This unit applies to individuals employed in a range of work environments who produce notes and texts from oral or printed sources. They may work as individuals providing administrative support within an enterprise, or they may be responsible for the production of their own notes and other documentation.

ELEMENT

PERFORMANCE CRITERIA

1. Take notes

1.1. Prior to commencing the task, identify organisational requirements relating to style, presentation and storage of documents

1.2. Clarify purpose and requirements of text with author/speaker

1.3. Record notes with the required degree of accuracy from appropriate sources

1.4. Clarify meaning and spelling of names or technical terms to ensure accuracy of the notes

1.5. Self-check notes for accuracy

2. Transcribe notes

2.1. Produce text from notes to the required degree of accuracy and to reflect the meaning intended by the author/speaker

2.2. Produce text within designated time lines

3. Edit and revise text

3.1. Self-check final text for accuracy and grammar, and ensure syntax is appropriate for the intended purpose and audience of the text

3.2. Revise, format, name, store and print text in accordance with organisational and task requirements

Required skills

communication skills to clarify requirements of documents

literacy skills to:

read and understand organisational procedures

produce a range of documents

proofread and edit work for accuracy against original

problem-solving skills to address inconsistencies or errors in text

memory retention skills to accurately capture information.

Required knowledge

formatting styles and their effect on formatting, readability and appearance of documents

key provisions of relevant legislation from all forms of government, standards and codes that may affect aspects of business operations, such as:

anti-discrimination legislation

ethical principles

codes of practice

privacy laws

occupational health and safety

organisational requirements for ergonomics, work periods and breaks, and conservation techniques

organisational style guide.

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:

producing accurate documents from notes that meet the requirements of the author/speaker

using a range of note taking techniques and methods.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

access to examples of audio sources for transcription and note taking.

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 authenticated documents from the workplace or training environment

demonstration of techniques.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

BSBWRT301A Write simple documents

other general administration units.

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.

Purpose may include:

agendas

formal or informal letters

meeting notes

memos

reports

Requirements may include:

summary motions plus meeting summary i.e. minutes

summary record of meetings

summary of verbal instructions

Recording notes with the required degree of accuracy may include:

capturing intended meaning of dictation

complete record

Appropriate sources may include:

at meetings

by telephone

dictation

for multiple speakers

from audio-tapes

from printed matter

in person

those taken

via teleconference

via videoconference

Self-checking notes may include:

checking correlation between source and notes

clarifying names, addresses and specific spelling with information on file

inserting punctuation

reading over notes for meaning

Producing text from notes to the required degree of accuracy may include:

correct grammar

correct spelling

correct use of technical vocabulary

intended meaning

Designated time lines for production of text may include:

organisational time line e.g. agenda or minutes of meeting

time line agreed with supervisor or person requiring text

Self-checking final text may include:

checking grammar

checking intended meaning

checking spelling

Organisational and task requirements may include:

author/speaker instructions

number of copies

organisational format

Unit sector

Administration - General Administration

This unit contains employability skills.