Required skills

communication skills to provide clear and specific instructions about required information

literacy skills to

follow complex legal procedures

consider aspects of context purpose and audience when generating and formatting texts

edit and proofread documents to ensure clarity of meaning accuracy and conformity to organisational 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 timelines

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

organisations required policies and procedures for the full range of tasks covered

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

relevant state territory and commonwealth legislation rules regulations and codes in relation to client and firm including

copyright and intellectual property

freedom of information

Privacy Act

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

privacy and confidentiality

use of company property

duty of care

ethical behaviour

nondiscriminatory practice

conflict of interest

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 ability to

locate and provide appropriate information which meets client needs and is in required format

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

provide materials that meet organisations policies and procedures

demonstrate 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

appropriate legislation and regulations relevant to common legal matters

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

list of relevant sources of documentation and sample forms

background information on courts their jurisdiction and behavioural requirements

appropriate technology such as computers with relevant software

appropriate texts and people with expert knowledge such as legal practitioners

appropriate legislation and regulations relevant to common legal matters

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

observation of role plays

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

review of report or correspondence compiled in response to client request and its formatting

evaluation of how organisations informationrecording 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 Identify and apply the legal framework

BSBLEG413A Identify and apply the legal framework

BSBLEGA Establish and maintain a file in legal services

BSBLEG414A Establish and maintain a file in legal services.

Request for information may come from:

Appropriate recording system may be:

Designated person may include:

Appropriate response methods may include:

Appropriate format may include:

Relevant sources of information may be online or hard copy and may include:

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

Integrity of content may include:

Different types of information may include:

Organisation's requirements for document formatting may include:

Organisation's policies and procedures may include:

Organisation's information-recording procedures may include: