Elements and Performance Criteria
- Select records for movement
- Reason for record movement is clarified as required
- Specific records to be moved are identified from instructions and supporting documentation, and are located
- Records are retrieved from storage location, or flagged in the system, in accordance with workplace procedures, legal requirements, and work health and safety (WHS)/occupational health and safety (OHS) procedures
- Maintain control of records
- Transfer documentation is prepared by recording unique record identifiers to be moved in a form compliant with workplace rules and procedures for transferring custody, ownership and/or responsibility of records
- Records are prepared for movement in accordance with storage medium requirements
- Identifying documentation for records is retained for organisational records and a copy is retained with records themselves during transit
- Transit locations for records to be moved are recorded in location control system as required
- Transfer records
- Method, timeframe and personnel to undertake the movement are determined in accordance with workplace procedures and records requirements
- Hazards are identified, risks are assessed and control measures are implemented
- Relocation of records is documented in location control system and other systems as required, in accordance with organisational procedures
- Movement of records is completed and documented in accordance with workplace procedures
- Proof of receipt is obtained and forwarded to appropriate authority, as required