Manage and monitor business or records systems

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 BSBRKG502B, 'Manage and monitor business or records systems'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Manage and monitor business or records systems' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria



1. Determine requirements or modifications

1.1. Identify and document core business, supporting activities, resources, 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 organisational reporting and accountability requirements in the context of the business documentation

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 from analysis of the business and its context

2. Devise an appropriate recordkeeping system

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

2.2. Select scale, and number of business or records systems 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 the projected growth of the organisation

3. Develop an implementation plan

3.1. Identify and document recordkeeping responsibilities of individual personnel or organisational units

3.2. Develop measurable performance indicators for recordkeeping activities

3.3. Develop procedures and guidelines for capturing and controlling records

3.4. Communicate an implementation plan to users of the system and other relevant organisational staff

4. Monitor and review business or records system

4.1. Monitor and notify staff in accordance with approved timeframes, frequency, and organisational policies and guidelines where applicable

4.2. Record details of variation from business or records system's rules, standards and procedures that exceed agreed limits

4.3. Provide required reports to appropriate authority relating to use and maintenance of records

4.4. Designate responsibilities to staff for record creation and capture activities in accordance with organisational policies

5. Identify and respond to problems and changes

5.1. Identify any problems and changes that require a systemic response using the monitoring reports and external events

5.2. Make recommendations for revisions to systems, procedures, and strategic plans in response to identified variations, changes and problems

5.3. Devise amendments to systems and implementation or other plans where required

5.4. Prepare recommendations for system amendments, planning and implementation

5.5. Authorise or gain authorisation, for procedures for using the business or records systems, and for any subsequent alterations and amendments to the procedures

Qualifications and Skillsets

BSBRKG502B appears in the following qualifications:

  • SIS50110 - Diploma of Facility Management
  • BSB51707 - Diploma of Recordkeeping
  • BSB50407 - Diploma of Business Administration
  • BSB51507 - Diploma of Purchasing
  • BSB51607 - Diploma of Quality Auditing
  • AVI60110 - Advanced Diploma of Aviation (Flight Instruction)
  • HLT52007 - Diploma of Practice Management
  • CUF50307 - Diploma of Broadcast Technology
  • CUF50107 - Diploma of Screen and Media

And the skillsets: