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Evidence Guide: TLIP3022 - Undertake movement of 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

 

TLIP3022 - Undertake movement of records

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

Select records for movement

  1. Reason for record movement is clarified as required
  2. Specific records to be moved are identified from instructions and supporting documentation, and are located
  3. Records are retrieved from storage location, or flagged in the system, in accordance with workplace procedures, legal requirements, and work health and safety (WHS)/occupational health and safety (OHS) procedures
Reason for record movement is clarified as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specific records to be moved are identified from instructions and supporting documentation, and are located

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Records are retrieved from storage location, or flagged in the system, in accordance with workplace procedures, legal requirements, and work health and safety (WHS)/occupational health and safety (OHS) procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain control of records

  1. Transfer documentation is prepared by recording unique record identifiers to be moved in a form compliant with workplace rules and procedures for transferring custody, ownership and/or responsibility of records
  2. Records are prepared for movement in accordance with storage medium requirements
  3. Identifying documentation for records is retained for organisational records and a copy is retained with records themselves during transit
  4. Transit locations for records to be moved are recorded in location control system as required
Transfer documentation is prepared by recording unique record identifiers to be moved in a form compliant with workplace rules and procedures for transferring custody, ownership and/or responsibility of records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Records are prepared for movement in accordance with storage medium requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identifying documentation for records is retained for organisational records and a copy is retained with records themselves during transit

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Transit locations for records to be moved are recorded in location control system as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Transfer records

  1. Method, timeframe and personnel to undertake the movement are determined in accordance with workplace procedures and records requirements
  2. Hazards are identified, risks are assessed and control measures are implemented
  3. Relocation of records is documented in location control system and other systems as required, in accordance with organisational procedures
  4. Movement of records is completed and documented in accordance with workplace procedures
  5. Proof of receipt is obtained and forwarded to appropriate authority, as required
Method, timeframe and personnel to undertake the movement are determined in accordance with workplace procedures and records requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Hazards are identified, risks are assessed and control measures are implemented

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Relocation of records is documented in location control system and other systems as required, in accordance with organisational procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Movement of records is completed and documented in accordance with workplace procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Proof of receipt is obtained and forwarded to appropriate authority, as required

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

Select records for movement

1.1

Reason for record movement is clarified as required

1.2

Specific records to be moved are identified from instructions and supporting documentation, and are located

1.3

Records are retrieved from storage location, or flagged in the system, in accordance with workplace procedures, legal requirements, and work health and safety (WHS)/occupational health and safety (OHS) procedures

2

Maintain control of records

2.1

Transfer documentation is prepared by recording unique record identifiers to be moved in a form compliant with workplace rules and procedures for transferring custody, ownership and/or responsibility of records

2.2

Records are prepared for movement in accordance with storage medium requirements

2.3

Identifying documentation for records is retained for organisational records and a copy is retained with records themselves during transit

2.4

Transit locations for records to be moved are recorded in location control system as required

3

Transfer records

3.1

Method, timeframe and personnel to undertake the movement are determined in accordance with workplace procedures and records requirements

3.2

Hazards are identified, risks are assessed and control measures are implemented

3.3

Relocation of records is documented in location control system and other systems as required, in accordance with organisational procedures

3.4

Movement of records is completed and documented in accordance with workplace procedures

3.5

Proof of receipt is obtained and forwarded to appropriate authority, as required

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

Select records for movement

1.1

Reason for record movement is clarified as required

1.2

Specific records to be moved are identified from instructions and supporting documentation, and are located

1.3

Records are retrieved from storage location, or flagged in the system, in accordance with workplace procedures, legal requirements, and work health and safety (WHS)/occupational health and safety (OHS) procedures

2

Maintain control of records

2.1

Transfer documentation is prepared by recording unique record identifiers to be moved in a form compliant with workplace rules and procedures for transferring custody, ownership and/or responsibility of records

2.2

Records are prepared for movement in accordance with storage medium requirements

2.3

Identifying documentation for records is retained for organisational records and a copy is retained with records themselves during transit

2.4

Transit locations for records to be moved are recorded in location control system as required

3

Transfer records

3.1

Method, timeframe and personnel to undertake the movement are determined in accordance with workplace procedures and records requirements

3.2

Hazards are identified, risks are assessed and control measures are implemented

3.3

Relocation of records is documented in location control system and other systems as required, in accordance with organisational procedures

3.4

Movement of records is completed and documented in accordance with workplace procedures

3.5

Proof of receipt is obtained and forwarded to appropriate authority, as required

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

selecting and using required personal protective equipment conforming to industry and WHS/OHS standards

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 moving records as part of a records management system

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

regulations relevant for moving records as part of a records management system

relevant WHS/OHS and environmental protection procedures and guidelines

site layout and obstacles

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

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

Range Statement

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

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