- BSBINM201A - Process and maintain workplace information
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
BSBINM201A Mapping and Delivery Guide
Process and maintain workplace information
Version 1.0
Issue Date: April 2024
| Qualification | - |
Unit of Competency | BSBINM201A - Process and maintain workplace information |
|---|---|---|---|
| Description | This unit describes the performance outcomes, skills and knowledge required to collect, process, store and maintain workplace information and systems. It also includes the maintenance of filing and records systems.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. | ||
| Employability Skills | This unit contains employability skills. | ||
| Learning Outcomes and Application | This unit applies to individuals who perform a range of routine tasks in the workplace, using a limited range of practical skills and fundamental knowledge of information and information systems in a defined context, under direct supervision or with limited individual responsibility. | ||
| Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. |
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| Prerequisites/co-requisites | |||
| Competency Field | Knowledge Management - Information Management | ||
| Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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| Elements of Competency | Performance Criteria | |||||||
| Element: Collect information |
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| Element: Process workplace information |
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| Element: Maintain information systems |
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Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
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: applying organisational policies and procedures for collecting and processing workplace information accuracy in recording and documenting information correctly storing, classifying and maintaining documents and records. |
Context of and specific resources for assessment | Assessment must ensure: access to an actual workplace or simulated environment access to office equipment and resources examples of workplace information systems. |
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: direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate review of maintenance of information and filing systems analysis of responses to case studies and scenarios demonstration of techniques oral or written questioning to assess knowledge of the management of information in the workplace. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: general administration units other information management units. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
literacy skills to read and understand organisation's recordkeeping and information systems(including classification systems), to follow sequenced written instructions and to comprehend/interpret nature of record content numeracy skills to sequence and index files planning skills to organise work priorities and arrangements problem-solving skills to solve routine problems technology skills to select and use technology appropriate to maintaining workplace information. |
Required knowledge |
key provisions of relevant legislation from all forms of government that may affect aspects of business operations, such as: anti-discrimination legislation ethical principles codes of practice privacy laws occupational health and safety organisational policies and procedures relating to collecting and processing workplace information organisational recordkeeping/filing systems and security procedures organisation's business and structure range of filing systems including paper-based and software-based. |
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. | |
Information may include: | computer databases (library catalogue, customer records) computer files (letters, memos and other documents) correspondence (faxes, memos, letters, email) forms (insurance forms, membership forms) invoices (from suppliers, to debtors) minutes of meetings personnel records (personal details, salary rates) sales records (monthly forecasts, targets achieved) |
Business equipment/technology may include: | answering machine binder computer fax machine filing systems (manual/computerised/electronic) photocopier printer telephone |
Organisational requirements may include: | despatching and collecting procedures legal and organisational policies, guidelines and requirements OHS policies, procedures and programs procedures for deciding which records should be captured and filed procedures for updating records security procedures |
Removing inactive or dead files may include: | compressing computer files prior to archiving periodically archiving or deleting files transferring files at regular intervals or routinely checking for dead or inactive files transferring records from the active filing system to secondary storage |
Relocating inactive or dead files may include: | electronic (email, internet access, diskette, tape, CD-ROM) microfilm photographic material printed material |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
| Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
|---|---|---|---|
| Collect information in a timely manner and ensure that it is relevant to organisational needs | |||
| Use business equipment/technology available in the work area to effectively obtain information | |||
| Apply organisational requirements relating to security and confidentiality in handling information | |||
| Use business equipment/technology to process information in accordance with organisational requirements | |||
| Process information in accordance with defined timeframes, guidelines and procedures | |||
| Update, modify and file information in accordance with organisational requirements | |||
| Collate and despatch information in accordance with specified timeframes and organisational requirements | |||
| Maintain information and filing systems in accordance with organisational requirements | |||
| Identify, remove and/or relocate inactive or dead files in accordance with organisational requirements | |||
| Establish and assemble new files in accordance with organisational requirements | |||
| Update reference and index systems in accordance with organisational requirements |
Forms
Assessment Cover Sheet
BSBINM201A - Process and maintain workplace information
Assessment task 1: [title]
Student name:
Student ID:
I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
Assessor name:
Signature:
Date:
Assessment Record Sheet
BSBINM201A - Process and maintain workplace information
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent
Assessor name:
Signature:
Date:
Student signature:
Date: