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

BSBINS410 Mapping and Delivery Guide
Implement records systems for small business

Version 1.0
Issue Date: May 2024


Qualification -
Unit of Competency BSBINS410 - Implement records systems for small business
Description
Employability Skills
Learning Outcomes and Application This unit describes the skills and knowledge required to research, develop and implement business or records systems for a small business.The unit applies to individuals who use a range of organisational, analytical and communication techniques to carry out the responsibilities of their role and report directly to a supervisor or manager within the business or section of a larger organisation.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:

workplace documentation and resources relevant to performance evidence.

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: Determine information management requirements
  • Consult with relevant stakeholders and identify and document core business functions, supporting activities, resources, and business and social contexts
  • Research and identify organisational functions and activities for which records must be kept
  • Analyse the organisation’s functions and activities and identify required detail and format of records
  • Identify security and access requirements for records system content from analysis of organisation’s activities
  • Analyse business documentation to determine organisational reporting and accountability requirements
       
Element: Select required records system
  • Identify metadata needed to describe, store, locate and retrieve records in a records system
  • Specify technological, internal controls, maintenance, disposal and updating requirements of prospective records systems according to scale and nature of business operations
  • Select records systems that meets required requirements according to scale, nature, and organisational cash flow requirements
       
Element: Develop procedures and implement records system
  • Develop rules for incorporating individual records and metadata into records system
  • Develop and document procedures for the use of the system
  • Distribute information and instructions to relevant stakeholders in the use of the records system
  • Monitor and assist with implementation of the records system
       


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:

identify, select, develop and implement a records system for a small business.

In the process of the above, the candidate must:

document the steps used to determine the criteria for a records system appropriate to the organisation’s business functions and reporting requirements.

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 records management and records management systems

internal controls required of the business or records system

key characteristics of the organisational functions, structure and culture relevant to implementation of records system

organisational policies and procedures relevant to implementing a records system in a small business.


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
Consult with relevant stakeholders and identify and document core business functions, supporting activities, resources, and business and social contexts 
Research and identify organisational functions and activities for which records must be kept 
Analyse the organisation’s functions and activities and identify required detail and format of records 
Identify security and access requirements for records system content from analysis of organisation’s activities 
Analyse business documentation to determine organisational reporting and accountability requirements 
Identify metadata needed to describe, store, locate and retrieve records in a records system 
Specify technological, internal controls, maintenance, disposal and updating requirements of prospective records systems according to scale and nature of business operations 
Select records systems that meets required requirements according to scale, nature, and organisational cash flow requirements 
Develop rules for incorporating individual records and metadata into records system 
Develop and document procedures for the use of the system 
Distribute information and instructions to relevant stakeholders in the use of the records system 
Monitor and assist with implementation of the records system 

Forms

Assessment Cover Sheet

BSBINS410 - Implement records systems for small business
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

BSBINS410 - Implement records systems for small business

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: