BSBRKG304
Maintain business records


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.


Elements and Performance Criteria

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

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

Skill

Performance

Criteria

Description

Reading

1.1, 1.3, 2.1, 2.4, 3.1

Gathers and interprets textual information from different sources to determine how information may be applied to job requirements

Writing

2.1, 2.2, 2.3, 3.1

Uses clear and industry related terminology to complete and update workplace information

Oral Communication

3.1

Uses questioning and active listening techniques to confirm job requirements

Numeracy

1.1

Recognises and uses numerical systems associated with recordkeeping systems

Navigate the world of work

1.3, 3.3

Takes some personal responsibility for following organisational procedures

Get the work done

1.1, 1.2, 2.1, 2.3, 2.4, 3.2

Takes responsibility for planning and organising own workload to ensure work deadlines are met

Takes responsibility for the outcomes of routine decisions related directly to own role


Sectors

Knowledge Management – Recordkeeping