Elements and Performance Criteria
- Determine recordkeeping requirements
- Identify and document core business, supporting activities, resources, and business and social context using observation and consultation
- Determine security and access requirements for business or records system content from analysis of organisation’s activities
- Analyse business documentation to determine organisational reporting and accountability requirements
- Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation
- Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context
- Devise an appropriate recordkeeping system
- Determine metadata needed to store, locate and retrieve records in a business or records system
- Select size of business or records system appropriate to scale and nature of business operations
- Select technological requirements of business or records systems appropriate to scale and nature of business operations
- Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements
- Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation
- Select business or records system suited to projected growth of the organisation
- Develop business rules and procedures to support operations
- Develop rules for incorporating individual records and records capture information into the business or records system
- Develop rules for deciding and recording retention periods and appropriate disposal actions for records
- Develop and document procedures for the use of the system
- Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation