Unit of competency details

BSBRKG303 - Retrieve information from records (Release 1)

Summary

Releases:
ReleaseStatusRelease date
1 1 (this release)Current 25/Mar/2015

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBRKG303B - Retrieve information from recordsUpdated to meet Standards for Training Packages 24/Mar/2015


Training packages that include this unit

CodeTitleSort Table listing Training packages that include this unit by the Title columnRelease
HLT - HealthHealth 2.0-4.0 
FNS - Financial Services Training PackageFinancial Services Training Package 1.0-3.0 
CUA - Creative Arts and Culture Training PackageCreative Arts and Culture Training Package 3.0 
BSB - Business Services Training PackageBusiness Services Training Package 1.0-2.0 

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  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 receive a request and to deliver the record or information about the record.

It applies to individuals who follow established guidelines and processes to assist them to carry out their work. They work under supervision or in consultation with more senior staff or users of the system to locate records.

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

Unit Sector

Knowledge Management – Recordkeeping

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. Locate/retrieve records required

1.1 Identify and refine search criteria and keywords (or other control information) to retrieve records, in consultation with person making request

1.2 Adopt a systematic approach to details that are difficult to determine

1.3 Search business or records system to retrieve records according to agreed criteria

1.4 Locate or retrieve records to match request

2. Ensure security of records

2.1 Identify person requesting the record and confirm the access category, in accordance with organisational procedures

2.2 Check security and access clearance documents to match with category of identified person requesting the record

2.3 Where necessary, inform user of access denial in accordance with organisational procedures

3. Provide required information or records

3.1 Mask specific records, or portions thereof, to prevent access where required

3.2 Prepare information for person requesting the record in an appropriate format

3.3 Deliver record, or record information, within the specified timeframes

3.4 Document the process

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

1.1, 1.3, 2.1, 2.2, 3.1

  • Identifies, interprets, checks and compares a range of information to inform effective and compliant actions

Writing

1.1, 2.3, 3.2, 3.4

  • Accurately inputs information and documents details of record retrieval process
  • Prepares required information in accordance with organisational procedures

Oral Communication

1.1, 2.1, 2.3

  • Asks questions and listens to responses to confirm and clarify requests
  • Provides information according to organisational procedures

Numeracy

1.3

  • Recognises and uses numerical systems associated with recordkeeping systems

Navigate the world of work

2.1, 2.3

  • Takes some personal responsibility for following organisational procedures

Get the work done

1.1-1.4, 2.1, 2.2, 3.1, 3.3

  • Plans and implements routine tasks according to set processes, taking some responsibility for timing
  • Takes responsibility for the outcomes of routine decisions related directly to own role
  • Understands the importance of secure information and takes some responsibility for identifying and managing risk factors

Unit Mapping Information

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBRKG303 Retrieve information from records

BSBRKG303B Retrieve information from records

Updated to meet Standards for Training Packages

Equivalent unit

Links

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

Modification History

Release 

Comments 

Release 2

This version was released in CHC Community Services Training Package release 3.0.

Amended modification history and mapping. Equivalent outcome.

Release 1

This version was released in CHC Community Services Training Package release 2.0 and meets the requirements of the 2012 Standards for Training Packages.

Merged CHCICS303A and CHCICS406B. Significant change to the elements and performance criteria. New evidence requirements for assessment including volume and frequency requirements. Minimum work hours added. Significant changes to knowledge evidence.

Performance Evidence

The candidate must show evidence of the ability to complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the job role. There must be demonstrated evidence that the candidate has:

  • safely supported at least 3 people to enhance independence and wellbeing
  • performed the activities outlined in the performance criteria of this unit during a period of at least 120 hours of direct support work in at least one aged care, home and community, disability or community service organisation

Knowledge Evidence

The candidate must be able to demonstrate essential knowledge required to effectively complete tasks outlined in elements and performance criteria of this unit, manage tasks and manage contingencies in the context of the work role. This includes knowledge of:

  • basic human needs:
  • physical
  • psychological
  • spiritual
  • cultural
  • sexual
  • concept of self-actualisation
  • human development across the lifespan
  • wellbeing, including:
  • physical
  • psychological
  • social
  • spiritual
  • cultural
  • financial
  • career/occupation
  • individual differences, how these may be interrelated and impact on support provided
  • basic requirements for good health for the person, including:
  • mental health
  • nutrition and hydration
  • exercise
  • hygiene
  • lifestyle
  • oral health
  • mental health issues and risk and protective factors
  • indications of neglect or abuse:
  • physical
  • sexual
  • psychological
  • financial
  • reporting requirements for suspected abuse situations
  • service delivery models and standards
  • relevant funding models
  • issues that impact health and well being
  • impacts of community values and attitudes, including myths and stereotypes
  • issues surrounding sexuality and sexual expression
  • indicators of emotional concerns and issues
  • support strategies, resources and networks
  • legal and ethical requirements and how these are applied in an organisation and individual practice, including:
  • duty of care
  • dignity of risk
  • human rights
  • discrimination
  • mandatory reporting
  • privacy, confidentiality and disclosure
  • work role boundaries – responsibilities and limitations

Assessment Conditions

Skills must have been demonstrated in a relevant workplace with the addition of simulations and scenarios where the full range of contexts and situations have not been provided in the workplace. Where simulation is used it must reflect real working conditions and contingencies by modeling industry operating conditions and contingencies, as well as using suitable facilities, equipment and resources, including:

  • individualised plans and any relevant equipment outlined in the plan
  • modelling of industry operating conditions including real interactions with the person and their carers

Overall, assessment must involve some real interactions with the person and their families/carers.

Assessors must satisfy the Standards for Registered Training Organisations (RTOs) 2015/AQTF mandatory competency requirements for assessors.

Links

Companion Volume implementation guides are found in VETNet - https://vetnet.education.gov.au/Pages/TrainingDocs.aspx?q=5e0c25cc-3d9d-4b43-80d3-bd22cc4f1e53

 

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:

  • work with system users to identify information requirements and locate records
  • maintain accuracy in recording information
  • provide appropriate information and responses to requests.

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:

  • describe the organisational procedures for records retrieval and security
  • identify the general principles and processes of records management and records management systems, such as:
  • systems of control
  • records continuum theory
  • mandate and ownership of business process
  • environmental context
  • records characteristics.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the knowledge management – recordkeeping field of work and include access to:

  • relevant workplace documentation and resources
  • case studies and, where possible, real situations
  • interaction with others.

Assessors must satisfy NVR/AQTF assessor requirements.

Links

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

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