The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statement.
Critical Aspects of Evidence
Ability to synthesise changes in organisational context and users' needs to determine new records requirements should be demonstrated
A thorough knowledge of, and skills in identifying, metadata for recording recordkeeping transactions and controlling records should be demonstrated
Ability to document and update procedures across a whole system, or organisation should be demonstrated
A thorough knowledge of and skills in identifying metadata for recording recordkeeping transactions and controlling records should be demonstrated
Underpinning Knowledge*
* At this level the learner must demonstrate understanding of a broad knowledge base incorporating theoretical concepts, with substantial depth in some areas.
Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
Organisation's functions, structure and culture
Organisation's policies and strategies
Internal controls
Recordkeeping principles and processes including functional requirements for recordkeeping
Recordkeeping terminology
Familiarity with organisation's classification scheme and language
Organisation's rules for the capture, access, use and maintenance
Segregation of duties
Workflow principles and practices
Familiarity with recordkeeping software applications
Underpinning Skills
Communicating complex relationships and processes effectively to users and management
Consulting with practitioners, staff members, customers, and others to elicit relevant information for analysis
Identifying and viewing component parts as integral elements of the whole system
Analysing and synthesising documentation, verbally delivered information, and observed behaviours
Documenting complex relationships and processes
Preparing, compiling and writing complex documents and reports
Analysing process functions and problems
Negotiating to achieve suitable results for the organisation's recordkeeping practices
Researching and analysing organisation requirements for recordkeeping
Auditing and monitoring use of the business or records system
Preparing and writing correspondence for both internal and external customers
Using tools and techniques to solve problems
Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
Resource Implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace
Consistency of Performance
In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations
Context/s of Assessment
Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement
Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package
Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment
Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit
Key Competency Levels
Collecting, analysing and organising information (Level 3) - in analysing the content and structure of the records required for the organisation's functions
Communicating ideas and information (Level 2) - in presenting the results of the review
Planning and organising activities (Level 2) - in arranging consultation with the users of the system
Working with teams and others (Level 2) - in consulting with the users of the system
Using mathematical ideas and techniques (Level 3) - in assessing and analysing the usage volumes of the records
Solving problems (Level 3) - presented by aligning the requirements of the system with the requirements of the users
Using technology (Level 2) - in working closely with the requirements of the system
Please refer to the Assessment Guidelines for advice on how to use the Key Competencies
The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statement.
Critical Aspects of Evidence
Ability to synthesise changes in organisational context and users' needs to determine new records requirements should be demonstrated
A thorough knowledge of, and skills in identifying, metadata for recording recordkeeping transactions and controlling records should be demonstrated
Ability to document and update procedures across a whole system, or organisation should be demonstrated
A thorough knowledge of and skills in identifying metadata for recording recordkeeping transactions and controlling records should be demonstrated
Underpinning Knowledge*
* At this level the learner must demonstrate understanding of a broad knowledge base incorporating theoretical concepts, with substantial depth in some areas.
Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
Organisation's functions, structure and culture
Organisation's policies and strategies
Internal controls
Recordkeeping principles and processes including functional requirements for recordkeeping
Recordkeeping terminology
Familiarity with organisation's classification scheme and language
Organisation's rules for the capture, access, use and maintenance
Segregation of duties
Workflow principles and practices
Familiarity with recordkeeping software applications
Underpinning Skills
Communicating complex relationships and processes effectively to users and management
Consulting with practitioners, staff members, customers, and others to elicit relevant information for analysis
Identifying and viewing component parts as integral elements of the whole system
Analysing and synthesising documentation, verbally delivered information, and observed behaviours
Documenting complex relationships and processes
Preparing, compiling and writing complex documents and reports
Analysing process functions and problems
Negotiating to achieve suitable results for the organisation's recordkeeping practices
Researching and analysing organisation requirements for recordkeeping
Auditing and monitoring use of the business or records system
Preparing and writing correspondence for both internal and external customers
Using tools and techniques to solve problems
Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
Resource Implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace
Consistency of Performance
In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations
Context/s of Assessment
Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement
Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package
Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment
Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit
Key Competency Levels
Collecting, analysing and organising information (Level 3) - in analysing the content and structure of the records required for the organisation's functions
Communicating ideas and information (Level 2) - in presenting the results of the review
Planning and organising activities (Level 2) - in arranging consultation with the users of the system
Working with teams and others (Level 2) - in consulting with the users of the system
Using mathematical ideas and techniques (Level 3) - in assessing and analysing the usage volumes of the records
Solving problems (Level 3) - presented by aligning the requirements of the system with the requirements of the users
Using technology (Level 2) - in working closely with the requirements of the system
Please refer to the Assessment Guidelines for advice on how to use the Key Competencies