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. Record fee-earner time

1.1 Access timesheets submitted by fee-earners

1.2 Organise self or other to enter time recording into accounting system against relevant client or client matter file, or other relevant codes such as training and marketing

1.3 Note irregularities and/or uncertainties and follow standard resolution procedures or alert designated person as appropriate

1.4 Make entries within agreed timelines

2. Enter disbursements incurred

2.1 Record details of disbursements accurately against relevant client or client master file according to a firm’s policies and procedures

2.2 Note irregularities and/or uncertainties and ensure standard resolution procedures are followed, or alert designated person as appropriate

2.3 Allocate file/master number to all relevant documentation and file appropriately

Skill 

Performance Criteria 

Description 

Reading

1.1, 1.3, 2.1, 2.2

• Interprets textual information to clarify data and to determine and adhere to workplace practices

Writing

1.3, 1.4, 2.2

• Uses clear, accurate and relevant language to complete workplace documentation

Oral Communications

1.3, 2.2

• Articulates clearly using specific and relevant language and appropriate tone to convey concerns

Numeracy

1.2, 2.1

• Uses mathematical equations to accurately calculate and record periods of time and expenditures for record-keeping processes

Navigate the world of work

1.3, 2.2

• Recognises and responds to organisational policies and procedures

Interact with others

1.3, 2.2

• Seeks to cooperate with others to achieve results in immediate work context

Get the work done

1.2-1.4, 2.1, 2.2, 2.3

• Makes routine decisions and implements standard procedures for routine tasks, using formal decision-making processes
• Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficiency and effective outcomes
• Recognises and takes responsibility for addressing predictable and some less predictable problems in familiar work contexts

Code and title 

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBLEG306 Maintain records for time and disbursements in a legal practice

BSBLEG306A Maintain records for time and disbursements in a legal practice

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

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