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Required Skills

This Unit covers using either a range of advanced functions within at least one software package or integrating functions from at least two software packages to produce complex documents

This Unit has been adapted from BSATECB Produce complex documents

This Unit has been adapted from BSATEC401B Produce complex documents.

This Unit can be assessed alone or in combination with other units making up a job role

Element of Competency

Performance Criteria

Establish document design and structure

Requirements of the task are identified

Software appropriate to the task is selected

Document design and structure are determined

Document is designed and structured to meet designated criteria

Existing precedent documents are reviewed for appropriateness

Can build new precedents from existing documents

Develop precedents and macros for document design

Precedents and macros are developed and used to ensure consistency of design and layout

Templates and macros are evaluated and amended to ensure document requirements can be met

Macros are linked as required

Improvements to the structuredesign of existing documents are suggested and a review process of suggested improvements is facilitated

Organise self or others to produce documents

Documents are prepared using appropriate and available precedent documents according to a firms policies and procedures

Relevant data is entered and edited accurately

A range of advanced functions are used to ensure the accurate completion of the task

Documents are checked for spelling grammar numeric data and layout

Documents are proofread for accuracy of contents and consistency of layout and style

Modifications are made to meet required specifications

Organise self or others to print documents

Documents are printed as required

Review of documents is arranged with the designated personsection

Final printing of document is undertaken

Save file and exit system

Document is saved and stored in appropriate directory or folder

File is closed and applications programs are exited without loss of data

Back up copies of files are made in accordance with specified procedures if required

Disksdata are filed and stored in accordance with a firms policies and procedures

Evidence Required

Critical aspects

where instructing others instructions are clear with adequate explanation to allow the task to be completed

assistance andor advice is provided to others

where instructing others supervision is provided throughout the task in relation to

ensuring that work is completed within timelines

ensuring that correct technical process is employed

checking produced document meets requirements

checking documents for mistakes

checking that document is saved appropriately

ensuring that confidentiality and security of information is maintained

ensuring that problems are solved efficiently

OHS guidelines relating to screen based equipment and ergonomic workstations are observed

speed and accuracy are to the firms standards This may be the standard in Standards Australia AS Typing Speed or AS Typing Accuracy

difficulties irregularities or uncertainties are resolved expediently

firms style layout etc is followed in preparation of documents

defaults are set correctly

templates are used in preference over new layouts

macros are established where any shortcuts are possible

disparate macros are integrated to facilitate more efficient document production where appropriate

improvements to the structure and design of existing documents are explained and demonstrated

document is produced and presented with correct enclosures if required to designated person within agreed timelines

nondisclosable information is not communicated and where any doubt exists as to the informations status it is not disclosed

all work is conducted within accepted codes of conduct including those relating to maintaining confidentiality use of company property duty of care ethical behaviours privacy nondiscriminatory practice conflict of interests and compliance with reasonable direction

Resource implications

The assessor must have access to appropriate documentation and resources normally found in the work environment and required to allow the job or task to be properly performed These may include

workplace manuals and reference materials such as company policy procedural manuals and checklists

appropriate technology such as computers with relevant software photocopier colour printers and binding machine

Consistency in performance

This unit of competency will require evidence to be collected across a range of events eg dealing with different types of documents and over a period of time to ensure that situational variables are consistently achieved

Context of assessment

Evidence of competency can be met in different situations including

on the job assessment

off the job assessment

placement in an enterprise

participation in a New Apprenticeship traineeship arrangement

use of a Practice Firm or simulated work environment

flexible delivery methods used by training providers to cater for distance education students

Recognition of Prior Learning Recognition of Current Competencies in skill areas where there has been no significant change to work practice in recent times

Evidence gathering methods may include

demonstration

questioning

workplace performance

simulation

skills portfolio

third party reports

Underpinning knowledge and skills

appropriate software document design and structure

developing and testing templates and macros

creating links between macros

a range of advanced functions and how to apply them appropriately

OHS

appropriate sources of assistance content and technological

appropriate technology short cuts AutoText

application of a firms policies and procedures required in the full range of tasks covered

Skills

literacy follows complex legal procedures considers aspects of context purpose and audience when generating and formatting texts reads a range of procedural and technical texts to identify the most appropriate software application uses a variety of strategies for planning and reviewing own work demonstrates drafting techniques

communication follows and interprets oral instructions provides clear and specific instructions about information required

proofreading and editing ensures clarity of meaning and conformity to enterprise requirements checks for accuracy and consistency of information by consulting additional resources

problem solving uses processes flexibly and interchangeably

numeracy collates and presents data graphs and annotated references adheres to designated timelines

keyboarding uses a range of advanced functions of software applications