NTISthis.com

Evidence Guide: BSBITU304A - Produce spreadsheets

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBITU304A - Produce spreadsheets

What evidence can you provide to prove your understanding of each of the following citeria?

Select and prepare resources

  1. Adhere to ergonomic, work organisation and occupational health and safety requirements
  2. Use energy and resource conservation techniques to minimise wastage
  3. Identify spreadsheet task requirements in relation to data entry, storage, output and presentation
Adhere to ergonomic, work organisation and occupational health and safety requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use energy and resource conservation techniques to minimise wastage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify spreadsheet task requirements in relation to data entry, storage, output and presentation

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Plan spreadsheet design

  1. Ensure spreadsheet design suits the purpose, audience and information requirements of the task
  2. Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout
  3. Use style sheets and automatic functions to ensure consistency of design and layout
Ensure spreadsheet design suits the purpose, audience and information requirements of the task

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use style sheets and automatic functions to ensure consistency of design and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create spreadsheet

  1. Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements
  2. Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements
  3. Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required
  4. Use manuals, user documentation and online help to overcome problems with spreadsheet design and production
Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce simple charts

  1. Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements
  2. Create charts using appropriate data range in the spreadsheet
  3. Modify chart type and layout using formatting features
Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Create charts using appropriate data range in the spreadsheet

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Modify chart type and layout using formatting features

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise spreadsheets

  1. Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements
  2. Ensure data input meets designated time lines and organisational requirements for speed and accuracy
  3. Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage
Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure data input meets designated time lines and organisational requirements for speed and accuracy

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Name and store spreadsheet in accordance with organisational requirements and exit the application without data loss/damage

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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 spreadsheets that address a range of data and organisational requirements

using software functions, graphics and support materials to create spreadsheets

knowledge of formatting requirements of workplace documents.

Context of and specific resources for assessment

Assessment must ensure:

access to office equipment and resources

access to samples of data for inclusion in spreadsheets.

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 on-the-job performance by the candidate

review of energy and resource conservation techniques used to minimise wastage

demonstration of techniques

oral or written questioning to assess knowledge of spreadsheet software functions

review of spreadsheets produced.

Guidance information for assessment

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

other IT use units.

Required Skills and Knowledge

Required skills

communication skills to clarify requirements of spreadsheet

editing and proofreading skills to check own work for accuracy against original

keyboarding skills to enter text and numerical data

literacy skills to read and understand organisational procedures, and to use basic models to produce a range of spreadsheets

mathematical and statistical skills to use spreadsheet functions such as sum, counts and averages.

Required knowledge

formatting requirements of workplace documents

organisational guidelines on spreadsheet design and use

organisational requirements for ergonomic standards, work periods and breaks, and conservation techniques.

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.

Ergonomic requirements may include:

avoiding radiation from computer screens

chair height, seat and back adjustment

document holder

footrest

keyboard and mouse position

lighting

noise minimisation

posture

screen position

workstation height and layout

Work organisation requirements may include:

exercise breaks

mix of repetitive and other activities

rest periods

Occupational health and safety requirements may include:

inspections

organisational procedures regarding incidents, accidents, fire and emergencies

workplace meetings

workplace safety procedures

other consultative activities

Conservation techniques may include:

double-sided paper use

recycling used and shredded paper

re-using paper for rough drafts (observing confidentiality requirements)

utilising power-save options for equipment

Spreadsheet design may include:

appropriateness to required tasks

basic analysis

charts

formatting and reformatting

formulae

functions

headers and footers

headings

headings and labels

identification and parameters

import and export of data

labels

macros

multi-page documents

split screen operation

Automatic functions may include:

auto date

auto correct

auto format

auto text

default settings

headers and footers

page numbering

styles

table headings

Consistency of design and layout may include:

borders

bullet/number lists

captions

consistency with other business documents

page numbers

spacings

typeface styles and point size

Data may include:

numbers

text

Checking data may include:

accuracy of data

accuracy of formulae with calculator

ensuring instructions with regard to content and format have been followed

proofreading

spelling, electronically and manually

Formatting may include:

alignment on page

efficiency of formulae

enhancements to format - borders, patterns and colours

enhancements to text

headers/footers

use of absolute and relative cell addresses

use of cell addresses in formulae

Software functions may include:

adding/deleting columns/rows

formatting cells

formatting text

headers/footers

sizing columns/rows

using macros

utilising shortcuts

Formulae may include:

average

division

multiplication

percentage

subtraction

sum

combinations of above

Printing may include:

charts

entire workbooks

selected data within a worksheet

worksheets

Designated time lines may include:

organisational time line e.g. financial requirements

time line agreed with internal/external client

time line agreed with supervisor/person requiring spreadsheet

Naming and storing spreadsheet may include:

authorised access

file naming conventions

filing locations

organisational policy for backing up files

organisational policy for filing hard copies of spreadsheets

security

storage in electronic folders/sub-folders

storage on CD-ROM, USB, tape back-up, server