Elements and Performance Criteria
- Identify and establish document purpose and information sources
- Purpose of task is identified and appropriate document template/s is accessed
- Manual and computerised sources of data are accessed in accordance with task requirements
- Existing files and data to be updated are identified
- Stored data regarding applicable regulations, client instructions, protocols and procedures are selected and combined correctly for the task
- Compile data files
- Files are created/updated according to required format and layout
- Data is accurately entered consistent with required purpose and in accordance with regulatory and workplace requirements
- All relevant documentation sections are checked for accuracy and completeness
- Discrepancies in documentation are identified and appropriate action is undertaken in accordance with workplace procedures
- Files created or updated are saved and stored in accordance with workplace and regulatory requirements
- Transmit documentation
- Document destination/s are correctly identified and selected
- Destinations are checked for readiness to receive transmission
- Security arrangements for data exchange are undertaken in accordance with workplace procedures
- Documents are transmitted, componentry is used in accordance with workplace procedures and all information is correctly downloaded
- Action is undertaken within scope of authority to rectify transmission faults
- Print out of documents is made and filed/stored/forwarded in accordance with workplace procedures
- Receive documentation
- Infotechnology devices are checked for readiness to receive downloaded documentation
- Received documentation is printed and/or checked for accuracy and legibility
- Print-out of documents is made and filed/stored/forwarded in accordance with workplace procedures