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Evidence Guide: BSBRKG403 - Set up a business or records system for a small business

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

 

BSBRKG403 - Set up a business or records system for a small business

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

Determine recordkeeping requirements

  1. Identify and document core business, supporting activities, resources, and business and social context using observation and consultation
  2. Determine security and access requirements for business or records system content from analysis of organisation’s activities
  3. Analyse business documentation to determine organisational reporting and accountability requirements
  4. Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation
  5. Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context
Identify and document core business, supporting activities, resources, and business and social context using observation and consultation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine security and access requirements for business or records system content from analysis of organisation’s activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse business documentation to determine organisational reporting and accountability requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Devise an appropriate recordkeeping system

  1. Determine metadata needed to store, locate and retrieve records in a business or records system
  2. Select size of business or records system appropriate to scale and nature of business operations
  3. Select technological requirements of business or records systems appropriate to scale and nature of business operations
  4. Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements
  5. Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation
  6. Select business or records system suited to projected growth of the organisation
Determine metadata needed to store, locate and retrieve records in a business or records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select size of business or records system appropriate to scale and nature of business operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select technological requirements of business or records systems appropriate to scale and nature of business operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select business or records system suited to projected growth of the organisation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop business rules and procedures to support operations

  1. Develop rules for incorporating individual records and records capture information into the business or records system
  2. Develop rules for deciding and recording retention periods and appropriate disposal actions for records
  3. Develop and document procedures for the use of the system
  4. Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation
Develop rules for incorporating individual records and records capture information into the business or records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop rules for deciding and recording retention periods and appropriate disposal actions for records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and document procedures for the use of the system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation

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. Determine recordkeeping requirements

1.1 Identify and document core business, supporting activities, resources, and business and social context using observation and consultation

1.2 Determine security and access requirements for business or records system content from analysis of organisation’s activities

1.3 Analyse business documentation to determine organisational reporting and accountability requirements

1.4 Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation

1.5 Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context

2. Devise an appropriate recordkeeping system

2.1 Determine metadata needed to store, locate and retrieve records in a business or records system

2.2 Select size of business or records system appropriate to scale and nature of business operations

2.3 Select technological requirements of business or records systems appropriate to scale and nature of business operations

2.4 Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements

2.5 Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation

2.6 Select business or records system suited to projected growth of the organisation

3. Develop business rules and procedures to support operations

3.1 Develop rules for incorporating individual records and records capture information into the business or records system

3.2 Develop rules for deciding and recording retention periods and appropriate disposal actions for records

3.3 Develop and document procedures for the use of the system

3.4 Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation

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. Determine recordkeeping requirements

1.1 Identify and document core business, supporting activities, resources, and business and social context using observation and consultation

1.2 Determine security and access requirements for business or records system content from analysis of organisation’s activities

1.3 Analyse business documentation to determine organisational reporting and accountability requirements

1.4 Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation

1.5 Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context

2. Devise an appropriate recordkeeping system

2.1 Determine metadata needed to store, locate and retrieve records in a business or records system

2.2 Select size of business or records system appropriate to scale and nature of business operations

2.3 Select technological requirements of business or records systems appropriate to scale and nature of business operations

2.4 Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements

2.5 Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation

2.6 Select business or records system suited to projected growth of the organisation

3. Develop business rules and procedures to support operations

3.1 Develop rules for incorporating individual records and records capture information into the business or records system

3.2 Develop rules for deciding and recording retention periods and appropriate disposal actions for records

3.3 Develop and document procedures for the use of the system

3.4 Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation