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Unit of competency details

BSBLEG315 - Assist in planning activities in a legal services environment (Release 1)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBLEG308 - Assist in prioritising and planning activities in a legal practice 18/Oct/2020

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

Companion volumes:
Unit of competency Assessment requirements

Delivery:
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Training packages that include this unit

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Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 091103 Legal Studies  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 091103 Legal Studies  19/Oct/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 assist others by supporting the planning of activities in a legal services environment.

The unit applies to individuals who work under supervision to arrange appointments and other activities based on court dates and required legislative timeframes. In this role, individuals apply a broad range of administrative competencies in a legal office work environment, using some discretion and judgement. They provide support to legal practitioners and may provide technical advice and support to a team.

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

Unit Sector

Technical Skills – Legal 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. Record file-related critical dates and times

1.1 Identify file-related deadlines

1.2 Record file-related deadlines according to organisational policies and procedures

2. Make and record appointments on behalf of designated personnel

2.1 Establish and clarify priorities of designated personnel

2.2 Agree and document timelines for achievement of priorities

2.3 Arrange appointments for all parties involved

2.4 Reschedule appointments as required

3. Assist designated personnel to prepare for critical dates

3.1 Check records daily for upcoming appointments and commitments

3.2 Remind designated personnel of critical file dates

3.3 Prepare and distribute information meeting task requirements to designated personnel prior to critical dates

3.4 Set reminders to schedule appointments in consultation with designated personnel

4. Follow up outcomes of meetings and other activities

4.1 Organise appropriate follow-up actions and activities in conjunction with designated personnel and relevant parties

4.2 Update file notes according to organisational policies 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 

Description 

Reading
  • Identifies and interprets textual data to identify and plan job deadlines to adhere to requirements

Writing
  • Uses clear, accurate and relevant language to organise, record and update information and complete workplace documentation

Oral Communication
  • Articulates clearly using specific terminology and relevant tone to convey requirements
  • Uses active listening and questioning techniques to confirm understanding

Numeracy
  • Uses basic mathematical formula to calculate and monitor work timeframes

Initiative and enterprise

  • Takes personal responsibility for adherence to legal and regulatory requirements
  • Identifies and responds to organisational policies and procedures

Teamwork
  • Selects appropriate mode of communication for a specific purpose relevant to own role
  • Cooperates with others as part of familiar routine activities and contributes to specific activities requiring joint responsibility and accountability

Planning and organising

  • Takes responsibility for planning, sequencing and prioritising tasks and own workload for efficient and effective outcomes
  • Takes responsibility for outcomes of routine decisions related directly to own role

Unit Mapping Information

Supersedes and is equivalent to BSBLEG308 Assist in prioritising and planning activities in legal practice.

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:

  • assist with planning activities for at least two different matters.

In the course of the above, the candidate must:

  • apply organisation skills and procedures to diarise all relevant details of appointments and file deadlines and follow up as required
  • apply standard procedures to solve problems including double-bookings or non-attendances
  • create and maintain up-to-date, legible, accurate and accessible records of all activities and outcomes according to organisational policies and procedures.

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 for organising appointments
  • key features of organisational administrative systems and files
  • codes of conduct relevant to planning activities in a legal services environment.

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:

  • office equipment and resources for scheduling activities
  • legislation and regulations relevant to planning activities.

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

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