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

Elements and Performance Criteria

1. Identify and obtain agreement to document management standards
   • Establish an appropriate working group of stakeholders
   • Agree on purpose and scope of document management standards including interaction with production, maintenance, logistics, sales and marketing systems
   • Identify any relevant external standards and conventions
   • Agree on document control, tracking and updating processes
   • Document the document management standards and circulate to relevant stakeholders
   • Negotiate any variations
2. Determine document style and establish standards and conventions
   • Consider potential document style/s
   • Agree on document conventions and layout
   • Agree on standard symbols, abbreviations and similar
   • Produce a style sheet, document model or template as appropriate
   • Check document style conforms to document management standards
   • Circulate to relevant stakeholders and negotiate any variations
3. Implement document control strategy
   • Develop a document control strategy and procedures including arrangements ongoing review of strategy
   • Establish mechanisms to check documents conform to the control strategy
   • Arrange for appropriate staff development
   • Monitor implementation of document control strategy
   • Make improvements to the documentation control strategy as appropriate

Required Skills

Required skills

negotiating communication team work problem solving planning and organising relevant computer applications which may include word processing spreadsheets database drawingCADCAM

Required knowledge

knowledge of documents and documentation control needs of the organisation and its individuals

Evidence Required

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge the range statement and the assessment guidelines for this training package
Overview of assessment requirements	The person will be able to develop a document control strategy which will meet the needs of the organisation and its people
What are the specific resource requirements for this unit	Access to a workplace using or implementing document control strategies is required No other specific resources are required
In what context should assessment occur	Assessment will need to occur in a competitive manufacturing organisation and where the individual is responsible for the document control strategy or by case study
Are there any other units which could or should be assessed with this unit or which relate directly to this unit	This unit may be assessed concurrently with appropriate units
What method of assessment should apply	Assessors must be satisfied that the person can consistently perform the unit as a whole as defined by the Elements Performance Criteria skills and knowledge A holistic approach should be taken to the assessment Assessors should gather sufficient fair valid reliable authentic and current evidence from a range of sources Sources of evidence may include direct observation reports from supervisors peers and colleagues project work samples organisation records and questioning Assessment should not require language literacy or numeracy skills beyond those required for the unit The assessee will have access to all techniques procedures information resources and aids which would normally be available in the workplace The method of assessment should be discussed and agreed with the assessee prior to the commencement of the assessment
What evidence is required for demonstration of consistent performance	Evidence should be available from an extended period of time and may be historic if the person has been in this role for some time

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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.
External standards and conventions	External standards include ISO9000, AGPS Style Manual, Engineering and other technical standards, drawing standards, organisational style/marketing guides etc. External standards and conventions also include documentation requirements of suppliers, customers, and regulatory agencies.

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