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Unit of competency details

BSBCUE405 - Survey stakeholders to gather and record information (Release 1)

Summary

Usage recommendation:
Superseded
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBCCO405A - Survey stakeholders to gather and record informationUpdated to meet Standards for Training Packages Code changed to reflect industry practice 24/Mar/2015
Is superseded by BSBINS508 - Research and analyse information to meet library customer needs 18/Oct/2020

Release Status:
Current
Releases:
ReleaseRelease date
1 1 (this release) 25/Mar/2015


Training packages that include this unit

Qualifications that include this unit

CodeSort Table listing Qualifications that include this unit by the Code columnTitleSort Table listing Qualifications that include this unit by the Title columnRelease
AUR40514 - Certificate IV in Vehicle Loss AssessingCertificate IV in Vehicle Loss Assessing2-3 
HLT50113 - Diploma of Aboriginal and/or Torres Strait Islander Primary Health CareDiploma of Aboriginal and/or Torres Strait Islander Primary Health Care4-5 
HLT40213 - Certificate IV in Aboriginal and/or Torres Strait Islander Primary Health Care PracticeCertificate IV in Aboriginal and/or Torres Strait Islander Primary Health Care Practice4-5 
FNS41815 - Certificate IV in Financial ServicesCertificate IV in Financial Services1-5 
FNS40915 - Certificate IV in SuperannuationCertificate IV in Superannuation1-3 
FNS41415 - Certificate IV in General InsuranceCertificate IV in General Insurance1-2 
HLT40113 - Certificate IV in Aboriginal and/or Torres Strait Islander Primary Health CareCertificate IV in Aboriginal and/or Torres Strait Islander Primary Health Care4-5 
BSB41515 - Certificate IV in Project Management PracticeCertificate IV in Project Management Practice1-5 
BSB40315 - Certificate IV in Customer EngagementCertificate IV in Customer Engagement1-3 
FNS41820 - Certificate IV in Financial ServicesCertificate IV in Financial Services
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080301 Business Management  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080301 Business Management  30/Jul/2015 
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Unit Of competency

Modification History

Release 

Comments 

Release 1

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

Application

This unit describes the skills and knowledge required to prepare, survey and record relevant and required details of information collected according to organisational, legislative and regulatory requirements.

It applies to individuals who need to solve a defined range of unpredictable problems, analyse and evaluate information from a variety of sources, and who may provide leadership and guidance to others with some limited responsibility for the output of others.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Stakeholder Relations – Customer Engagement

Elements and Performance Criteria

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

Foundation Skills

This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance.

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

Range of Conditions

This section specifies different work environments and conditions that may affect performance. Essential operating conditions that may be present (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) are included.

Records must be:

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

Unit Mapping Information

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

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

 

Assessment requirements

Modification History

Release 

Comments 

Release 1

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

Performance Evidence

Evidence of the ability to:

  • source, analyse and record information in compliance with organisational requirements
  • use professional interview techniques to conduct and record interviews, including audiotapes and statements if applicable to role, according to relevant statutory, regulatory and legislative requirements
  • access, store and dispose of information in compliance with legal and organisational requirements.

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • identify information types and their sources
  • outline procedures and security measures for accessing, storing, retrieving and sharing data from databases
  • describe rights of individuals in relation to conduct of interviews and compilation of statements
  • identify statutory, regulatory and legislative requirements relating to surveying stakeholders
  • outline use of evidence and contact recording technology.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the stakeholder relations – customer engagement field of work. This includes access to:

  • information and databases for analysis
  • relevant legislation, standards and guidelines
  • interviewees
  • recording equipment.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10