Design a records retention and disposal schedule

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 BSBRKG606B, 'Design a records retention and disposal schedule'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Design a records retention and disposal schedule' 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. Analyse recordkeeping requirements for the function

1.1. Determine recordkeeping environment and legal, business and societal context for the business function

1.2. Establish and document organisation's accountability requirements for the function

1.3. Analyse existing recordkeeping specifications for the function's records from a range of documentation sources, and consider any relevant developments and their implications

1.4. Review and update risk analysis for the function as required in accordance with organisational and applicable Australian Standards and international standards

1.5. Research and analyse patterns of use of existing records to identify internal and external users, and periods and purposes of use

1.6. Canvass and document user views on their needs and accessibility of the records

1.7. Update and document recordkeeping specifications for the function based on review analysis and survey of user views

2. Determine disposal status of records

2.1. Identify and review the function's business processes from existing functional analyses

2.2. Develop a hierarchical structure based on the functions and establish relevant activities in the functional analysis

2.3. Develop disposal classes according to the boundaries of the transactions and activities which make up the function's processes

2.4. Develop disposal status and retention periods for each disposal class from an analysis of documentation sources for business use, legal requirements, access classifications and review of risk analysis of the function

2.5. Review disposal status and retention periods for each disposal class in relation to the internal and external use of the records, the relationship with other organisational activities, and any other requirements determined from analyses of community expectations

2.6. Describe disposal actions for each disposal class

3. Document disposal status and retention periods

3.1. Ensure retention and disposal documentation contain details of business activities, records classes, and required disposal actions

3.2. Identify and assign responsibility for implementing disposal actions for records from retention and disposal documentation

3.3. Submit retention and disposal documentation for approval to appropriate individual or body

3.4. Compile and retain documentation of the analysis and related information for the life of the approved retention and disposal documentation

3.5. Describe disposal class and status, and appropriate disposal actions in the approved retention and disposal documentation

Qualifications and Skillsets

BSBRKG606B appears in the following qualifications:

  • BSB60807 - Advanced Diploma of Recordkeeping