Finance and Management

BSBITU402 Develop and use complex spread-sheets

01 July 2023 05:45 AM | UPDATED 11 months ago

BSBITU402 Develop and use complex spread-sheets :

BSBITU402 Develop and use complex spread-sheets
BSBITU402 Develop and use complex spread-sheets

Assessment cover sheet

Unit Code / TitleBSBITU402 Develop and use complex spread-sheets
Qualification Code / Title: 
Due Date : 
Student Must Fill this Section
Student Name: 
Student ID: Term:Year:
Privacy Release Clause:“I give my permission for my assessment material to be used in the auditing, assessment validation & moderation Process”.
Authenticity Declaration:“I declare that: The material I have submitted is my own work;I have given references for all sources of information that are not my own, including the words, ideas and images of others”.
Student Signature:                                               Date:
 Assessment Outcome  
 Assessor Name:
 Attempt and TasksSatisfactoryNot Yet SatisfactoryDateAssessor Signature
 Initial attempt  
 Re- attempt/Re-assessment  
 Task 1  
Task 2   

Assessor Feedback to Students

 
 
 
 
 
 
 
 
 
Assessment Outcome:Competent Not yet Competent
Assessor Name: 
Assessor Signature: 
Information for Student:
This assessment is to be completed according to the instructions given below in this document.Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmit in showing your competence with this unit.If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.  Please refer to the College re-submission and re-sit policy for more information. If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own work and if you use other sources then you must reference these appropriately.This is Individual Assessments. Once you have completed the assessment, please upload the softcopy of the Assessment into TKL Moodle.                        
   
Re-assessment of Result & Academic Appeal procedures:
If a student is not happy with his/ her results, that student may appeal against their grade via a written letter, clearly stating the grounds of appeal to the Chief Executive Officer. This should be submitted after completion of the subject and within fourteen days of commencement of the new term. Re-assessment Process:                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  An appeal in writing is made to the Academic Manager providing reasons for re-assessment /appeal.                                                                                Academic Manager will delegate another member to review the assessment. The student will be advised of the review result done by another assessor. If the student is still not satisfied and further challenges the decision, then a review panel is formed comprising the lecturer/trainer in charge and the  Academic Manager  or if need be an external assessor. The Institute will advise the student within 14 days from the submission date of the appeal. The decision of the panel will be deemed to be final. If the student is still not satisfied with the result, he / she has the right to seek independent advice or follow external mediation option with nominated mediation agency. Any student who fails a compulsory subject or appeals unsuccessfully will be required to re-enrol in that subject. The cost of reassessment will be borne by the Institute. The external assessor will base his/her judgement based on principles of assessment. These principles require assessment to be reliable, fair, practical and valid.

Academic Appeals: If you are dissatisfied with the outcome of the re-evaluation process, you have a right to appeal through academic appeals handling protocol. To appeal a decision, the person is required to complete the TKL- Request for Appeal of a Decision form with all other supporting documents, if any.  This form is available via our website. The completed Request for Appeal form is to be submitted to the Student Support Officer either in hard copy or electronically via the following contact details: Student Support Officer, TKL College  Suite 707, Level 7 159-175 Church Street, Westfield Shopping Centre, Parramatta, NSW 2150 , Email: [email protected] The notice of appeal should be in writing addressed to the Chief Executive Officer and submitted within seven days of notification of the outcome of the re-evaluation process. If the appeal is not lodged in the specified time, the result will stand and you must re-enrol in the unit. In emergency circumstances, such as in cases of serious illness or injury, you must forward a medical certificate in support of a deferred appeal. The notice of appeal must be made within three working days of the concluding date shown on the medical certificate. The decision of Chief Executive Officer will be final. Student would then have the right to pursue the claim through an independent external body as detailed in the students’ complaint / grievance policy.
Plagiarism: Plagiarism means to take and use another person’s ideas and or manner of expressing them and to pass them off as your own by failing to give appropriate acknowledgement. This includes material sourced from the internet, RTO staff, other students, and from published and unpublished work. Plagiarism occurs when you fail to acknowledge that the ideas or work of others are being used, which includes: Paraphrasing and presenting work or ideas without a referenceCopying work either in whole or in partPresenting designs, codes or images as your own workUsing phrases and passages verbatim without quotation marks or referencing the author or web pageReproducing lecture notes without proper acknowledgement.   Collusion: Collusion means unauthorised collaboration on assessable work (written, oral or practical) with other people. This occurs when a student presents group work as their own or as the work of someone else. Collusion may be with another RTO student or with individuals or student’s external to the RTO. This applies to work assessed by any educational and training body in Australia or overseas. Collusion occurs when you work without the authorisation of the teaching staff to: Work with one or more people to prepare and produce workAllow others to copy your work or share your answer to an assessment taskAllow someone else to write or edit your work (without rto approval)Write or edit work for another studentOffer to complete work or seek payment for completing academic work for other students. Both collusion and plagiarism can occur in group work. For examples of plagiarism, collusion and academic misconduct in group work please refer to the RTO’s policy on Academic integrity, plagiarism and collusion. Plagiarism and collusion constitute cheating. Disciplinary action will be taken against students who engage in plagiarism and collusion as outlined in RTO’s policy. Proven involvement in plagiarism or collusion may be recorded on students’ academic file and could lead to disciplinary

