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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. Locate/retrieve records required
  2. Ensure security of records
  3. Provide required information or records

Required Skills

Required skills

communication skills to explain and clarify procedures and to interview users to identify their recordsinformation needs

literacy skills to read and interpret nature of record content functions and problems

problemsolving and analysis skills to identify records

research skills to identify retrieve and organise information for users

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

environmental context

records characteristics

organisational business functions structure and culture

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

working with system users to identify information requirements

maintaining accuracy in recording information

providing appropriate information and responses to requests

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


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.

Records may include:

different stages of use:

active

archival

digital:

remote drives

servers

CDs

DVDs

imaging systems

PC-based applications

mainframe

physical:

audio-visual or multimedia

graphic

microform

paper-based (acid free or multiple copies

variety of sources:

already in the custody of the organisation

in the process of being transferred between organisations

Request may be:

computer-generated

email

facsimile

internet request

system-generated

verbal

written

Business or records systems may include:

archival control systems

business systems

cash register-based systems

characteristics relating to:

aggregations

context

entities

metadata

current business or records systems

electronic records and document management system (ERDMS)

informal

paper-based accumulation and card systems

PC-based accounting systems, employee and tax records systems

proprietary recordkeeping package

storage facilities systems

Appropriate format for provision of information may include:

hard or soft copy of original

digital

original

permission to view the information or record rather than being provided with a copy

Documenting the process may include:

documenting specific records that have been retrieved and used to provide information including details such as the request for information, its receiver, permissions and formats

recording any new locations of records and the formats in which records are provided to the user