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

Part B: Course Detail

Teaching Period: Term2 2025

Course Code: OFFC5325C

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

School: 535T Social Care and Health

Campus: City Campus

Program: C5387 - Diploma of Dental Technology

Course Contact: Luke Scarica

Course Contact Phone: 03 9925 0312

Course Contact Email: luke.scarica@rmit.edu.au


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

None

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.


National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

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

Element:

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

Element:

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

Element:

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 will 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

Theory Knowledge:

To complete the unit requirements safely and effectively, the individual must:

  • explain the general principles and processes of records management and records management systems, such as:
    • systems of control
    • records continuum theory
    • mandate and ownership of business process
    • environmental context
    • records characteristics
  • describe the internal controls required of the business or records system
  • outline the characteristics of the organisational functions, structure and culture relevant to the setup of the business or records system
  • describe the organisational policies and strategies required by a newly established business or records system
  • outline key provisions of relevant legislation that apply to a business or records system.

Performance Evidence:

Evidence of the ability to:

  • document the steps used to determine the criteria for a business or records system appropriate to the organisation’s business functions and reporting requirements
  • develop and implement a business or records system including documented rules, procedures, user instructions and training materials.


Teaching Schedule

Self directed learning

Session 1: Theory - Intro and identifying requirements

Session 2: Theory - Devise systems

Session 3: Theory - Maintaining the system

Session 4: Quiz 1/2- Type of records

Session 5: Quiz 2/2 - Reasons for keeping records

Session 6: Assessment 1/2 (Due 1/08/2025)

Session 7: Assessment 2/2 (Due 15/08/2025)


Learning Resources

Prescribed Texts


References


Other Resources

To assist you with your learning, RMIT University will provide access to free Campus Wi Fi and internet, access to Canvas LMS. RMIT also has available free access to computers and study spaces: https://www.rmit.edu.au/library/about-and-contacts/computers-and-study-spaces

The University Library has extensive resources and provides subject specialist expertise, research advice, help with referencing and support through:


Overview of Assessment

You must show evidence of the ability to:

  • document the steps used to determine the criteria for a business or records system appropriate to the organisation’s business functions and reporting requirements
  • develop and implement a business or records system including documented rules, procedures, user instructions and training materials.

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

Students enrolled in Vocational Education and Training qualifications are assessed for Competency. To be assessed as Competent means you have consistently demonstrated the required knowledge and skills at a standard expected in the workplace.

To be assessed as Competent in this course, you will need to complete each assessment task to a satisfactory standard. You will receive feedback from the teacher at the conclusion of each assessment task.

You should refer to the assessment brief which is available through Canvas for full assessment criteria.

F24A, F24B & F24C

Assessment Task 1: Knowledge Assessment Due 1/08/2025

Assessment Task 1: Knowledge Assessment Due 15/08/2025

Results that apply to courses that are delivered and assessed in accordance with competency-based assessment are:

CA: Competency Achieved

NYC: Not Yet Competent

Resubmissions:

Students are allowed two (2) attempts for each assessment to demonstrate competency for the required skills. If an assessment is not submitted by the due date, or you do not attend a practical assessment, regardless of whether it is a first or second attempt, you must apply for special consideration within five (5) working days. If your application is approved, you will be permitted to complete the assessment task at a later date. Without approval for special consideration, you will receive a "Not Yet Competent" (NYC) grade for that assessment.

A Supplementary Assessment may be granted at the discretion of the Program Coordinator or Program Manager, following discussions with the teacher and/or Course Advisory Committee. Factors such as class attendance (80-100% requirement), class participation and communication with the teacher will be considered.


Assessment Matrix

The assessment tasks listed in this course guide address all the elements and criteria of the requirements of this course.

Other Information

Attendance: This is a self - directed learning unit of competency

Information about your studies: You can access My Studies through the RMIT website for information about timetables, important dates, assessment dates, results and progress, Canvas etc. https://www.rmit.edu.au/students

Assessment: Information on assessment including Special consideration, Adjustments to assessment, (eg. applying for an extension of time): https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment

Academic Integrity and Plagiarism: RMIT University has a strict policy on plagiarism and academic integrity. Please refer to the website for more information on this policy. https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/academic-integrity Credit Transfer and Recognition of Prior Learning: Credit transfer is the recognition of previously completed formal learning (an officially accredited qualification). Recognition of Prior Learning (RPL) is an assessment process that allows you to demonstrate competence using the skills you have gained through experience in the workplace, voluntary work, informal or formal training or other life experiences. Please speak to your teacher if you wish to discuss applying for Credit Transfer or RPL for the unit(s) of competency addressed in this course. https://www.rmit.edu.au/students/student-essentials/enrolment/apply-for-credit

Course Overview: Access Course Overview