7060 version 2 28-Jun-16 1 of 4 FITNESS ASSESSMENT AND INDIVIDUAL FITNESS INSTRUCTION Manage client information level: 3 credit: 2 planned review date: February 2004 sub-field: Fitness purpose: People credited with this unit standard are able to: follow established procedures on the preparation, storage, and removal of client information; instruct clients on individual record keeping; and maintain privacy and currency of client information. entry information: Open. accreditation option: Evaluation of documentation by NZQA and industry. moderation option: A centrally established and directed national moderation system has been set up by the Sport, Fitness and Recreation Industry Training Organisation - Fitness Advisory Group. special notes: 1 Range: record keeping types include - manual records, computer-based records; client information records include membership records, assessment records, training records. New Zealand Qualifications Authority 2016 7060 version 2 28-Jun-16 2 of 4 FITNESS ASSESSMENT AND INDIVIDUAL FITNESS INSTRUCTION Manage client information 2 This unit standard is intended for use in training programmes closely related to or in the workplace and requires an on-job or practicum situation. 3 Competence in this unit standard requires knowledge of the requirements of the Privacy Act, 1993 (PA) in relation to handling and storage of client assessment records. Company and organisation record management practices must conform to the PA. Elements and Performance Criteria element 1 Follow established procedures for the preparation, storage, and removal of client information. performance criteria 1.1 Procedures followed for the gathering of client information and preparation of client records meet facility requirements. Range: 1.2 client involvement, coverage, accuracy, format. Procedures followed for storage of client records and client access to records meet facility requirements. New Zealand Qualifications Authority 2016 7060 version 2 28-Jun-16 3 of 4 FITNESS ASSESSMENT AND INDIVIDUAL FITNESS INSTRUCTION Manage client information 1.3 Removal and disposal of client information and/or records is in accordance with facility procedures. element 2 Instruct clients on individual record keeping. performance criteria 2.1 Information and demonstrations given to clients are complete and accurate and meet facility requirements. Range: 2.2 requirements - timing, frequency. Monitoring and support of client record keeping is in accordance with client's goals and training objectives and facility requirements for recording training progress. element 3 Maintain currency and privacy of client information. performance criteria 3.1 Measures to safeguard privacy of client information meet facility requirements and relevant provisions of the PA. New Zealand Qualifications Authority 2016 7060 version 2 28-Jun-16 4 of 4 FITNESS ASSESSMENT AND INDIVIDUAL FITNESS INSTRUCTION Manage client information 3.2 Measures undertaken by instructors to ensure currency of client records are in accordance with goals and training objectives of the client and meet facility requirements. Range: frequency of update, extent of updating, removal and storage or disposal of obsolescent information. Comments to: Sport, Fitness and Recreation Industry Training Organisation - Fitness Advisory Group Unit Standard Revision PO Box 160 WELLINGTON by February 2004. Please Note: Providers must be accredited by the Qualifications Authority before they can offer programmes of education and training assessed against unit standards. Accredited providers assessing against unit standards must engage with the moderation system that applies to those unit standards. [Please refer to relevant Plan ref: 0069] New Zealand Qualifications Authority 2016