Formats and tools
- Unit Description
- Reconstruct the unit from the xml and display it as an HTML page.
- Assessment Tool
- an assessor resource that builds a framework for writing an assessment tool
- Assessment Template
- generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
- Assessment Matrix
- a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
- Wiki Markup
- mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
- Evidence Guide
- create an evidence guide for workplace assessment and RPL applicants
- Competency Mapping Template
- Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
- Observation Checklist
- create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)
- Self Assessment Survey
- A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
- Moodle Outcomes
- Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
- Registered Training Organisations
- Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver BSALC501A, 'Run a file'.
- Google Links
- links to google searches, with filtering in place to maximise the usefulness of the returned results
- Books
- Reference books for 'Run a file' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)
Elements and Performance Criteria
Element of Competency | Performance Criteria |
Initiate preliminary file activities | • Meeting is arranged with instructing legal practitioner to discuss new file and plan and prioritise preliminary work • Details of the legal matter are obtained from client according to a firm’s policies and procedures • A quote in line with a firm’s fee structure is developed and forwarded to instructing legal practitioner for approval • Quote and instructions for establishing a trust account are forwarded to client on behalf of instructing legal practitioner • Terms of engagement are clarified with instructing legal practitioner and client and mutual expectations are agreed upon and documented • Initial file documentation is prepared |
Carry out conflict of interest check | • Self or other is organised to carry out conflict of interest check • Results of conflict of interest check are recorded on preliminary file notes and any areas of potential conflict are discussed and resolved |
Open file | • Relevant information for initiating files is located, accessed and extracted • Support staff are selected to assist on file in consultation with instructing legal practitioner and briefed on matter • Confirmation of instructions, details of those working on the file, a summary of work to be performed and associated timelines are forwarded to client on behalf of instructing legal practitioner |
Determine appropriate legal process and steps to facilitate the process | • Work is planned in conjunction with instructing legal practitioner, staff are assigned to tasks and resources are allocated • Relevant background information is obtained and relevant legal documents are prepared and checked by instructing legal practitioner • Relevant legislation and cases are identified and relevant legal requirements are clearly outlined to the client and questions are answered or referred to instructing legal practitioner for follow-up • Summary of future activities and preliminary work already performed are signed off by instructing legal practitioner and forwarded to client within agreed timelines |
Contact other persons in regard to the file | • Liaison is undertaken with other persons and statements are obtained if necessary • Liaison with experts undertaken where appropriate • File notes are updated detailing all activities, actions and their outcomes and time is recorded |
Undertake legal process according to plan | • Legal process as planned with instructing legal practitioner is carried out • Instructing legal practitioner is kept up to date on progress of matter • Issues or problems outside own range of responsibility are referred immediately to instructing legal practitioner for resolution • Client is kept up to date on progress of matter through progress reports and where necessary meetings with instructing legal practitioner • Trust account is monitored to ensure sufficient monies and instructing legal practitioner is contacted to facilitate the transfer of additional funds if necessary • Meeting is arranged with instructing legal practitioner to present report on work undertaken and to facilitate instructing legal practitioners sign off on the matter |
Facilitate file administration and closure | • Organise self or other to reconcile time records with costing • Organise self or other to undertake final costing • Organise self or other to prepare invoice • Meeting is arranged with instructing legal practitioner to review final invoice and relevant documentation in order to facilitate sign off before forwarding same to client • File notes are updated and completed • Trust accounts are checked for zero dollar balance and any outstanding disbursements are resolved • File is closed and archived according to a firm’s policies and procedures |