Application
Not applicable.
Prerequisites
Not applicable.
Elements and Performance Criteria
Elements and Performance Criteria | |||
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 | Establish parameters for text document design and structure | 2.1 | Organisational requirements for text-based business documents are identified to ensure consistency of style and image |
2.2 | Task requirements for the design of text-based business documents are determined to meet organisational purposes | ||
3 | Design text documents | 3.1 | Text document structure and layout are designed to suit the purpose, audience and information requirements of the task |
3.2 | Text document is designed to enhance readability and appearance and meet organisational and task requirements for style and layout | ||
3.3 | Stylesheets and automatic functions are used to ensure consistency of design and layout | ||
4 | Produce text documents | 4.1 | Advanced software functions are used to enable efficient production of text documents |
4.2 | Text and other data are entered or imported, and edited to meet required specifications | ||
4.3 | Text documents are previewed, adjusted and printed in accordance with organisational and task requirements | ||
4.4 | Text documents are named and stored, in accordance with organisational requirements and the application exited without information loss/damage | ||
4.5 | Text documents are prepared within designated timelines and organisational requirements for speed and accuracy | ||
4.6 | Manuals, user documentation and on-line help are used to overcome problems with document design and production |
Required Skills
Not applicable.
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 text-based software functions
Knowledge and application of text-based 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 anti-discrimination
Basic functions of wordprocessing and/or 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
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
Key Competency Levels
Collecting, analysing and organising information (Level 1) - to determine organisational requirements
Communicating ideas and information (Level 1) - through well-designed business documents
Planning and organising activities (Level 1) - to meet designated timelines
Working with teams and others (Level 1) - to determine document purpose and audience
Using mathematical ideas and techniques (Level 1) - to determine spatial design requirements
Solving problems (Level 1) - using manuals and on-line help
Using technology (Level 2) - 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 text-based software functions
Knowledge and application of text-based 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 anti-discrimination
Basic functions of wordprocessing and/or 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
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
Key Competency Levels
Collecting, analysing and organising information (Level 1) - to determine organisational requirements
Communicating ideas and information (Level 1) - through well-designed business documents
Planning and organising activities (Level 1) - to meet designated timelines
Working with teams and others (Level 1) - to determine document purpose and audience
Using mathematical ideas and techniques (Level 1) - to determine spatial design requirements
Solving problems (Level 1) - using manuals and on-line help
Using technology (Level 2) - 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:
wordprocessing
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
Text-based documents may include
memos
faxes
multi-page letters
mail merge documents, including labels
forms
tables
schedules
calendars
reports
flyers
brochures
promotional material
Structure and layout may include:
white space
typeface
graphics
photographs
drawing
boxes
colour
page layout
headings
columns
letter and memo conventions
Design may include:
simplicity
diversity
balance
typography
text flow
relative positioning of graphics and headings
Automatic functions may include:
AutoText
AutoCorrect
page numbering
auto date
headers and footers
table headings
autoformat
styles
default settings
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
Advanced software functions may include:
templates
alternate headers and footers
styles
newspaper columns
mail merge
tables
sort
importing data / objects / pictures
sections
drawing tools
graphics tools
Data may include:
graphics
clip art
digital photographs
scanned photographs and logos
files
tables, graphs and charts
data from other software applications
quotes
references
Printing may include:
with drawing objects
with comments
with hidden text
with field codes
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 / 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:
wordprocessing
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
Text-based documents may include
memos
faxes
multi-page letters
mail merge documents, including labels
forms
tables
schedules
calendars
reports
flyers
brochures
promotional material
Structure and layout may include:
white space
typeface
graphics
photographs
drawing
boxes
colour
page layout
headings
columns
letter and memo conventions
Design may include:
simplicity
diversity
balance
typography
text flow
relative positioning of graphics and headings
Automatic functions may include:
AutoText
AutoCorrect
page numbering
auto date
headers and footers
table headings
autoformat
styles
default settings
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
Advanced software functions may include:
templates
alternate headers and footers
styles
newspaper columns
mail merge
tables
sort
importing data / objects / pictures
sections
drawing tools
graphics tools
Data may include:
graphics
clip art
digital photographs
scanned photographs and logos
files
tables, graphs and charts
data from other software applications
quotes
references
Printing may include:
with drawing objects
with comments
with hidden text
with field codes
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 / 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
Sectors
Not applicable.
Employability Skills
Not applicable.
Licensing Information
Not applicable.