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Evidence Guide: BSBINS307 - Retrieve information from records

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBINS307 - Retrieve information from records

What evidence can you provide to prove your understanding of each of the following citeria?

Locate and retrieve records required

  1. Identify and refine search criteria and keywords, in consultation with person making request, where required
  2. Locate records according to defined criteria
  3. Retrieve records to match request
Identify and refine search criteria and keywords, in consultation with person making request, where required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Locate records according to defined criteria

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Retrieve records to match request

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure security of records

  1. Identify person requesting the records
  2. Confirm access category of person, in accordance with organisational procedures
  3. Check the access clearance of person requesting the records covers the security classification and access restrictions of the records
  4. Exempt specific record, or portions thereof, to prevent access, where required
Identify person requesting the records

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Confirm access category of person, in accordance with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Check the access clearance of person requesting the records covers the security classification and access restrictions of the records

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Exempt specific record, or portions thereof, to prevent access, where required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Provide required information or records

  1. Inform user of access denial in accordance with organisational procedures, where required
  2. Prepare information for person requesting the records
  3. Deliver records, or prepare information from records, according to organisational policies and procedures
  4. Document the process according to organisational policies and procedures
Inform user of access denial in accordance with organisational procedures, where required

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare information for person requesting the records

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Deliver records, or prepare information from records, according to organisational policies and procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Document the process according to organisational policies and procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge

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:

work with relevant stakeholders to identify information requirements and retrieve relevant information on at least three occasions.

In the course of the above, the candidate must:

record information

provide information and responses to requests.

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 procedures for records retrieval, and security and access

key aspects of processes of records management and records management systems

clearance categories according to organisational policies.