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. 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

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

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

Release 

Comments 

Release 1

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