Unit of competency details

BSBRKG403 - Set up a business or records system for a small business (Release 2)

Summary

Releases:
ReleaseStatusRelease date
2 (this release)Current 09/Apr/2015
(View details for release 1) Replaced25/Mar/2015

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBRKG403C - Set up a business or records system for a small businessUpdated 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
RII - Resources and Infrastructure Industry Training PackageResources and Infrastructure Industry Training Package 2.0 
HLT - HealthHealth 2.0-4.0 
CUA - Creative Arts and Culture Training PackageCreative Arts and Culture Training Package 3.0 
CHC - Community ServicesCommunity Services 3.0 
BSB - Business Services Training PackageBusiness Services Training Package 1.1-2.0 

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 2

This version first released with BSB Business Services Training Package Version 1.1.

Version created to correct mapping table information

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 research, develop and implement business or records systems for a small office.

It applies to individuals who use a range of organisational, analytical and communication techniques to carry out the responsibilities of their role and report the outcomes directly to a supervisor or manager within the business or section of a larger organisation.

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. Determine recordkeeping requirements

1.1 Identify and document core business, supporting activities, resources, and business and social context using observation and consultation

1.2 Determine security and access requirements for business or records system content from analysis of organisation’s activities

1.3 Analyse business documentation to determine organisational reporting and accountability requirements

1.4 Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation

1.5 Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context

2. Devise an appropriate recordkeeping system

2.1 Determine metadata needed to store, locate and retrieve records in a business or records system

2.2 Select size of business or records system appropriate to scale and nature of business operations

2.3 Select technological requirements of business or records systems appropriate to scale and nature of business operations

2.4 Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements

2.5 Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation

2.6 Select business or records system suited to projected growth of the organisation

3. Develop business rules and procedures to support operations

3.1 Develop rules for incorporating individual records and records capture information into the business or records system

3.2 Develop rules for deciding and recording retention periods and appropriate disposal actions for records

3.3 Develop and document procedures for the use of the system

3.4 Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation

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

1.1-1.5, 2.1, 2.5

  • Evaluates and interprets information from a range of relevant sources and identifies relevant and key information

Writing

1.1, 3.1, 3.2, 3.3, 3.4

  • Creates documents to convey information and instructions using language and format appropriate to text and audience

Oral Communication

1.1, 3.4

  • Uses active listening and questioning techniques to confirm and clarify information
  • Communicates using words and non-verbal features appropriate to the audience and context

Numeracy

1.1, 1.4, 2.4, 3.2

  • Interprets, compares and contrasts numerical data to determine needs
  • Uses numerical systems associated with record storage systems

Navigate the world of work

1.3, 3.3

  • Uses understanding of organisational and legislative requirements in planning an appropriate recordkeeping system

Interact with others

1.1, 3.4

  • Actively identifies the requirements of important communication exchanges, selecting appropriate channels, format and content to suit purpose and audience

Get the work done

1.1-1.5, 2.1-2.6, 3.4

  • Sequences and schedules tasks required to achieve outcomes and manages relevant communication
  • Gathers, analyses and evaluates information to decide on system requirements
  • Considers purpose, needs and limitations when selecting digital devices and applications
  • 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 

BSBRKG403 Set up a business or records system for a small business

BSBRKG403C Set up a business or records system for a small business

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 2

This version first released with BSB Business Services Training Package Version 1.1.

Version created to correct mapping table information

Release 1

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

Performance Evidence

Evidence of the ability to:

  • document the steps used to determine the criteria for a business or records system appropriate to the organisation’s business functions and reporting requirements
  • develop and implement a business or records system including documented rules, procedures, user instructions and training materials.

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:

  • explain 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
  • describe the internal controls required of the business or records system
  • outline the characteristics of the organisational functions, structure and culture relevant to the setup of the business or records system
  • describe the organisational policies and strategies required by a newly established business or records system
  • outline key provisions of relevant legislation that apply to a business or records system.

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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