This unit applies to persons working in an office environment in which documents play a major role in communication and business activity.
Not applicable.
1. Determine macro or template requirement | 1.1 Determine client requirements, ensuring they are in line with organisational guidelines 1.2 Develop macro or template specification 1.3 Confirm that macro or template specification meets client’s needs and operational guidelines 1.4 Determine documentation requirements |
2. Develop macro or template for client | 2.1 Develop macro or template to specification using industry-recognised software applications 2.2 Demonstrate macro or template to client and obtain feedback 2.3 Amend macro or template, as required by client 2.4 Update macro or template specification |
3. Provide client support for macro or template | 3.1 Document support and instruction requirements 3.2 Provide documentation to client help desk for future support |
Required skills
analytical skills to troubleshoot the operation of macros
communication skills to:
demonstrate application to client and obtain feedback
liaise with clients
literacy skills to:
document instructions
interpret software manual instructions
technical skills to employ macros, such as creating a particular keyboard key combination for each macro or by assigning it to a custom button on a toolbar.
Required knowledge
features and functions of particular categories of commercial computing packages, in particular procedures for:
creating macros and using default templates supplied by the software application package
creating new macros and templates
functions and features of the operating system
features and functions of software and hardware supported by the organisation.
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 ability to: develop a variety of macros and templates using at least two industry-recognised application packages. |
Context of and specific resources for assessment | Assessment must ensure access to: documents detailing organisational style guide and policies personal computer where software installation may be performed internet connection networked computers server and workstation hardware and software style guides and design brief technical documentation and installation manuals use of software currently used in industry appropriate learning and assessment support when required modified equipment for people with special needs. |
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: verbal or written questioning to assess candidate’s knowledge of procedures for creating macros and using default templates direct observation of candidate demonstrating macro and template use review of the candidate’s documentation evaluation of candidate’s help-desk support provided to the client. |
Guidance information for assessment | Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, where appropriate. Assessment processes and techniques must be culturally appropriate, and suitable to the communication skill level, language, literacy and numeracy capacity of the candidate and the work being performed. Indigenous people and other people from a non-English speaking background may need additional support. In cases where practical assessment is used it should be combined with targeted questioning to assess required knowledge. |
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.
Client may include: | employee external organisation individual internal department. |
Organisational guidelines may include: | content of emails downloading information and accessing particular websites opening mail with attachments personal use of email and internet access virus risk. |
Documentation may follow: | audit trails International Organization for Standardization (ISO), International Electrotechnical Commission (IEC) and Australian Standards (AS) standards naming standards project management templates report writing protocols version control. |
Software applications may include: | commercial software applications communication packages database graphic organisation-specific software presentation functionalities spreadsheet word-processing. |
General ICT
This unit contains employability skills.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement but users should confirm requirements with the relevant federal, state or territory authority.