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Follow the links below to find material targeted to the unit's elements, performance criteria, required skills and knowledge

Elements and Performance Criteria

Use safe work practices
Establish parameters for text document design and structure
- Organisational requirements for text-based business documents are identified to ensure consistency of style and image
- Task requirements for the design of text-based business documents are determined to meet organisational purposes
Design text documents
Produce text documents

Required Skills

Evidence Required

The Evidence Guide identifies the critical aspects knowledge and skills to be demonstrated to confirm competency for this unit This is an integral part of the assessment of competency and should be read in conjunction with the Range Statement

Critical Aspects of Evidence

Integrated demonstration of all elements of competency and their performance criteria

Knowledge and application of advanced textbased software functions

Knowledge and application of textbased document design principles

Underpinning Knowledge

At this level the learner must demonstrate some relevant theoretical knowledge

Relevant legislation from all levels of government that affects business operation especially in regard to Occupational Health and Safety and environmental issues equal opportunity industrial relations and antidiscrimination

Basic functions of wordprocessing andor desktop publishing software applications

The impact of formatting and design on the presentation and readability of documents

Organisation policies and procedures

Underpinning Skills

Literacy skills to interpret and evaluate the purposes and objectives of various uses of technology consider aspects of context purpose and audience when generating and formatting texts display logical organisation of written information through the use of coherently linked paragraphs

Keyboarding skills

Proofreading and editing skills to ensure clarity of meaning and conformity to organisational requirements check for accuracy and consistency of information by consulting additional resources

Problem solving skills to use processes flexibly and interchangeably

Communication skills to follow complex oral instructions when using new technology listen to and interpret complex sequenced instructions

Ability to relate to people from a range of social cultural and ethnic backgrounds and physical and mental abilities

Resource Implications

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include

workplace references such as computer user manuals organisational policies and procedures and workplace procedural manuals

computer equipment including relevant software printer

guideexamples of house style

equipment eg paper and other materials

Consistency of Performance

In order to achieve consistency of performance evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Contexts of Assessment

Competency is demonstrated by performance of all stated criteria including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide and within the scope as defined by the Range Statement

Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package

Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment

Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level Refer to the Key Competency Levels at the end of this unit

Key Competency Levels

Collecting analysing and organising information Level to determine organisational requirements

Communicating ideas and information Level through welldesigned business documents

Planning and organising activities Level to meet designated timelines

Working with teams and others Level to determine document purpose and audience

Using mathematical ideas and techniques Level to determine spatial design requirements

Solving problems Level using manuals and online help

Using technology Level to design and develop business documents

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies

The Evidence Guide identifies the critical aspects knowledge and skills to be demonstrated to confirm competency for this unit This is an integral part of the assessment of competency and should be read in conjunction with the Range Statement

Critical Aspects of Evidence

Integrated demonstration of all elements of competency and their performance criteria

Knowledge and application of advanced textbased software functions

Knowledge and application of textbased document design principles

Underpinning Knowledge

At this level the learner must demonstrate some relevant theoretical knowledge

Relevant legislation from all levels of government that affects business operation especially in regard to Occupational Health and Safety and environmental issues equal opportunity industrial relations and antidiscrimination

Basic functions of wordprocessing andor desktop publishing software applications

The impact of formatting and design on the presentation and readability of documents

Organisation policies and procedures

Underpinning Skills

Literacy skills to interpret and evaluate the purposes and objectives of various uses of technology consider aspects of context purpose and audience when generating and formatting texts display logical organisation of written information through the use of coherently linked paragraphs

Keyboarding skills

Proofreading and editing skills to ensure clarity of meaning and conformity to organisational requirements check for accuracy and consistency of information by consulting additional resources

Problem solving skills to use processes flexibly and interchangeably

Communication skills to follow complex oral instructions when using new technology listen to and interpret complex sequenced instructions

Ability to relate to people from a range of social cultural and ethnic backgrounds and physical and mental abilities

Resource Implications

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include

workplace references such as computer user manuals organisational policies and procedures and workplace procedural manuals

computer equipment including relevant software printer

guideexamples of house style

equipment eg paper and other materials

Consistency of Performance

In order to achieve consistency of performance evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Contexts of Assessment

Competency is demonstrated by performance of all stated criteria including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide and within the scope as defined by the Range Statement

Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package

Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment

Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level Refer to the Key Competency Levels at the end of this unit

Key Competency Levels

Collecting analysing and organising information Level to determine organisational requirements

