Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners

BSBADM402A Mapping and Delivery Guide
Produce complex business documents

Version 1.0
Issue Date: March 2024


Qualification -
Unit of Competency BSBADM402A - Produce complex business documents
Description
Employability Skills
Learning Outcomes and Application
Duration and Setting X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting.
Prerequisites/co-requisites
Competency Field
Development and validation strategy and guide for assessors and learners Student Learning Resources Handouts
Activities
Slides
PPT
Assessment 1 Assessment 2 Assessment 3 Assessment 4
Elements of Competency Performance Criteria              
Element: 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
       
Element: 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
       
Element: 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 on-line help are used to overcome problems with document design and production
  • 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 loss/damage.
  • Documents are prepared within designated timelines and organisational requirements for speed and accuracy.
       


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 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 anti-discrimination

• Advanced functions of wordprocessing and/or 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

• Guide/examples 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

Context/s 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


Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assignment, 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.

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

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

1. Use safe work practices

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

1.2 Work organisation meets organisational and statutory requirements for computer operation

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

2. Analyse document requirements

2.1 Organisational and task requirements are identified prior to document design

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

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

3. Design complex documents

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

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

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

3.4 Manuals, user documentation and on-line help are used to overcome problems with document design and production

4.Produce documents

4.1 Complex operations used in development of documents achieve required results

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

4.3 Documents are named and stored, in accordance with organisational requirements and the application exited without information loss/damage.

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

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

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
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 
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 
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 on-line help are used to overcome problems with document design and production 
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 loss/damage. 
Documents are prepared within designated timelines and organisational requirements for speed and accuracy. 

Forms

Assessment Cover Sheet

BSBADM402A - Produce complex business documents
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

BSBADM402A - Produce complex business documents

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: