyse content

1.4 Track records to identify and record any change in location and use, in accordance with business or records system rules and organisational procedures

1.5 Explain to user any obstacles to obtaining specific records within specified time and reach agreement on a timeframe for provision of records

2. Interpret and administer access rules and procedures

2.1 Identify person requesting record/s and confirm access category, in accordance with organisational procedures

2.2 Apply access restriction rules and guidelines to record/s requested to match access category of person requesting record/s

2.3 Inform person requesting record/s of their rights to review the decision where access restriction rules and guidelines prevent access

3. Provide the required information and/or records

3.1 Prepare requested information/records in appropriate formats, and in accordance with organisational procedures and specified timelines

3.2 Mask specific records, or portions thereof, in accordance with access rules and organisational procedures

3.3 Document records retrieved and used to provide information, in accordance with business or records system operation and organisational procedures

3.4 Record new locations provided to user in accordance with system rules and organisational procedures

3.5 Deliver record, or record information, within specified timeframes

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 specific information or search criteria required by user 
Identify range of records likely to contain information required and find out their availability using appropriate finding aids and records systems 
Obtain range of records likely to contain information required by user, and analyse content 
Track records to identify and record any change in location and use, in accordance with business or records system rules and organisational procedures 
Explain to user any obstacles to obtaining specific records within specified time and reach agreement on a timeframe for provision of records 
Identify person requesting record/s and confirm access category, in accordance with organisational procedures 
Apply access restriction rules and guidelines to record/s requested to match access category of person requesting record/s 
Inform person requesting record/s of their rights to review the decision where access restriction rules and guidelines prevent access 
Prepare requested information/records in appropriate formats, and in accordance with organisational procedures and specified timelines 
Mask specific records, or portions thereof, in accordance with access rules and organisational procedures 
Document records retrieved and used to provide information, in accordance with business or records system operation and organisational procedures 
Record new locations provided to user in accordance with system rules and organisational procedures 
Deliver record, or record information, within specified timeframes 

Forms

Assessment Cover Sheet

BSBRKG402 - Provide information from and about records
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

BSBRKG402 - Provide information from and about records

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: