ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Identify records for sentencing

1.1

Records on which action is complete are located, removed, or copied from the active record keeping system, in accordance with organisational procedures

1.2

Records are identified from request or supervisor’s instructions

2

Examine records for sentencing

2.1

Records on which action is not complete are returned to active record keeping system in accordance with organisational procedures

2.2

Activity, group of related activities, or groups of transactions documented by records are correctly identified at the appropriate level, in accordance with organisational procedures

2.3

Client is consulted concerning sentencing date and proposed actions for records are confirmed by client

3

Select disposal status for records

3.1

Record disposal class is identified in records authorised schedule applicable to activity or transaction

3.2

Records are identified for further periods of retention, calculated in accordance with organisational procedures or for immediate destruction

3.3

Items identified for immediate destruction are separated from the body of records

3.4

Items that cannot be sentenced are handled in accordance with organisational disposal procedures

4

Record disposal

4.1

Disposal status, action and date of disposal action are recorded in record keeping system in accordance with organisational disposal procedures and record keeping systems rules

4.2

Disposal records are maintained in accordance with organisational disposal procedures and record keeping systems rules

ELEMENTS

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

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

1

Identify records for sentencing

1.1

Records on which action is complete are located, removed, or copied from the active record keeping system, in accordance with organisational procedures

1.2

Records are identified from request or supervisor’s instructions

2

Examine records for sentencing

2.1

Records on which action is not complete are returned to active record keeping system in accordance with organisational procedures

2.2

Activity, group of related activities, or groups of transactions documented by records are correctly identified at the appropriate level, in accordance with organisational procedures

2.3

Client is consulted concerning sentencing date and proposed actions for records are confirmed by client

3

Select disposal status for records

3.1

Record disposal class is identified in records authorised schedule applicable to activity or transaction

3.2

Records are identified for further periods of retention, calculated in accordance with organisational procedures or for immediate destruction

3.3

Items identified for immediate destruction are separated from the body of records

3.4

Items that cannot be sentenced are handled in accordance with organisational disposal procedures

4

Record disposal

4.1

Disposal status, action and date of disposal action are recorded in record keeping system in accordance with organisational disposal procedures and record keeping systems rules

4.2

Disposal records are maintained in accordance with organisational disposal procedures and record keeping systems rules

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:

adapting to differences in equipment in accordance with operating procedures

applying precautions and required action to minimise, control or eliminate identified hazards

applying relevant legislation and workplace procedures

communicating and working effectively with others

completing relevant documentation

identifying and correctly using relevant equipment

interpreting and following operational instructions

maintaining security and confidentiality of material

modifying activities depending on operational contingencies, risk situations and environments

monitoring and prioritising work activities in terms of planned schedule

operating electronic communications equipment to required protocol

planning own work, predicting consequences and identifying improvements

reading, interpreting and following relevant instructions, procedures, information and signs

using a range of information technology devices including computers, radio frequency devices, electronic data exchange systems

working systematically with required attention to detail without injury to self or others, or damage to goods or equipment.

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:

housekeeping standards and procedures

operational workflow within a records management system

operational work systems, equipment, management and site operating systems for sentencing records as part of a records management process

problems that may occur and appropriate action that can be taken to resolve these problems

regulations relevant for sentencing records as part of a records management process

site layout and obstacles

types of equipment used for sentencing records and the precautions and procedures that should be followed in their use

workplace procedures and policies for sentencing records including policies on confidentiality and security of information and records.