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Evidence Guide: BSBRKG301 - Control records

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

 

BSBRKG301 - Control records

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

Identify records for capture

  1. Categorise incoming material and identify records, metadata and formats for capture
  2. Assess incoming material against organisational checklist for determining what material needs to be captured
  3. Administer material which does not need to be registered
  4. Locate, remove or copy record, when action is complete, from the active business or records system
Categorise incoming material and identify records, metadata and formats for capture

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assess incoming material against organisational checklist for determining what material needs to be captured

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Administer material which does not need to be registered

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Locate, remove or copy record, when action is complete, from the active business or records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Classify records

  1. Match identified transaction, action or activity documented by records to organisation’s classification scheme
  2. Select full classification and sentencing of records in accordance with the system’s rules and organisational procedures
  3. Link classified or sentenced records to other records in business or records system
  4. Select indexing points (cross-reference terms) for records in accordance with system’s rules and organisational procedures
Match identified transaction, action or activity documented by records to organisation’s classification scheme

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select full classification and sentencing of records in accordance with the system’s rules and organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Link classified or sentenced records to other records in business or records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select indexing points (cross-reference terms) for records in accordance with system’s rules and organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Register records

  1. Select and record unique identifiers for records in accordance with business or records system rules and procedures
  2. Register records into business or records system
  3. Document and forward records to appropriate locations or officers, observing any special handling requirements of the record format
Select and record unique identifiers for records in accordance with business or records system rules and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Register records into business or records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and forward records to appropriate locations or officers, observing any special handling requirements of the record format

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Track records

  1. Determine unique identifiers of records from requests or instructions
  2. Obtain storage location, history and information of records from business or records system
  3. Update and amend information about records
  4. Complete all transactions within designated timeframes
  5. Complete and obtain appropriate documentation or reports
Determine unique identifiers of records from requests or instructions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain storage location, history and information of records from business or records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update and amend information about records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete all transactions within designated timeframes

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Complete and obtain appropriate documentation or reports

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Audit records

  1. Locate records with action officer and in storage areas, in accordance with supervisor’s instructions
  2. Audit records against predetermined criteria in accordance with organisational procedures and quality program
  3. Document and report any discrepancies
Locate records with action officer and in storage areas, in accordance with supervisor’s instructions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Audit records against predetermined criteria in accordance with organisational procedures and quality program

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Document and report any discrepancies

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. Identify records for capture

1.1 Categorise incoming material and identify records, metadata and formats for capture

1.2 Assess incoming material against organisational checklist for determining what material needs to be captured

1.3 Administer material which does not need to be registered

1.4 Locate, remove or copy record, when action is complete, from the active business or records system

2. Classify records

2.1 Match identified transaction, action or activity documented by records to organisation’s classification scheme

2.2 Select full classification and sentencing of records in accordance with the system’s rules and organisational procedures

2.3 Link classified or sentenced records to other records in business or records system

2.4 Select indexing points (cross-reference terms) for records in accordance with system’s rules and organisational procedures

3. Register records

3.1 Select and record unique identifiers for records in accordance with business or records system rules and procedures

3.2 Register records into business or records system

3.3 Document and forward records to appropriate locations or officers, observing any special handling requirements of the record format

4. Track records

4.1 Determine unique identifiers of records from requests or instructions

4.2 Obtain storage location, history and information of records from business or records system

4.3 Update and amend information about records

4.4 Complete all transactions within designated timeframes

4.5 Complete and obtain appropriate documentation or reports

5. Audit records

5.1 Locate records with action officer and in storage areas, in accordance with supervisor’s instructions

5.2 Audit records against predetermined criteria in accordance with organisational procedures and quality program

5.3 Document and report any discrepancies

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. Identify records for capture

1.1 Categorise incoming material and identify records, metadata and formats for capture

1.2 Assess incoming material against organisational checklist for determining what material needs to be captured

1.3 Administer material which does not need to be registered

1.4 Locate, remove or copy record, when action is complete, from the active business or records system

2. Classify records

2.1 Match identified transaction, action or activity documented by records to organisation’s classification scheme

2.2 Select full classification and sentencing of records in accordance with the system’s rules and organisational procedures

2.3 Link classified or sentenced records to other records in business or records system

2.4 Select indexing points (cross-reference terms) for records in accordance with system’s rules and organisational procedures

3. Register records

3.1 Select and record unique identifiers for records in accordance with business or records system rules and procedures

3.2 Register records into business or records system

3.3 Document and forward records to appropriate locations or officers, observing any special handling requirements of the record format

4. Track records

4.1 Determine unique identifiers of records from requests or instructions

4.2 Obtain storage location, history and information of records from business or records system

4.3 Update and amend information about records

4.4 Complete all transactions within designated timeframes

4.5 Complete and obtain appropriate documentation or reports

5. Audit records

5.1 Locate records with action officer and in storage areas, in accordance with supervisor’s instructions

5.2 Audit records against predetermined criteria in accordance with organisational procedures and quality program

5.3 Document and report any discrepancies