Elements and Performance Criteria
- Determine recordkeeping requirements
- Identify anddocumentcore business, supporting activities,resources, andbusiness and social contextusing observation andconsultation
- Determine security and access requirements forbusiness or records systemcontent from analysis of organisation’s activities
- Analyse business documentation to determine organisational reporting and accountability requirements
- Identifyorganisational functions and activitiesfor which records must be kept, from analysis of business and context documentation
- Determine nature, detail, and format ofrecords(content andmetadata) for each organisational function and activity from analysis of the business and its context
- Devise an appropriate recordkeeping system
- Determine metadata needed to manage records (store, locate and retrieve) in a business or records system
- Select scale and number of business or records systems appropriate to scale and nature of business operations
- Select technological requirements of business or records systems appropriate to scale and nature of business operations
- Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements
- Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation
- Select business or records system suited to projected growth of the organisation
- Develop business rules and procedures to support operations
- Develop rules for incorporating individual records and information (records capture) into the business or records system
- Develop rules for deciding and recording retention periods and appropriate disposal actions for records
- Develop and documentprocedures for the use of the system
- Provide system users with training or instructions in the use of the business or records system, in line with the culture and scale of the organisation