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.
ELEMENTS | PERFORMANCE CRITERIA |
Elements describe the essential outcomes. | Performance criteria describe the performance needed to demonstrate achievement of the element. |
1 | Identify records to be captured | 1.1 | Material identified and classified for registration is sorted in accordance with records keeping system procedures |
1.2 | Activity documented by the record is identified from the elements of the record in accordance with organisational procedures |
1.3 | Area or action officer to which the record needs to go is identified from elements of the record and staff list in accordance with organisational procedures |
1.4 | Material that cannot be readily identified is referred to the appropriate authority in accordance with organisational procedures |
2 | Register each record | 2.1 | Unique identifier is selected for record in accordance with organisational procedures and records keeping system rules |
2.2 | Record is registered into records keeping system with title, description, details of record creator, immediate location and any other control information to fulfil the system requirements in accordance with organisational procedures |
2.3 | Access and security status are recorded in accordance with organisational procedures and records keeping system rules |
2.4 | Disposal status of the record is recorded in accordance with records keeping system rules and organisational procedures |
2.5 | Record is forwarded to its appropriate location, which is recorded, in accordance with records keeping system rules and organisational procedures |
Range is restricted to essential operating conditions and any other variables essential to the work environment.
Non-essential conditions can be found in the Companion Volume Implementation Guide.
Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria on at least one occasion and include: |
adapting to differences in equipment in accordance with standard operating procedures applying relevant legislation and workplace procedures communicating and working effectively with others when capturing records completing documentation related to capturing records identifying, selecting, and efficiently and effectively using equipment for capturing records into a records management system maintaining security and confidentiality of material monitoring and prioritising work activities in terms of planned schedule operating electronic communications equipment to required protocol reading, interpreting and following instructions, procedures and information relevant to capturing records reporting and/or rectifying identified problems promptly, in accordance with regulatory requirements and workplace procedures using a range of information technology devices including computers, radio frequency devices, electronic data exchange systems working systematically with required attention to detail without injury to self or others, or damage to goods or equipment. |
Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements, performance criteria and include knowledge of: |
housekeeping standards and procedures operational workflow within a records management system operational work systems, equipment, management and site operating systems for capturing records into a records management system problems that may occur when capturing records and appropriate action that can be taken to resolve these problems regulations relevant to capturing records as part of a records management process types of equipment used in capturing records into a records management system and the precautions and procedures that should be followed in their use workplace procedures and policies for capturing records into a records management system including policies on confidentiality, and security of information and records. |
As a minimum, assessors must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.
As a minimum, assessment must satisfy applicable regulatory requirements, which include requirements in the Standards for Registered Training Organisations, current at the time of assessment.
Assessment must occur in workplace operational situations where it is appropriate to do so; where this is not appropriate, assessment must occur in simulated workplace operational situations that replicate workplace conditions.
Assessment processes and techniques must be appropriate to the language, literacy and numeracy requirements of the work being performed and the needs of the candidate.
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulations
relevant and appropriate materials, tools, equipment and personal protective equipment currently used in industry
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals.
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