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Evidence Guide: BSBLEG306 - Maintain records for time and disbursements in a legal practice

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBLEG306 - Maintain records for time and disbursements in a legal practice

What evidence can you provide to prove your understanding of each of the following citeria?

Record fee-earner time

  1. Access timesheets submitted by fee-earners
  2. Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing
  3. Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate
  4. Make entries within agreed timelines
Access timesheets submitted by fee-earners

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make entries within agreed timelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Enter disbursements incurred

  1. Record details of disbursements accurately against relevant client or client master file according to a firm’s policies and procedures
  2. Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate
  3. Allocate file/master number to all relevant documentation and file appropriately
Record details of disbursements accurately against relevant client or client master file according to a firm’s policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Allocate file/master number to all relevant documentation and file appropriately

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Record fee-earner time

1.1 Access timesheets submitted by fee-earners

1.2 Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing

1.3 Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate

1.4 Make entries within agreed timelines

2. Enter disbursements incurred

2.1 Record details of disbursements accurately against relevant client or client master file according to a firm’s policies and procedures

2.2 Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate

2.3 Allocate file/master number to all relevant documentation and file appropriately

Required Skills and Knowledge

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1. Record fee-earner time

1.1 Access timesheets submitted by fee-earners

1.2 Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing

1.3 Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate

1.4 Make entries within agreed timelines

2. Enter disbursements incurred

2.1 Record details of disbursements accurately against relevant client or client master file according to a firm’s policies and procedures

2.2 Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate

2.3 Allocate file/master number to all relevant documentation and file appropriately