Assessment Requirements

You are required to complete and pass every task in the assessment in order to be deemed competent.

Assessment Schedule

TaskDue DateStudent  SignatureTrainer SignatureComments  
Task 1- 2Week 3   

Assessment information

The assessment tasks for BSBITU402 Develop and use complex spreadsheets are included in this Student Assessment Tasks booklet and outlined in the assessment plan below.

To be assessed as competent for this unit, you must complete all of the assessment tasks satisfactorily. 

Assessment plan

Assessment TaskOverview
1.       Safe work practices observationYou must demonstrate setting up your workstation ergonomically and according to work organisation requirements.
2.       Spread-sheet production projectYou must plan, create, and produce a Workbook, a template, and a macro. You will then meet with the assessor to demonstrate the spread-sheets and their functions.
BSBITU402 Develop and use complex spread-sheets

Assessment preparation

Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for clarification if you have any questions.

When you have read and understood this unit’s assessment tasks, print out the Student Assessment Agreement. Fill it out, sign it and hand it to your assessor, who will countersign it and keep it on file.

Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.  

Assessment instructions

Each assessment task in this booklet consists of the following:

Assessment task information

This gives you:

·         a summary of the assessment task

·         information on the resources to be used

·         submission requirements

·         resubmission opportunities if required.

Assessment task instructions

This includes questions you will need to answer or tasks that you need to complete.

Your answers must be typed using software as indicated in the assessment task Instructions.

Copy and paste each task’s instructions into a new document and use this as the basis for your assessment task submission. Include this document’s header and footer.

If you are submitting electronically, give the document a file name.  

Additional resources

You will be provided with the following resources before you begin each assessment task.

Assessment Task 2:

  • Spread-sheet Data
  • Style Guide

Checklist

This will be used by your assessor to mark your assessment. Read through this checklist as part of your preparation before beginning the assessment task. It will give you a good idea of what your assessor will be looking for when marking your responses or observing your performance.

Assessment Task 1: Safe work practices observation

Task summary

For this part of the assessment task, you are required to demonstrate that you understand and can apply the requirements for an ergonomically healthy and safe work station, as well as meeting work organisation and conservation requirements.

This assessment is to be completed in the simulated work environment in the RTO.

Required

  • Access to textbooks and other learning materials
  • Computer with Microsoft Office and internet access
  • A chair and workstation

Timing

Your assessor will advise you of the due date of these submissions.

Submit

You do not have to submit anything for this task.

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Assessment Task 1

Complete the following activities:

Carefully read the following resources.

 http://www.wikihow.com/Set-Up-an-Ergonomically-Correct-Workstation https://www.heartfoundation.org.au/for-professionals/physical-activity/workplace-wellness In particular, focus on information that pertains to the workplace you are using for this course.
  1. Demonstrate that you are able to set up an ergonomic/healthy and safe work station.

This should include:

  • Adjusting your chair so that it is at the required height.
  • Show the required position of the wrists when typing.
  • Showing the required position of the keyboard and mouse on the desk.
  • Identify the required distance of the screen from the eye and position the screen.
  • demonstrate exercises that can be performed during rest breaks. You are not required to perform athletics; merely show that you understand how exercise can help counteract the effects of sitting at a computer for long periods of time.

Your assessor will also ask you the following verbal questions, all of which you must answer correctly.

  • Why is it important to take regular breaks from working at the computer?
  • How often should you have rest breaks?
  • Describe a recommended activity during a rest break.
  • What are two strategies for minimising use of paper?
  • What are three strategies for conserving energy at work?

