Category: Delivery and operation

Subcategory: Data and records operations

Records management - RMGT

Planning, implementing and managing the full lifecycle of organisational records.

Levels:

Level 1:
Description: Follows detailed guidance to acknowledge receipt of records, including the capture of essential metadata. Delivers digital and physical records in line with agreed procedures.

Level 2:
Description: Assists in the collection, delivery and retention of records. Identifies and applies appropriate metadata. Uses established methods to transform records between formats or media, following organisational policies and procedures. Identifies and reports potential risks or issues related to information handling and security. Performs administrative tasks to maintain accessibility, retrievability, integrity, security and protection of records.

Level 3:
Description: Maintains key metadata for records, including ownership and category information. Configures routine controls to restrict record operations to approved actions only. Conducts routine searches for records required to support authorised requests. Supports users in finding and accessing records. Uses ethical and reliable methods to transform data between formats or media, following organisational policies and being aware of potential issues when handling information. Transforms data between formats or media using ethical and reliable methods. Follows organisational policies and actively identifies potential risks in information handling.

Level 4:
Description: Supports the implementation of records management policies and practices including the approved disposal of records. Conducts complex or sensitive searches for records to address authorised requests. Monitors and reports on the implementation of effective controls for records management including metadata and access controls. Recommends remediation actions as required. Provides advice and guidance to enable appropriate records management practices to be adopted across the organisation.

Level 5:
Description: Ensures implementation of records management policies covering all aspects of retention and disposal. Manages access controls for records, including authorising access and approving the release of potentially sensitive information. Conducts and oversees complex record searches, seeking legal guidance when necessary. Reviews new change proposals and provides specialist advice on records management. Assesses and manages records-related risks. Contributes to the development of policy, standards and procedures for compliance with records-related legislation.