Unit of competency details

BSBRKG401 - Review the status of a record (Release 1)

Summary

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

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBRKG401B - Review the status of a recordUpdated to meet Standards for Training Packages 24/Mar/2015


Training packages that include this unit

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 review and document the changing context and status of records identified as having temporary or ongoing value, and requiring conditions for access.

It applies to individuals who follow business records system guidelines and processes to assist them to make informed judgments on the status and classification of records. They work under supervision or in consultation with more senior staff or system users.

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. Identify classes of records justifying review

1.1 Compile and review a list of the criteria for review to be met by records and formats

1.2 Apply the records in the subject jurisdiction criteria

1.3 Identify and document the records that meet the criteria

2. Review disposal authority and access conditions

2.1 Identify disposal authority, disposal class references and any access and security conditions for records, in accordance with industry practice

2.2 Identify and document records for which neither a disposal authority nor an access restriction exist, in accordance with industry practice

2.3 Assemble copies of related appraisal reports and access conditions for analysis

2.4 Make comparisons and take notes of any anomalies arising from the comparison, and recommend changes to existing disposal authorities and access conditions

3. Prepare new appraisal reports

3.1 Prepare new appraisal reports including reference to criteria justifying the review

3.2 Make new interpretations of existing access criteria taking into account new criteria to be applied to the review

3.3 Distribute new appraisals and access interpretations to appropriate stakeholders for comment, and submit for approval

4. Implement recommendations and re-interpretations

4.1 Prepare methodology for implementation and assemble necessary resources

4.2 Produce and circulate revised disposal authorities and access conditions

4.3 Document progress throughout implementation and record any issues or implications arising from revised disposal authorities and access conditions

4.4 Document implementation process and outcomes in organisation s business or recordkeeping systems

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, 2.4, 3.1

  • Identifies, compares and reviews information to identify inconsistencies and opportunities for changes to record status

Writing

1.1, 1.3, 2.2, 2.4, 3.1, 3.3, 4.2-4.4

  • Develops documents using industry specific language and required formats
  • Provides and requests information from others using language and structure appropriate for the audience

Oral Communication

3.3

  • Communicates using language suited to audience to convey information and get feedback

Numeracy

1.1, 4.4

  • Identifies numerically expressed sequences and interprets numerically expressed information

Navigate the world of work

1.2, 2.1, 2.2, 3.1

  • Takes personal responsibility for following organisational protocols and procedures

Interact with others

3.3, 4.2

  • Selects the appropriate form, channel and mode of communication for a specific purpose relevant to own role

Get the work done

1.1, 1.3, 2.1, 2.2, 2.3, 2.4, 3.1, 3.2, 4.1

  • Takes responsibility for planning, organising and implementing tasks required to achieve organisational requirements
  • Takes responsibility for the outcomes of routine decisions related directly to own role
  • Initiates standard procedures when responding to familiar problems within immediate context
  • Uses digital systems and tools to complete routine tasks

Unit Mapping Information

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBRKG401 Review the status of a record

BSBRKG401B Review the status of a record

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

 

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:

  • review the status of records against set criteria
  • prepare and distribute new appraisal reports
  • document new implementation process and outcomes
  • document the implications of changes to the disposal status of records in the organisation s recordkeeping systems.

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 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
  • define issues that relate to a review of records
  • explain the organisational policies, strategies and procedures that relate to records access and security.

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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