Elements and Performance Criteria
- Work within accepted codes of conduct
- Work requirements and/or delegated task/s are confirmed with relevant personnel
- Types of information required to be collected from customers is identified and confirmed to be in accordance with organisational and legislative requirements
- Customers are treated professionally and with respect when collecting personal data
- Follow confidentiality and privacy procedures
- Information and requests for information are assessed with regard to what is and what is not disclosable
- Discretion and judgement is used in all communications
- Customer-related matters are only discussed with appropriate personnel
- Advice and clarification is sought from relevant personnel where potential confidentiality issues arise in dealings with information or requests for information
- Follow security procedures
- Customer information and other confidential documentation is secured appropriately
- All documents required by legislation to be stored for certain periods are clearly labelled and stored securely in accordance with organisational policies and procedures