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Elements and Performance Criteria

1. Record file-related critical dates and times
   • Identify file-related deadlines
   • Record file-related deadlines according to organisational policies and procedures
2. Make and record appointments on behalf of designated personnel
   • Establish and clarify priorities of designated personnel
   • Agree and document timelines for achievement of priorities
   • Arrange appointments for all parties involved
   • Reschedule appointments as required
3. Assist designated personnel to prepare for critical dates
   • Check records daily for upcoming appointments and commitments
   • Remind designated personnel of critical file dates
   • Prepare and distribute information meeting task requirements to designated personnel prior to critical dates
   • Set reminders to schedule appointments in consultation with designated personnel
4. Follow up outcomes of meetings and other activities
   • Organise appropriate follow-up actions and activities in conjunction with designated personnel and relevant parties
   • Update file notes according to organisational policies and procedures

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:

assist with planning activities for at least two different matters.

In the course of the above, the candidate must:

apply organisation skills and procedures to diarise all relevant details of appointments and file deadlines and follow up as required

apply standard procedures to solve problems including double-bookings or nonattendances

create and maintain uptodate, legible, accurate and accessible records of all activities and outcomes according to organisational policies and 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:

organisational policies and procedures for organising appointments

key features of organisational administrative systems and files

codes of conduct relevant to planning activities in a legal services environment.

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