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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

  1. Select and prepare resources
  2. Design document
  3. Produce document
  4. Finalise document

Required Skills

Required skills

keyboarding and computer skills to complete a range of formatting and layout tasks

literacy skills to read and understand a variety of texts to prepare general information and papers according to target audience and to edit and proofread documents to ensure clarity of meaning and conformity to organisational requirements

numeracy skills to access and retrieve data

problemsolving skills to determine document design and production processes

Required knowledge

appropriate technology for production requirements

functions and features of contemporary computer applications

organisational policies plans and procedures

organisational requirements for document design eg style guide

Evidence Required

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

designing and producing a minimum of completed business documents using at least software applications in the production of each document

using appropriate data storage options

knowledge of the functions and features of contemporary computer applications

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 style guides and organisational procedures

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 onthejob performance by the candidate

review of final printed documents

demonstration of techniques

observation of presentations

oral or written questioning to assess knowledge of software applications

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended for example

general administration units

other IT use units


Range Statement

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.

Technology may include:

computers

photocopiers

printers

scanners

Software may include:

accounting packages

database packages

presentation packages

spreadsheet packages

word processing packages

Business documents may include:

accounts statements

client databases

newsletters

project reviews

proposals

reports

web pages

Organisational requirements may include:

budgets

correctly identifying and opening files

legal and organisational policies, guidelines and requirements

locating data

log-on procedures

manufacturers' guidelines

occupational health and safety policies, procedures and programs

quality assurance and/or procedures manuals

saving and closing files

security

storing data

Functions may include:

alternating headers and footers

editing

merging documents

spell checking

table formatting

using columns

using styles

Input devices may include:

keyboard

mouse

numerical key pad

scanner

Naming documents may include:

appropriate file type

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

Storing documents may include:

storage in directories and sub-directories

storage on CD-ROMs, disk drives or back-up systems

storing/filing hard copies of computer generated documents

storing/filing hard copies of incoming and outgoing facsimiles

storing/filing incoming and outgoing correspondence