Unit of competency Outline
Date retreived
22/07/2026 8:32 PM AWST
22/07/2026 8:32 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.
Develop and maintain terminology and classification schemes
Develop and maintain terminology and classification schemes
Unit of competency
National Code
BSBRKG506A
BSBRKG506A
State Code
D0987
D0987
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
26/09/2008
Field of Education
091301 - Librarianship And Information Management
Original Release Date
26/09/2008
Nominal Hours
40
Description
This unit describes the performance outcomes, skills and knowledge required to develop new or modified vocabulary controls and classification schemes for business or records systems based on an organisation's functions and activities.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Research classification scheme and terminology
- 1.1. Examine work of an organisation to identify terminology that may reflect business functions and activities
- 1.2. Review and analyse functional analyses for the basis of terminology and classification schemes
- 1.3. Review other relevant materials and documents to analyse potential impact on vocabulary controls and classification scheme
- 1.4. Examine any existing classification schemes and terminology to assess for currency and coverage
- 1.5. Examine representative samples of records to confirm extent to which an existing classification scheme and terminology have been implemented
2. Develop draft terminology and classification scheme
- 2.1. Prepare draft vocabulary controls and titling rules
- 2.2. Ensure draft vocabulary controls reflect organisation's business culture, operational realities and business language
- 2.3. Identify broad classification groups from a functional analysis
- 2.4. Analyse and decompose broad classification groups to the level required for an organisation's use
- 2.5. Document draft classification scheme
3. Validate draft terminology and classification scheme
- 3.1. Prepare methodology for the validation process taking local imperatives and environment into consideration
- 3.2. Conduct consultation with users to identify issues, problems, inconsistencies and any required amendments or additions to draft classification scheme, existing language and vocabulary controls
- 3.3. Conduct testing and encourage feedback from users to identify any problems and inconsistencies with draft classification scheme and terminology
- 3.4. Document outcomes throughout the validation process
4. Implement and review terminology and classification scheme
- 4.1. Prepare classification scheme and terminology from validation and research
- 4.2. Undertake negotiations with competing interests within the organisation to ensure common understanding and appropriateness of work use and definitions
- 4.3. Note where existing system requires modification, and prepare specific recommendations in accordance with organisational guidelines
- 4.4. Prepare final report of terminology and classification scheme, in accordance with organisational practice and Australian Standards and international standards
- 4.5. Seek formal endorsement from appropriate individual or body through submission of revised, amended and completed classification scheme
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, if used in the performance criteria, is detailed below. 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) may also be included.
Examining the work of an organisation may include review of:
annual reports
controlled language schemes from existing and other organisations
legislation
memoranda and articles
organisational charts
policies
procedural manuals
publicity brochures and leaflets
service directories
strategic and business plans
Other relevant materials and documents may include:
organisational charts
policies
procedural manuals
service directories
strategic and business plans
vocabulary control tools from other organisations
Classification may be organised by:
body of knowledge
organisation function and/or activity
subject
Draft classification scheme should include:
hierarchical structure, that is specific to an organisation
sufficient classes and sub-classes to include all business functions and activities being documented
terminology in accordance with organisational and industry standards for terminology and usage
Methodology for the validation process may include:
focus groups
interviews
number and location of sites
resources available
size of organisation
survey
targeting and involvement of key individuals and groups
testing
time available
user-driven
Final report may include:
implications for implementation
inclusion in organisational policy
provision for review
scope of compliance
Appropriate individual or body for review may include:
business managers
business owner
nominated senior management representative/s
senior management team
system users
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, if used in the performance criteria, is detailed below. 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) may also be included.
Examining the work of an organisation may include review of:
annual reports
controlled language schemes from existing and other organisations
legislation
memoranda and articles
organisational charts
policies
procedural manuals
publicity brochures and leaflets
service directories
strategic and business plans
Other relevant materials and documents may include:
organisational charts
policies
procedural manuals
service directories
strategic and business plans
vocabulary control tools from other organisations
Classification may be organised by:
body of knowledge
organisation function and/or activity
subject
Draft classification scheme should include:
hierarchical structure, that is specific to an organisation
sufficient classes and sub-classes to include all business functions and activities being documented
terminology in accordance with organisational and industry standards for terminology and usage
Methodology for the validation process may include:
focus groups
interviews
number and location of sites
resources available
size of organisation
survey
targeting and involvement of key individuals and groups
testing
time available
user-driven
Final report may include:
implications for implementation
inclusion in organisational policy
provision for review
scope of compliance
Appropriate individual or body for review may include:
business managers
business owner
nominated senior management representative/s
senior management team
system users
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
translating elements of a functional analysis to a coherent, logical, multi-level scheme of terms appropriate to the organisational context
consistently analysing and classifying usage of descriptive terms in detail .
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to examples of records, recordkeeping system and policies
access to workplace reference materials such as procedural manuals and company policy.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of methodology prepared for the validation process
oral or written questioning to assess knowledge of general principles and processes of recordkeeping systems.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
administration units
other knowledge management units.
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
translating elements of a functional analysis to a coherent, logical, multi-level scheme of terms appropriate to the organisational context
consistently analysing and classifying usage of descriptive terms in detail .
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to examples of records, recordkeeping system and policies
access to workplace reference materials such as procedural manuals and company policy.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of methodology prepared for the validation process
oral or written questioning to assess knowledge of general principles and processes of recordkeeping systems.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
administration units
other knowledge management units.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C3797 | BSBRKG503A | Develop and maintain a classification scheme | Unit of competency |
| C3798 | BSBRKG504A | Develop terminology for activities and records | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUJ02 | BSBRKG506 | Develop and maintain terminology and classification schemes | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D179 | BSB51707 | Diploma of Recordkeeping | Qualification |