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Evidence Guide: BSBITU306A - Design and produce business documents

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

 

BSBITU306A - Design and produce business documents

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

Select and prepare resources

  1. Select and use appropriate technology and software applications to produce required business documents
  2. Select layout and style of publication according to information and organisational requirements
  3. Ensure document design is consistent with company and/or client requirements, using basic design principles
  4. Discuss and clarify format and style with person requesting document/publication
Select and use appropriate technology and software applications to produce required business documents

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Select layout and style of publication according to information and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Ensure document design is consistent with company and/or client requirements, using basic design principles

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Discuss and clarify format and style with person requesting document/publication

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design document

  1. Identify, open and generate files and records according to task and organisational requirements
  2. Design document to ensure efficient entry of information and to maximise the presentation and appearance of information
  3. Use a range of functions to ensure consistency of design and layout
  4. Operate input devices within designated requirements
Identify, open and generate files and records according to task and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Design document to ensure efficient entry of information and to maximise the presentation and appearance of information

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use a range of functions to ensure consistency of design and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Operate input devices within designated requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Produce document

  1. Complete document production within designated time lines according to organisational requirements
  2. Check document produced to ensure it meets task requirements for style and layout
  3. Store document appropriately and save document to avoid loss of data
  4. Use manuals, training booklets and/or help-desks to overcome basic difficulties with document design and production
Complete document production within designated time lines according to organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Check document produced to ensure it meets task requirements for style and layout

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store document appropriately and save document to avoid loss of data

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Use manuals, training booklets and/or help-desks to overcome basic difficulties with document design and production

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise document

  1. Proofread document for readability, accuracy and consistency in language, style and layout prior to final output
  2. Make any modifications to document to meet requirements
  3. Name and store document in accordance with organisational requirements and exit the application without data/loss damage
  4. Print and present document according to requirements
Proofread document for readability, accuracy and consistency in language, style and layout prior to final output

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Make any modifications to document to meet requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Print and present document according to requirements

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 and producing a minimum of 3 completed business documents, using at least 2 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 on-the-job 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.

Required Skills and Knowledge

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

problem-solving 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 e.g. style guide.

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