Assessor Resource

ICAICT105A
Operate spreadsheet applications

Assessment tool

Version 1.0
Issue Date: April 2024


This unit applies to individuals who perform a range of routine tasks in the workplace using a fundamental knowledge of spreadsheets under direct supervision or with limited responsibility.

The use of spreadsheets for business and mathematical applications is widespread. In some cases, spreadsheets can operate as sophisticated computerised ledgers and enable the collation, manipulation and presentation of complex data.

This unit describes the performance outcomes, skills and knowledge required to operate spreadsheet applications and perform basic operations, including creating and formatting spreadsheet data, incorporating charts and objects, and customising and printing spreadsheets.

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

Prerequisites

Not applicable.

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 ability to:

create spreadsheets

customise basic settings

format spreadsheets

create basic formulas

work with objects and charts in spreadsheets

save and print spreadsheets.

Context of and specific resources for assessment

Assessment must ensure access to:

use of PC and printer

use of spreadsheet software currently used in industry

documents detailing organisational style guide and policy

documents or information containing data suitable for creating spreadsheets

appropriate learning and assessment support when required.

Where applicable, physical resources should include equipment modified for people with special needs.

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:

verbal or written questioning to assess candidate’s knowledge of spreadsheet operations

direct observation of candidate creating and formatting spreadsheets

review of spreadsheets, including formatting, formulas, objects and images.

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, where appropriate.

Assessment processes and techniques must be culturally appropriate, and suitable to the communication skill level, language, literacy and numeracy capacity of the candidate and the work being performed.

Indigenous people and other people from a non-English speaking background may need additional support.

In cases where practical assessment is used it should be combined with targeted questioning to assess required knowledge.

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

communication skills to:

communicate with peers and supervisors

seek assistance and expert advice

literacy skills to:

interpret user manuals and help functions

read and write basic workplace documents

numeracy skills to enter simple formulas into spreadsheet

problem-solving skills to address common operational problems when using spreadsheet applications

technical skills to:

operate a personal computer (PC)

use a keyboard to enter text and numerical data.

Required knowledge

basic technical terminology related to reading help files and prompts

formatting styles and their effect on formatting, readability and appearance of spreadsheets

log-in procedures relating to accessing a PC

purpose, use and function of spreadsheet application.

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.

Simple formulas and functionsmay include:

addition

division

multiplication

subtraction

application of the above to a series of cells.

Tools may include:

help

search and replace

simple formatting tools

spell check

undo.

Edit may relate to:

adding

copying

deleting

moving

pasting

selecting.

Data may include:

symbols added to the document

text added to the document.

Layout may include:

display modes

orientation

size.

Toolbars may contain:

buttons

menus

a combination of both.

Font settings may include:

colour

size

type.

Alignment may refer to:

centred

justified

left

right.

Formatting features may include:

bold

hyphenation

italics

underline.

Format may refer to:

saving the spreadsheet as another type of document:

comma separated values or text

HTML

XML.

Formatting tools may include:

menu commands within the application:

copy

cut

help

paste

search and replace

spell check

undo.

Storage device may include:

disks:

CD

DVD

blu-ray

external hard drive, such as universal serial bus (USB) flash drive

internal hard drive

web storage area.

Object may include:

items that can be inserted into the spreadsheet, such as:

other documents

pictures

sound.

Appropriate person may include:

authorised business representative

client

supervisor.

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
Open spreadsheet application, create spreadsheet files and enter numbers, text and symbols into cells according to information requirements 
Enter simple formulas and functions using cell referencing where required 
Correct formulas when error messages occur 
Use a range of common tools during spreadsheet development 
Edit columns and rows within the spreadsheet 
Use the auto-fill function to increment data where required 
Save spreadsheet to directory or folder 
Adjust page layout to meet user requirements or special needs 
Open and view different toolbars 
Change font settings so that they are appropriate for the purpose of the document 
Change alignment options and line spacing according to spreadsheet formatting features 
Format cell to display different styles as required 
Modify margin sizes to suit the purpose of the spreadsheets 
View multiple spreadsheets concurrently 
Use formatting features as required 
Copy selected formatting features from another cell in the spreadsheet or from another active spreadsheet 
Use formatting tools as required within the spreadsheet 
Align information in a selected cell as required 
Insert headers and footers using formatting features 
Save spreadsheet in another format 
Save and close spreadsheet to storage device 
Import an object into an active spreadsheet 
Manipulate imported object by using formatting features 
Create a chart using selected data in the spreadsheet 
Display selected data in a different chart 
Modify chart using formatting features 
Preview spreadsheet in print preview mode 
Select basic printer options 
Print spreadsheet or selected part of spreadsheet 
Submit the spreadsheet to appropriate person for approval or feedback 

Forms

Assessment Cover Sheet

ICAICT105A - Operate spreadsheet applications
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

ICAICT105A - Operate spreadsheet applications

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: