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Evidence Guide: DEFDPL019 - Obtain information from a client

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

 

DEFDPL019 - Obtain information from a client

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

Prepare background material

  1. Clarify with instructing legal officer, the nature of client needs and legal matter
Clarify with instructing legal officer, the nature of client needs and legal matter

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Review and analyse background material in accordance with matter requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Open new client and matter file, as required, in accordance with organisational legal procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Obtain client information

  1. Contact client to gather required information in accordance with organisational and legal procedures
Contact client to gather required information in accordance with organisational and legal procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Outline legal limits of own responsibility clearly to client and establish mutual expectations in accordance with operational guidelines

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Use appropriate communication techniques to obtain required information from client

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Record client information in accordance with legal requirements and review with instructing legal officer

  1. Provide notice to client regarding outcome of legal matter in accordance with operational legal requirements
Provide notice to client regarding outcome of legal matter in accordance with operational legal requirements

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Finalise documents in accordance with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Store and secure relevant records in accordance with organisational procedures

Completed
Date:

Teacher:
Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge