Unit of competency Outline

Date retreived
22/07/2026 11:29 AM AWST

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Contribute to records retention and disposal schedule

Contribute to records retention and disposal schedule

Unit of competency
National Code
BSBINS514
State Code
OCD70
TGA Status
Current
DTWD Status
Approved
Current Release Number
1.00
Current Release Date
19/10/2020
View on TGA
State Implementation and Classification
Approved Date
16/03/2021
Field of Education
091301 - Librarianship And Information Management
Original Release Date
16/03/2021
Nominal Hours
50
Description
This unit describes the skills and knowledge required to determine and document retention periods and disposal actions for existing and future records created, received and maintained by an organisation in the course of business.The unit applies to individuals who use analytical skills and specialist knowledge of information management systems and business areas to support organisational operations. The individual may have responsibility for a team or sole responsibility for their work within the business system.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Analyse information management requirements
  • 1.1 Research and analyse information management environment and legal, business and societal context for the organisation
  • 1.2 Establish and document organisation’s relevant accountability and information requirements
  • 1.3 Analyse a range of documentation sources, and identify existing relevant information management requirements
  • 1.4 Review and update risk analysis for the organisation, as required, in accordance with relevant standards
  • 1.5 Research and analyse usage patterns of existing records to identify users, and periods and purposes of use
  • 1.6 Consult and document user views on their needs and accessibility of the records
  • 1.7 Update and document relevant information management requirements according to review analysis and consultation of users
2. Identify required disposal status of records
  • 2.1 Identify and review the organisation’s business processes from existing functional analyses or consult relevant stakeholders
  • 2.2 Establish relevant information management activities in the functional analysis
  • 2.3 Develop and document disposal classes according to the boundaries of the transactions and activities which make up the organisation’s processes
  • 2.4 Develop disposal status and retention periods for each disposal class from an analysis of relevant documentation sources, legal requirements, access classifications, user consultation and review of risk analysis
  • 2.5 Review disposal status and retention periods for each disposal class in relation to the relevant use of the records, the relationship with other organisational activities, and other relevant requirements
  • 2.6 Describe disposal actions for each disposal class in the relevant documentation
3. Document disposal status and retention periods
  • 3.1 Test and confirm retention and disposal documentation contains details of business activities, records classes, and required disposal actions
  • 3.2 Identify and assign responsibility for implementing disposal actions for records from retention and disposal documentation
  • 3.3 Describe disposal class and status, and disposal actions in the approved retention and disposal documentation
  • 3.4 Compile and retain documentation of the analysis and related information with the approved retention and disposal documentation
  • 3.5 Submit retention and disposal documentation for approval to relevant individual or body
No information
No information
Replaces
State Code National Code Title Type
AUJ69 BSBRKG606 Design a records retention and disposal schedule Unit of competency