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Elements and Performance Criteria

  1. Use safe work practices
  2. Analyse document requirements
  3. Design complex documents

Required Skills

This unit covers design and development of business documents using complex technical features of word processing andor desktop publishing software

This unit is related to BSBADMA Design and develop text documents and BSBADMA Manage business document design and development

This unit is related to BSBADM304A Design and develop text documents and BSBADM506A Manage business document design and development.

Business Administration Services

Element

Performance Criteria

Use safe work practices

Workspace furniture and equipment are adjusted to suit the ergonomic requirements of the user

Work organisation meets organisational and statutory requirements for computer operation

Energy and resource conservation techniques are used to minimise wastage in accordance with organisational and statutory requirements

Analyse document requirements

Organisational and task requirements are identified prior to document design

Complex technical functions of the software are evaluated for their usefulness in fulfilling the requirements of the task

Document requirements are matched with software functions to provide efficient production of documents

Design complex documents

Document structure and layout are designed to suit the purpose audience and information requirements of the task

Document is designed to enhance readability and appearance and meet organisational and task requirements for style and layout

Complex software functions are used to enable efficient manipulation of information and other material and ensure consistency of design and layout

Manuals user documentation and online help are used to overcome problems with document design and production

Produce documents

Complex operations used in development of documents achieve required results

Documents are previewed adjusted and printed in accordance with organisational and task requirements

Documents are named and stored in accordance with organisational requirements and the application exited without information lossdamage

Documents are prepared within designated timelines and organisational requirements for speed and accuracy

Evidence Required

The Evidence Guide identifies the critical aspects underpinning knowledge and skills to be demonstrated to confirm competence for this unit This is an integral part of the assessment of competence 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 complex software functions

Underpinning Knowledge

At this level the learner must demonstrate understanding of a broad knowledge base incorporating some theoretical concepts

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

Advanced functions of wordprocessing andor desktop publishing software applications

Impact of formatting and design on the presentation and readability of documents

Organisational policies and procedures

Underpinning Skills

Literacy skills to interpret and evaluate the purposes and objectives of various types of software 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 use a variety of strategies for planning and reviewing own work demonstrate drafting techniques use simple and complex syntactic structures select vocabulary to create nuances of meaning in particular contexts

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

Numeracy skills to collate and present data graphs and annotated references

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

Keyboarding skills

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


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

Complex documents may include:

• long documents

• multiple sections

• multiple headers and footers

• different odd and even pages

• master documents

• subdocuments

• primary mail merge documents

• mail merge data documents

• templates

• multiple users

• hyperlinks

• concordance files

• document protection

• linked and/or embedded objects

• captions

• call outs

• drawing

• WordArt

• forms with fields

Software may include:

• wordprocessing

• advanced 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

• footrest

• screen position

• keyboard and mouse position

• document holder

• posture

• avoiding radiation from computer screens

• lighting

• noise minimisation

Work organisation may include:

• mix of repetitive and other activities

• rest periods

• 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 logo

• company colour scheme

• established guidelines and procedures for document production

• ‘house styles’

• content restrictions

• templates

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

• observing copyright legislation

Complex technical functions may include:

• table of contents

• index

• importing

• exporting

• linking

• embedding

• merge criteria

• fields

• form fields

• formulae

• sort criteria

• macros

• templates

• display features

• data transfer

Structure and layout may include:

• white space

• typeface

• graphics

• photographs

• drawing

• boxes

• colour

• page layout

• headings

• columns

• letter and memo conventions

Design choices may include:

• simplicity

diversity

balance

typography

text flow

• relative positioning of graphics and headings

Consistency of design and layout may include:

• indentations

• spacings

• page numbers

• typeface styles and point size

• captions

• bullet/ number lists

• footnotes/endnotes

• annotated references

• borders

• consistency with other business documents

Printing may include:

• with drawing objects

with comments

with hidden text

with field codes

• to fit specific number of pages

print to file

print merge

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

• authorised access

Designated timelines may include:

• timeline agreed with supervisor/person requiring spreadsheet

• timeline agreed with internal/external client

• organisation timeline eg deadline requirements