Elements and Performance Criteria

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.
File related deadlines may include:
court appearances
document lodgement cut off dates
legislated timelines
settlement dates
other file related deadlines not included in this listing.
Designated person may include:
external client
lawyer
legal practice manager
partner
supervisor.
Difficulties in meeting timelines may relate to:
available resources
client needs
court adjournments
failure of other parties/agencies to produce required materials on time
variations to contracts.
Appointments may be arranged:
in response to continuing legal education requirements as designated by relevant Law Societies and Institutes
in response to new/existing client enquiry/request
to meet court requirements
to meet legal matter requirements
to meet the need for consulting experts.
Records may include, but are not limited to:
client's details may include:
name
telephone number
type of matter
court details may include:
date
location
matter
time
dates on which follow-up actions are occur may include:
payment of fees
progress report to client
property settlement
other records not included in this listing.
Critical file dates may include:
court appearances
court mentions
lodgement of documents
meetings with clients
meetings:
external
internal
property settlements
settlement of accounts
travel arrangements.
Legislative requirements may relate to:
relevant State/Territory/Commonwealth legislation - their legal process time and action requirements eg. required amount of time serving notice, timeline for submission/exchange of documents and/or monies, number and type of meetings required between parties.
Governing legal practice Acts in each State/Territory
the client and a firm (eg. Consumer Credit Code, Privacy Act, secrecy laws, Codes of Practice, Common Law and Statutory Duties of Care involving financial relationships)
schedule of fees and duties payable
employee-employer agreements and legislation
File notes may be stored:
electronically
in date order
on a checklist/form
on a file note spike
on the computer
paper based
with client file.
File notes may include:
date
discussion notes
file concerned
mode of attendance (eg. in person/telephone)
people involved
resulting activity, action outcome
time expended on matter.

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:
demonstratingan understanding of the responsibility involved in making arrangements for others and the legal consequences of not meeting critical timelines
interacting courteously and efficiently with other parties when making, confirming, and changing appointments
applying organisational skills and firm's procedures to accurately and legibly diarise all relevant details of appointments and file deadlines and follow up as required
applying standard procedures to solve problems (such as double bookings or non-attendances) promptly and satisfactorily
creating and maintaining up-to-date, legible, accurate and accessible records of all activities and outcomes according to firm's policies and procedures.
Context of and specific resources for assessment
Assessment must ensure:
wherever possible the context is a real or simulated workplace
access to workplace manuals and reference materials such as company policy, procedural manuals and checklists
access to list of relevant sources of documentation and sample forms
access to background information on courts, their jurisdiction and behavioural requirements
access to appropriate technology such as computers with relevant software
access to appropriate texts and access to person's with expert knowledge such as legal practitioners
access to appropriate legislation and regulations relevant to common legal matters, such as that accessible via:
http://www.law.gov.au
http://www.ag.gov.au
http://www.austlii.edu.au/
http://www.australia.gov.au/states-territories
http://www.act.gov.au
http://www.nsw.gov.au
http://www.nt.gov.au
http://www.qld.gov.au
http://www.sa.gov.au
http://www.tas.gov.au
http://www.vic.gov.au
http://www.wa.gov.au
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
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
observation of presentations
questioning (oral or written)
review of authenticated documents from the workplace or training environment
review of testimony from team members, colleagues, supervisors or managers
tests of knowledge on relevant legislation, rules, regulations, codes of practice and research resources.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBLEG301A Apply knowledge of the legal system to complete tasks
other legal services administration or general administration units.