Required skills

communication skills to explain and clarify procedures and to consult with users of a records or business system

literacy skills to read and interpret nature of record content

problemsolving and analysis skills to interpret and apply rules affecting disposal of records

selfmanagement 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 and tools particularly those relating to description disposal and storage of records

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

assessing records to identify disposal status

recording and controlling processes as part of a disposal program

knowledge of relevant legislation regulations standards

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated work environment

access to office equipment and resources

access to examples of 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

Informing users may include:

Users may include:

Business or records systems may include:

Records may include:

Records survey may be undertaken to:

Identifying and assessing records may include:

Formats may include:

Data about records may include:

Disposal status may include:

Approval may include permission for transfer of archival records from:

Disposal may be:

Storing records may include:

Transfer may include:

Identifying documentation may include: