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Unit of competency details

BSBINS309 - Maintain business records (Release 1)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBRKG304 - Maintain business records 18/Oct/2020
Supersedes BSBRKG305 - Review recordkeeping functions 18/Oct/2020

Release Status:
Current
Releases:
ReleaseRelease date
1 1 (this release) 19/Oct/2020


Training packages that include this unit

CodeSort Table listing Training packages that include this unit by the Code columnTitleSort Table listing Training packages that include this unit by the Title columnRelease
FNS - Financial Services Training PackageFinancial Services Training Package 5.0-7.0 
TLI - Transport and Logistics Training PackageTransport and Logistics Training Package 10.0-11.0 
AHC - Agriculture, Horticulture and Conservation and Land Management Training PackageAgriculture, Horticulture and Conservation and Land Management Training Package 6.0-7.2 
LGA - Local GovernmentLocal Government 1.0 
CPP - Property Services Training PackageProperty Services Training Package 15.0-16.0 
RII - Resources and Infrastructure Industry Training PackageResources and Infrastructure Industry Training Package 7.0-8.0 
BSB - Business Services Training PackageBusiness Services Training Package 7.0-8.0 
AUR - Automotive Retail, Service and Repair Training PackageAutomotive Retail, Service and Repair Training Package 6.0-7.0 

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 columnUsage RecommendationRelease
AHC41119 - Certificate IV in Irrigation ManagementCertificate IV in Irrigation ManagementCurrent
TLI41321 - Certificate IV in Transport and Logistics (Road Transport - Heavy Vehicle Driving Instruction)Certificate IV in Transport and Logistics (Road Transport - Heavy Vehicle Driving Instruction)Current
AUR40720 - Certificate IV in Automotive Body Repair TechnologyCertificate IV in Automotive Body Repair TechnologyCurrent1-3 
CPP40521 - Certificate IV in Strata Community ManagementCertificate IV in Strata Community ManagementCurrent
LGA30120 - Certificate III in Local GovernmentCertificate III in Local GovernmentCurrent
BSB30420 - Certificate III in Library and Information ServicesCertificate III in Library and Information ServicesCurrent
TLI41221 - Certificate IV in Transport and Logistics (Road Transport - Car Driving Instruction)Certificate IV in Transport and Logistics (Road Transport - Car Driving Instruction)Current
RII30420 - Certificate III in Resource ProcessingCertificate III in Resource ProcessingCurrent
FNS30120 - Certificate III in Financial ServicesCertificate III in Financial ServicesCurrent2-5 
BSB30220 - Certificate III in Entrepreneurship and New BusinessCertificate III in Entrepreneurship and New BusinessCurrent
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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080901 Secretarial And Clerical Studies  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080901 Secretarial And Clerical Studies  17/Dec/2020 
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Unit Of competency

Modification History

Release  

Comments  

Release 1

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

Application

This unit describes the skills and knowledge required to maintain the records of a business on an operational basis.

The unit applies to individuals who follow established guidelines and processes to carry out their work. They work under supervision or in consultation with senior staff or system users to support effective information management and governance practices across the organisation.

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

Unit Sector

Technical Skills – Information Services

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. Collate business records

1.1 Identify relevant information and records according to organisational policies and procedures

1.2 Organise records in accordance with organisational policies and procedures

1.3 Follow relevant security and access requirements in accordance with organisational policies and procedures

2. Update business or records system

2.1 Record and update information and record description of new records in business or records system according to organisational policies and procedures

2.2 Identify and dispose of relevant records of redundant business activities from current system according to organisational policies and procedures

3. Prepare and distribute reports from the business or records system

3.1 Interpret requests for reports

3.2 Prepare reports from business or records system according to request and organisational security and access procedures

3.3 Distribute reports to relevant stakeholders according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill 

Description 

Reading

  • Gathers and interprets textual information from different sources to determine how information and records may be applied

Writing

  • Uses clear and industry related terminology to document, complete and update workplace information and records

Numeracy

  • Recognises and uses numerical systems associated with business or record systems

Self-management

  • Takes responsibility for planning and organising own workload to ensure work deadlines are met
  • Takes responsibility for the outcomes of routine decisions related directly to own role

Technology

  • Uses main features and functions of digital tools to maintain business records

Unit Mapping Information

Supersedes and is equivalent to BSBRKG304 Maintain business records.

Supersedes but is not equivalent to BSBRKG305 Review recordkeeping functions.

Links

Companion Volume Implementation Guide is found on 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 7.0.

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:

  • identify, organise, update, and distribute four business records in compliance with organisational policies and procedures on at least three separate occasions.

In the course of the above, the candidate must:

  • record and update information in an information management system
  • describe records.

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:

  • organisational policies and procedures regarding the maintenance and security of business records
  • organisational requirements of business or records system reports
  • key aspects and processes of records management and records management systems.

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 business records.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10