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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Receive and process a request for information
  2. Identify information source/s
  3. Organise self or other person to extract information
  4. Ensure information meets request
  5. Compose report/correspondence
  6. Organise self or other person to format report/ correspondence
  7. Finalise report/ correspondence

Required Skills

Required skills

communication skills to follow and interpret oral instructions and to provide clear and specific instructions about information required

literacy skills to follow complex legal procedures to consider aspects of context purpose and audience when generating and formatting texts to edit and proofread documents to ensure clarity of meaning accuracy and conformity to enterprise requirements

numeracy skills to collate and present data graphs and annotated references

organisational skills to select and apply the procedures and strategies needed to perform a range of tasks within designated time lines

problemsolving skills to use processes flexibly and interchangeably

research skills to locate specific information

technology skills to use a range of software applications

Required knowledge

application of firms policies and procedures required in the full range of tasks covered

legal terminology in relation to area of law and relevant legal process

relevant stateterritorycommonwealth legislation rules regulations andor codes in relation to client and firm eg copyright and intellectual property Freedom of Information Privacy Act

accepted codes of practice relevant to the workplace including those relating to

privacy and confidentiality

use of company property

duty of care

ethical behaviour

nondiscriminatory practice

conflict of interest

compliance with reasonable direction

Evidence Required

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

locating and providing appropriate information which meets client needs in required format

adhering to relevant codes of practice in particular those relating to privacy and confidentiality

providing materials which meet firms policies and procedures

knowledge of relevant legislation rules regulations codes of practice and research resources

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to appropriate legislation and regulations relevant to common legal matters

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

access to list of relevant sources of documentation and sample forms

access to background information on courts their jurisdiction and behavioural requirements

access to appropriate technology such as computers with relevant software

access to appropriate texts and to people with expert knowledge such as legal practitioners

access to appropriate legislation and regulations relevant to common legal matters such as that which is accessible via

httpwwwlawgovau

httpwwwaggovau

httpwwwaustliieduau

httpwwwaustraliagovaustatesterritories

httpwwwactgovau

httpwwwnswgovau

httpwwwntgovau

httpwwwqldgovau

httpwwwsagovau

httpwwwtasgovau

httpwwwvicgovau

httpwwwwagovau

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

analysis of responses to case studies and scenarios

demonstration of techniques

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

review of reportcorrespondence compiled in response to client request and the formatting of the reportcorrespondence

evaluation of how firms information recording procedures have been applied

oral or written questioning to assess knowledge of accepted codes of practice relevant to the workplace

Guidance information for assessment

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

BSBLEGA Interpret and apply legislation

BSBLEG412A Interpret and apply legislation

BSBRESA Research legal processes

BSBRES403A Research legal processes

other legal services administration units or general business units


Range Statement

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.

Request for information may come from:

barrister

external clients

internal staff

other parties

staff from another office

Appropriate recording system may be:

electronic

paper-based

Designated person may include:

external client

external official

lawyer

legal practice manager

partner

supervisor

teacher/trainer

Appropriate response methods may include:

letters

reports

sending copies of original information

sending original information

Appropriate format may include:

completion of proforma

photocopies

preparation of original documents

Relevant sources of information may include:

agreements

articles:

academic

journal

newspaper

online

briefs

client file

closed matter file

financial information:

specific to firm

specific to another firm

state/territory

commonwealth

international

internal correspondence

letters

market research information

media:

audio

television

video

memorandums of law

non-legal reports

opinion letters

original research

other bodies

other libraries

pleadings

precedents

previous case histories/Common Law

relevant legislation

specialist texts

statistics

transcripts from supervisor's notes

Firm's security and confidentiality procedures may relate to non-disclosable information and may include:

addresses

court dates

fees

firm's other clients

health status

legal history

personal history

Integrity of contents may include:

completeness

neatness

order of pages

Different types of information may include:

certificates

correspondence

entitlements

legislation

reports

Enterprise requirements for document formatting may include:

appropriate use of letterhead

correct line spacing

correct margins

correct use of reference

dual column system

list of enclosures

paragraph numbering

placing of headings

presence/absence of a back sheet

presence/absence of a cover sheet

specific sign off clauses

table of contents

usage of keycaps and font features

use of document footers

Firm's policies and procedures may include:

customer service protocol

document recording procedures

information sources

protocol for accommodating specific client needs e.g. case manager, social worker, parole officer, translator, interpreter

recording information

report/correspondence format

security/confidentiality/privacy procedures

verifying and authorising information

Firm's information recording procedures may include:

attaching file name and matter number

ensuring client file is updated

maintaining time records

storing and securing copy