Assessor Resource

BSBITU304
Produce spreadsheets

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to develop spreadsheets through the use of spreadsheet software.

It applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Select and prepare resources

1.1 Adhere to ergonomic, work organisation and occupational health and safety requirements

1.2 Use energy and resource conservation techniques to minimise wastage

1.3 Identify spreadsheet task requirements in relation to data entry, storage, output and presentation

2. Plan spreadsheet design

2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task

2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout

2.3 Use style sheets and automatic functions to ensure consistency of design and layout

3. Create spreadsheet

3.1 Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements

3.2 Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

3.3 Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required

3.4 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

4. Produce simple charts

4.1 Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements

4.2 Create charts using appropriate data range in spreadsheet

4.3 Modify chart type and layout using formatting features

5. Finalise spreadsheets

5.1 Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements

5.2 Ensure data input meets designated timelines and organisational requirements for speed and accuracy

5.3 Name and store spreadsheet in accordance with organisational requirements and exit application without data loss/damage

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Select and prepare resources

1.1 Adhere to ergonomic, work organisation and occupational health and safety requirements

1.2 Use energy and resource conservation techniques to minimise wastage

1.3 Identify spreadsheet task requirements in relation to data entry, storage, output and presentation

2. Plan spreadsheet design

2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task

2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout

2.3 Use style sheets and automatic functions to ensure consistency of design and layout

3. Create spreadsheet

3.1 Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements

3.2 Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

3.3 Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required

3.4 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

4. Produce simple charts

4.1 Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements

4.2 Create charts using appropriate data range in spreadsheet

4.3 Modify chart type and layout using formatting features

5. Finalise spreadsheets

5.1 Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements

5.2 Ensure data input meets designated timelines and organisational requirements for speed and accuracy

5.3 Name and store spreadsheet in accordance with organisational requirements and exit application without data loss/damage

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Adhere to ergonomic, work organisation and occupational health and safety requirements 
Use energy and resource conservation techniques to minimise wastage 
Identify spreadsheet task requirements in relation to data entry, storage, output and presentation 
Ensure spreadsheet design suits purpose, audience and information requirements of task 
Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout 
Use style sheets and automatic functions to ensure consistency of design and layout 
Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements 
Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements 
Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required 
Use manuals, user documentation and online help to overcome problems with spreadsheet design and production 
Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements 
Create charts using appropriate data range in spreadsheet 
Modify chart type and layout using formatting features 
Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements 
Ensure data input meets designated timelines and organisational requirements for speed and accuracy 
Name and store spreadsheet in accordance with organisational requirements and exit application without data loss/damage 

Forms

Assessment Cover Sheet

BSBITU304 - Produce spreadsheets
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBITU304 - Produce spreadsheets

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: