Unit of competency Outline

Date retreived
22/07/2026 4:46 PM AWST

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Manage and monitor business or records systems

Manage and monitor business or records systems

Unit of competency
National Code
BSBRKG502
State Code
AUI71
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
091301 - Librarianship And Information Management
Original Release Date
15/09/2015
Nominal Hours
45
Description
This unit describes the skills and knowledge required to set up the operational frameworks for the creation, capture and use of records and to monitor and review these frameworks and activities within a business or records system of a specific business domain.It applies to individuals who work closely with other staff members in an organisation and may also have a degree of individual responsibility and autonomy. They use a range of organisational, analytical and managerial techniques to perform their work in business and records systems or in specialist recordkeeping environments, such as archives.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Determine requirements or modifications
  • 1.1 Identify and document core business, supporting activities, resources, 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 organisational reporting and accountability requirements in the context of the business documentation
  • 1.4 Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation
  • 1.5 Determine format content and metadata of records for each organisational function from analysis of the business and its context
2. Devise an appropriate recordkeeping system
  • 2.1 Determine metadata needed to manage record storage, location and retrieval in a business or records system
  • 2.2 Select scale, and number of business or records systems 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 the projected growth of the organisation
3. Develop an implementation plan
  • 3.1 Identify and document recordkeeping responsibilities of individual personnel or organisational units
  • 3.2 Develop measurable performance indicators for recordkeeping activities
  • 3.3 Develop procedures and guidelines for capturing and controlling records
  • 3.4 Communicate an implementation plan to users of the system and other relevant organisational staff
4. Monitor and review business or records system
  • 4.1 Monitor business and records system and notify staff in accordance with approved timeframes, frequency, and organisational policies and guidelines where applicable
  • 4.2 Record details of variation from business or records system’s rules, standards and procedures that exceed agreed limits
  • 4.3 Provide required reports to appropriate authority relating to use and maintenance of records
  • 4.4 Designate responsibilities to staff for record creation and capture activities in accordance with organisational policies
5. Identify and respond to problems and changes
  • 5.1 Use monitoring reports and external events to identify any problems and changes that require a systemic response
  • 5.2 Make recommendations for revisions to systems, procedures, and strategic plans in response to identified variations, changes and problems
  • 5.3 Devise amendments to systems and implementation or other plans where required
  • 5.4 Prepare recommendations for system amendments, planning and implementation
  • 5.5 Authorise or gain authorisation, for procedures for using the business or records systems, and for any subsequent alterations and amendments to the procedures
No information
No information
Replaces
State Code National Code Title Type
D0985 BSBRKG502B Manage and monitor business or records systems Unit of competency
Replaced By
State Code National Code Title Type
OCG04 BSBINS512 Monitor business records systems Unit of competency