Elements and Performance Criteria
- Identify records for capture
- Categorise incoming material and identify records, metadata and formats for capture
- Assess incoming material against organisational checklist for determining what material needs to be captured
- Administer material which does not need to be registered
- Locate, remove or copy record, when action is complete, from the active business or records system
- Classify records
- Match identified transaction, action or activity documented by records to organisation’s classification scheme
- Select full classification and sentencing of records in accordance with the system’s rules and organisational procedures
- Link classified or sentenced records to other records in business or records system
- Select indexing points (cross-reference terms) for records in accordance with system’s rules and organisational procedures
- Register records
- Track records
- Determine unique identifiers of records from requests or instructions
- Obtain storage location, history and information of records from business or records system
- Update and amend information about records
- Complete all transactions within designated timeframes
- Complete and obtain appropriate documentation or reports
- Audit records