Certificate IV in Recordkeeping

This qualification reflects the role of individuals who apply well-developed recordkeeping skills and a broad knowledge base in a wide variety of contexts. They apply solutions to a defined range of unpredictable problems, and analyse and evaluate information from a variety of sources. They may provide leadership and guidance to others with some limited responsibility for the output of others.

Job Roles

Medical Records Officer

Records and Information Officer

Records and Information Clerk.


Total number of units = 10

4 core units plus

6 elective units

2elective units must be selected from the elective units listed below or from an equivalent level qualification within the BSB07 Business Services Training Package.

The remaining 4 elective units may be selected from the elective units listed below, or any currently endorsed Training Package or accredited course at the same qualification level. If not listed below, 1 unit may be selected from either a Certificate III or Diploma qualification.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Core units


add topic BSBRKG401B Review the status of a record

add topic BSBRKG402B Provide information from and about records

add topic BSBRKG403C Set up a business or records system for a small office

add topic BSBRKG404A Monitor and maintain records in an online environment

Elective units

Customer Service

add topic BSBCUS401B Coordinate implementation of customer service strategies

add topic BSBCUS402B Address customer needs


add topic BSBEBU401A Review and maintain a website

Financial Administration

add topic BSBFIA402A Report on financial activity

General Administration

add topic BSBADM409A Coordinate business resources


add topic BSBINN301A Promote innovation in a team environment

Interpersonal Communication

add topic BSBCMM401A Make a presentation

IT Support

add topic BSBITS401B Maintain business technology

IT Use

add topic BSBITU401A Design and develop complex text documents

Learning and Development

add topic BSBLED401A Develop teams and individuals


add topic BSBMKG413A Promote products and services

add topic BSBMKG414B Undertake marketing activities

Medical Services Administration

add topic BSBMED401B Manage patient record keeping system

Occupational Health and Safety

add topic BSBOHS407A Monitor a safe workplace

Project Management

add topic BSBPMG510A Manage projects

Relationship Management

add topic BSBREL401A Establish networks


add topic BSBRES401A Analyse and present research information

Risk Management

add topic BSBRSK401A Identify risk and apply risk management processes


add topic BSBSUS301A Implement and monitor environmentally sustainable work practices

Workplace Effectiveness

add topic BSBWOR402A Promote team effectiveness


add topic BSBWRT401A Write complex documents


    Qualification Pathways

    Entry requirements

    There are no entry requirements for this qualification.

    Pathways into the qualification

    Preferred pathways for candidates considering this qualification include:

    BSB30807 Certificate III in Recordkeeping or other relevant qualifications


    after achieving the Recordkeeping Skill Set within this Training Package


    with vocational experience in recordkeeping but without a formal qualification.

    Examples of indicative job roles for candidates seeking entry based upon their vocational experience include:

    Administration Officer

    Assistant Records Clerk

    Assistant Registry Officer.

    This breadth of expertise would equate to the competencies required to undertake this qualification.

    Pathways from the qualification

    After achieving this qualification candidates may undertake:

    BSB51707 Diploma of Recordkeeping.

Entry Requirements

Not applicable.

Licensing Information

Licensing, Legislative, Regulatory or Certification Considerations

There is no direct link between this qualification and licensing, legislative and/or regulatory requirements. However, where required, a unit of competency will specify relevant licensing, legislative and/or regulatory requirements that impact on the unit.

Employability Skills


The following table contains a summary of the Employability Skills required by industry for this qualification. The Employability Skills facets described here are broad industry requirements that may vary depending on qualification packaging options.

Employability Skill

Industry/enterprise requirements for this qualification include:


communicating and documenting complex relationships

consulting about and negotiating solutions for information needs

preparing document specifications for managing records

promoting products and services to internal and/or external clients

using a high level of communication and linguistic competence


consulting and maximising team involvement in developing new systems and processes

delegating responsibilities and networking with others

relating to a diverse range of internal and external clients


analysing systems and using design skills as required

generating solutions to workplace information and recordkeeping needs

Initiative and enterprise

analysing systems and using design skills as required

generating solutions to workplace information and recordkeeping needs

Planning and organising

accessing, analysing and evaluating information

developing and validating procedures and guidelines

developing contingency plans and budgets

monitoring business performance and setting performance targets


managing time and ensuring compliance with legislation and organisational policies and procedures


improving the performance of systems based on feedback

maintaining knowledge of products and services


collecting and manipulating data using appropriate technology

ensuring systems are appropriate for information storage, security and retrieval