Release  

Comments  

Release 1

This version first released with BSB Business Services Training Package Version 7.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Confirm requirements for maintaining and monitoring digital information and records

1.1 Identify and verify organisational and risk management requirements for classifying and storing information

1.2 Identify organisational policies and procedures for recording digital information

1.3 Prepare a checklist of organisational requirements to assess digital information to be captured

2. Identify and assess records for storage

2.1 Categorise and describe incoming and outgoing records information in terms of key activities and responsible stakeholder

2.2 Assess information against the organisational checklist of requirements to assess electronic records to be captured

2.3 Dispose of information not to be retained, according to organisational policies procedures

2.4 Determine storage methods and media in accordance with retention requirements

3. Coordinate digital information and records

3.1 Classify and sentence records according to system rules and organisational policies procedures

3.2 Assign unique identifiers and register records into the information management system according to system rules and organisational policies procedures

3.3 Determine and document access and security status and disposal requirements of records according to organisational policies procedures

3.4 Store records on required media in accordance with organisational and record retention requirements

3.5 Migrate records across mediums according to organisational policies and procedures

3.6 Action and record archiving or disposal of records according to disposal schedule and organisational policies and procedures

3.7 Maintain records in a usable and accessible form in accordance with security conditions and legislative requirements

Skill 

Description 

Reading

• Identifies, interprets, analyses and reviews information from a range of texts

Writing

• Develops list of information management requirements in required format
• Inputs information to create, identify, retrieve or modify records

Oral Communication

• Communicates to exchange information with others using questioning and active listening to clarify requirements

Numeracy

• Interprets and analyses numerically expressed information from records to determine their classification and management requirements

Self-management

• Takes personal responsibility for following organisational policies and procedures

Planning and organising

• Sequences and schedules tasks required to achieve outcomes according to organisational policies and procedures

Technology

• Uses digital systems and tools to access, organise, analyse and display records, showing awareness of the need for data security

Release  

Comments  

Release 1

This version first released with BSB Business Services Training Package Version 7.0.