- BSBITU401A - Design and develop complex text documents
Assessor Resource
BSBITU401A
Design and develop complex text documents
Assessment tool
Version 1.0
Issue Date: May 2024
This unit applies to individuals who work in a range of business environments and are skilled in the creation of complex documents using word processing software. These skills may be applied in the provision of administrative support within an enterprise, or by technical/knowledge experts responsible for producing their own word processed documents.
This unit describes the performance outcomes, skills and knowledge required to design and develop business documents using complex technical features of word processing software.
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: production of text documents using advanced software functions application of document design principles. |
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 complex text documents and style guides. |
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 documents with complex design demonstration of techniques oral or written questioning to assess knowledge of word processing software functions. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example: BSBWRT401A Write complex documents. |
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.
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Required skills |
communication skills to clarify requirements of documents keyboarding skills to enter text and numerical data literacy skills to edit and proofread documents, creating documents with a complex, organised structure of linked paragraphs which use simple and complex syntactic structure numeracy skills to collate and present data, graphs and annotated referencesproblem-solving skills to use processes flexibly and interchangeably. |
Required knowledge |
formatting styles and their effect on formatting, readability and appearance of documents organisational requirements for ergonomics, work periods and breaks, and conservation techniques organisational 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. | |
Ergonomic requirements may include: | avoiding radiation from computer screens chair height, seat and back adjustment document holder footrest keyboard and mouse position lighting noise minimisation posture screen position workstation height and layout equipment that is reasonably adjusted to meet personal needs, in appropriate circumstances |
Work organisation requirements may include: | exercise breaks mix of repetitive and other activities rest periods |
Energy and resource conservation requirements may include: | double-sided paper use recycling used and shredded paper re-using paper for rough drafts (observing confidentiality requirements) using power-save options for equipment |
Complex documents may include: | call outs captions concordance files different odd and even pages document protection drawing forms with fields hyperlinks linked and/or embedded objects long documents mail merge data documents master documents MS WordArt multiple headers and footers multiple sections multiple users primary mail merge documents subdocuments templates |
Organisational requirements may include: | company colour scheme company logo consistent corporate image content restrictions established guidelines and procedures for document production house styles observing copyright legislation organisation name, time, date, document title, filename, etc. in header/footer templates |
Complex technical functions may include: | alignment data transfer display features embedding exporting fields form fields formulae importing index linking macros merge criteria page and section breaks sort criteria style sheets table of contents templates |
Design choices may include: | balance diversity relative positioning of graphics and headings simplicity text flow typography |
Structure and layout may include: | boxes colour columns drawing graphics headings letter and memo conventions page layout photographs typeface white space |
Consistency of design and layout may include: | annotated references borders bullet/number lists captions consistency with other business documents footnotes/endnotes indentations page numbers spacings typeface styles and point size |
Formatting rows and column may include: | auto distribute fills/shading lines and borders merge cells sorting contents split cell text direction |
Other data may include: | clip art data from other software applications digital photographs files graphics quotes references scanned photographs and logos tables, graphs and charts |
Formatting of other data may include: | colour cropping layout position in relation to other text size |
Printing may include: | print merge print to file to fit specific number of pages with comments with drawing objects with field codes with hidden text |
Naming and storing documents may include: | 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 storage in folders/sub-folders storage on hard/floppy disk drives, CD-ROM, tape back-up |
Designated time lines may include: | time line agreed with internal/external client time line agreed with supervisor/person requiring spreadsheet organisational time line e.g. deadline requirements |
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 |
|---|---|---|---|
| Use safe work practices to ensure ergonomic, work organisation, energy and resource conservation requirements are addressed | |||
| Identify document purpose, audience and presentation requirements, and clarify with relevant personnel as required | |||
| Identify organisational requirements for text-based business documents to ensure consistency of style and image | |||
| Evaluate complex technical functions of the software for their usefulness in fulfilling the requirements of the task | |||
| Match document requirements with software functions to provide efficient production of documents | |||
| Design document structure and layout to suit purpose, audience and information requirements of the task | |||
| Design document to enhance readability and appearance, and to meet organisational and task requirements for style and layout | |||
| Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout | |||
| Use manuals, user documentation and online help to overcome problems with document design and production | |||
| Insert a standard table into document, changing cells to meet information requirements | |||
| Format rows and columns as required | |||
| Insert images and other data, formatting as required | |||
| Use complex operations in the development of documents, to achieve required results | |||
| Preview, adjust and print documents in accordance with organisational and task requirements | |||
| Name and store documents in accordance with organisational requirements and exit the application without information loss/damage | |||
| Prepare documents within designated time lines and organisational requirements for speed and accuracy |
Forms
Assessment Cover Sheet
BSBITU401A - Design and develop complex text 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
BSBITU401A - Design and develop complex text 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: