Unit of competency Outline

Date retreived
22/07/2026 11:44 PM AWST

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Plan management of records over time

Plan management of records over time

Unit of competency
National Code
BSBRKG608
State Code
AUJ80
TGA Status
Replaced
DTWD Status
Transition (Replaced)
Current Release Number
1.00
Current Release Date
25/03/2015
View on TGA
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
091301 - Librarianship And Information Management
Original Release Date
15/09/2015
Nominal Hours
60
Description
This unit describes the skills and knowledge required to determine the breadth and depth of a collection of records and to develop strategic and implementation plans for the management of records over time.It applies to individuals who use specialist knowledge, analytical skills and problem-solving techniques to support business operations. The individual may have responsibility for a team or sole responsibility for their work within the business system.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Determine policies and strategies for management of records over time
  • 1.1 Develop strategies to manage storage and access records, in accordance with industry standards and taking into account available resources
  • 1.2 Develop strategies in the context of organisational culture, including migration and preservation strategies
  • 1.3 Determine boundaries of the collection from identified recordkeeping requirements for the jurisdiction
  • 1.4 Determine records storage and usage requirements from available documentation and observe organisational behaviour to enable monitoring against the strategic plan
  • 1.5 Identify other parties who create or use records which require storage and factor these into estimates
  • 1.6 Develop a vital records strategy that includes the criteria for vital records and the allocation of responsibility in case of a disaster
  • 1.7 Incorporate vital records strategy into the wider organisational disaster management strategy after approval by appropriate authority
2. Develop strategy and implementation plan for managing records over time
  • 2.1 Review existing internal and external documents which may impact on the transfer of custody and responsibility for records
  • 2.2 Confirm that recordkeeping jurisdictions of the organisation include boundaries of accountabilities from documentation relevant to the transfer of ownership or custody of records
  • 2.3 Specify and document requirements for the transfer of custody, ownership and responsibility
  • 2.4 Specify nature of agreements with receiving bodies or individuals, including rules for negotiation, minimum requirements of legal custody, and signatories to the agreements
  • 2.5 Clearly and logically document rules for the transfer of custody, ownership, and responsibility of records in accordance with organisational requirements
3. Manage preservation of records over time
  • 3.1 Develop records collection strategies and policies which reflect the collecting institution’s strategies and directions, and potential changes in operating environments
  • 3.2 Ensure collections strategies reflect evaluation of collection use and availability of alternative formats for resource sharing and in-house collection, as well as access to records from remote sources
  • 3.3 Determine boundaries for the collection, and negotiate commonalities or overlaps of jurisdiction and common boundaries between collecting institutions
  • 3.4 Manage selection, acquisition and disposal of collection material to make best use of staff knowledge, expertise and resources
  • 3.5 Establish processes for the receipt of donations and bequests under legal deposits, policy or other directives, and review the collection taking into account collection strategies, policies and disposal
  • 3.6 Initiate and respond to cooperative collection projects where mutual benefits can be gained
No information
No information
Replaces
State Code National Code Title Type
D0994 BSBRKG608B Plan management of records over time Unit of competency
Replaced By
State Code National Code Title Type
OCF99 BSBINS513 Contribute to records management framework Unit of competency