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Evidence Guide: BSBLEG315 - Assist in planning activities in a legal services environment

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

 

BSBLEG315 - Assist in planning activities in a legal services environment

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

Record file-related critical dates and times

  1. Identify file-related deadlines
  2. Record file-related deadlines according to organisational policies and procedures
Identify file-related deadlines

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Record file-related deadlines according to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make and record appointments on behalf of designated personnel

  1. Establish and clarify priorities of designated personnel
  2. Agree and document timelines for achievement of priorities
  3. Arrange appointments for all parties involved
  4. Reschedule appointments as required
Establish and clarify priorities of designated personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Agree and document timelines for achievement of priorities

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Arrange appointments for all parties involved

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Reschedule appointments as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assist designated personnel to prepare for critical dates

  1. Check records daily for upcoming appointments and commitments
  2. Remind designated personnel of critical file dates
  3. Prepare and distribute information meeting task requirements to designated personnel prior to critical dates
  4. Set reminders to schedule appointments in consultation with designated personnel
Check records daily for upcoming appointments and commitments

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Remind designated personnel of critical file dates

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and distribute information meeting task requirements to designated personnel prior to critical dates

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Set reminders to schedule appointments in consultation with designated personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Follow up outcomes of meetings and other activities

  1. Organise appropriate follow-up actions and activities in conjunction with designated personnel and relevant parties
  2. Update file notes according to organisational policies and procedures
Organise appropriate follow-up actions and activities in conjunction with designated personnel and relevant parties

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Update file notes 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:

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 nonattendances

create and maintain uptodate, legible, accurate and accessible records of all activities and outcomes according to organisational policies and procedures.

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.