BSBTEC401 Design Complex Test Documents

BSBTEC401 Design Complex Test Documents :

Assessment Instruction

BSBTEC401 Design And Produce Complex Test Documents

First published 2022

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Contents

Introduction  4

Assessment Task 1: Knowledge questions  5

Assessment Task 1: Checklist 7

Assessment Task 2: Project Portfolio  8

Assessment Task 2: Checklist 17

Introduction

The assessment tasks for BSBTEC401 Design and produce complex text documentsare outlined in the assessment plan below. These tasks have been designed to help you demonstrate the skills and knowledge that you have learnt during your course.

Please ensure that you read the instructions provided with these tasks carefully. You should also follow the advice provided in the Business Works Student User Guide. The Student User Guide provides important information for you relating to completing assessment successfully.

Assessment for this unit

BSBTEC401 Design and produce complex text documents describes the skills and knowledge required to design and develop business documents using complex technical features of word processing software.

For you to be assessed as competent, you must successfully complete two assessment tasks:

• Assessment Task 1: Knowledge questions – You must answer all questions correctly.
• Assessment Task 2: Project – You must work through a range of activities and complete a Project Portfolio.

Assessment Task 1: Knowledge questions

Information for students

Knowledge questions are designed to help you demonstrate the knowledge which you have acquired during the learning phase of this unit. Ensure that you:

• review the advice to students regarding answering knowledge questions in the Business Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with SMC’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.

Assessment information Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide.Refer to the appendix for information on: where this task should be completedthe maximum time allowed for completing this assessment taskwhether or not this task is open-book. Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix C of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

Questions

Provide answers to all of the questions below:

1. Explain the two ways in which word documents can be formatted.
2. Discuss three uses of formatting to improve the appearance and readability of a document. 
3. List three key features of using styles. 
4. Outline the key factors that should influence the length of a work break.
5. Outline three reasons why it is important to exercise during breaks and a type of exercise that would be optimum to complete during breaks.
6. What is a style guide?
7. What is the value of having a style guide?
8. List three examples of information that could be included in a style guide.

Assessment Task 1: Checklist

Student’s name:
Student id:
Did the student provide a sufficient and clear answer that addresses the suggested answer for the following?	Completed successfully?		Comments
	Yes	No
Question 1
Question 2
Question 3
Question 4
Question 5
Question 6
Question 7
Question 8
Task outcome:	Satisfactory			Not satisfactory
Assessor signature:
Assessor name:
Date:

Assessment Task 2: Project Portfolio

Information for students

In this task, you are required to demonstrate your skills and knowledge by working through a number of activities and completing and submitting a Project Portfolio.

You will need access to:

• a suitable place to complete activities that replicates a business environment including a computer, word processing software (with user instructions) and internet access
• your learning resources and other information for reference
• Project Portfolio template
• Simulation Pack (if you need a case study).

Ensure that you:

• review the advice to students regarding responding to written tasks in the Business Works Student User Guide
• comply with the due date for assessment which your assessor will provide
• adhere with your SMC’s submission guidelines
• answer all questions completely and correctly
• submit work which is original and, where necessary, properly referenced
• submit a completed cover sheet with your work
• avoid sharing your answers with other students.

Assessment information

Information about how you should complete this assessment can be found in Appendix A of the Business Works Student User Guide.Refer to the appendix for information on: where this task should be completedhow your assessment should be submitted. Note: You must complete and submit an assessment cover sheet with your work. A template is provided in Appendix B of the Student User Guide. However, if your RTO has provided you with an assessment cover sheet, please ensure that you use that.