Assessment Task 1 Checklist

Student’s name:
Did the student:Completed successfully?Comments
YesNo 
Demonstrate the correct ergonomic/health and safety work station requirements including: Required chair height and positioning of feetThe position of the wrists when typingThe position of the keyboard and mouse on the deskThe distance of the screen from the eyeThe positioning of the screen?   
Discuss the requirements for safe work organisation including: Frequency of exercise breaks The need to mix repetitive activities with other activitiesThe frequency and length of rest periods?   
Answer the verbal questions to show an understanding of work organisation, health and safety requirements, as well as energy and resource conservation techniques?   
Assessor Feedback:
Assessor name 
Assessor signature and Date 
BSBITU402 Develop and use complex spread-sheets

Assessment Task 2: Spread-sheet production project

Task summary

This task requires you to create several spread-sheets according to instructions and with the help of a style guide. You will then meet with your assessor, who will discuss your spread-sheets with you and ask you to demonstrate your command of the spread-sheet program’s functions. You will then produce, print, and edit a second draft of the spread-sheet, then create a final draft.

This assessment is to be completed in the simulated work environment in the RTO.

Required                                                                                   

  • Access to textbooks and other learning materials
  • Computer with Microsoft Office and internet access
  • Role-play participant (your assessor)
  • Style Guide
  • Spread-sheet Data
  • Calculator

Timing

Your assessor will advise you of the due date of these submissions.

Submit

  • Email with the Draft Spreadsheet Template and Draft Completed Spreadsheet attached.
  • Email with the Final Draft Completed Spreadsheet and screen shot attached.
  • Hard copy of the second draft of your spreadsheet, with markings in pencil or pen.

Assessment criteria

For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence.

Assessment Task 2

Complete the following activities:

Carefully read the following scenario.

 King Edward VII College is based in Melbourne and has been operating for 2 years. The College is growing, has recently employed new staff, and is also seeking to improve operational practices. As part of the College’s growth, the Operations Manager has decided that an Annual Budget needs to be prepared each year. The Operations Manager wants you, as Administration Assistant to develop a template for the annual budget using excel spreadsheets. The budget spreadsheet needs to include the following worksheets: Annual budget summary: lists projected income and expenditure for July 2015 to June 2016.Projected versus actual budget for July to September 2015 and variation to budget. The annual budget values should be linked to the values in the previous worksheet.Graphs showing actual versus budget for monthly income figures and monthly expenditure figures and monthly profit for the period of July to September 2015. There will be three graphs, one for income, one for expenditure and one for profit, all for the period of July to September 2015. Use the Style Guide to develop the Workbook, but keep in mind that King Edward VII College is interested in looking at some changes to the format of their Workbooks to see if there are some alternatives that are easier to read. Consequently, you will be asked to set up a macro that will change some of the aspects of one of the Worksheets.

1.       Draft an email to your assessor.

 Read through the information above, the Style Guide, and the Spreadsheet Data. When you are sure that you understand what is required of you, write an email to your assessor setting out, in your own words, the steps you will go through to create the spreadsheet. The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. If you have any doubts about the spreadsheet suiting its purpose and its audience, or, if you have any questions at all about this activity’s requirements, this email is the opportunity to ask them of your assessor.
BSBITU402 Develop and use complex spread-sheets
  • Develop a Spreadsheet Template.
 The template should include all associated worksheets according to the requirements confirmed in your email, and as set out in the Style Guide. The three graphs you create must have appropriate labels and titles Save this Workbook as Draft Spreadsheet Template as set out on page 4 of this booklet.
  • Enter the data provided in Spreadsheet Data into the spreadsheet.
 Save the template and the Workbook according to the naming convention and in the required file. Save this Workbook as First Draft Completed Spreadsheet as set out on page 4 of this booklet.
  • Develop a macro for the Workbook.
 King Edward VII College is interested in looking at some changes to the format of the Workbook to see if there are some alternatives that are easier to read. Create a version of your Completed Workbook with a macro. Call the macro Timesblack. Your macro must change a spreadsheet such that: All the text is in Times fontAll the text is black Save this as Macro Spreadsheet as set out on page 4 of this booklet.
  • Draft an email to your assessor.
 The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. It should introduce and summarise the contents of the attachments and ask for the date and time of your workstation assessment. Attach the following to the email: Draft Spread-sheet TemplateDraft Completed Spread-sheet Macro Spreadsheet
  • Meet with your assessor.
 The meeting will be held at your workstation. While at the workstation, you should keep in mind the ergonomic principles that you were asked about in assessment task 1. Take rest breaks away from the computer according to best practice guidelines. During the meeting, you are required to demonstrate effective communication skills as follows: Use of appropriate style (formal), tone (encouraging, respectful) and vocabulary (professional, business language) for the meeting Speaking clearly and concisely Using non-verbal communication to assist with understanding Asking questions to identify required information Responding to questions as required Using active listening techniques to confirm understanding At the meeting, you will also be asked to demonstrate: that the formulae you have entered into your spreadsheet are correct by calculating the totals for a data sample on a calculator. For example, a period’s total income or expenditure, as well as checking the variation to budget totals. You will be asked to show how you have used relative, as well as absolute cell references to create the Spreadsheetsthat you know how to use the help menu, as well as online help to access assistance, in creating spreadsheets. You will be expected to show your assessor how to create graphs by using the help menu, as well as online help to create graphs that can be accessed.  Show your assessor that you can change fonts and font size. Show your assessor the macro that you have developed, and how its use changes the appearance of the Worksheet. Discuss which one is easier to read. Show your assessor that you can change the graph type and layout for the charts you created. That you understand and will adhere to the company’s conservation guidelines.Show your electronic filing system you store your files in.Show your assessor how you close down the program(s), and turn off the computer
BSBITU402 Develop and use complex spread-sheets

