Course Title: Set up a business or records system for a small business

Part B: Course Detail

Teaching Period: VE 2020

Class Number: All

Class Section: All

For flexible terms and optional semesters, a Part B course guide may have been published for the entire teaching period, or for the specific class number in which you are enrolled. If there is no Part B course guide published for your specific class number, please refer to the guide for the teaching period in which you are enrolled. Enrolment Online is the definitive source for details regarding your class enrolment.

Course Code: OFFC5325C

Course Title: Set up a business or records system for a small business

School: 174T School of VE Engineering, Health & Science

Campus: City Campus

Program: C5387 - Diploma of Dental Technology

Course Contact: Rachael Starr

Course Contact Phone: +61 3 9341 1420

Course Contact Email:

Name and Contact Details of All Other Relevant Staff

Nominal Hours: 40

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites


Course 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.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBRKG403 Set up a business or records system for a small business


1. Determine record keeping requirements

Performance Criteria:

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 record keeping system

Performance Criteria:

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

Performance Criteria:

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


Learning Outcomes

On completion of this course, you should be able to:

  1. Determine record keeping requirements 
  1. Devise an appropriate record keeping system 
  1. Develop business rules and procedures to support operations

Details of Learning Activities

Online learning Classroom lectures/tutorials

Teaching Schedule

Online material: "BSBRKG403 Set up a business or records system for a small business" Lecture/tutorial class Block 1 Week 2

Learning Resources

Prescribed Texts


Other Resources

Overview of Assessment

To be deemed competent you must demonstrate an understanding of all aspects required of the competency.   

Regular attendance is necessary. 

Assessment methods have been designed to measure your achievement of each competency in a flexible manner over multiple tasks and consist of theory and practical based tasks.


Assessment Tasks

Assessment 1: Written assignment on identifying the records system required by a business with regard to the nature of the business and it’s activities    Assessment 2: Written assignment on how a records system is developed and implemented for a business    Assessment 3: Written assignment on devising the procedures that maintain the records system, including the training required by staff to facilitate the systems submitted 

Assessment Matrix


Assessment 1

Assessment 2:

Assessment 3:





















































Course Overview: Access Course Overview