- BSBITU303A - Design and produce text documents
Design and produce text documents
Issue Date: February 2020
This unit applies to individuals who possess fundamental skills in computer operations and keyboarding, and basic skills in the operation of word processing software. They may work as individuals who provide administrative support within an enterprise, or may be technical/knowledge experts responsible for production of their own word processed documents.
This unit describes the performance outcomes, skills and knowledge required to design and develop predominantly text based documents using advanced features of word processing software.
No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)
This unit contains employability skills.
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 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:
applying document design principles
knowledge of organisation's style guide
production of a minimum of three text documents using advanced software functions.
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 text documents and style guides.
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:
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
oral or written questioning to assess knowledge of word processing software functions
review of text documents.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBWRT301A Write simple documents
general administration units
other IT use units.
List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here
Assessment task 1: [title] Due date:
(add new lines for each of the 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.
communication skills to clarify requirements of documents
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 the organisation's procedures, and to use models to produce a range of documents
problem-solving skills to use processes flexibly and interchangeably.
formatting styles and their impact on formatting, readability and appearance of documents
organisational requirements for ergonomics, work periods and breaks, and conservation techniques
organisational style guide
purposes, uses and functions of word processing software.
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
keyboard and mouse position
workstation height and layout
Work organisation requirements may include:
mix of repetitive and other activities
Energy and resource conservation requirements may include:
double-sided paper use
recycling used and shredded paper
re-using paper for rough drafts (observing confidentiality requirements)
using power-save options for equipment
Documents may include:
mail merge documents, including labels
Organisational requirements may include:
company colour scheme
consistent corporate image
established guidelines and procedures for document production
observing copyright legislation
organisation name, time, date, document title, filename, etc. in header/footer
Design may include:
relative positioning of graphics and headings
Structure and layout may include:
letter and memo conventions
Automatic functions may include:
headers and footers
Consistency of design and layout may include:
consistency with other business documents
typeface styles and point size
Data may include:
data from other software applications
scanned photographs and logos
tables, graphs and charts
Advanced software functions may include:
alternate headers and footers
Printing may include:
print to file
with drawing objects
with field codes
with hidden text
Naming and storing documents may include:
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
organisational policy for backing up files, storage in folders/sub-folders
organisational policy for filing hard copies of documents
storage on hard/floppy disk drives, CD-ROM, tape back-up
Designated time lines may include:
organisational time line e.g. deadline requirements
time line agreed with internal/external client
time line agreed with supervisor/person requiring document
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.
|Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice||Yes||No||Comments/feedback|
|Use safe work practices to ensure ergonomic, work organisation, energy and resource conservation requirements are addressed|
|Identify document purpose, audience and presentation requirements, and clarify with relevant personnel as required|
|Identify organisational and task requirements for text-based business documents to ensure consistency of style and image|
|Design document structure and layout to suit purpose, audience and information requirements of the task|
|Design document to enhance readability and appearance, and to meet organisational and task requirements for style and layout|
|Use style sheets and automatic functions to ensure consistency of design and layout|
|Insert a standard table into a document, changing cells to meet information requirements|
|Insert and delete columns and rows as necessary|
|Insert images and other data to meet required specifications|
|Use advanced software functions to enable efficient production of documents|
|Enter or import, and edit text and other data to meet required specifications|
|Preview, adjust and print documents in accordance with organisational and task requirements|
|Name and store text documents, in accordance with organisational requirements and exit the application without information loss/damage|
|Prepare text documents within designated time lines and organisational requirements for speed and accuracy|
|Use manuals, user documentation and online help to overcome problems with document design and production|
Assessment Cover Sheet
BSBITU303A - Design and produce text documents
Assessment task 1: [title]
I declare that the assessment tasks submitted for this unit are my own work.
Result: Competent Not yet competent
Feedback to student
Assessment Record Sheet
BSBITU303A - Design and produce text documents
Assessment task 1: [title] Result: Competent Not yet competent
(add lines for each task)
Feedback to student:
Overall assessment result: Competent Not yet competent