Unit of competency Outline

Date retreived
22/07/2026 9:01 AM 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.

Undertake movement of records

Undertake movement of records

Unit of competency
National Code
TLIP3022A
State Code
D5293
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
07/03/2011
State Implementation and Classification
Approved Date
18/09/2012
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
18/09/2012
Nominal Hours
20
Description
This unit involves the skills and knowledge required to undertake the movement of records in accordance with workplace requirements including selecting records for movement, maintaining control of records, and transferring records as required. Licensing, legislative, regulatory or certification requirements are applicable to this unit.
Notes
Elements and Performance Criteria
1Select records for movement
  • 1.1 Reason for the movement is understood and clarified if necessary
  • 1.2 Specific records to be moved are identified from the instructions and supporting documentation, and located
  • 1.3 Records are retrieved from storage location, or flagged in the system, in accordance with workplace procedures, legal requirements, and occupational health and safety procedures
2Maintain control of records
  • 2.1 Transfer documentation is prepared by recording the unique identifiers of the records to be moved in a form compliant with the workplace rules and procedures for the transfer of custody, ownership and/or responsibility of records
  • 2.2 Records are prepared for movement in accordance with the requirements of their storage medium
  • 2.3 Identifying documentation for records is retained for organisational records and a copy retained with the records themselves during transit
  • 2.4 Where appropriate, transit locations for records to be moved are recorded in the location control system
3Transfer records
  • 3.1 Method, timeframe and personnel to undertake the movement is determined in accordance with workplace procedures and the records requirements
  • 3.2 The relocation of the records is documented in the location control system and other systems in accordance with organisational procedures
  • 3.3 The movement of the records is completed and documented in accordance with workplace procedures
  • 3.4 Proof of receipt is obtained and forwarded to the appropriate authority (where required)
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.
Work may be conducted:
in a range of work environments
by day or night
Customers may be:
internal or external
Workplaces may comprise:
large, medium or small worksites
Workplace environment may include movement of:
equipment
goods
products
materials
vehicular traffic
Record storage may be:
centralised or decentralised
off-line or off-site
in-house or out-sourced
commercial storage service or government repository
CD storage
imaging systems
microform
audio-visual multimedia formats with special storage requirements (e.g. temperature controlled, dust-free, strict air-conditioning specifications)
The record movement process is conducted as part of:
records management activities with the operator using discretion and judgement within established procedures
Key aspects of the process may include:
request for movement may be written, verbal, computer-generated or system-generated
paper, microform or audio-visual/multimedia records may be boxed for movement
electronic records may be flagged and copied to new database for storage off-line or in new medium
Information relating to the transfer may include:
locations
dates
titles
destination
originating organisation
approving officer
who undertook the transfer
method to be used
range of record unique identifiers
Hazards in the work area may include:
height and reach implications of storage facilities
dust and vapours
stationary and moving equipment, parts and materials
noise, light, energy sources
electrical equipment
humidity, air temperature, radiant heat
debris on floor
faulty racking
poorly stacked records or boxes
faulty equipment
Personal protective equipment may include:
gloves
safety headwear and footwear
safety glasses
two-way radios
high visibility clothing
OH&S requirements include:
manual handling
protective clothing
elimination/control of hazards
machine isolation and machine guarding
Communication in the work area may include:
phone
fax
email/internet
electronic data interchange (EDI)
RF systems
barcode readers
oral, aural or signed communications
Depending on the type of organisation concerned and the local terminology used, workplace procedures may include:
company procedures
enterprise procedures
organisational procedures
established or standard procedures
Consultative processes may involve:
workplace personnel including supervisors and managers
customers/clients
suppliers and contractors
union representatives
industrial relations and OH&S specialists
other professional or technical staff
Information/documents may include:
job specifications and workplace operating procedures
relevant Australian or international standards pertaining to records management
storage specifications and requirements
manufacturers specifications for equipment/tools
supplier and/or client instructions
codes of practice including the National Standards for Manual Handling and the Industry Safety Code
relevant regulations including the ADG Code
award, enterprise bargaining agreement, other industrial arrangements
standards and certification requirements
emergency procedures
quality assurance standards for records management
Applicable regulations and legislation may include:
relevant codes and regulations pertaining to records management
relevant Australian Standards relating to records management
relevant state/territory OH&S legislation
relevant state/territory environmental protection legislation
privacy and confidentiality legislation and regulations
freedom of information regulations
workplace relations regulations including equal opportunity, equal employment opportunity and affirmative action legislation
workers compensation regulations
EVIDENCE GUIDE
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required knowledge and skills, the range statement and the assessment guidelines for this Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
The evidence required to demonstrate competency in this unit must be relevant to and satisfy all of the requirements of the elements and performance criteria of this unit and include demonstration of applying:
the underpinning knowledge and skills
relevant legislation and workplace procedures
other relevant aspects of the range statement
Context of and specific resources for assessment
Performance is demonstrated consistently over a period of time and in a suitable range of contexts
Resources for assessment include:
a range of relevant exercises, case studies and/or other simulated practical and knowledge assessment, and/or
access to an appropriate range of relevant operational situations in the workplace
In both real and simulated environments, access is required to:
relevant and appropriate materials and equipment, and
applicable documentation including workplace procedures, regulations, codes of practice and operation manuals
Method of assessment
Assessment of this unit must be undertaken by a registered training organisation
As a minimum, assessment of knowledge must be conducted through appropriate written/oral tests
Practical assessment must occur:
through activities in an appropriately simulated environment at the registered training organisation, and/or
in an appropriate range of situations in the workplace
Replaced By
State Code National Code Title Type
AWL39 TLIP3022 Undertake movement of records Unit of competency
State Code National Code Title Type
W931 TLI32410 Certificate III in Logistics Qualification
W925 TLI31610 Certificate III in Warehousing Operations Qualification