Unit of competency Outline

Date retreived
22/07/2026 4:15 PM AWST

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Identify and classify records to be captured

Identify and classify records to be captured

Unit of competency
National Code
TLIP3016
State Code
AWL45
TGA Status
Deleted
DTWD Status
Transition (Deleted)
Current Release Number
1.00
Current Release Date
29/02/2016
View on TGA
State Implementation and Classification
Approved Date
04/08/2016
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
04/08/2016
Nominal Hours
40
Description
This unit involves the skills and knowledge required to identify and classify records to be captured in accordance with regulations and workplace requirements in the transport and logistics industry.It includes identifying records to be captured, and classifying and registering records as part of record management processes. Work is generally performed under some supervision, within a team/group environment. No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1 Identify records to be captured
  • 1.1 Incoming material is categorised for records to be captured in accordance with organisational procedures
  • 1.2 Storage for records including specific environmental conditions and accessibility requirements are noted and actioned as required
  • 1.3 Activity documented by record is identified from record elements in accordance with organisational procedures
  • 1.4 Area or action officer where record needs to go is identified from record elements or content and staff list, in accordance with organisational procedures
  • 1.5 Incoming material is assessed against organisational checklist to identify what material needs to be captured
  • 1.6 Material that does not need to be registered is dealt with in accordance with organisational procedures
  • 1.7 Format/media of record is modified as required in accordance with organisational requirements and procedures
2 Classify a record
  • 2.1 Identified transaction/action/activity documented by record is matched to organisational classification scheme
  • 2.2 Full record classification is selected in accordance with system rules and organisational procedures
  • 2.3 Classified record is linked to other records in system in accordance with system rules and organisational procedures
  • 2.4 Indexing points (cross-reference terms) are selected for record in accordance with system rules and organisational procedures
3 Register a record
  • 3.1 Unique identifier is selected for record in accordance with organisational procedures and record keeping system rules
  • 3.2 Record is registered into record keeping system with title, description, details of record creator, immediate location and any other control information to fulfil the system requirements in accordance with organisational procedures
  • 3.3 Access and security status are determined and documented in accordance with organisational procedures and record keeping system rules
  • 3.4 Disposal status of record is determined and recorded in accordance with record keeping system rules and organisational procedures
  • 3.5 Record is forwarded to its appropriate location, which is recorded in accordance with system rules and organisational procedures
No information
No information
Replaces
State Code National Code Title Type
D5289 TLIP3016A Identify and classify records to be captured Unit of competency
State Code National Code Title Type
AZQ5 TLI32416 Certificate III in Logistics Qualification
AZP5 TLI31616 Certificate III in Warehousing Operations Qualification