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
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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