Release  

Comments  

Release 1

This version first released with BSB Business Services Training Package Version 7.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

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

1. Identify records for capture

1.1 Categorise incoming information into published and unpublished information and identify records, metadata and formats for capture

1.2 Identify information, format and metadata that requires capture

1.3 Circulate material which does not need to be registered or captured

2. Classify records

2.1 Match identified record to organisation’s classification scheme

2.2 Select full classification and sentencing of records according to the system’s rules and organisational procedures

2.3 Relate and reference classified or sentenced records to other records in information management systems

2.4 Select indexing points and terms for records in accordance with system’s rules and organisational procedures

3. Register records

3.1 Select and record unique identifiers for records in accordance with information management system’s rules and procedures, where required

3.2 Register records into information management systems

3.3 Document and distribute records to relevant locations or stakeholders according to special handling requirements of the record format

4. Track records

4.1 Determine unique identifiers of records requested

4.2 Collect storage location, history and information of records from information management systems

4.3 Complete all record transactions according to organisational policies and procedures

4.4 Complete and collect relevant documentation and reports

5. Audit records

5.1 Locate records according to relevant stakeholders’ instructions and requirements

5.2 Audit records against predetermined criteria in accordance with organisational procedures and quality program

5.3 Document and report any discrepancies

Skill 

Description 

Reading

• Interprets information from a range of texts to determine organisational requirements
• Reviews records against set criteria to identify discrepancies

Writing

• Documents, updates and amends information accurately and in required format
• Prepares reports according to organisational requirements

Oral Communication

• Uses active listening and questioning techniques to confirm requirements and clarify information
• Uses clear language, appropriate to audience, to circulate information

Numeracy

• Recognises and uses numerical information management systems
• Recognises and compares numerical data embedded in records

Self-management

• Takes some personal responsibility for following organisational procedures and protocols

Planning and organising

• Plans routine tasks according to set procedures, taking some responsibility for timing

Technology

• Uses main features and functions of digital tools to control records

Release  

Comments  

Release 1

This version first released with BSB Business Services Training Package Version 7.0.