Plan management of records over time

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 BSBRKG608B, 'Plan management of records over time'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Plan management of records over time' 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 policies and strategies for management of records over time

1.1. Develop strategies to manage storage and access records, in accordance with industry standards and taking into account available resources

1.2. Develop strategies in the context of organisational culture, build on this, and include migration and preservation strategies

1.3. Determine boundaries of the collection from identified recordkeeping requirements for the jurisdiction

1.4. Determine records storage and use requirements from available documentation and observe organisational behaviour to enable monitoring against the strategic plan

1.5. Identify other parties who create or use records which require storage and factor these into estimates

1.6. Develop a vital records strategy that includes the criteria for vital records and the allocation of responsibility in case of a disaster

1.7. Incorporate vital records strategy into the wider organisational disaster management strategy after approval by appropriate authority

2. Develop strategy and implementation plan for managing records over time

2.1. Review existing internal and external documents which may impact on the transfer of custody and responsibility for records

2.2. Confirm that recordkeeping jurisdictions of the organisation include boundaries of accountabilities from documentation relevant to the transfer of ownership or custody of records

2.3. Specify and document requirements for the transfer of custody, ownership and responsibility

2.4. Specify nature of agreements with receiving bodies or individuals, including rules for negotiation, minimum requirements of legal custody, and signatories to the agreements

2.5. Clearly and logically document rules for the transfer of custody, ownership, and responsibility of records in accordance with organisational requirements

3. Manage preservation of records over time

3.1. Develop records collection strategies and policies which reflect the collecting institution's strategies and directions, and potential changes in operating environments

3.2. Ensure collections strategies reflect evaluation of collection use and availability of alternative formats for resource sharing and in-house collection, as well as access to records from remote sources

3.3. Determine boundaries for the collection, and negotiate commonalities or overlaps of jurisdiction and common boundaries between collecting institutions

3.4. Manage selection, acquisition and disposal of collection material to make best use of staff knowledge, expertise and resources

3.5. Establish processes for the receipt of donations and bequests under legal deposits, policy or other directives, and review the collection in light of collection strategies, policies and disposal

3.6. Initiate and respond to cooperative collection projects where mutual benefits can be gained