- BSBITU306A - Design and produce business documents
Design and produce business documents
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
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.
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.
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.
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:
word processing packages
Business documents may include:
Organisational requirements may include:
correctly identifying and opening files
legal and organisational policies, guidelines and requirements
occupational health and safety policies, procedures and programs
quality assurance and/or procedures manuals
saving and closing files
Functions may include:
alternating headers and footers
Input devices may include:
numerical key pad
Naming documents may include:
appropriate file type
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.
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
Information and Communications Technology - IT Use
This unit contains employability skills.