- BSBRKG303B - Retrieve information from records
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
BSBRKG303B Mapping and Delivery Guide
Retrieve information from records
Version 1.0
Issue Date: April 2024
| Qualification | - |
Unit of Competency | BSBRKG303B - Retrieve information from records |
|---|---|---|---|
| Description | This unit describes the performance outcomes, skills and knowledge required to receive a request and to deliver the record or information about the record.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 requiring some understanding of relevant theoretical knowledge relating to recordkeeping functions. It is not assumed that individuals at this level would have responsibility for supervising the work of others; however it is assumed that as a recordkeeping practitioner their work will support effective recordkeeping and governance practices across the organisation.The application is in relation to the retrieval of records from an existing business or records system that has guidelines and processes to assist in providing information in response to basic requests. The location of records will be performed under supervision or in consultation with more senior staff or users of the system. | ||
| 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 - Recordkeeping | ||
| 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: Locate/retrieve records required |
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| Element: Ensure security of records |
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| Element: Provide required information or records |
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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: working with system users to identify information requirements maintaining accuracy in recording information providing appropriate information and responses to requests. |
Context of and specific resources for assessment | Assessment must ensure: access to an actual workplace or simulated work environment access to office equipment and resources access to examples of records, recordkeeping systems and policies access to workplace reference materials such as procedural manuals and company policies. |
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: analysis of responses to case studies and scenarios demonstration of techniques direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate review of authenticated documents from the workplace or training environment oral or written questioning to assess knowledge of general principles and processes of recordkeeping systems. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: administration units other knowledge 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 |
communication skills to explain and clarify procedures, and to interview users to identify their records/information needs literacy skills to read and interpret nature of record content, functions and problems problem-solving and analysis skills to identify records research skills to identify, retrieve and organise information for users. |
Required knowledge |
key provisions of relevant legislation from all forms of government, regulations, standards and documentation that may affect aspects of business operations, such as: AS 5044.1:2002 AGLS Metadata element set AS 5090:2003 Work process analysis for recordkeeping AS ISO 15489:2004 Records management AS ISO 23081.1:2006 Information and documentation - Records management processes - Metadata for records - Principles Australian Stock Exchange(ASX) Principles of Good Corporate Governance ethical principles codes of practice privacy and freedom of information archives and records legislation occupational health and safety general principles and processes of records management and records management systems, such as: systems of control records continuum theory mandate and ownership of business process environmental context records characteristics organisational business functions, structure and culture. |
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. | |
Records may include: | different stages of use: active archival digital: remote drives servers CDs DVDs imaging systems PC-based applications mainframe physical: audio-visual or multimedia graphic microform paper-based (acid free or multiple copies variety of sources: already in the custody of the organisation in the process of being transferred between organisations |
Request may be: | computer-generated facsimile internet request system-generated verbal written |
Business or records systems may include: | archival control systems business systems cash register-based systems characteristics relating to: aggregations context entities metadata current business or records systems electronic records and document management system (ERDMS) informal paper-based accumulation and card systems PC-based accounting systems, employee and tax records systems proprietary recordkeeping package storage facilities systems |
Appropriate format for provision of information may include: | hard or soft copy of original digital original permission to view the information or record rather than being provided with a copy |
Documenting the process may include: | documenting specific records that have been retrieved and used to provide information including details such as the request for information, its receiver, permissions and formats recording any new locations of records and the formats in which records are provided to the user |
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 |
|---|---|---|---|
| Identify and refine search criteria and keywords (or other control information) to retrieve records, in consultation with user making request | |||
| Adopt a systematic approach to details that are difficult to determine | |||
| Search business or records system to retrieve records according to agreed criteria | |||
| Locate or retrieve records to match request | |||
| Identify person requesting the record and access category confirmed, in accordance with organisational procedures | |||
| Check security and access clearance documents to match with category of identified person requesting the record | |||
| Where necessary, inform user of access denial. in accordance with organisational procedures | |||
| Mask specific records, or portions thereof, to prevent access where required | |||
| Prepare requested information for requester in an appropriate format | |||
| Deliver record, or record information, within the specified timeframes | |||
| Document the process |
Forms
Assessment Cover Sheet
BSBRKG303B - Retrieve information from records
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
BSBRKG303B - Retrieve information from records
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: