• BSBITU306A - Design and produce business documents

Design and produce business documents

This unit describes the performance outcomes, skills and knowledge required to design and produce various business documents and publications. It includes selecting and using a range of functions on a variety of computer applications.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. They may exercise discretion and judgement using appropriate theoretical knowledge of document design and production to provide technical advice and support to a team.

Elements and Performance Criteria



1. Select and prepare resources

1.1. Select and use appropriate technology and software applications to produce required business documents

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

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

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

2. Design document

2.1. Identify, open and generate files and records according to task and organisational requirements

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

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

2.4. Operate input devices within designated requirements

3. Produce document

3.1. Complete document production within designated time lines according to organisational requirements

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

3.3. Store document appropriately and save document to avoid loss of data

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

4. Finalise document

4.1. Proofread document for readability, accuracy and consistency in language, style and layout prior to final output

4.2. Make any modifications to document to meet requirements

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

4.4. Print and present document according to requirements

Required Skills

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.

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:

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.

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:





Software may include:

accounting packages

database packages

presentation packages

spreadsheet packages

word processing packages

Business documents may include:

accounts statements

client databases


project reviews



web pages

Organisational requirements may include:


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


storing data

Functions may include:

alternating headers and footers


merging documents

spell checking

table formatting

using columns

using styles

Input devices may include:



numerical key pad


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


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


Unit sector

Competency Field

Information and Communications Technology - IT Use

Employability Skills

This unit contains employability skills.

Licensing Information

Not applicable.