Application

This unit describes the skills and knowledge required to set up the operational frameworks for the creation, capture and use of records and to monitor and review these frameworks and activities within an organisation.
The unit applies to individuals who work closely with other staff members in an organisation and may also have a degree of individual responsibility and autonomy. They use a range of organisational, analytical and managerial techniques to perform their work in business and records systems or in specialist information management environments, such as archives.
No licensing, legislative or certification requirements apply to this unit at the time of publication.

What You'll Learn

Assessment Requirements

Performance Evidence

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:
• develop, implement and review one records system for an organisation or work area.
In the course of the above, the candidate must:
• identify the requirement for a business records system
• document the steps used to determine the criteria for a records system appropriate to the organisation’s business functions and reporting requirements
• develop an implementation plan.

Knowledge Evidence

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 performance evidence
• common problems relating to business records systems that require a systemic response.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.
This includes access to:
• workplace documentation and resources relevant to performance evidence.
Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Foundation Skills

• {'skill': 'Reading', 'description': 'Evaluates and interprets information from a range of relevant sources and identifies relevant and key information'}
• {'skill': 'Writing', 'description': 'Creates documents to convey information and instructions using language and format appropriate to text and audience'}
• {'skill': 'Oral Communication', 'description': 'Uses active listening and questioning techniques to confirm and clarify information; Communicates using words and non-verbal features appropriate to the audience and context'}
• {'skill': 'Numeracy', 'description': 'Interprets, compares and contrasts numerical data to determine needs; Uses numerical systems associated with record storage systems'}
• {'skill': 'Planning and organising', 'description': 'Uses understanding of organisational requirements in planning an appropriate information management system; Sequences and schedules tasks required to achieve outcomes and manages relevant communication'}
• {'skill': 'Technology', 'description': 'Uses digital systems to develop and monitor business records system'}

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