Unit of competency Outline

Date retreived
22/07/2026 4:34 PM AWST

Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.

Use and maintain property and client information databases

Use and maintain property and client information databases

Unit of competency
National Code
CPPDSM3015B
State Code
D7520
TGA Status
Replaced
DTWD Status
Transition (Replaced)
Current Release Number
1.00
Current Release Date
07/04/2011
State Implementation and Classification
Approved Date
29/08/2011
Field of Education
080503 - Real Estate
Original Release Date
29/08/2011
Nominal Hours
20
Description
This unit of competency specifies the outcomes required to use safely and maintain accurately property and client information databases in the context of real estate agency operations. It includes accessing property and client information databases, retrieving property and client information and producing reports, gathering and entering property and client information, maintaining the secure storage of property and client information and contributing to the monitoring and improvement of agency information databases.The unit may form part of the licensing requirements for persons engaged in real estate activities in those States and Territories where these are regulated activities.
Notes
Elements and Performance Criteria
1Access appropriate databases.
  • 1.1 Information requirements are determined.1.2 Appropriate property or client database is identified and accessed in line with agency policy and procedures.1.3 Property and client databases are administered in line with agency procedures, ethical standards, legislative requirements and privacy guidelines.
2Retrieve relevant property and client information and produce reports.
  • 2.1 Property or client database is interrogated using appropriate search techniques.2.2 Database functions are used to access required property or client information.2.3 Accessed property or client information is checked to ensure that it meets requirements.2.4 Property or client information is downloaded and printed as required according to system procedures.2.5 Property or client information is organised and presented in a format that conforms to requirements and agency style guide.2.6 Reports are reviewed and checked for accuracy.
3Enter property or client information.
  • 3.1 Information is gathered, analysed and prepared for entry in property or client database in line with agency procedures, legislative requirements and privacy guidelines.3.2 Information is checked for clarity, accuracy, currency and relevance in line with agency procedures, legislative requirements and privacy guidelines.3.3 Information is accurately entered into property or client database in line with agency procedures, legislative requirements and privacy guidelines.
4Maintain secure storage of information.
  • 4.1 Database files are stored in a secure location according to agency procedures, legislative requirements and privacy guidelines.4.2 Access to database files is restricted to authorised personnel in line with agency risk management policy and procedures, legislative requirements and privacy guidelines.
5Contribute to monitoring and enhancing property information databases.
  • 5.1 Requirements of property or client information databases are analysed and suggestions for improvements are provided to relevant personnel.5.2 Feedback about the clarity, accuracy, currency and relevance of output from property or client information databases is provided to relevant personnel.
6Use databases to enhance customer relations.
  • 6.1 Regular clients are accurately identified and followed up according to agency practice. 6.2 Client records are accurately used to advise clients on agency services of possible interest.
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below. Add any essential operating conditions that may be present with training and assessment depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts.
Information may include:
client information, including:
contact details
name
nature of enquiry or requirement
request for follow-up and promotional information
demographic information, including:
ethnicity
income
labour force
population age, density and size
population trends
market information, including:
construction costs
depreciation schedules
energy rating
housing prices
occupancy rates
operating costs
ownership of properties
rental and leasing rates
residential and business telephone, email and facsimile contact details

sales data
statutes
site information, including:
contaminated sites
flood-prone sites
heritage sites
information on affectations, such as easements and transmission lines
main road developments
native title developments
spatial information, including:
aerial photographs
maps
plans
satellite imagery
statistics
tenant information.
Clients may include:
buyer's agent
buyers
landlords
people from a range of social, cultural or ethnic backgrounds and with varying physical and mental abilities
property developer
regular and new customers
sellers
tenant's agent
tenants.
Client database may be:
computer-based
manual.
Agency policy and procedures may include:
access
authorisations
author instructions
backup
log-on procedures
password protection
privacy
security
standard formats
storage and location of data
use of templates.
Ethical standards, legislative requirements and privacy guidelines may include:
authorised access
confidentiality
privacy.
Search techniques may include:
Boolean operators
keywords
limiting by date or format
truncation
use of different access points.
Database functions may include:
adding, deleting, moving and re-labelling fields
altering field widths
calculating and applying formulas
data protection
field definitions and attributes
formatting fields and text
headers and footers
inserting and deleting blank lines and spaces
repeating, if available
table, form and report wizards.
Format may include:
alignment on page
columns
enhancements to format borders, patterns and colours
enhancements to text
headers and footers
tables
use of logos.
Checking may include:
accuracy of data and formulas
ensuring instructions with regard to content and format have been followed
outcome of sorting and filtering
proofreading
spelling.
Storage may include:
authorised access
filing locations
organisation policy for backing up files
organisation policy for filing hard copies of databases
privacy
security
storage in electronic folders and sub-folders
storage on hard or floppy disk drives, CD ROM and tape backup.
Relevant personnel may include:
agency principal
database manager
licensed real estate agent
officer manager
support staff.
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.
Overview of assessment
This unit of competency could be assessed through practical demonstration of accessing, using and maintaining information in a property or client database in an agency context. Targeted written (including alternative formats where necessary) or verbal questioning to assess the candidate's underpinning knowledge would provide additional supporting evidence of competence. The demonstration and questioning would include collecting evidence of the candidate's knowledge and application of ethical standards and relevant federal, and state or territory legislation and regulations. This assessment may be carried out in a simulated or workplace environment.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of:
contributing to the monitoring and enhancement of property and client information databases in an agency context
gathering, analysing, preparing and inputting information into property and client information databases
identifying and accessing appropriate property and client information databases to assist with specific tasks in line with agency and system procedures
maintaining the secure storage of property and client database files
producing different forms of reports using information retrieved from relevant property and client information databases
retrieving relevant property information from property and client information databases to assist with specific tasks in line with agency and system procedures.
Context of and specific resources for assessment
Resource implications for assessment include:
access to suitable simulated or real opportunities and resources to demonstrate competence
assessment instruments that may include personal planner and assessment record book
access to a registered provider of assessment services.

Where applicable, physical resources should include equipment modified for people with disabilities.
Access must be provided to appropriate learning and/or assessment support when required.
Assessment processes and techniques must be culturally appropriate, and appropriate to the language and literacy capacity of the candidate and the work being performed.
Validity and sufficiency of evidence require that:
competency will need to be demonstrated over a period of time reflecting the scope of the role and the practical requirements of the workplace
where the assessment is part of a structured learning experience the evidence collected must relate to a number of performances assessed at different points in time and separated by further learning and practice with a decision of competence only taken at the point when the assessor has complete confidence in the person's competence
all assessment that is part of a structured learning experience must include a combination of direct, indirect and supplementary evidence
where assessment is for the purpose of recognition (RCC/RPL), the evidence provided will need to be current and show that it represents competency demonstrated over a period of time
assessment can be through simulated project-based activity and must include evidence relating to each of the elements in this unit.
In all cases where practical assessment is used it will be combined with targeted questioning to assess the underpinning knowledge. Questioning will be undertaken in such a manner as is appropriate to the language and literacy levels of the candidate and any cultural issues that may affect responses to the questions, and will reflect the requirements of the competency and the work being performed.
Replaces
State Code National Code Title Type
D1241 CPPDSM3015A Use and maintain property and client information databases Unit of competency
Replaced By
State Code National Code Title Type
OAQ55 CPPREP3003 Access and process property information in real estate Unit of competency
State Code National Code Title Type
W971 CPP30211 Certificate III in Property Services (Agency) Qualification