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Required Skills

This Unit covers completing a search of the public record This involves planning and conducting the search and obtaining and delivering the information according to instructions

This unit of competency underpins all units of competency in the Legal Services stream of the

Administration Training Package

This unit can be assessed alone or in combination with other units making up a job role

Element of Competency

Performance Criteria

Plan search

Timelines for completing search are arranged and work is planned

Appropriate information sources for completing the search are identified and procedure for obtaining information from sources is identified and clarified if necessary

Conduct search

Appropriate search request form is accessed and completed accurately

Monies to pay for search are prepared if necessary

Self or other is organised to lodge search request appropriate personofficial at correct search location

Record of lodgement is obtained

Receive outcome of search

Process of obtaining information is arranged with the appropriate personofficial

Self or other is organised to collect information from external agency in the arranged manner

All records of expense are filed

Information is checked to see that it meets identified needs and appropriate followup action is taken with assistance if necessary

Deliver information

Information is delivered intact to designated person

Difficulties are identified and resolved within timelines

All activities actions and outcomes are documented and time is recorded

Evidence Required

Critical aspects

it is essential that practical implications of the Freedom of Information Act in relation to accessing information on the public record is understood and that anomalies can be identified

importance of adhering to timelines can be explained

where instructing others instructions are clear and sufficient and adequate explanation is given

the purpose of the search can be explained

the appropriate information sources for obtaining the required information are correctly identified

online information locations are accurately utilised where appropriate

evidence of using a variety of information sources appropriately

trust account monies are accessed according to a firms procedure and used to pay search fee where appropriate

record of lodgement is filed and detailed file notes are kept at each step of the search process

evidence of knowledge of standard problems and resolutions is demonstrated

where difficulties can not be resolved through standard procedures the legal practitioner or supervisor is consulted

matter identification is attached to appropriate documentation and such documentation is filed correctly

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 nondiscriminatory practice conflict of interests and compliance with reasonable direction

Resource implications

The assessor must have access to appropriate documentation and resources normally found in the work environment and required to allow the job or task to be properly performed These may include

appropriate legislation and regulations relevant to assisting clients conducting searches and using trust account money

workplace manuals and reference materials such as company policy procedural manuals and checklists

sample search forms from a variety of agencies

appropriate technology such as computers with relevant software and connections

Consistency in performance

This unit of competency will require evidence to be collected for a range of information requirements and from a range of information sources and over a period of time to ensure that situational variables are consistently achieved

Context of assessment

Evidence of competency can be met in different situations including

on the job assessment

off the job assessment

placement in an enterprise

participation in a New Apprenticeship traineeship arrangement

use of a Practice Firm or simulated work environment

Recognition of Prior Learning Recognition of Current Competencies in skill areas where there has been no significant change to work practice in recent times

Evidence gathering methods may include

demonstration

questioning

workplace performance

simulation

projectsassignments

written tests

portfolio of completed searches

third party reports

Underpinning knowledge and skills

Knowledge

objectives of search

relevant search sources

location and appropriate search procedures of search sources

legal terminology

roles and responsibilities of internal and relevant external individualsauthorities

Skills

literacy follows legal procedures follows written and oral sequenced instructions involving legal terminology conducts a search such as matching key word searches locates specific information familiarity with organisation information systems lodges requests such as providing clear and specific instructions about information required

communication listens to clear sequenced instructions of several steps to complete task accurate pronunciation of legal terminology uses strategies to confirm repair or clarify understanding of terms and context

numeracy uses mathematical knowledge in relation to search fees

research sources information using libraries internet government information services

organisational manages own and others tasks within specified timelines

record keeping