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Unit of competency details

BSBINS307 - Retrieve information from records (Release 1)

Summary

Usage recommendation:
Current
Mapping:
MappingNotesDate
Supersedes and is equivalent to BSBRKG303 - Retrieve information from records 18/Oct/2020

Release Status:
Current
Releases:
ReleaseRelease date
1 1 (this release) 19/Oct/2020

Companion volumes:
Unit of competency Assessment requirements

Delivery:
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Training packages that include this unit

Qualifications 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  19/Oct/2020 
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Unit of competency

Modification History

Release  

Comments  

Release 1

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

Application

This unit describes the skills and knowledge required to receive a request and to deliver the records or information about the records.

The unit applies to individuals who follow established guidelines and processes to assist them to carry out their work. They work under supervision or in consultation with more senior staff or users of the system to locate records.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

Unit Sector

Technical Skills – Information Services

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. Locate and retrieve records required

1.1 Identify and refine search criteria and keywords, in consultation with person making request, where required

1.2 Locate records according to defined criteria

1.3 Retrieve records to match request

2. Ensure security of records

2.1 Identify person requesting the records

2.2 Confirm access category of person, in accordance with organisational procedures

2.3 Check the access clearance of person requesting the records covers the security classification and access restrictions of the records

2.4 Exempt specific record, or portions thereof, to prevent access, where required

3. Provide required information or records

3.1 Inform user of access denial in accordance with organisational procedures, where required

3.2 Prepare information for person requesting the records

3.3 Deliver records, or prepare information from records, according to organisational policies and procedures

3.4 Document the process according to organisational policies and procedures

Foundation Skills

This section describes those language, literacy, numeracy and employment skills that are essential to performance but not explicit in the performance criteria.

Skill 

Description 

Reading
  • Identifies, interprets, checks and compares a range of information to inform effective and compliant actions

Writing
  • Accurately inputs information and documents details of records retrieval process
  • Prepares required information in accordance with organisational procedures

Oral Communication
  • Asks questions and listens to responses to confirm and clarify requests
  • Provides information according to organisational procedures

Numeracy
  • Recognises and uses numerical systems associated with information management systems

Planning and organising
  • Plans and implements routine tasks according to set processes, taking some responsibility for timing

Self-management
  • Takes responsibility for the outcomes of routine decisions related directly to own role

Technology

  • Uses main features and functions of digital tools to search and access information and records

Unit Mapping Information

Supersedes and is equivalent to BSBRKG303 Retrieve information from records.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.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 7.0.

Performance Evidence

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

  • work with relevant stakeholders to identify information requirements and retrieve relevant information on at least three occasions.

In the course of the above, the candidate must:

  • record information
  • provide information and responses to requests.

Knowledge Evidence

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

  • organisational procedures for records retrieval, and security and access
  • key aspects of processes of records management and records management systems
  • clearance categories according to organisational policies.

Assessment Conditions

Skills in this unit must be demonstrated in a workplace or simulated environment where the conditions are typical of those in a working environment in this industry.

This includes access to:

  • workplace documentation and resources relevant to records and records information.

Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards.

Links

Companion Volume Implementation Guide is found on VETNet - https://vetnet.gov.au/Pages/TrainingDocs.aspx?q=11ef6853-ceed-4ba7-9d87-4da407e23c10

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