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Evidence Guide: BSBRKG506A - Develop and maintain terminology and classification schemes

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!

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BSBRKG506A - Develop and maintain terminology and classification schemes

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

Research classification scheme and terminology

  1. Examine work of an organisation to identify terminology that may reflect business functions and activities
  2. Review and analyse functional analyses for the basis of terminology and classification schemes
  3. Review other relevant materials and documents to analyse potential impact on vocabulary controls and classification scheme
  4. Examine any existing classification schemes and terminology to assess for currency and coverage
  5. Examine representative samples of records to confirm extent to which an existing classification scheme and terminology have been implemented
Examine work of an organisation to identify terminology that may reflect business functions and activities

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and analyse functional analyses for the basis of terminology and classification schemes

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review other relevant materials and documents to analyse potential impact on vocabulary controls and classification scheme

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Examine any existing classification schemes and terminology to assess for currency and coverage

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Examine representative samples of records to confirm extent to which an existing classification scheme and terminology have been implemented

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Develop draft terminology and classification scheme

  1. Prepare draft vocabulary controls and titling rules
  2. Ensure draft vocabulary controls reflect organisation's business culture, operational realities and business language
  3. Identify broad classification groups from a functional analysis
  4. Analyse and decompose broad classification groups to the level required for an organisation's use
  5. Document draft classification scheme
Prepare draft vocabulary controls and titling rules

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Ensure draft vocabulary controls reflect organisation's business culture, operational realities and business language

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Identify broad classification groups from a functional analysis

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Analyse and decompose broad classification groups to the level required for an organisation's use

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Document draft classification scheme

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Validate draft terminology and classification scheme

  1. Prepare methodology for the validation process taking local imperatives and environment into consideration
  2. Conduct consultation with users to identify issues, problems, inconsistencies and any required amendments or additions to draft classification scheme, existing language and vocabulary controls
  3. Conduct testing and encourage feedback from users to identify any problems and inconsistencies with draft classification scheme and terminology
  4. Document outcomes throughout the validation process
Prepare methodology for the validation process taking local imperatives and environment into consideration

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conduct consultation with users to identify issues, problems, inconsistencies and any required amendments or additions to draft classification scheme, existing language and vocabulary controls

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Conduct testing and encourage feedback from users to identify any problems and inconsistencies with draft classification scheme and terminology

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Document outcomes throughout the validation process

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Implement and review terminology and classification scheme

  1. Prepare classification scheme and terminology from validation and research
  2. Undertake negotiations with competing interests within the organisation to ensure common understanding and appropriateness of work use and definitions
  3. Note where existing system requires modification, and prepare specific recommendations in accordance with organisational guidelines
  4. Prepare final report of terminology and classification scheme, in accordance with organisational practice and Australian Standards and international standards
  5. Seek formal endorsement from appropriate individual or body through submission of revised, amended and completed classification scheme
Prepare classification scheme and terminology from validation and research

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Undertake negotiations with competing interests within the organisation to ensure common understanding and appropriateness of work use and definitions

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Note where existing system requires modification, and prepare specific recommendations in accordance with organisational guidelines

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Prepare final report of terminology and classification scheme, in accordance with organisational practice and Australian Standards and international standards

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Seek formal endorsement from appropriate individual or body through submission of revised, amended and completed classification scheme

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

translating elements of a functional analysis to a coherent, logical, multi-level scheme of terms appropriate to the organisational context

consistently analysing and classifying usage of descriptive terms in detail .

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

access to examples of records, recordkeeping system and policies

access to workplace reference materials such as procedural manuals and company policy.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

analysis of responses to case studies and scenarios

demonstration of techniques

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of methodology prepared for the validation process

oral or written questioning to assess knowledge of general principles and processes of recordkeeping systems.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

administration units

other knowledge management units.

Required Skills and Knowledge

Required skills

communication skills to consult with practitioners, staff members, customers, and others to elicit relevant information for analysis

literacy skills to read and interpret nature of record content, functions and problems

problem-solving and analysis skills to apply rules of classification

self management skills to accurately record metadata.

Required knowledge

construction and use of language in the organisation in relation to recordkeeping (past and present)

key provisions of relevant legislation, regulations from all forms of government, standards and documentation that may affect aspects of business operations, such as:

AS 5044.1:2002 AGLS Metadata element set

AS 5090:2003 Work process analysis for recordkeeping

AS ISO 15489:2004 Records management

AS ISO 23081.1:2006 Information and documentation - Records management processes - Metadata for records - Principles

Australian Stock Exchange(ASX) Principles of Good Corporate Governance

ethical principles

codes of practice

privacy and freedom of information

archives and records legislation

occupational health and safety

general principles and processes of records management and records management systems, such as:

systems of control

records continuum theory

mandate and ownership of business process

organisational business functions, structure and culture

organisational policies, strategies and procedures, particularly those relating to records access and security.

Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Examining the work of an organisation may include review of:

annual reports

controlled language schemes from existing and other organisations

legislation

memoranda and articles

organisational charts

policies

procedural manuals

publicity brochures and leaflets

service directories

strategic and business plans

Other relevant materials and documents may include:

organisational charts

policies

procedural manuals

service directories

strategic and business plans

vocabulary control tools from other organisations

Classification may be organised by:

body of knowledge

organisation function and/or activity

subject

Draft classification scheme should include:

hierarchical structure, that is specific to an organisation

sufficient classes and sub-classes to include all business functions and activities being documented

terminology in accordance with organisational and industry standards for terminology and usage

Methodology for the validation process may include:

focus groups

interviews

number and location of sites

resources available

size of organisation

survey

targeting and involvement of key individuals and groups

testing

time available

user-driven

Final report may include:

implications for implementation

inclusion in organisational policy

provision for review

scope of compliance

Appropriate individual or body for review may include:

business managers

business owner

nominated senior management representative/s

senior management team

system users