Unit of competency Outline

Date retreived
22/07/2026 9:38 PM AWST

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Record stakeholder interactions

Record stakeholder interactions

Unit of competency
National Code
BSBOPS306
State Code
OCF14
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
080999 - Office Studies, N.e.c.
Original Release Date
16/03/2021
Nominal Hours
25
Description
This unit describes the skills and knowledge required to create a record of information in a customer management system (CMS) gathered from a stakeholder interaction as a result of an engagement activity.The unit applies to those responsible for engaging with stakeholders for a range of purposes and in a range of contexts. It also applies to those who create a record of stakeholder interaction.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Prepare to record stakeholder interaction
  • 1.1 Collect information from stakeholder interaction
  • 1.2 Review purpose of stakeholder interaction
  • 1.3 Review information collected from stakeholder interaction.
  • 1.4 Identify organisational policies and procedures and determine information to be included in record
2. Create record of stakeholder interaction
  • 2.1 Enter details of stakeholder interaction in required CMS fields according to organisational policies, procedures and protocols
  • 2.2 Check that collected information has been attributed to appropriate stakeholder in CMS
3. Finalise and review recording process
  • 3.1 Confirm that records represent stakeholder views, are free of bias and opinion, and comply with organisational requirements
  • 3.2 Check completeness and discoverability of record
  • 3.3 Complete required processes for finalising and saving created record in CMS according to organisational policies and procedures
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