Modification History
Not Applicable
Unit Descriptor
Unit Descriptor |
This unit involves the skills and knowledge required to provide information from and about records in accordance with workplace procedures. It includes identifying the range of records required, gathering the required records, interpreting and administering access rules and procedures, and providing the information in response to users' requests. Licensing, legislative, regulatory or certification requirements are applicable to this unit. |
Application of the Unit
Application of the Unit |
Work must be carried out in accordance with regulations and workplace requirements relevant to a record management process. Work is generally performed under some supervision, within a team/group environment. It involves the application of regulatory requirements and workplace procedures to provide information from or about records as part of record management processes in the transport, warehousing, distribution and/or storage industries. |
Licensing/Regulatory Information
Refer to Unit Descriptor
Pre-Requisites
Not Applicable
Employability Skills Information
Employability Skills |
This unit contains employability skills. |
Elements and Performance Criteria Pre-Content
Elements describe the essential outcomes of a unit of competency. |
Performance criteria describe the required performance needed to demonstrate achievement of the element. Assessment of performance is to be consistent with the evidence guide. |
Elements and Performance Criteria
ELEMENT |
PERFORMANCE CRITERIA |
1 Identify range of records required |
1.1 The specific information required by the user is identified from interpretation of the user's request and clarified where initial request is unclear 1.2 Range of records likely to contain the information required by the user is identified from analysis of the request 1.3 The availability of the required records is accessed using appropriate finding aids and record keeping system 1.4 Where the information required exceeds the staff member's ability to meet the request, the user is referred to an appropriate colleague or external organisation |
2 Gather required records |
2.1 Range of records likely to contain the information required by the user is obtained and analysed for the required information content 2.2 Information is extracted, where required, and information is prepared in line with the request 2.3 Specific records satisfying the requirements of the user are gathered together in accordance with organisational procedures 2.4 Records are tracked to record change in location and use by the requesting user in accordance with the record keeping system rules and organisational procedures 2.5 Any obstacles to obtaining specific records within the specified time are explained to the user and a revised timeline agreed |
3 Interpret and administer access rules and procedures |
3.1 Person requesting the record is identified and access rules and procedures category are confirmed in accordance with organisational procedures 3.2 Access restriction rules and guidelines are applied to the records requested and to match the access category of the user 3.3 Where access restriction rules and guidelines prevent access to the user, the decision is recorded and the user is informed of their rights to a review of the decision 3.4 Where partial restriction to access is determined, the portions of the records or information which must be restricted are identified and documented, together with the basis of the restriction |
4 Provide the information in response to users' requests |
4.1 Where appropriate, specific records, or portions thereof, information and/or records are protected to prevent access, in accordance with access rules and organisational procedures 4.2 Requested information is prepared for the user in an appropriate format and in accordance with the initial request and organisational procedures 4.3 All access rules, record preservation requirements, specified timelines and occupational health and safety guidelines are adhered to 4.4 The records retrieved and used to provide information are documented according to the system rules and organisational procedures |
Required Skills and Knowledge
REQUIRED KNOWLEDGE AND SKILLS |
This describes the essential knowledge and skills and their level required for this unit. |
Required knowledge : |
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Required skills : |
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Evidence Guide
EVIDENCE GUIDE |
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The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package. |
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Critical aspects for assessment and evidence required to demonstrate competency in this unit |
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Context of and specific resources for assessment |
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Method of assessment |
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Range Statement
RANGE STATEMENT |
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The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. |
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Work may be conducted: |
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Customers may be: |
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Workplaces may comprise: |
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Workplace environment may include movement of: |
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Records may be: |
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Storage requirements may include records in various modes such as: |
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The information service is conducted as part of: |
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Appropriate format for provision of information may include: |
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Hazards in the work area may include: |
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Personal protective equipment may include: |
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OH&S requirements include: |
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Communication in the work area may include: |
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Depending on the type of organisation concerned and the local terminology used, workplace procedures may include: |
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Consultative processes may involve: |
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Information/documents may include: |
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Applicable regulations and legislation may include: |
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Unit Sector(s)
Not Applicable
Competency Field
Competency Field |
P - Administration and Finance |