Activities

Complete the following activities:

1. Carefully read the following:

	This project requires to prepare four separate business documents using complex features of word processing software. Examples of such documents could include: a strategic plana business prospectivea business planproject planinstruction manualcourse prospectustravel guide. You may base this project on your own business or a business you are working for or have worked for in the past. Alternatively, you may use the case study business information supplied in the Simulation Pack.
	Vocational education and training is all about gaining and developing practical skills that are industry relevant and that can help you to succeed in your chosen career. For this reason, basing your project on a realistic scenario will mean that you are applying your knowledge and skills in a relevant, practical and meaningful way!
	You will be collecting evidence for this unit in a Project Portfolio. If you are using your own business or business you work for or have worked for, make sure you have access to enough content to include in your documents as well as at least one organisational policy and procedure related to designing and producing complex text documents (such as a Style Guide or Record Keeping Policy and Procedure) and for safe work practices (such as a Workplace Health and Safety Policy and Procedure). If you are using the case study business, all information required to complete this project can be found in the Simulation Pack. The steps you need to take are outlined below. Before you begin, complete page 4 of your Project Portfolio. You must describe the four documents you will be producing and list the software package you will be using.
Start working on Section 1 of your Project Portfolio. Complete the steps below for all four of your chosen documents.

• Summarise task and role requirements.

Identify the document purpose, audience, information requirements and required timeframes. Also, summarise your role and responsibilities in the organisation and explain how the design and development of the document relates to your role.

• Summarise organisational requirements

	Summarise the organisational requirements for the document presentation. Make sure you include the requirements for: document style, structure, layout and imagepublishing the documentnaming and storing the document.
	Read through your organisation’s policies and procedures relevant to the document presentation and storage (such as a Style Guide or Record Keeping Policy and Procedure). As you read them, highlight relevant parts and make notes (e.g. by using review functionality) as evidence that you have read and processed the information. You will attach the highlighted policy and procedure to your portfolio as evidence.
	Draft an email to your superior to: summarise your understanding of the document purpose, audience and presentation requirementsclarify any issues (if required)confirm that you correctly understand the document purpose, audience and presentation requirements.
		In your email, select and follow appropriate business communication protocols. Appropriate business email etiquette includes: a clear, simple subject lineuse of a standard fontaddressing the recipient formallyproviding a call to action at the end of the emailincluding a professional closing. The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

• Organise your work environment.

First, summarise implicit and explicit organisational safe work requirements (including ergonomic requirements, work periods and breaks and conservation techniques). Then, list at least five safe work practices you will follow to make sure ergonomic, energy and resource conservation requirements are met. Organise your workstation according to the safe work requirements/identified practices and take photos to show how you will follow them.

Read through your organisation’s policy and procedures relevant to safe work practices to help you answer this section. As you read it, highlight relevant parts and make notes (e.g. by using review functionality) as evidence that you have read and processed the information. You will attach the highlighted policy and procedure to your portfolio as evidence.

• Evaluate software.

	Evaluate the software you have chosen to make sure it is suitable to meet the task requirements. Include an evaluation of the following technical functions: mail mergedocument stylesreferences (with end notes and footnotes)table of contentsparagraphline spacingsection breaksalternating headersfooters.
	Use the software’s online help and user documentation to help you evaluate the software (take screen shots of how you accessed the help as evidence).
Start working on Section 2 of your Project Portfolio. Complete the steps below for all four of your chosen documents.

• Design the document.

	First produce a plan with logical steps on how you will approach the document design and development. In your plan say what you will do, how you will do it and when you will do it.
	You may produce one plan for all four documents, or four individual plans for each document you are developing.
	Design the document structure and layout so that the purpose, audience, information requirements and organisational requirements for style and layout are met.
	Note: For this step, you are setting up the document outline, but not actually inserting any content. As you set up the document, ask the following questions: What style will you use?What paragraph and line spacing will you use?Where will the table of contents be placed?Which headings and subheading will you divide the content into?Where are section breaks needed?What table will you insert and how will you format it (such as changing cells and formatting rows and columns)?Which image(s) will you insert?Where are footnotes/endnotes required?What information is required in the footer?What are the alternating headers you will use?How will you enhance readability and appearance?How will you name and store the document?Have you adhered to organisational policies, procedures and other requirements?

	Draft an email to your superior to share your document outline with them and ask for feedback.
		In your email, select and follow appropriate business communication protocols. Appropriate business email etiquette includes: a clear, simple subject lineuse of a standard fontaddressing the recipient formallyproviding a call to action at the end of the emailincluding a professional closing. The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.

Make sure you have answered all questions in Section 1 and 2  of your Project Portfolio.   Submit Section 1 and 2 to your assessor for approval. You must have your assessor’s approval before you proceed to the next step.

Start working on Section 3 of your Project Portfolio. Complete the steps below for all four of your chosen documents. If you are using your own business, you need your superior’s responses to your emails drafted in steps 3 and 6. If you are using the case study, your supervisor will have provided a response when they marked Section 1 and 2 of your Project Portfolio.

• Produce the document.

	Take your superior’s feedback into account to produce the document within the required timeframe. As you do this, use complex software functions (as planned in step 6) to manipulate the information and ensure the design and layout are consistent according to organisational requirements. This must include: referencestable of contentsparagraph and line spacingsection breaksalternating headersfootersinsertion and formatting of a table (changing cells and formatting rows and columns)insertion and formatting of an image.
	Use the software’s Help function at least once to help you with any problems you experience when producing the document (take a screenshot as evidence).
	Preview the document and make any required adjustments, taking a screenshot as evidence.
	Name and store the document according to organisational requirements, policies and procedures, taking a screenshot as evidence.

• Share the document using mail merge.

	Share the document with your superior by using a mail merge function. Note: How you personalise the mail merge depends on your unique document (for example, the recipient’s name may be added to the header or front page of your document). Once you’ve shared the document, exit the application.
	You do not actually have to send the mail, rather take a series of screenshots showing how you went about it to add to your Project Portfolio. Note: If further publishing requirements are necessary, take the necessary steps as required by your organisation.

• Submit your completed Project Portfolio.

Make sure you have completed all sections of your Project Portfolio, answered all questions, provided enough detail as indicated and proofread for spelling and grammar as necessary. Submit to your assessor for marking.

Assessment Task 2: Checklist

Student’s name:
Student Id:
Did the student:	Completed successfully?		Comments
	Yes	No
Identify the document purpose, audience, information requirements and required timeframes?
Summarise their role and responsibilities in the organisation and explain how the design and development of the document relates to their role?
Read through and highlight their organisation’s policies and procedures relevant to the document presentation and storage?
Summarise the organisational requirements for the document presentation including: document style, structure, layout and imagepublishing the documentnaming and storing the document?
Draft an email to their superior to: summarise their understanding of the document purpose, audience and presentation requirementsclarify any issues (if required)confirm that they correctly understand the document purpose, audience and presentation requirements?
Read through and highlight their organisation’s policy and procedures relevant to safe work practices?
Summarise implicit and explicit organisational safe work requirements (including ergonomic requirements, work periods and breaks and conservation techniques)?
List at least five safe work practices they will follow to make sure ergonomic, energy and resource conservation requirements are met?
Organise their workstation according to the safe work requirements/identified practices and take photos to show how they will follow them?
Evaluate the software they have chosen to make sure it is suitable to meet the task requirements, including Ian evaluation of the following technical functions: mail mergedocument stylesreferences (with end notes and footnotes)table of contentsparagraphline spacingsection breaksalternating headersfooters?
Use the software’s online help and user documentation to help evaluate the software?
Produce a plan with logical steps on how they will approach the document design and development in their plan say what you will do, how you will do it and when you will do it?

Design the document structure and layout so that the purpose, audience, information requirements and organisational requirements for style and layout are met?
Draft an email to their superior to share their document outline with them and ask for feedback?
Take their superior’s feedback into account to produce the document within the required timeframe using complex software functions to manipulate the information according to organisational requirements, including: consistent style and layout throughout the documentcorrect formatting and document structureusing:referencestable of contentsparagraph and line spacingsection breaksalternating headersfootersinsertion and formatting of a table (changing cells and formatting rows and columns)insertion and formatting of an image?
Use the software’s Help function at least once to help with any problems experienced when producing the document?
Preview the document and make any required adjustments?
Name and store the document according to organisational requirements, policies and procedures?
Share the document with your superior by using a mail merge function and take any further required publishing steps?
Exit the application?
Task outcome:	Satisfactory			Not satisfactory
Assessor signature:
Assessor name:
Date:

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