Unit of competency Outline
Date retreived
22/07/2026 11:26 AM AWST
22/07/2026 11:26 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.
Determine records requirements to document a function
Determine records requirements to document a function
Unit of competency
National Code
BSBRKG605B
BSBRKG605B
State Code
D0991
D0991
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
10/07/2014
Field of Education
091301 - Librarianship And Information Management
Original Release Date
10/07/2014
Nominal Hours
60
Description
This unit describes the performance outcomes, skills and knowledge required to determine the structure, content and context of records to document a business function.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Locate the function in its organisational and regulatory context
- 1.1. Identify, review and document regulatory framework for a business function
- 1.2. Establish and document organisation's accountability requirements for the function
- 1.3. Establish business processes associated with the function from existing documentation
2. Review existing recordkeeping practices for the function
- 2.1. Review existing records generated by the function to identify essential contents, examine the patterns of use, and identify any new developments in processes or regulatory requirements
- 2.2. Identify and document risks and liabilities specific to the function from organisation's risk analysis and litigation history
- 2.3. Consult users who carry out the function and create and use records to identify their assessment of the adequacy of existing records
- 2.4. Analyse review findings to identify existing and new elements required in the records and to document these
3. Document the function's record requirements
- 3.1. Determine requirements for evidence in relation to the function's performance, accountabilities and risk analysis, and analyse patterns of use of records
- 3.2. Analyse requirements for evidence to identify all the business transactions of the function that need to be documented in the business or records system
- 3.3. Document criteria for identifying business transactions and procedures for applying the criteria
- 3.4. Determine content and structure of the records in all business transactions from the business processes, standards applicable to those processes, and review of existing records
- 3.5. Specify document structure and metadata for controlling the records of the business transactions, in accordance with external or organisational standards and organisational styles
- 3.6. Prepare and document procedures for capturing the documents, attaching metadata as required and managing the records to instruct users
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.
Business functions may include:
core business activities
operational activities
support activities (e.g. financial, personnel and asset management)
Existing documentation may include:
documents outlining responsibilities for recordkeeping
documents pertaining to risk management activities
existing records requirements for business functions
functional analysis or representation of the organisation
organisation's recordkeeping policy
Metadata may include:
classification data (access, functional, disposal status)
creating context data
indexing and retrieval data
unique identifiers and other registration data
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.
Business functions may include:
core business activities
operational activities
support activities (e.g. financial, personnel and asset management)
Existing documentation may include:
documents outlining responsibilities for recordkeeping
documents pertaining to risk management activities
existing records requirements for business functions
functional analysis or representation of the organisation
organisation's recordkeeping policy
Metadata may include:
classification data (access, functional, disposal status)
creating context data
indexing and retrieval data
unique identifiers and other registration data
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:
reporting on the recordkeeping requirements of business functions
knowledge of general principles and processes of records management and records management systems.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to examples of records, recordkeeping systems and policies
access to office equipment and resources.
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:
assessment of written reports on business function recordkeeping requirements
demonstration of research undertaken to gather information on the legal, social, regulatory and organisational environment and analysis of existing recordkeeping practices
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 on records requirements for a function
oral or written questioning to assess knowledge and understanding
review of authenticated documents from the workplace or training environment
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
administration units
other knowledge management units.
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:
reporting on the recordkeeping requirements of business functions
knowledge of general principles and processes of records management and records management systems.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to examples of records, recordkeeping systems and policies
access to office equipment and resources.
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:
assessment of written reports on business function recordkeeping requirements
demonstration of research undertaken to gather information on the legal, social, regulatory and organisational environment and analysis of existing recordkeeping practices
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 on records requirements for a function
oral or written questioning to assess knowledge and understanding
review of authenticated documents from the workplace or training environment
review of testimony from team members, colleagues, supervisors or managers.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
administration units
other knowledge management units.
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUH90 | BSBRKG605 | Determine records requirements to document a function | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D188 | BSB60807 | Advanced Diploma of Recordkeeping | Qualification |