Google Links

Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

  1. Research classification scheme and terminology
  2. Develop draft terminology and classification scheme
  3. Validate draft terminology and classification scheme
  4. Implement and review terminology and classification scheme

Required Skills

Required skills

communication skills to consult with practitioners staff members customers and others to elicit relevant information for analysis

literacy skills to read and interpret nature of record content functions and problems

problemsolving and analysis skills to apply rules of classification

self management skills to accurately record metadata

Required knowledge

construction and use of language in the organisation in relation to recordkeeping past and present

key provisions of relevant legislation regulations from all forms of government standards and documentation that may affect aspects of business operations such as

AS AGLS Metadata element set

AS Work process analysis for recordkeeping

AS ISO Records management

AS ISO Information and documentation Records management processes Metadata for records Principles

Australian Stock ExchangeASX Principles of Good Corporate Governance

ethical principles

codes of practice

privacy and freedom of information

archives and records legislation

occupational health and safety

general principles and processes of records management and records management systems such as

systems of control

records continuum theory

mandate and ownership of business process

organisational business functions structure and culture

organisational policies strategies and procedures particularly those relating to records access and security

Evidence Required

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

translating elements of a functional analysis to a coherent logical multilevel scheme of terms appropriate to the organisational context

consistently analysing and classifying usage of descriptive terms in detail

Context of and specific resources for assessment

Assessment must ensure

access to an actual workplace or simulated environment

access to office equipment and resources

access to examples of records recordkeeping system and policies

access to workplace reference materials such as procedural manuals and company policy

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

analysis of responses to case studies and scenarios

demonstration of techniques

direct questioning combined with review of portfolios of evidence and third party workplace reports of onthejob performance by the candidate

review of methodology prepared for the validation process

oral or written questioning to assess knowledge of general principles and processes of recordkeeping systems

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

administration units

other knowledge management units


Range Statement

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.

Examining the work of an organisation may include review of:

annual reports

controlled language schemes from existing and other organisations

legislation

memoranda and articles

organisational charts

policies

procedural manuals

publicity brochures and leaflets

service directories

strategic and business plans

Other relevant materials and documents may include:

organisational charts

policies

procedural manuals

service directories

strategic and business plans

vocabulary control tools from other organisations

Classification may be organised by:

body of knowledge

organisation function and/or activity

subject

Draft classification scheme should include:

hierarchical structure, that is specific to an organisation

sufficient classes and sub-classes to include all business functions and activities being documented

terminology in accordance with organisational and industry standards for terminology and usage

Methodology for the validation process may include:

focus groups

interviews

number and location of sites

resources available

size of organisation

survey

targeting and involvement of key individuals and groups

testing

time available

user-driven

Final report may include:

implications for implementation

inclusion in organisational policy

provision for review

scope of compliance

Appropriate individual or body for review may include:

business managers

business owner

nominated senior management representative/s

senior management team

system users