Elements and Performance Criteria
- Receive and process a request for information
- Document request using appropriate recording system
- Confirm client identity and/or other party's right to receive information
- Clarify client needs and establish relevant criteria in consultation with designated person to ensure client needs are met
- Research and identify appropriate response methods and format
- Forward request for information to others where appropriate
- Identify information source/s
- Organise self or other person to extract information
- Locate and extract information relevant to the particular request
- Discuss and implement resolutions to problems in accessing information with designated person where appropriate
- Copy extracted information in accordance with firm's security and confidentiality procedures
- Maintain integrity of contents/information
- Ensure information meets request
- Compose report/correspondence
- Organise self or other person to format report/ correspondence
- Finalise report/ correspondence