Application
This unit describes the skills and knowledge required to assist others by supporting the planning of activities in a legal services environment.
The unit applies to individuals who work under supervision to arrange appointments and other activities based on court dates and required legislative timeframes. In this role, individuals apply a broad range of administrative competencies in a legal office work environment, using some discretion and judgement. They provide support to legal practitioners and may provide technical advice and support to a team.
No licensing, legislative or certification requirements apply to this unit at the time of publication.
Elements and Performance Criteria
1. Record file-related critical dates and times | 1.1 Identify file-related deadlines 1.2 Record file-related deadlines according to organisational policies and procedures |
2. Make and record appointments on behalf of designated personnel | 2.1 Establish and clarify priorities of designated personnel 2.2 Agree and document timelines for achievement of priorities 2.3 Arrange appointments for all parties involved 2.4 Reschedule appointments as required |
3. Assist designated personnel to prepare for critical dates | 3.1 Check records daily for upcoming appointments and commitments 3.2 Remind designated personnel of critical file dates 3.3 Prepare and distribute information meeting task requirements to designated personnel prior to critical dates 3.4 Set reminders to schedule appointments in consultation with designated personnel |
4. Follow up outcomes of meetings and other activities | 4.1 Organise appropriate follow-up actions and activities in conjunction with designated personnel and relevant parties 4.2 Update file notes according to organisational policies and procedures |
Evidence of Performance
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:
assist with planning activities for at least two different matters.
In the course of the above, the candidate must:
apply organisation skills and procedures to diarise all relevant details of appointments and file deadlines and follow up as required
apply standard procedures to solve problems including double-bookings or non
create and maintain up
Evidence of Knowledge
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:
organisational policies and procedures for organising appointments
key features of organisational administrative systems and files
codes of conduct relevant to planning activities in a legal services environment.
Assessment Conditions
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:
office equipment and resources for scheduling activities
legislation and regulations relevant to planning activities.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.
Foundation Skills
Reading | Identifies and interprets textual data to identify and plan job deadlines to adhere to requirements |
Writing | Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation |
Oral Communication | Articulates clearly using specific terminology and relevant tone to convey requirements Uses active listening and questioning techniques to confirm understanding |
Numeracy | Uses basic mathematical formula to calculate and monitor work timeframes |
Initiative and enterprise | Takes personal responsibility for adherence to legal and regulatory requirements Identifies and responds to organisational policies and procedures |
Teamwork | Selects appropriate mode of communication for a specific purpose relevant to own role Cooperates with others as part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability |
Planning and organising | Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficient and effective outcomes Takes responsibility for outcomes of routine decisions related directly to own role |
Sectors
Technical Skills – Legal Services