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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. Record and retain original notes
  2. Use notes to make statements
  3. Use notes to give evidence
  4. Compile reports

Required Skills

Required skills

communication skills to

give evidence and make statements

relate to persons from diverse backgrounds in relation to incidents or occurrences

planning and organising skills to

prepare factual correctly sequenced notes and reports

make notes within required timeframes

literacy and numeracy skills to

sequence events chronologically

take notes

compile reports

interpret notes and read complex legislation

selfmanagement skills to

apply legislation rules and organisational policy and procedures relating to official notes

apply public sector legislation such as privacy freedom of information occupational health and safety requirements relating to official notes

technology skills to

prepare reports or take notes electronically

Required knowledge

key requirements and reasons for recording official notes

legislative and organisational requirements for the structure and content of official reports

legislative and organisational requirements of statements

requirements for giving evidence

organisational requirements for

retention and security of official notes

information management

ethical practices relating to official notes

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

Critical aspects for assessment and evidence required to demonstrate competency in this unit

In addition to integrated demonstration of the elements and their related performance criteria look for evidence that confirms consistency of performance in recording and using official notes

This will include evidence of

recording and using official notes and compiling reports on at least three actual or simulated occasions or for three different situationscontexts

adhering to legal ethical and organisational requirements relating to recording and using official notes

Context of and specific resources for assessment

Assessment must ensure access to a real or simulated workplace environment that closely resembles normal work practice and replicates the range of conditions likely to be encountered while recording and using official notes including coping with difficulties irregularities and breakdowns in routine

Access is required to resources such as

applicable legislation policies and procedures

case studies and workplace scenarios to capture the range of requirements for situations likely to be encountered

appropriate technology

Method of assessment

Assessment methods suitable for valid and reliable assessment of this unit of competency may include but are not limited to a combination of or more of

case studies

demonstration

observation

written or oral questions

scenarios

simulation or role plays

authenticated evidence from the workplace andor training courses

Guidance information for assessment

Assessment methods should reflect workplace demands such as literacy and the needs of particular groups such as

people with disabilities

people from culturally and linguistically diverse backgrounds

Aboriginal and Torres Strait Islander people

women

young people

older people

people in rural and remote locations


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.

Notes may include:

contemporaneous notes

primary evidence

other written records including:

documentation

receipts

bank records

records of enforcement actions

those made in relation to an incident, occurrence or conversation and must be in English

Organisational and legislative requirements may require:

only facts

facts and observations

no opinions

chronological sequence

Recording of notes may be:

in official notebooks

in diaries

in other written records

electronic

Format may include:

dates, times and locations

signatures at the beginning and end of handwritten notes

handwritten notes in ink not pencil

no blank lines

no corrective fluid in handwritten notes

electronic recording requirements

Identifying information may include:

name

identification details and numbers

date of issue

Statements may include:

original notes only

verbal comments to statement writer

Required details for statements may include:

times

dates

places

events

parties

statements taken from subjects

legislative requirements

Answers may include:

yes, no or can't recall

facts only

facts and observations

no opinions

opinions if a person is qualified to give those opinions

Presentation standards may include:

dress, such as wearing uniform

manner

preparedness

clarity of speech

concise answers

Reports may include:

statements

briefs of evidence

audit reports

statements of facts

incident reports that include:

date and time of incident

date and time of report

persons involved

occurrence

body of report

outcomes

Requirements for reports may include them being:

complete

concise

clear

correct

honest

Administrative requirements may include:

report number

cross-referencing to other reports

file number

number of copies and where each is lodged

environmental considerations relating to recycling and wastage minimisation