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 THAT HAS PASSED THE END DATE: 

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  4 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Passed the End Date -
Status was "Reregistered" 		 2018-07-01  2023-06-30  SAQA 06120/18 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2026-06-30   2029-06-30  

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  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  FASSET 
    Core  49336   National Certificate: Law Enforcement: Sheriffing  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SAS SETA 
    Core  58625   National Certificate: Occupational Safety  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  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  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Core  49598   National Diploma: Paralegal Practice  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  SAS SETA 
    Core  49783   National Diploma: Joint and Multi-National Operations  Level 6  NQF Level 06  Passed the End Date -
    Status was "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  Passed the End Date -
    Status was "Reregistered"     		 2020-07-30  As per Learning Programmes recorded against this Qual 
    Elective  79807   Further Education and Training Certificate: Occupational Hygiene and Safety  Level 4  NQF Level 04  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  As per Learning Programmes recorded against this Qual 
    Elective  66389   Higher Certificate: Diagnostic and Procedural Coding  Level 5  NQF Level 05  Passed the End Date -
    Status was "Reregistered"     		 2023-06-30  HW SETA 
    Elective  36438   National Certificate: Local Economic Development  Level 5  Level TBA: Pre-2009 was L5  Passed the End Date -
    Status was "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  Passed the End Date -
    Status was "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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    6. Amangile Academy (Pty) Ltd 
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    49. E Mali Outsourcing Cc 
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    58. Falcon Business Institute (Pty) Ltd 
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    61. Gns Training Consultants 
    62. Gotsec Skills Training 
    63. Growth Management Consulting 
    64. Hanyeleni Business Enterprise 
    65. HDPSA 
    66. Heavenly Button Trading Cc 
    67. Heirs Training and Development Pty Ltd 
    68. Higherway Institute of Learning 
    69. HLOGIRATI (PTY) LTD 
    70. Hlombe And Associates 
    71. Hs Global Skills Business Solutions 
    72. Ibless Enterprise 
    73. ICM t/a Institute for Career Management 
    74. Ilinge Labantu Debt Solution 
    75. Ilitha Lelizwe Consulting 
    76. Imithente Development Holdings 
    77. Independent Development Trust 
    78. Injeje Training 
    79. Inkazimulo Trading 
    80. Inkcubeko Yakwantu Trading 
    81. Innercity Training Institute (Pty) Ltd 
    82. Innovative Technology Design 
    83. Institute Of Cooperatives And Community Economic Development 
    84. Intermasiko Cc 
    85. Inzalo Enterprise Management Systems (Pty) Ltd 
    86. Jet Energy South Africa 
    87. Josmap Training Institute 
    88. Joubert Park Youth Outreach Project 
    89. Jtm Empowered 
    90. Jumpstart Training Institute 
    91. Kadimo Consulting Cc. 
    92. Kalideen Investment T/A Kalvest 
    93. KALIDEEN MANAGEMENT SERVICES 
    94. Keetileafrika Training Institute 
    95. KG Business Development 
    96. Khehli Institute 
    97. KHOSITHI TRAINING 
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    99. Kpk Training Solutions 
    100. Ktmo Business Solutions 
    101. Kwem Management Solutions 
    102. LEGAL EAGLES ACADEMY 
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    104. Lelethu Training (Pty) Ltd 
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    108. M.I.C. Training And Development 
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    113. Makhophila Training 
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    116. MANCOSA Pty (Ltd) 
