Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBINS409 Mapping and Delivery Guide
Maintain and monitor digital information and records

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBINS409 - Maintain and monitor digital information and records
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to maintain and monitor information and records digitally. It includes skills and knowledge to identify and assess information and records for storage. The unit applies to individuals who use guidelines and processes to inform judgements on the status and classification of records in an existing business or information management system. They work under supervision or in consultation with more senior staff or users of the system.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

legislation, regulations, standards and codes relevant to records management

workplace documentation and resources

storage methods and storage media.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities 		Slides
PPT 		Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: Confirm requirements for maintaining and monitoring digital information and records
  • Identify and verify organisational and risk management requirements for classifying and storing information
  • Identify organisational policies and procedures for recording digital information
  • Prepare a checklist of organisational requirements to assess digital information to be captured
       
Element: Identify and assess records for storage
  • Categorise and describe incoming and outgoing records information in terms of key activities and responsible stakeholder
  • Assess information against the organisational checklist of requirements to assess electronic records to be captured
  • Dispose of information not to be retained, according to organisational policies procedures
  • Determine storage methods and media in accordance with retention requirements
       
Element: Coordinate digital information and records
  • Classify and sentence records according to system rules and organisational policies procedures
  • Assign unique identifiers and register records into the information management system according to system rules and organisational policies procedures
  • Determine and document access and security status and disposal requirements of records according to organisational policies procedures
  • Store records on required media in accordance with organisational and record retention requirements
  • Migrate records across mediums according to organisational policies and procedures
  • Action and record archiving or disposal of records according to disposal schedule and organisational policies and procedures
  • Maintain records in a usable and accessible form in accordance with security conditions and legislative requirements
       


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

manage record creation, migration and disposal processes digitally on at least three occasions.

In the course of the above, the candidate must:

monitor usage of digital information management system

monitor application of system procedures.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

key principles and processes of digital records management and digital records management systems

organisational policies and procedures for capturing records in networked systems

methods of disposal and archiving

risk management requirements for classifying and storing networked information.

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify and verify organisational and risk management requirements for classifying and storing information 
Identify organisational policies and procedures for recording digital information 
Prepare a checklist of organisational requirements to assess digital information to be captured 
Categorise and describe incoming and outgoing records information in terms of key activities and responsible stakeholder 
Assess information against the organisational checklist of requirements to assess electronic records to be captured 
Dispose of information not to be retained, according to organisational policies procedures 
Determine storage methods and media in accordance with retention requirements 
Classify and sentence records according to system rules and organisational policies procedures 
Assign unique identifiers and register records into the information management system according to system rules and organisational policies procedures 
Determine and document access and security status and disposal requirements of records according to organisational policies procedures 
Store records on required media in accordance with organisational and record retention requirements 
Migrate records across mediums according to organisational policies and procedures 
Action and record archiving or disposal of records according to disposal schedule and organisational policies and procedures 
Maintain records in a usable and accessible form in accordance with security conditions and legislative requirements 

Forms

Assessment Cover Sheet

BSBINS409 - Maintain and monitor digital information and records
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBINS409 - Maintain and monitor digital information and records

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: