Recordkeeping

Foundation

• Understands that information and data created as part of day-to-day work are records and come in a range of formats.
• Understands the business need to create quality information and data and capture the relevant metadata in recordkeeping systems.
• Can create, organise, store, retrieve, share, preserve or destroy information and data in accordance with organisational policies and procedures.
• Is aware of the importance of reliable and quality information and data for good business outcomes.

Practitioner / skilled operational

• Understands that information and data created as part of day-to-day work are records and come in a range of formats.
• Can manage creation, storage, retrieval, retention, preservation or destruction of information and data in accordance with organisational policies and supports others in the organisation to do the same. Includes capturing the relevant metadata in recordkeeping systems.
• Understands the importance of reliable and quality information and data for good business outcomes.
• Understands information and data are business assets that may have value beyond the life of a system.

Management / specialist

• Understands that information and data created as part of day-to-day work are records and come in a range of formats.
• Can manage information and data and investigates ways to improve their management in supporting organisation wide strategies. Includes capturing relevant metadata in recordkeeping systems.
• Can explain the importance of reliable and quality information and data for good business outcomes.
• Can make value-based decisions to manage information and data over its life.

Executive / lead

• Understands that information and data created as part of day-to-day work are records and come in a range of formats.
• Promotes records, information and data management policies and strategies and allocates sufficient resources to implement them.
• Seeks advice from skilled information professionals when required.
• Understands the value of information and data as assets that need to be managed according to their value, supported with appropriate investment and resources.
• Can communicate and promote the value of information and data assets.

Information and data specialist roles

Foundation

• Is aware of records, information and data specialist roles and seeks advice from specialists when needed.

Practitioner / skilled operational

• Understands the role of records, information and data specialist roles and seeks input from specialists when needed.

Management / specialist

• Can liaise with records, information and data specialists and seeks input from specialists when developing new or improving existing processes and systems.

Executive / lead

• Can ensure records, information and data specialists are represented on appropriate decision-making bodies and consulted during times of change.
• Understands the importance of strategic interaction between all key information and data stakeholders, ie through an information and/or data governance committee.