Unit of competency Outline

Date retreived
22/07/2026 10:01 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.

Document or reconstruct a business or records system

Document or reconstruct a business or records system

Unit of competency
National Code
BSBRKG505B
State Code
D0986
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
10/03/2009
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
45
Description
This unit describes the performance outcomes, skills and knowledge required to document or reconstruct a business or records system and its context over time.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Establish activities and functions documented by records
  • 1.1. Identify and document actions, activities and jurisdiction by which records are generated
  • 1.2. Establish boundaries and relationships of activities and functions of records, and check these against a functional analysis of the organisation
  • 1.3. Identify creators of records by mapping them to the parts of the organisation responsible for functions or activities
  • 1.4. Establish and document changes to functions or activities from the records, and verify against other appropriate sources over the time period of the records
2. Analyse the context of records and systems
  • 2.1. Identify and describe previous or subsequent records or series to place records in their context, in accordance with organisational standards
  • 2.2. Identify changes to business or records systems which have occurred over time, including any anomalies to the systemic order of records
  • 2.3. Identify and describe creators of records, including their accountabilities and functional responsibilities
  • 2.4. Identify specific records by nature of their content, similar function, or systemic relationship
  • 2.5. Document and report on the system and records, including identifying any changes and anomalies, in accordance with organisational standards
3. Document reconstruction of the business or records system
  • 3.1. Identify and document elements of the business or records system from records
  • 3.2. Identify and document records series in accordance with organisational standards and procedures
  • 3.3. Establish control where no system is apparent, or where system is inadequate to maintain control of records, by capturing records in accordance with organisational standards and procedures
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.
Jurisdiction may include:
government
non-profit
personal
private
profit
public sector
Records may include:
different stages of use:
active
archival
digital:
remote drives
servers
CDs
DVDs
imaging systems
PC-based applications
mainframe
physical:
audio-visual or multimedia
graphic
microform
paper-based (acid free or multiple copies)
variety of sources:
already in the custody of the organisation
in the process of being transferred between organisations
Sources may include:
information relating to public entities:
annual reports
gazettes
hansards
interviews
legislation
minutes
news clippings
policies
related records
information relating to private entities:
company records
interviews
obituaries
personal letters
information from sources external to the entities:
administrative histories
annual reports and other corporate publications
biographies
literature
organisational histories
Context may include:
chronological context:
complexity of records and changes over time
date of creation
date-range and size of records series
organisational or functional context:
complexity of system including anomalies and exception to system rules
industry sector
method of original records registration
multiplicity of activities
paper-based systems where the control records (registers, indexes, thesaurus) are discrete series
computerised systems in which the records are stored attached to their metadata (single series or systems to multiple series and multiple systems)
political or social environment
position of creator or range of creators of records within the organisation
records may be generated in a business system for a variety of functions and activities, or they may be part of a records management system
Business or records systems may include:
archival control systems
business systems
cash register-based systems
characteristics relating to:
aggregations
context
entities
metadata
current business or records systems
electronic records and document management system (ERDMS)
informal
paper-based accumulation and card systems
PC-based accounting systems, employee and tax records systems
proprietary recordkeeping package
storage facilities systems
Control may include:
archival control systems
current business or records systems
storage facilities systems
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:
interpreting the concepts of records series and records systems
applying the concepts of records systems and series to an analysis of information about records in relation to organisational activities
knowledge of different systems for creating and managing records in the reconstruction of records systems.
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 documentation outlining elements of the business or records system
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:
other business services units
other knowledge management units.
Replaces
State Code National Code Title Type
C3799 BSBRKG505A Document or reconstruct a business or records system Unit of competency
Replaced By
State Code National Code Title Type
AUK89 BSBRKG505 Document or reconstruct a business or records system Unit of competency
State Code National Code Title Type
D179 BSB51707 Diploma of Recordkeeping Qualification