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    118. Masemase Consultancy Cc. 
    119. MASM Trading Enterprise (Pty) Ltd 
    120. Mathaveiya Skills Enhancement 
    121. Mbonyolosi Skills Development Institute 
    122. Mc Intosh Xaba And Associates (Mxa) 
    123. Mcbee Consulting Pty Ltd 
    124. Meyiswa Training Academy 
    125. MGM Training & Consulting 
    126. Mgwezane Training And Events Management Cc. 
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    128. Mimoisa Business Solutions Cc 
    129. Mintirho Development Services 
    130. Mission Point Consulting 
    131. Mj Mafunisa Consulting (Pty) Ltd 
    132. Mma Maru Pty Ltd 
    133. Mml Consulting Cc. 
    134. Mohlaje Solutions (Pty) Ltd 
    135. Mortarboard Training Solutions 
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    138. Muhangwene Development Enterprise 
    139. Multi-Skills Training & Development Institute (Pty) Ltd 
    140. Multiple Productive Management Solutions 
    141. Nedtex73 
    142. Nells Skills Academy 
    143. Nghano Training And Development Centre 
    144. Nonunu Projects 
    145. Northlink College - Wingfield Campus 
    146. Ns Global Academy 
    147. Nsuku Management Consultants 
    148. Omithombo Management Academy 
    149. Panafrican Supply Chain Academy 
    150. Petra Institute of Development 
    151. Pfim Trading (Pty) Ltd 
    152. PHETHA PROFFESSIONAL SERVICES CC 
    153. Phetho Concepts (Pty) Ltd 
    154. Pioneer Business Consulting 
    155. Pma Holdings (Pty ) Ltd. 
    156. Powernexus 
    157. Princetop Corporative Training (Pty) Ltd 
    158. Progressive School Of Business And Engineering (Pty) 
    159. Ptdev (Pty) Ltd 
    160. Quick Leap Investment 
    161. R&M Enterprises Pty Ltd 
    162. Ratomac Trading Consultants (Pty) Ltd 
    163. Reflections Development Institute 
    164. Regen Institute of Leadership and Management Education 
    165. Regent Business School (Pty) Ltd t/a Regent Business School 
    166. Sa Business Services Cc. 
    167. Sabela Trading And Projects Cc. 
    168. Sazm Trading And Projects 
    169. Senelo Trading Cc 
    170. Setaki Trading And Projects (Pty) Ltd 
    171. Sf Consulting Engineers 
    172. Shekinah Deep Excellence (Pty) Ltd 
    173. Shirs Vision Compleadev (Pty) Ltd 
    174. Simangasentso Enterprise 
    175. Siza Nesu Training And Consultants 
    176. Solstice Networks Cc. 
    177. Sonani Skills 
    178. South African Institute of Learning (SAIL) 
    179. South West Gauteng TVET College 
    180. Spectrium 
    181. St Kings Institute Of Technology And Business Studies 
    182. Summat Training Institute 
    183. Swaranang Management Consulting Cc 
    184. Talent Emporium Academy (PTY) Ltd 
    185. Thinking Mind Trading 
    186. Thobologo Training And Education Group 
    187. Thopasefoka Consulting Pty Ltd 
    188. Thubelihle Graduate Institute 
    189. Thuto-Boswa Education And Training Solution 
    190. Tinotel Communications 
    191. Tlotlangthuto Training & Consulting 
    192. Tloumogale Business Development & Consulting 
    193. Training At Work (Pty) Ltd 
    194. Transafric Consulting Pty Ltd 
    195. Tsebong Training Centre 
    196. Tshamutengu General Trading Cc. 
    197. Tshepang Consulting & Project 
    198. Tshisimani Holdings (Pty) Ltd. 
    199. Tswelopele Rural Development Network 
    200. Tumpu Trading And Projects 
    201. Twin Peak Technologies 
    202. Uan Projects 
    203. Umqondo Business College 
    204. University Of Business Excellence(Pty)Ltd 
    205. University of Fort Hare 
    206. University of the Western Cape 
    207. University of Venda 
    208. Ursivox Interactive Systems 
    209. Vantage Training 
    210. VEZOKUHLE YOUTH DEVELOPMENT PROJECT 
    211. Vicmat Consultants 
    212. VSL General Trading 
    213. Vumilia Africa Group 
    214. Vuselela FET College - Klerksdorp Campus 
    215. Waoesi 
    216. WEINVEST INVESTMENT CC 
    217. Ya Hina Management Consulting And Projects 
    218. Yamangcuse Consulting 
    219. Zamaubuhle Training 
    220. Zealot Business College 
    221. Zizamele Business Enterprise 


    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.