Communicating ideas and information Level through welldesigned business documents

Planning and organising activities Level to meet designated timelines

Working with teams and others Level to determine document purpose and audience

Using mathematical ideas and techniques Level to determine spatial design requirements

Solving problems Level using manuals and online help

Using technology Level to design and develop business documents

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies

Range Statement

The Range Statement provides advice to interpret the scope and context of this unit of competency, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:

Legislation, codes and national standards relevant to the workplace which may include:

award and enterprise agreements and relevant industrial instruments

relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

relevant industry codes of practice

Software may include:

desktop publishing

Organisational policy and procedures may include:

log-on procedures

password protection

storage / location of data

standard formats

author's instructions

use of templates

Ergonomic requirements may include:

workstation height and layout

chair height, seat and back adjustment

screen position

keyboard and mouse position

document holder

avoiding radiation from computer screens

noise minimisation

Work organisation may include:

mix of repetitive and other activities

exercise breaks

Conservation techniques may include

double-sided paper use

re-used paper for rough drafts (observing confidentiality requirements)

recycling used and shredded paper

utilising power-save options for equipment

Organisational requirements may include:

consistent corporate image

company colour scheme

established guidelines and procedures for document production

content restrictions

organisation name, time, date, document title, filename, etc in header / footer

observing copyright legislation

Text-based documents may include

multi-page letters

mail merge documents, including labels

promotional material

Structure and layout may include:

letter and memo conventions

Design may include:

relative positioning of graphics and headings

Automatic functions may include:

headers and footers

default settings

Consistency of design and layout may include:

typeface styles and point size

bullet/ number lists

footnotes/endnotes

annotated references

consistency with other business documents

Advanced software functions may include:

alternate headers and footers

newspaper columns

importing data / objects / pictures

Data may include:

digital photographs

scanned photographs and logos

tables, graphs and charts

data from other software applications

Printing may include:

with drawing objects

with hidden text

with field codes

Naming and storage of documents may include:

file names which are easily identifiable in relation to the content

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

file names according to organisational procedure eg numbers rather than names

storage in folders / sub-folders

storage on hard/floppy disk drives, CD ROM, tape backup

organisation policy for backing up files

organisation policy for filing hard copies of documents

filing locations

security / password protection

authorised access

Designated timelines may include:

timeline agreed with supervisor/person requiring document

timeline agreed with internal/external client

organisation timeline eg deadline requirements

The Range Statement provides advice to interpret the scope and context of this unit of competency, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:

Legislation, codes and national standards relevant to the workplace which may include:

award and enterprise agreements and relevant industrial instruments

relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

relevant industry codes of practice

Software may include:

desktop publishing

Organisational policy and procedures may include:

log-on procedures

password protection

storage / location of data

standard formats

author's instructions

use of templates

Ergonomic requirements may include:

workstation height and layout

chair height, seat and back adjustment

screen position

keyboard and mouse position

document holder

avoiding radiation from computer screens

noise minimisation

Work organisation may include:

mix of repetitive and other activities

exercise breaks

Conservation techniques may include

double-sided paper use

re-used paper for rough drafts (observing confidentiality requirements)

recycling used and shredded paper

utilising power-save options for equipment

Organisational requirements may include:

consistent corporate image

company colour scheme

established guidelines and procedures for document production

content restrictions

organisation name, time, date, document title, filename, etc in header / footer

observing copyright legislation

Text-based documents may include

multi-page letters

mail merge documents, including labels

promotional material

Structure and layout may include:

letter and memo conventions

Design may include:

relative positioning of graphics and headings

Automatic functions may include:

headers and footers

default settings

Consistency of design and layout may include:

typeface styles and point size

bullet/ number lists

footnotes/endnotes

annotated references

consistency with other business documents

Advanced software functions may include:

alternate headers and footers

newspaper columns

importing data / objects / pictures

Data may include:

digital photographs

scanned photographs and logos

tables, graphs and charts

data from other software applications

Printing may include:

with drawing objects

with hidden text

with field codes

Naming and storage of documents may include:

file names which are easily identifiable in relation to the content

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

file names according to organisational procedure eg numbers rather than names

storage in folders / sub-folders

storage on hard/floppy disk drives, CD ROM, tape backup

organisation policy for backing up files

organisation policy for filing hard copies of documents

filing locations

security / password protection

authorised access

Designated timelines may include:

timeline agreed with supervisor/person requiring document

timeline agreed with internal/external client

organisation timeline eg deadline requirements