Qualification details

BSB51707 - Diploma of Recordkeeping (Release 3)


ReleaseStatusRelease date
3 (this release)Current 18/Mar/2013
(View details for release 2) Replaced28/Nov/2011
(View details for release 1) Replaced10/Mar/2009

Usage recommendation:
Is superseded by and equivalent to BSB51715 - Diploma of RecordkeepingUpdated to meet Standards for Training Packages 24/Mar/2015

Training packages that include this qualification

Units of competency

CodeSort Table listing Units of Competency by the Code columnTitleSort Table listing Units of Competency by the Title columnEssential
BSBADM502B - Manage meetingsManage meetings Elective
BSBADM506B - Manage business document design and developmentManage business document design and development Elective
BSBCUS501C - Manage quality customer serviceManage quality customer service Elective
BSBINM501A - Manage an information or knowledge management systemManage an information or knowledge management system Elective
BSBINN301A - Promote innovation in a team environmentPromote innovation in a team environment Elective
BSBMGT502B - Manage people performanceManage people performance Elective
BSBMGT515A - Manage operational planManage operational plan Elective
BSBPMG522A - Undertake project workUndertake project work Elective
BSBRKG502B - Manage and monitor business or records systemsManage and monitor business or records systems Core
BSBRKG505B - Document or reconstruct a business or records systemDocument or reconstruct a business or records system Core
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SchemeCodeClassification value
ANZSCO Identifier 551211 Bookkeeper 
ASCO (occupation type) Identifier 5911-11 Bookkeeper 
ASCED Qualification/Course Field of Education Identifier 0801 Accounting 
Qualification/Course Level of Education Identifier 421 Diploma 
Taxonomy - Industry Sector N/A Recordkeeping,Legal Administration 
Taxonomy - Occupation N/A Assistant Records Manager,Records Supervisor,Records Coordinator,Records Management Coordinator,Archivist,Freedom of Information Officer,Corporate Archivist 

Classification history

SchemeCodeClassification valueStart dateEnd date
ANZSCO Identifier 551211 Bookkeeper 03/Sep/2008 
ASCO (occupation type) Identifier 5911-11 Bookkeeper 03/Sep/2008 
ASCED Qualification/Course Field of Education Identifier 0801 Accounting 03/Sep/2008 
Qualification/Course Level of Education Identifier 421 Diploma 10/Mar/2009 
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Modification History



Release 3

This version first released with BSB07 Business Services Training Package Version 8.0.

Elective unit BSBPMG510A Manage projects replaced with BSBPMG522A Undertake project work.

Release 2

New release of this Qualification with version 6 of BSB07 Business Services Training Package.

Unit codes updated.

Release 1

Initial release.


This qualification reflects the role of individuals who possess a sound theoretical knowledge base in information and records management and use a range of specialised, technical or managerial competencies to ensure that business or records systems function effectively within an organisation. Typically they will work closely with other members of an organisation and have a high degree of autonomy with regards to business or records systems.

Job roles 

  • Records and Information Coordinator
  • Records and Information Supervisor
  • Records and Information Team Leader.

Pathways Information

Pathways into the qualification 

Preferred pathways for candidates considering this qualification include:

  • BSB41707 Certificate IV in Recordkeeping or other relevant qualification/s


  • with vocational recordkeeping experience, but without a formal qualification.

Examples of indicative job roles for candidates seeking entry based upon their vocational experience include:

  • Records and Information Officer
  • Records and Information Clerk.

This breadth of expertise would equate to the competencies required to undertake this qualification.

Pathways from the qualification 

After achieving this qualification candidates may undertake:

  • BSB60807 Advanced Diploma of Recordkeeping.

Licensing/Regulatory Information

There is no direct link between this qualification and licensing, legislative and/or regulatory requirements. However, where required, a unit of competency will specify relevant licensing, legislative and/or regulatory requirements that impact on the unit.

Entry Requirements

There are no entry requirements for this qualification.

Employability Skills Summary

The following table contains a summary of the Employability Skills required by industry for this qualification. The Employability Skills facets described here are broad industry requirements that may vary depending on qualification packaging options.

Employability Skill 

Industry/enterprise requirements for this qualification include: 


  • negotiating solutions for workplace issues
  • researching the recordkeeping requirements and terminology used in an organisation
  • writing clear and succinct reports, and system procedures and rules


  • consulting with team members and other organisational staff to establish recordkeeping requirements
  • providing feedback and instruction to system users


  • developing classification schemes in line with organisational requirements
  • developing strategies for implementation of business or records systems

Initiative and enterprise

  • addressing new and changing circumstances to ensure accurate and timely retrieval of records
  • identifying new and emerging opportunities to increase effectiveness of business and records systems

Planning and organising

  • collecting, collating and analysing information using appropriate workplace business systems
  • developing staff key performance indicators to monitor staff performance and using them in relation to business or records systems


  • acting as an advocate for the use and take up of business or records systems
  • managing own time and priorities and dealing with contingencies
  • taking responsibility as required by work role and ensuring all legislative and organisational polices and procedures are adhered to


  • evaluating and improving training systems
  • identifying training needs
  • selecting and inducting staff


  • using electronic communication devices and processes such as internet, intranet, email to produce written correspondence and reports
  • using technology to assist the management of information, to assist the planning process and to facilitate change

Packaging Rules

Total number of units = 8 

3 core units  plus 

5 elective units 

2 elective units  must be selected from the elective units listed below or from an equivalent level qualification within this Training Package.

The remaining 3 elective units  may be selected from the elective units listed below, or any currently endorsed Training Package or accredited course at the same qualification level. If not listed below, 1 unit  may be selected from either a Certificate IV or Advanced Diploma qualification.

Elective units must be relevant to the work outcome, local industry requirements and the qualification level.

Core units 


BSBRKG502B Manage and monitor business or records systems

BSBRKG505B Document or reconstruct a business or records system

BSBRKG506A Develop and maintain terminology and classification schemes

Elective units 

Customer Service 

BSBCUS501C Manage quality customer service

General Administration 

BSBADM502B Manage meetings

BSBADM506B Manage business document design and development

Information Management 

BSBINM501A Manage an information or knowledge management system


BSBINN301A Promote innovation in a team environment


BSBMGT502B Manage people performance

BSBMGT515A Manage operational plan

Project Management 

BSBPMG522A Undertake project work

Risk Management 

BSBRSK501B Manage risk


BSBSUS501A Develop workplace policy and procedures for sustainability

Workplace Effectiveness 

BSBWOR501B Manage personal work priorities and professional development

BSBWOR502B Ensure team effectiveness

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