Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBRKG304 Mapping and Delivery Guide
Maintain business records

Version 1.0
Issue Date: April 2024


Qualification -
Unit of Competency BSBRKG304 - Maintain business records
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to maintain the records of a business or records system in good order on a day-to-day basis.It applies to individuals who follow established guidelines and processes to assist them to carry out their work. They work under supervision or in consultation with more senior staff or system users to support effective recordkeeping and governance practices across the organisation.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
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
Elements of Competency Performance Criteria              
Element: Collate business records
  • Identify individual records or information which should be incorporated into business or records system according to organisational criteria
  • Sort records in accordance with workplace requirements
  • Follow security and access requirements in accordance with organisational procedures
       
Element: Update business or records system
  • Identify and record control information for describing new records to be incorporated into business or records system
  • Update control information describing movement or use of records within business or records system
  • Accurately record and update control information in business or records system
  • Identify and remove records of completed business activities from current system for disposal
       
Element: Prepare reports from the business or records system
  • Interpret requests for reports and clarify the content and frequency sought, where necessary
  • Prepare reports from business or records system in accordance with instructions or request
  • Prepare reports in accordance with organisational security and access procedures
       


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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Collate business records

1.1 Identify individual records or information which should be incorporated into business or records system according to organisational criteria

1.2 Sort records in accordance with workplace requirements

1.3 Follow security and access requirements in accordance with organisational procedures

2. Update business or records system

2.1 Identify and record control information for describing new records to be incorporated into business or records system

2.2 Update control information describing movement or use of records within business or records system

2.3 Accurately record and update control information in business or records system

2.4 Identify and remove records of completed business activities from current system for disposal

3. Prepare reports from the business or records system

3.1 Interpret requests for reports and clarify the content and frequency sought, where necessary

3.2 Prepare reports from business or records system in accordance with instructions or request

3.3 Prepare reports in accordance with organisational security and access procedures

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.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Collate business records

1.1 Identify individual records or information which should be incorporated into business or records system according to organisational criteria

1.2 Sort records in accordance with workplace requirements

1.3 Follow security and access requirements in accordance with organisational procedures

2. Update business or records system

2.1 Identify and record control information for describing new records to be incorporated into business or records system

2.2 Update control information describing movement or use of records within business or records system

2.3 Accurately record and update control information in business or records system

2.4 Identify and remove records of completed business activities from current system for disposal

3. Prepare reports from the business or records system

3.1 Interpret requests for reports and clarify the content and frequency sought, where necessary

3.2 Prepare reports from business or records system in accordance with instructions or request

3.3 Prepare reports in accordance with organisational security and access procedures

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 individual records or information which should be incorporated into business or records system according to organisational criteria 
Sort records in accordance with workplace requirements 
Follow security and access requirements in accordance with organisational procedures 
Identify and record control information for describing new records to be incorporated into business or records system 
Update control information describing movement or use of records within business or records system 
Accurately record and update control information in business or records system 
Identify and remove records of completed business activities from current system for disposal 
Interpret requests for reports and clarify the content and frequency sought, where necessary 
Prepare reports from business or records system in accordance with instructions or request 
Prepare reports in accordance with organisational security and access procedures 

Forms

Assessment Cover Sheet

BSBRKG304 - Maintain business 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

BSBRKG304 - Maintain business 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: