• BSBITU306A - Design and produce business documents

Assessor Resource

BSBITU306A
Design and produce business documents

Assessment tool

Version 1.0
Issue Date: March 2024


This unit applies to individuals who possess fundamental skills in computer operations and keyboarding. They may exercise discretion and judgement using appropriate theoretical knowledge of document design and production to provide technical advice and support to a team.

This unit describes the performance outcomes, skills and knowledge required to design and produce various business documents and publications. It includes selecting and using a range of functions on a variety of computer applications.

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

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

Employability Skills

This unit contains employability skills.




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.

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

designing and producing a minimum of 3 completed business documents, using at least 2 software applications in the production of each document

using appropriate data storage options

knowledge of the functions and features of contemporary computer applications.

Context of and specific resources for assessment

Assessment must ensure:

access to an actual workplace or simulated environment

access to office equipment and resources

access to examples of style guides and organisational procedures.

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate

review of final printed documents

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of software applications.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:

general administration units

other IT use units.


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.

Required skills

keyboarding and computer skills to complete a range of formatting and layout tasks

literacy skills to read and understand a variety of texts; to prepare general information and papers according to target audience; and to edit and proofread documents to ensure clarity of meaning and conformity to organisational requirements

numeracy skills to access and retrieve data

problem-solving skills to determine document design and production processes.

Required knowledge

appropriate technology for production requirements

functions and features of contemporary computer applications

organisational policies, plans and procedures

organisational requirements for document design e.g. style guide.

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.

Technology may include:

computers

photocopiers

printers

scanners

Software may include:

accounting packages

database packages

presentation packages

spreadsheet packages

word processing packages

Business documents may include:

accounts statements

client databases

newsletters

project reviews

proposals

reports

web pages

Organisational requirements may include:

budgets

correctly identifying and opening files

legal and organisational policies, guidelines and requirements

locating data

log-on procedures

manufacturers' guidelines

occupational health and safety policies, procedures and programs

quality assurance and/or procedures manuals

saving and closing files

security

storing data

Functions may include:

alternating headers and footers

editing

merging documents

spell checking

table formatting

using columns

using styles

Input devices may include:

keyboard

mouse

numerical key pad

scanner

Naming documents may include:

appropriate file type

authorised access

file names according to organisational procedure e.g. numbers rather than names

file names which are easily identifiable in relation to the content

file/directory names which identify the operator, author, section, date etc.

filing locations

organisational policy for backing up files

organisational policy for filing hard copies of documents

security

Storing documents may include:

storage in directories and sub-directories

storage on CD-ROMs, disk drives or back-up systems

storing/filing hard copies of computer generated documents

storing/filing hard copies of incoming and outgoing facsimiles

storing/filing incoming and outgoing correspondence

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
Select and use appropriate technology and software applications to produce required business documents 
Select layout and style of publication according to information and organisational requirements 
Ensure document design is consistent with company and/or client requirements, using basic design principles 
Discuss and clarify format and style with person requesting document/publication 
Identify, open and generate files and records according to task and organisational requirements 
Design document to ensure efficient entry of information and to maximise the presentation and appearance of information 
Use a range of functions to ensure consistency of design and layout 
Operate input devices within designated requirements 
Complete document production within designated time lines according to organisational requirements 
Check document produced to ensure it meets task requirements for style and layout 
Store document appropriately and save document to avoid loss of data 
Use manuals, training booklets and/or help-desks to overcome basic difficulties with document design and production 
Proofread document for readability, accuracy and consistency in language, style and layout prior to final output 
Make any modifications to document to meet requirements 
Name and store document in accordance with organisational requirements and exit the application without data/loss damage 
Print and present document according to requirements 

Forms

Assessment Cover Sheet

BSBITU306A - Design and produce business documents
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

BSBITU306A - Design and produce business documents

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: