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Elements and Performance Criteria

1. Confirm requirements for maintaining and monitoring digital information and records
   • Identify and verify organisational and risk management requirements for classifying and storing information
   • Identify organisational policies and procedures for recording digital information
   • Prepare a checklist of organisational requirements to assess digital information to be captured
2. Identify and assess records for storage
   • Categorise and describe incoming and outgoing records information in terms of key activities and responsible stakeholder
   • Assess information against the organisational checklist of requirements to assess electronic records to be captured
   • Dispose of information not to be retained, according to organisational policies procedures
   • Determine storage methods and media in accordance with retention requirements
3. Coordinate digital information and records
   • Classify and sentence records according to system rules and organisational policies procedures
   • Assign unique identifiers and register records into the information management system according to system rules and organisational policies procedures
   • Determine and document access and security status and disposal requirements of records according to organisational policies procedures
   • Store records on required media in accordance with organisational and record retention requirements
   • Migrate records across mediums according to organisational policies and procedures
   • Action and record archiving or disposal of records according to disposal schedule and organisational policies and procedures
   • Maintain records in a usable and accessible form in accordance with security conditions and legislative requirements

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage record creation, migration and disposal processes digitally on at least three occasions.

In the course of the above, the candidate must:

monitor usage of digital information management system

monitor application of system procedures.

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Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key principles and processes of digital records management and digital records management systems

organisational policies and procedures for capturing records in networked systems

methods of disposal and archiving

risk management requirements for classifying and storing networked information.

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