7.       Develop a second draft of your Completed Spreadsheet.

 When your meeting has been concluded, finalise the second draft of your document, ensuring that it contains any changes that your assessor may have suggested. Then print the document out according to conservation requirements as set out in the Style Guide.

8.       Proofread the second draft of your Completed Spreadsheet.

 Mark the pages with pencil or pen to indicate changes that you would like to make. You should find at least one change (e.g. margins or columns etc.) that you wish to make to each Worksheet.

9.       Develop a final draft of your completed Spreadsheet.

 Produce a final draft of the spreadsheet that incorporates the changes that you selected in the previous activity. Save this version as Final Draft Completed Spreadsheet.
BSBITU402 Develop and use complex spread-sheets

10.    Take a screen shot of your folder and files.

 This activity requires you to demonstrate that you can file your records in a logical structure. Ensure that you have an overall folder for your work, as well as sub folders if necessary. All of the documents you have submitted for this assessment task should be correctly named and filed. The screen shot should show all the folders and documents.
  1. Draft an email to your assessor within the designated timeline.
 The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style. It should introduce and summarise the contents of the attachments. Attach your Final Draft Spreadsheet and screen shot to the email.
BSBITU402 Develop and use complex spread-sheets

12.    Give your marked-up hard copy of Second Draft Completed Spread-sheet to your assessor.

 Your assessor will compare this to your final draft document.

Assessment Task 2 Checklist

Student’s name:
Did the student:Completed successfully?Comments
YesNo 
Correctly determine the requirements for the spreadsheet task?   
Confirm requirements for the spreadsheet task in writing including: Summary of task to be completed, including data to be enteredPresentation requirements Saving and submission requirements   
Develop a Workbook Template for an annual budget as specified in the task requirements?   
Enter data into a template to create Workbook showing the King Edward VII College annual budget as specified in the task requirements?   
Develop a spreadsheet that meets presentation requirements specified?   
Use style sheets and automatic functions?   
Show how work organisation and healthy and safe working practices are applied through taking appropriate rest breaks and performing suitable exercises?   
Test formulae by checking data manually with a calculator?   
Discuss which tasks would be more efficient with added automation?   
Demonstrate links between Spreadsheets?   
Demonstrate their macro running on the Actual Vs Budget Spreadsheet?   
Create graphs according to the task requirements?   
Create graphs that clearly represents the numerical data in the spreadsheet and to aid user understanding of the data?   
Show how Excel help and online help can be used to assist in creating graphs?   
Demonstrate the ability to modify the graph type and layout using formatting features and according to instructions?   
Apply knowledge of formatting features by demonstrating how to change font and font size, as well as chart type and layout?   
Save all files and exit Excel?   
Preview spreadsheet, make changes if required, and print?   
Print the spreadsheet according to conservation requirements?   
Provide the spreadsheet within the designated timelines?   
Name and file spreadsheet according to organizational guidelines?   
During the workstation meeting, demonstrate effective communication skills including: Use of appropriate style, tone and vocabulary for the meeting Speaking clearly and concisely Using non-verbal communication to assist with understanding Asking questions to identify required information Responding to questions as required Using active listening techniques to confirm understanding?   
Assessor Feedback:    
Assessor name 
Assessor signature and Date 
BSBITU402 Develop and use complex spread-sheets

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