Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1 Obtain, record and analyse information

1.1 Identify information sources

1.2 Collect and document information according to organisational procedures and legislative and policy requirements

1.3 Collate, sort and analyse information collected in relation to purpose for which it is being obtained

1.4 Ensure contents of recording forms and reports are in line with organisational requirements

2 Take and compile statements

2.1 Take comprehensive statements from sources appropriate to matter being investigated, according to organisational procedures and legislative and policy requirements

2.2 Use active listening when taking accurate statements from people

3 Conduct interviews

3.1 Plan, manage and conduct interviews to gather maximum information relevant to matter being examined

3.2 Treat all interviewees fairly and equitably

3.3 Conduct and record interviews according to legislation, policy and procedures

4 Use information and database systems

4.1 Enter information into database, adhering to data entry security procedures

4.2 Identify and use appropriate sources of information when recording data

4.3 Access and store information according to legislation, policy and procedures

5 Use interview and evidence recording equipment

5.1 Operate recording equipment according to legislation, policy and procedures

5.2 Produce records according to organisational requirements and procedures

5.3 Maintain equipment and usage logs in good order

6 Conduct follow-up activities

6.1 Identify and use communication links within organisation to exchange information

6.2 Assess relevance of information received in terms of its intended purpose

6.3 Dispose of irrelevant information according to legislation, policy and procedures

Skill 

Performance 

Criteria 

Description 

Reading

1.4, 4.2, 6.2

• Analyses and reviews a range of texts of varying complexity to determine relevance, accuracy and usefulness

Writing

1.2

• Documents a range of required information using structure, detailed language and format appropriate to purpose

Oral Communication

2.1, 2.2, 3.1, 3.3, 6.1

• Participates effectively in exchanges with others using structure and tone appropriate to gather and exchange information
• Uses questioning techniques and active listening to confirm details and clarify responses

Navigate the world of work

1.2, 1.4, 2.1, 3.2, 3.3 4.3, 5.1, 5.2, 6.3

• Takes personal responsibility for adherence to legal/regulatory and organisational requirements when planning and undertaking information collection, review, storage, exchange and disposal

Interact with others

3.1, 3.2, 6.1

• Selects and uses appropriate conventions and protocols when communicating with internal and external stakeholders to build rapport and seek information

Get the work done

1.1, 1.3, 3.1, 4.1-4.3 5.1-5.3, 6.2

• Accepts responsibility for planning, organising and implementing routine and non-routine tasks to manage information collection processes, storage and disposal
• Uses systematic, analytical processes to identify and gather relevant information to established criteria
• Understands purposes, specific functions and key features of database systems and tools and operates them effectively to complete routine tasks
• Uses digital recording technologies and systems safely, legally and ethically when gathering, storing, accessing and sharing information

Records must be:

• authorised, stored and assessed in line with organisational procedures
• clear, audible and presentable.

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBCUE405 Survey stakeholders to gather and record information

BSBCCO405A Survey stakeholders to gather and record information

Updated to meet Standards for Training Packages

Code changed to reflect industry practice

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.