Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Select and prepare resources

1.1 Adjust workspace, furniture and equipment to suit own ergonomic, work organisation and work health and safety (WHS) requirements

1.2 Use energy and resource conservation techniques to minimise wastage in accordance with organisational and statutory requirements

1.3 Identify spreadsheet task requirements and clarify with relevant personnel as required

2. Create simple spreadsheets

2.1 Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout

2.2 Format spreadsheet using software functions; to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

2.3 Ensure formulae are used and tested to confirm output meets task requirements, in consultation with appropriate personnel as required

2.4 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

3. Produce simple charts

3.1 Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements

3.2 Create chart using appropriate data range in spreadsheet

3.3 Modify chart type and layout using formatting features

4. Finalise spreadsheets

4.1 Ensure spreadsheet and any accompanying charts are previewed, adjusted and printed in accordance with organisational and task requirements

4.2 Ensure data input meets designated timelines and organisational requirements for speed and accuracy

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

Skill 

Performance 

Criteria 

Description 

Reading

2.1, 2.4, 4.1, 4.3

• Recognises numerical and textual information within a range of resources to determine and complete work according to requirements

Writing

2.1, 2.3, 3.2, 4.1, 4.3

• Enters and amends routine data into software using a format appropriate to requirements

Oral Communication

1.3, 2.3

• Listens to short and specific instructions and uses questions to clarify understanding
• Uses simple mathematical language to confirm and convey requirements

Numeracy

2.1, 2.3, 3.1, 3.2

• Uses basic mathematical skills to create and apply spreadsheet formulae

Navigate the world of work

1.1-1.3, 2.1, 2.2, 3.1, 4.1-4.3

• Recognises, understands and adheres to legislative and organisational requirements in undertaking own work

Interact with others

1.3

• Recognises purpose of various communications directly relevant to own role and clarifies as required

Get the work done

1.3, 2.1-2.4, 3.1-3.3, 4.1-4.3

• Uses key software features and functions in performing specific work tasks

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBITU202 Create and use spreadsheets

BSBITU202A Create and use spreadsheets

Updated to meet Standards for Training Packages

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 1.0.