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Evidence Guide: DEFDPL008 - Obtain information from a client

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

 

DEFDPL008 - Obtain information from a client

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

Prepare background material

  1. Clarify with instructing legal officer, nature of client needs and legal matter
  2. Review and analyse background material in accordance with task requirements
  3. Open new client/matter file in accordance with organisational legal procedures
Clarify with instructing legal officer, nature of client needs and legal matter

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Review and analyse background material in accordance with task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Open new client/matter file in accordance with organisational legal procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Obtain client information

  1. Contact client to gather required information in accordance with organisational and legal procedures
  2. Outline legal limits of own responsibility clearly to client and establish mutual expectations in accordance with operational guidelines
  3. Use appropriate communication techniques to obtain required information from client
  4. Record client information in accordance with legal requirements and review with instructing legal officer
Contact client to gather required information in accordance with organisational and legal procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Outline legal limits of own responsibility clearly to client and establish mutual expectations in accordance with operational guidelines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use appropriate communication techniques to obtain required information from client

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record client information in accordance with legal requirements and review with instructing legal officer

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise matter

  1. Advise client of outcome, in accordance with operational legal requirements
  2. Finalise documents in accordance with organisational procedures
  3. Appropriately store and secure relevant files in accordance with organisational procedures
Advise client of outcome, in accordance with operational legal requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise documents in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Appropriately store and secure relevant files in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Prepare background material

1.1

Clarify with instructing legal officer, nature of client needs and legal matter

1.2

Review and analyse background material in accordance with task requirements

1.3

Open new client/matter file in accordance with organisational legal procedures

2

Obtain client information

2.1

Contact client to gather required information in accordance with organisational and legal procedures

2.2

Outline legal limits of own responsibility clearly to client and establish mutual expectations in accordance with operational guidelines

2.3

Use appropriate communication techniques to obtain required information from client

2.4

Record client information in accordance with legal requirements and review with instructing legal officer

3

Finalise matter

3.1

Advise client of outcome, in accordance with operational legal requirements

3.2

Finalise documents in accordance with organisational procedures

3.3

Appropriately store and secure relevant files in accordance with organisational procedures

Required Skills and Knowledge

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Prepare background material

1.1

Clarify with instructing legal officer, nature of client needs and legal matter

1.2

Review and analyse background material in accordance with task requirements

1.3

Open new client/matter file in accordance with organisational legal procedures

2

Obtain client information

2.1

Contact client to gather required information in accordance with organisational and legal procedures

2.2

Outline legal limits of own responsibility clearly to client and establish mutual expectations in accordance with operational guidelines

2.3

Use appropriate communication techniques to obtain required information from client

2.4

Record client information in accordance with legal requirements and review with instructing legal officer

3

Finalise matter

3.1

Advise client of outcome, in accordance with operational legal requirements

3.2

Finalise documents in accordance with organisational procedures

3.3

Appropriately store and secure relevant files in accordance with organisational procedures

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria on at least one occasion and include:

analysing information to determine status and reliability

assisting instructing legal officer to prepare for trial or service discipline proceedings

communicating effectively and logically on legal matters

implementing written and oral instructions to prepare effective briefs

obtaining information from client

planning and preparing for the provision of support

preparing and processing background documents

preparing legal documents in accordance with identified processes

preparing summaries of cases in accordance with identified processes

undertaking research to support instructing legal officer

undertaking trial/tribunal and posttrial/tribunal administration.

Evidence required to demonstrate competence in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria and include knowledge of:

criminal law matters and service discipline proceedings/issues

Defence Force Discipline Act (DFDA) and related legislation

relationship between trials and tribunals, and their impact

relevant legal practices and procedures

relevant legal process, documents and exhibits, legislation and sections, and stages involved in the legal process

relevant legal terminology and its use in accordance with organisational procedures

summary hearing/court/tribunal process

trials and service discipline proceedings.

Range Statement

Range is restricted to essential operating conditions and any other variables essential to the work environment.

Non-essential conditions may be found in the Companion Volume Implementation Guide.