SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Plan, organise, implement and control record-keeping systems 
SAQA US ID UNIT STANDARD TITLE
110526  Plan, organise, implement and control record-keeping systems 
ORIGINATOR
SGB Economics 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 03 - Business, Commerce and Management Studies Finance, Economics and Accounting 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2024-06-30   2027-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard does not replace any other unit standard and is not replaced by any other unit standard. 

PURPOSE OF THE UNIT STANDARD 
This unit standard is intended for people who are employed at a supervisory level in an area where record keeping is vital.People credited with this unit standard are able to:
  • Create a record keeping system
  • Maintain and update the record keeping system
  • Locate and provide records to users on request 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is assumed that +learners are competent in:
  • Communication at NQF Level 4
  • Computer Literacy at NQF Level 4
  • Mathematical Literacy NQF Level 4 

  • UNIT STANDARD RANGE 
    Records to be kept include: project plan; contracts; minutes of meetings; budgets; invoices; financial statements; reports; contact details of stakeholders and role players 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Create a record keeping system. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Record keeping system is created and implemented for a specific local economic development project or programme. 

    ASSESSMENT CRITERION 2 
    2. Record keeping system is cost effective and meets the needs of the specific local economic development project or programme 

    ASSESSMENT CRITERION 3 
    3. Record keeping system is practical and meets the needs of the specific local economic development project or programme 

    SPECIFIC OUTCOME 2 
    Maintain and update the record keeping system. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. Data captured is relevant on terms of the intended purpose 

    ASSESSMENT CRITERION 2 
    2. Data is collated systematically and timeously in accordance with the specific requirements of the local economic development project or programme 

    ASSESSMENT CRITERION 3 
    3. Data is presented in an appropriate format 

    ASSESSMENT CRITERION 4 
    4. The record keeping system is monitored and reviewed in accordance with best practice 

    SPECIFIC OUTCOME 3 
    Locate and provide records to users on request. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    1. The record retrieval process is specified and adhered to according to policy and procedures in own work context 

    ASSESSMENT CRITERION 2 
    2. The requested data is located, accessed and retrieved timeously and in terms of the user`s request 

    ASSESSMENT CRITERION 3 
    3. The confidentiality of records is maintained and security procedures are explained in own work context 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    1. Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
    2. Any institution offering learning that will enable achievement of this unit standard or will assess this unit standard must be accredited as a provider with the relevant ETQA.
    3. Moderation of assessment will be overseen by the relevant ETQA according to the moderation guidelines in the relevant qualification and the agreed ETQA procedures.
    4. Therefore, anyone wishing to be assessed against this unit standard may apply to be assessed by any assessment agency, assessor or provider institution that is accredited by the relevant ETQA. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Structure of record keeping systems.
  • Controls of record keeping systems.
  • Policies and procedures for data storage, retrieval and distribution. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems in which responses display that responsible decisions using critical and creative thinking have been made by, e.g.
  • Monitoring and reviewing the record keeping system in accordance with best practice according to assessment criterion 4.4 

  • UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a team, group, organization and community by, e.g.
  • Collating data systematically and timeously in accordance with the specific requirements of the local economic development project or programme according to assessment criterion:
    Data is collated systematically and timeously in accordance with the specific requirements of the local economic development project or programme
  • Locating, accessing and retrieving the requested data timeously and in terms of the user`s request according to assessment criterion:
    The requested data is located, accessed and retrieved timeously and in terms of the user`s request 

  • UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one`s activities responsibly and effectively by, e.g.
  • Collating data systematically and timeously in accordance with the specific requirements of the local economic development project or programme according to assessment criterion:
    Data is collated systematically and timeously in accordance with the specific requirements of the local economic development project or programme
  • Locating, accessing and retrieving the requested data timeously and in terms of the user`s request according to assessment criterion:
    The requested data is located, accessed and retrieved timeously and in terms of the user`s request 

  • UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organize and critically evaluate information by, e.g.
  • Creating a record keeping system according to the assessment criteria for specific outcome:
    Create a record keeping system
  • Maintaining and updating the record keeping system according to the assessment criteria for specific outcome:
    Maintain and update the record keeping system 

  • UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically, showing responsibility towards the environments and health of others by, eg.
  • Planning, organising, implementing and controlling record keeping systems according to the assessment criteria for specific outcomes:
    Create a record keeping system
    Maintain and update the record keeping system
    Locate and provide records to users on request 

  • UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Core  49021   Further Education and Training Certificate: Debt Recovery  Level 4  NQF Level 04  Reregistered  2023-06-30  FASSET 
    Core  49336   National Certificate: Law Enforcement: Sheriffing  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  SAS SETA 
    Core  58625   National Certificate: Occupational Safety  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Core  49469   National Diploma: Complex Procurement  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered" 
    2012-06-30   
    Core  79808   National Diploma: Occupational Safety  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 
    Core  49598   National Diploma: Paralegal Practice  Level 5  NQF Level 05  Reregistered  2023-06-30  SAS SETA 
    Core  49783   National Diploma: Joint and Multi-National Operations  Level 6  NQF Level 06  Reregistered  2023-06-30  SAS SETA 
    Fundamental  58580   National Certificate: Aerodrome Control  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered" 
    2016-12-31  TETA 
    Fundamental  58784   National Diploma: Geospatial Image Analysis  Level 5  NQF Level 05  Reregistered  2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  79807   Further Education and Training Certificate: Occupational Hygiene and Safety  Level 4  NQF Level 04  Reregistered  2021-06-30  As per Learning Programmes recorded against this Qual 
    Elective  66389   Higher Certificate: Diagnostic and Procedural Coding  Level 5  NQF Level 05  Reregistered  2023-06-30  HW SETA 
    Elective  36438   National Certificate: Local Economic Development  Level 5  Level TBA: Pre-2009 was L5  Reregistered  2023-06-30  LG SETA 
    Elective  50017   National Diploma: Club Professional Golfing  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Registered" 
    2008-11-30  Was CATHSSETA until Last Date for Achievement 
    Elective  73209   National Diploma: Club Professional Golfing  Level 5  NQF Level 05  Reregistered  2023-06-30  CATHSSETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
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    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.