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SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Apply case scheduling techniques 
SAQA US ID UNIT STANDARD TITLE
113809  Apply case scheduling techniques 
ORIGINATOR
SGB Legal Education and Training 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 08 - Law, Military Science and Security Justice in Society 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 5  Level TBA: Pre-2009 was L5  14 
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 
The qualifying learner will know and understand how core management functions impact on case-flow management including human resources, budget and finance, information, technology, records and facilities. This unit standard will ensure qualifying learners apply case-flow management scheduling and other techniques.

Qualifying learners will be able to:
  • Apply effective case-flow management
  • Explain alternative case scheduling and assignment systems
  • Apply various case management techniques and recording methods
  • Explain the role of technology in case-flow management
  • Provide management information and statistics 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    It is suggested that learners who wish to achieve the outcomes of this unit standard should be competent in:
  • Language and Communication at NQF level 4.
  • Mathematical literacy at NQF level 4. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Apply and discuss effective case-flow management. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The goals of accessible, equal, fair, prompt and economic resolution of disputes and effective case-flow and trial management is applied in relation to the broad purposes of the courts. 

    ASSESSMENT CRITERION 2 
    Basic case-flow axioms and principles and how they produce timely and fair dispositions through staff and lawyer preparation and meaningful events are applied. 
    ASSESSMENT CRITERION RANGE 
    Range of principles: Early and continuous judicial control
     

    ASSESSMENT CRITERION 3 
    All case processing steps and sequences for all case types is listed and discussed. 

    ASSESSMENT CRITERION 4 
    Psychological factors that impact on case processing, scheduling, active judicial management of pre-trial conferences, trials and post-dispositional activity are discussed. 

    ASSESSMENT CRITERION 5 
    Current research findings on effective case-flow management and the causes and remedies for delays are applied. 

    SPECIFIC OUTCOME 2 
    Explain and apply alternative case scheduling and assignment systems. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Case-flow management indicators for all case types are listed and linked to processing time standards to meet disposition goals. 
    ASSESSMENT CRITERION RANGE 
    Range of time standards: year, month, week and day
    Range of contexts: judicial division, team and judge
     

    ASSESSMENT CRITERION 2 
    Alternative case assignment and scheduling systems is explained and applied correctly as per business practice. 

    ASSESSMENT CRITERION 3 
    Daily court calendars are developed, set up and managed as per organizational requirements. 
    ASSESSMENT CRITERION RANGE 
    Range of calendar data: day, date, judge and case/hearing type
     

    SPECIFIC OUTCOME 3 
    Apply various case management techniques and recording methods. 
    OUTCOME RANGE 
    Range of management techniques: Differentiated case management [DCM] and Alternative dispute resolution [ADR] 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Case recording and transcription services are effectively managed. 

    ASSESSMENT CRITERION 2 
    Leadership for case-flow management with all the relevant role-players is provided. 
    ASSESSMENT CRITERION RANGE 
    Range of leadership contexts: in-house, central judicial, administrative office, executive branch, outsourced and contractual
     

    ASSESSMENT CRITERION 3 
    Magisterial and High court processes are expedited by applying knowledge of alternative methods to produce verbatim records of court hearings. 

    ASSESSMENT CRITERION 4 
    Knowledge of technology to store, index and access archival and active court records are displayed. 

    ASSESSMENT CRITERION 5 
    ADR is integrated into the court's case management system and DCM is applied to all case types. 

    SPECIFIC OUTCOME 4 
    Explain the role of technology in case-flow management and apply and evaluate technology in court management. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Case-flow functions and processes to which technology can be applied is explained with examples. 

    ASSESSMENT CRITERION 2 
    Technical teams in support of case-flow management are lead and explained to achieve organisational targets and objectives. 

    ASSESSMENT CRITERION 3 
    Contractor responses to Requests for information (RFI) and Requests for proposals (RFP) is evaluated in accordance with relevant organizational requirements. 

    ASSESSMENT CRITERION 4 
    The impact of telecommunication and the World Wide Web on case-flow management is explained. 

    ASSESSMENT CRITERION 5 
    The relevant technical information is accurately conveyed and explained to all the role-players of case-flow management. 

    ASSESSMENT CRITERION 6 
    Funding authorities of case-flow management applications are convinced by appropriate analyses. 

    ASSESSMENT CRITERION 7 
    The court's application of hardware and software to case-flow management is updated to ensure effectiveness. 

    SPECIFIC OUTCOME 5 
    Provide management information and statistics. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    User information and experience of case-flow management applications and systems are conveyed in focused case-flow systems requirements. 

    ASSESSMENT CRITERION 2 
    Management data systems is developed and maintained to provide statistical feedback to all relevant role-players. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
    Any institution offering learning towards this unit standard must be accredited as a provider with the relevant ETQA. The relevant ETQA will oversee the assessment and moderation of assessment according to the moderation guidelines that the ETQA will set. 

    UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
    The learners can apply:
  • Axioms and principles of case-flow management
  • Management techniques of ADR and DCM
  • Case-flow management information recording and reporting
  • Hardware and software applications for case-flow management 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems with case-flow management in which responses display that responsible decisions using critical and creative thinking have been made 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others as a member of a technical team and organisation. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities responsibly and effectively. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information of case-flow management to improve effectiveness.
    Communicate effectively using language skills in the modes of oral and/or written persuasion to secure funding for hardware and software upgrades to improve and increase output.
    Use science and technology effectively and critically in recording and reporting case-flow scheduling and management. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively using language skills in the modes of oral and/or written persuasion to secure funding for hardware and software upgrades to improve and increase output. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology effectively and critically in recording and reporting case-flow scheduling and management. 

    UNIT STANDARD ASSESSOR CRITERIA 
    Anyone assessing learners against this unit standard must be registered as an assessor with the relevant ETQA and must be in possession of a qualification in or related to Court Management or a related sub-field of Justice in Society at NQF level 6. 

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

    UNIT STANDARD NOTES 
    N/A 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  20414   National Diploma: Service Management  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.
     
    NONE 



    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.