Application
This unit describes the skills and knowledge required to review and document the changing context and status of records identified as having temporary or ongoing value, and requiring conditions for access.
It applies to individuals who follow business records system guidelines and processes to assist them to make informed judgments on the status and classification of records. They work under supervision or in consultation with more senior staff or system users.
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. Identify classes of records justifying review | 1.1 Compile and review a list of the criteria for review to be met by records and formats 1.2 Apply the records in the subject jurisdiction criteria 1.3 Identify and document the records that meet the criteria |
2. Review disposal authority and access conditions | 2.1 Identify disposal authority, disposal class references and any access and security conditions for records, in accordance with industry practice 2.2 Identify and document records for which neither a disposal authority nor an access restriction exist, in accordance with industry practice 2.3 Assemble copies of related appraisal reports and access conditions for analysis 2.4 Make comparisons and take notes of any anomalies arising from the comparison, and recommend changes to existing disposal authorities and access conditions |
3. Prepare new appraisal reports | 3.1 Prepare new appraisal reports including reference to criteria justifying the review 3.2 Make new interpretations of existing access criteria taking into account new criteria to be applied to the review 3.3 Distribute new appraisals and access interpretations to appropriate stakeholders for comment, and submit for approval |
4. Implement recommendations and re-interpretations | 4.1 Prepare methodology for implementation and assemble necessary resources 4.2 Produce and circulate revised disposal authorities and access conditions 4.3 Document progress throughout implementation and record any issues or implications arising from revised disposal authorities and access conditions 4.4 Document implementation process and outcomes in organisation’s business or recordkeeping systems |
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, 2.2, 2.4, 3.1 | Identifies, compares and reviews information to identify inconsistencies and opportunities for changes to record status |
Writing | 1.1, 1.3, 2.2, 2.4, 3.1, 3.3, 4.2-4.4 | Develops documents using industry specific language and required formats Provides and requests information from others using language and structure appropriate for the audience |
Oral Communication | 3.3 | Communicates using language suited to audience to convey information and get feedback |
Numeracy | 1.1, 4.4 | Identifies numerically expressed sequences and interprets numerically expressed information |
Navigate the world of work | 1.2, 2.1, 2.2, 3.1 | Takes personal responsibility for following organisational protocols and procedures |
Interact with others | 3.3, 4.2 | Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role |
Get the work done | 1.1, 1.3, 2.1, 2.2, 2.3, 2.4, 3.1, 3.2, 4.1 | Takes responsibility for planning, organising and implementing tasks required to achieve organisational requirements Takes responsibility for the outcomes of routine decisions related directly to own role Initiates standard procedures when responding to familiar problems within immediate context Uses digital systems and tools to complete routine tasks |
Sectors
Knowledge Management – Recordkeeping