- BSBADM504B - Plan or review administrative systems
Assessor Resource
BSBADM504B
Plan or review administrative systems
Assessment tool
Version 1.0
Issue Date: June 2024
This unit applies to individuals employed in a range of work environments who are required to plan or review administrative systems. They may work as senior administrative staff or may have been delegated responsibility for planning or reviewing administrative systems.
This unit describes the performance outcomes, skills and knowledge required to plan or review the requirements of effective administration systems and procedures for implementing, monitoring and reviewing the system.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
Employability Skills
This unit contains employability skills.
Evidence Required
List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package. | |
Overview of assessment | |
Critical aspects for assessment and evidence required to demonstrate competency in this unit | Evidence of the following is essential: documenting requirements or modifications to administration system developing appropriate activities to support system implementation working with staff to identify system improvements. |
Context of and specific resources for assessment | Assessment must ensure: access to organisational policy and procedure manuals, reference materials and appropriate equipment. |
Method of assessment | A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit: direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate review of authenticated documents from the workplace or training environment demonstration of techniques. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: other general administration units. |
Submission Requirements
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the assessment tasks)
Assessment Tasks
Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
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Required skills |
communication skills to recommend alternative ways of completing tasks, to discuss changes in routines and procedures, and to monitor and define objectives literacy skills to write detailed procedural text, including alternative courses of action planning and organising skills to implement system smoothly with a minimum of disruption, to anticipate modifications, to plan system overhauls and to allow sufficient time for training problem-solving skills to choose appropriate solutions from a range of possible solutions, to use processes flexibly and interchangeably, and to anticipate problems and modify systems accordingly research skills to assemble evidence and to evaluate information for accuracy and relevance. |
Required knowledge |
key provisions of relevant legislation from all forms of government, standards and codes that may affect aspects of business operations, such as: anti-discrimination legislation ethical principles codes of practice privacy laws copyright occupational health and safety organisational policies and procedures relating to the tasks required. |
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included. | |
System requirements may include: | components of the system number and type of users organisation/staff requirements purpose and nature of system purpose and nature of organisation size of system skills of existing staff staff training needs type of system work practices |
Administration system may include: | electronic system paper-based system |
System users may include: | casual personnel external clients organisation's personnel |
Suppliers/developers may include: | administration system consultants computer/software suppliers efficiency consultants equipment suppliers information technology technicians information technology trainers internal staff/clients office equipment suppliers |
Implementation strategies may include: | boosting staff confidence change management strategies changing team/organisational culture ensuring system functions correctly external consultants informing relevant persons modifying system providing staff training/information sessions re-defining staff roles re-distributing office tasks team goal setting temporary reduction of workload testing trialling |
Communicating procedures may include: | email messages facsimile messages internal newsletter meetings office memorandum photocopied instructions professional development time training days |
Training and support for staff may include: | coach, mentor and/or buddy systems online tutorials on-the-job trainers professional development skills assessment training handbooks videos |
Contingencies may include: | loss of staff confidence need for additional training need to modify system temporary reduction of work output |
Monitoring of system may include: | extra administrative support and back-up feedback from internal/external client/s observation by trained technician/s utilising monitoring tools and processes |
Security may include: | confidentiality agreements passwords safeguards against computer viruses |
Changing needs may include: | change in the nature and purpose of the system/organisation change in user requirements growth or decline in system size technological advances in administration systems |
Further modifications may relate to: | additional equipment, training negotiation of timeframes for system implementation redefinition of administrative roles and duties specialised software |
Monitoring staff training needs may include: | ongoing assessment of staff skills ongoing feedback opportunities providing professional development opportunities |
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.
Observation Checklist
Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice | Yes | No | Comments/feedback |
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Identify requirements of, or modifications to, administration system through consultation with system users and other stakeholders in accordance with organisational and budgetary requirements | |||
Obtain quotations from suppliers/developers of system in accordance with organisational policy and procedures | |||
Make selection of supplier or developer in accordance with organisational policy and procedures | |||
Identify and develop implementation strategies in consultation with staff | |||
Encourage staff to participate in all stages of the implementation process | |||
Implement system in accordance with organisational requirements | |||
Define and communicate procedures for using the system to staff | |||
Provide training and support for staff on the use of the new or modified system | |||
Deal with contingencies to ensure minimal impact on users | |||
Monitor system for usage, security and output in accordance with organisational requirements | |||
Modify system to meet changing needs in accordance with organisational requirements | |||
Clearly identify further modifications and notify users | |||
Monitor staff training needs and train new staff on administration system |
Forms
Assessment Cover Sheet
BSBADM504B - Plan or review administrative systems
Assessment task 1: [title]
Student name:
Student ID:
I declare that the assessment tasks submitted for this unit are my own work.
Student signature:
Result: Competent Not yet competent
Feedback to student
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Date:
Assessment Record Sheet
BSBADM504B - Plan or review administrative systems
Student name:
Student ID:
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent
Assessor name:
Signature:
Date:
Student signature:
Date: