Design and produce text 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.


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.

Elements and Performance Criteria



1. Prepare to produce word processed documents

1.1. Use safe work practices to ensure ergonomic, work organisation, energy and resource conservation requirements are addressed

1.2. Identify document purpose, audience and presentation requirements, and clarify with relevant personnel as required

1.3. Identify organisational and task requirements for text-based business documents to ensure consistency of style and image

2. Design word processed documents

2.1. Design document structure and layout to suit purpose, audience and information requirements of the task

2.2. Design document to enhance readability and appearance, and to meet organisational and task requirements for style and layout

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

3. Add tables and other data

3.1. Insert a standard table into a document, changing cells to meet information requirements

3.2. Insert and delete columns and rows as necessary

3.3. Insert images and other data to meet required specifications

4. Produce text documents

4.1. Use advanced software functions to enable efficient production of documents

4.2. Enter or import, and edit text and other data to meet required specifications

4.3. Preview, adjust and print documents in accordance with organisational and task requirements

4.4. Name and store text documents, in accordance with organisational requirements and exit the application without information loss/damage

4.5. Prepare text documents within designated time lines and organisational requirements for speed and accuracy

4.6. Use manuals, user documentation and online help to overcome problems with document design and production

Required Skills

Required skills

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.

Required knowledge

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.

Evidence Required

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.

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


keyboard and mouse position


noise minimisation


screen position

workstation height and layout

Work organisation requirements may include:

exercise breaks

mix of repetitive and other activities

rest periods

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


multi-page letters

promotional material




Organisational requirements may include:

company colour scheme

company logo

consistent corporate image

content restrictions

established guidelines and procedures for document production

house styles

observing copyright legislation

organisation name, time, date, document title, filename, etc. in header/footer


Design may include:



relative positioning of graphics and headings


text flow


Structure and layout may include:







letter and memo conventions

page layout



white space

Automatic functions may include:

auto correct

auto date

auto format

auto text

default settings

headers and footers

page numbering


table headings

Consistency of design and layout may include:

annotated references


bullet/number lists


consistency with other business documents



page numbers


typeface styles and point size

Data may include:

clip art

data from other software applications

digital photographs





scanned photographs and logos

tables, graphs and charts

Advanced software functions may include:

alternate headers and footers

drawing tools

graphics tools

importing data/objects/pictures

mail merge

newspaper columns






Printing may include:

print merge

print to file

with comments

with drawing objects

with field codes

with hidden text

Naming and storing documents may include:

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

filing locations

organisational policy for backing up files, storage in folders/sub-folders

organisational policy for filing hard copies of documents

security/password protection

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


Unit sector

Competency Field

Information and Communications Technology - IT Use

Employability Skills

This unit contains employability skills.

Licensing Information

Not applicable.