• evidence that purpose of research is understood • instructing legal practitioner is kept up to date regarding all activities, actions and outcomes • where instructing other, instructions are clear with adequate explanation to allows the task/s to be complete • where instructing others, supervision is provided throughout the task in relation to: - providing advice and assistance with resolving problems - ensuring that work is completed within timelines - ensuring that report/correspondence is formatted correctly - ensuring that filing requirements are fulfilled and that a copy/ies of report/correspondence is stored appropriately • non-disclosable information is not communicated and where any doubt exists as to the information’s status it is not disclosed • evidence of use of appropriate response format • plan of action is developed before commencing tasks • criteria are developed at outset to ensure research outcomes meet client needs • relevant persons are contacted and request is explained to person using clear and simple language location of information and access to information is determined and documented • information sources are accessed efficiently • information is copied, borrowed or applied for according to reference centre requirements • copies and original documents are not damaged or disclosed • information is collated to reflect the specific needs of the original request • information is analysed and notes/summaries of the information are recorded according to the specific needs and criteria developed to meet the original request • file/matter number is attached to all relevant documentation • final copies of information and report/correspondence are filed according to a firm’s policies and procedures • original copy of final report is forwarded to client according to instructions and within agreed timelines • inability to meet timelines is communicated to designated person and designated person’s instructions regarding contacting client are adhered to • time records are processed for client invoicing purposes • all work is conducted within accepted codes of conduct including those relating to: maintaining confidentiality, use of company property, duty of care, ethical behaviours, privacy, non-discriminatory practice, conflict of interests and compliance with reasonable direction • evidence that party receiving the information has the right to receive such information and where any doubt exists clarification is sought before any information is disclosed |