Required skills

communication skills to explain and clarify procedures and to receive and interpret requests for records

literacy skills to read and interpret nature of record content

problemsolving and analysis skills to interpret and apply descriptive standards

self management skills to accurately record metadata

Required knowledge

key provisions of relevant legislation from all forms of government regulations standards and documentation that may affect aspects of business operations such as

AS AGLS Metadata element set

AS Work process analysis for recordkeeping

AS ISO Records management

AS ISO Information and documentation Records management processes Metadata for records Principles

Australian Stock ExchangeASX Principles of Good Corporate Governance

ethical principles

codes of practice

privacy and freedom of information

archives and records legislation

occupational health and safety

general principles and processes of records management and records management systems such as

systems of control

records continuum theory

mandate and ownership of business process

organisational business functions structure and culture

organisational policies strategies and procedures particularly those relating to records access and security

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

registering and tracking the location of records using appropriate processes for capture and classification

identifying activities documented by records

applying classifications schemes

recording metadata accurately

Context of and specific resources for assessment

Assessment must ensure

access to examples records recordkeeping systems and policies

access to workplace reference materials such as procedural manuals and company policies

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 authenticated documents from the workplace or training environment

oral or written questioning to assess knowledge of general principles and processes of recordkeeping systems

Guidance information for assessment

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

administration units

other knowledge management units

Categorising records may include:

Records may include:

Metadata are those records which are maintained about the records themselves and may include:

Business or records systems may include:

Rules and procedures may relate to:

Registering records may include:

Special handling requirements may include:

Storage location may include:

Updating and amending information may derive from:

Transactions may include:

Documentation or reports may include:

Criteria for audit may include: