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.
Information may include:
computer databases (library catalogue, customer records)
computer files (letters, memos and other documents)
correspondence (faxes, memos, letters, email)
forms (insurance forms, membership forms)
invoices (from suppliers, to debtors)
minutes of meetings
personnel records (personal details, salary rates)
sales records (monthly forecasts, targets achieved)
Business equipment/technology may include:
answering machine
binder
computer
fax machine
filing systems (manual/computerised/electronic)
photocopier
printer
telephone
Organisational requirements may include:
despatching and collecting procedures
legal and organisational policies, guidelines and requirements
OHS policies, procedures and programs
procedures for deciding which records should be captured and filed
procedures for updating records
security procedures
Removing inactive or dead files may include:
compressing computer files prior to archiving
periodically archiving or deleting files
transferring files at regular intervals or routinely checking for dead or inactive files
transferring records from the active filing system to secondary storage
Relocating inactive or dead files may include:
electronic (email, internet access, diskette, tape, CD-ROM)
microfilm
photographic material
printed material

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:
applying organisational policies and procedures for collecting and processing workplace information
accuracy in recording and documenting information
correctly storing, classifying and maintaining documents and records.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
examples of workplace information systems.
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:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of maintenance of information and filing systems
analysis of responses to case studies and scenarios
demonstration of techniques
oral or written questioning to assess knowledge of the management of information in the workplace.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
general administration units
other information management units.