Unit of competency Outline

Date retreived
23/07/2026 4:28 PM AWST

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Set up a business or records system for a small business

Set up a business or records system for a small business

Unit of competency
National Code
BSBRKG403
State Code
AUH86
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
2.00
Current Release Date
09/04/2015
View on TGA
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
080901 - Secretarial And Clerical Studies
Original Release Date
15/09/2015
Nominal Hours
40
Description
This unit describes the skills and knowledge required to research, develop and implement business or records systems for a small office.It applies to individuals who use a range of organisational, analytical and communication techniques to carry out the responsibilities of their role and report the outcomes directly to a supervisor or manager within the business or section of a larger organisation.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Determine recordkeeping requirements
  • 1.1 Identify and document core business, supporting activities, resources, and business and social context using observation and consultation
  • 1.2 Determine security and access requirements for business or records system content from analysis of organisation’s activities
  • 1.3 Analyse business documentation to determine organisational reporting and accountability requirements
  • 1.4 Identify organisational functions and activities for which records must be kept, from analysis of business and context documentation
  • 1.5 Determine nature, detail, and format of records (content and metadata) for each organisational function and activity from analysis of the business and its context
2. Devise an appropriate recordkeeping system
  • 2.1 Determine metadata needed to store, locate and retrieve records in a business or records system
  • 2.2 Select size of business or records system appropriate to scale and nature of business operations
  • 2.3 Select technological requirements of business or records systems appropriate to scale and nature of business operations
  • 2.4 Select cost structure for business or records systems appropriate to scale, nature, and organisational cash flow requirements
  • 2.5 Ensure maintenance, disposal and updating requirements of business or records system conform to scale, nature, and culture of the organisation
  • 2.6 Select business or records system suited to projected growth of the organisation
3. Develop business rules and procedures to support operations
  • 3.1 Develop rules for incorporating individual records and records capture information into the business or records system
  • 3.2 Develop rules for deciding and recording retention periods and appropriate disposal actions for records
  • 3.3 Develop and document procedures for the use of the system
  • 3.4 Provide system users with training or instructions in the use of the business or records system, appropriate to the culture and scale of the organisation
No information
No information
Replaces
State Code National Code Title Type
S8080 BSBRKG403C Set up a business or records system for a small business Unit of competency
Replaced By
State Code National Code Title Type
OCD74 BSBINS410 Implement records systems for small business Unit of competency