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Evidence Guide: BSBINS410 - Implement records systems for small business

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

 

BSBINS410 - Implement records systems for small business

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

Determine information management requirements

  1. Consult with relevant stakeholders and identify and document core business functions, supporting activities, resources, and business and social contexts
  2. Research and identify organisational functions and activities for which records must be kept
  3. Analyse the organisation’s functions and activities and identify required detail and format of records
  4. Identify security and access requirements for records system content from analysis of organisation’s activities
  5. Analyse business documentation to determine organisational reporting and accountability requirements
Consult with relevant stakeholders and identify and document core business functions, supporting activities, resources, and business and social contexts

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Research and identify organisational functions and activities for which records must be kept

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse the organisation’s functions and activities and identify required detail and format of records

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify security and access requirements for records system content from analysis of organisation’s activities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Analyse business documentation to determine organisational reporting and accountability requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select required records system

  1. Identify metadata needed to describe, store, locate and retrieve records in a records system
  2. Specify technological, internal controls, maintenance, disposal and updating requirements of prospective records systems according to scale and nature of business operations
  3. Select records systems that meets required requirements according to scale, nature, and organisational cash flow requirements
Identify metadata needed to describe, store, locate and retrieve records in a records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Specify technological, internal controls, maintenance, disposal and updating requirements of prospective records systems according to scale and nature of business operations

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select records systems that meets required requirements according to scale, nature, and organisational cash flow requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop procedures and implement records system

  1. Develop rules for incorporating individual records and metadata into records system
  2. Develop and document procedures for the use of the system
  3. Distribute information and instructions to relevant stakeholders in the use of the records system
  4. Monitor and assist with implementation of the records system
Develop rules for incorporating individual records and metadata into records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Develop and document procedures for the use of the system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Distribute information and instructions to relevant stakeholders in the use of the records system

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Monitor and assist with implementation of the records system

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:

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.