Unit of competency details

BSBADM304A - Design and develop text documents (Release 1)

Summary

Releases:
ReleaseStatusRelease date
1 1 (this release)Current 17/Aug/2001

Usage recommendation:
Deleted
The Deleted usage recommendation was implemented on 13 June 2017 to describe training components that have no replacement. Enrolments in training components and statements of attainment or qualifications issued before 13 June 2017 are valid. For any components marked as deleted after 13 June 2017, the applicable transition/teach-out periods apply. For specific questions regarding the enrolment, delivery or issuance of a statement of attainment/qualification, please contact your training regulator.
Mapping:
MappingNotesDate
DeletedDeleted from BSB01 Business Services Training Package (Superseded by BSB07)30/Nov/2007

Training packages that include this unit

Classifications

SchemeCodeClassification value
ASCED Module/Unit of Competency Field of Education Identifier 080905 Practical Computing Skills  

Classification history

SchemeCodeClassification valueStart dateEnd date
ASCED Module/Unit of Competency Field of Education Identifier 080905 Practical Computing Skills  17/Aug/2001 
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Modification History

Not applicable.

Unit Descriptor

The unit covers design and development of predominantly text-based documents using advanced features of document design software.

This unit is related to BSBCMN213A Produce simple wordprocessed documents and BSBADM402A Produce complex business documents.

The unit covers design and development of predominantly text-based documents using advanced features of document design software.

This unit is related to BSBCMN213A Produce simple wordprocessed documents and BSBADM402A Produce complex business documents.

Application of the Unit

Not applicable.

Licensing/Regulatory Information

Not applicable.

Pre-Requisites

Not applicable.

Employability Skills Information

Not applicable.

Elements and Performance Criteria Pre-Content

Not applicable.

Elements and Performance Criteria

Elements and Performance Criteria 

Element 

Performance Criteria 

1

Use safe work practices

1.1

Workspace, furniture and equipment are adjusted to suit the ergonomic requirements of the user

1.2

Work organisation meets organisational and statutory requirements for computer operation

1.3

Energy and resource conservation techniques are used to minimise wastage in accordance with organisational and statutory requirements

2

Establish parameters for text document design and structure

2.1

Organisational requirements for text-based business documents are identified to ensure consistency of style and image

2.2

Task requirements for the design of text-based business documents are determined to meet organisational purposes

3

Design text documents

3.1

Text document structure and layout are designed to suit the purpose, audience and information requirements of the task

3.2

Text document is designed to enhance readability and appearance and meet organisational and task requirements for style and layout

3.3

Stylesheets and automatic functions are used to ensure consistency of design and layout

4

Produce text documents

4.1

Advanced software functions are used to enable efficient production of text documents

4.2

Text and other data are entered or imported, and edited to meet required specifications

4.3

Text documents are previewed, adjusted and printed in accordance with organisational and task requirements

4.4

Text documents are named and stored, in accordance with organisational requirements and the application exited without information loss/damage

4.5

Text documents are prepared within designated timelines and organisational requirements for speed and accuracy

4.6

Manuals, user documentation and on-line help are used to overcome problems with document design and production

Required Skills and Knowledge

Not applicable.

Evidence Guide

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competency for this unit. This is an integral part of the assessment of competency and should be read in conjunction with the Range Statement.

Critical Aspects of Evidence 

Integrated demonstration of all elements of competency and their performance criteria

Knowledge and application of advanced text-based software functions

Knowledge and application of text-based document design principles

Underpinning Knowledge *

* At this level the learner must demonstrate some relevant theoretical knowledge.

Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

Basic functions of wordprocessing and/or desktop publishing software applications

The impact of formatting and design on the presentation and readability of documents

Organisation policies and procedures

Underpinning Skills 

Literacy skills to interpret and evaluate the purposes and objectives of various uses of technology; consider aspects of context, purpose and audience when generating and formatting texts; display logical organisation of written information through the use of coherently linked paragraphs

Keyboarding skills

Proofreading and editing skills to ensure clarity of meaning and conformity to organisational requirements; check for accuracy and consistency of information by consulting additional resources

Problem solving skills to use processes flexibly and interchangeably

Communication skills to follow complex oral instructions when using new technology; listen to and interpret complex sequenced instructions

Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities

Resource Implications 

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include:

workplace references such as computer user manuals, organisational policies and procedures and workplace procedural manuals

computer equipment including relevant software, printer

guide/examples of 'house style'

equipment (eg paper and other materials)

Consistency of Performance 

In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Context /s of Assessment 

Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement

Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package

Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment

Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit

Key Competency Levels 

Collecting , analysing and organising information  (Level 1) - to determine organisational requirements

Communicating ideas and information  (Level 1) - through well-designed business documents

Planning and organising activities  (Level 1) - to meet designated timelines

Working with teams and others  (Level 1) - to determine document purpose and audience

Using mathematical ideas and techniques  (Level 1) - to determine spatial design requirements

Solving problems  (Level 1) - using manuals and on-line help

Using technology  (Level 2) - to design and develop business documents

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competency for this unit. This is an integral part of the assessment of competency and should be read in conjunction with the Range Statement.

Critical Aspects of Evidence 

Integrated demonstration of all elements of competency and their performance criteria

Knowledge and application of advanced text-based software functions

Knowledge and application of text-based document design principles

Underpinning Knowledge *

* At this level the learner must demonstrate some relevant theoretical knowledge.

Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

Basic functions of wordprocessing and/or desktop publishing software applications

The impact of formatting and design on the presentation and readability of documents

Organisation policies and procedures

Underpinning Skills 

Literacy skills to interpret and evaluate the purposes and objectives of various uses of technology; consider aspects of context, purpose and audience when generating and formatting texts; display logical organisation of written information through the use of coherently linked paragraphs

Keyboarding skills

Proofreading and editing skills to ensure clarity of meaning and conformity to organisational requirements; check for accuracy and consistency of information by consulting additional resources

Problem solving skills to use processes flexibly and interchangeably

Communication skills to follow complex oral instructions when using new technology; listen to and interpret complex sequenced instructions

Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities

Resource Implications 

The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include:

workplace references such as computer user manuals, organisational policies and procedures and workplace procedural manuals

computer equipment including relevant software, printer

guide/examples of 'house style'

equipment (eg paper and other materials)

Consistency of Performance 

In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations

Context /s of Assessment 

Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement

Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package

Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment

Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit

Key Competency Levels 

Collecting , analysing and organising information  (Level 1) - to determine organisational requirements

Communicating ideas and information  (Level 1) - through well-designed business documents

Planning and organising activities  (Level 1) - to meet designated timelines

Working with teams and others  (Level 1) - to determine document purpose and audience

Using mathematical ideas and techniques  (Level 1) - to determine spatial design requirements

Solving problems  (Level 1) - using manuals and on-line help

Using technology  (Level 2) - to design and develop business documents

Please refer to the Assessment Guidelines for advice on how to use the Key Competencies

Range Statement

The Range Statement provides advice to interpret the scope and context of this unit of competency, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:

Legislation , codes and national standards relevant to the workplace which may include :

award and enterprise agreements and relevant industrial instruments

relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

relevant industry codes of practice

Software may include :

wordprocessing

desktop publishing

Organisational policy and procedures may include :

log-on procedures

password protection

storage / location of data

standard formats

author's instructions

use of templates

Ergonomic requirements may include :

workstation height and layout

chair height, seat and back adjustment

footrest

screen position

keyboard and mouse position

document holder

posture

avoiding radiation from computer screens

lighting

noise minimisation

Work organisation may include :

mix of repetitive and other activities

rest periods

exercise breaks

Conservation techniques may include 

double-sided paper use

re-used paper for rough drafts (observing confidentiality requirements)

recycling used and shredded paper

utilising power-save options for equipment

Organisational requirements may include :

consistent corporate image

company logo

company colour scheme

established guidelines and procedures for document production

'house styles'

content restrictions

templates

organisation name, time, date, document title, filename, etc in header / footer

observing copyright legislation

Text -based documents may include 

memos

faxes

multi-page letters

mail merge documents, including labels

forms

tables

schedules

calendars

reports

flyers

brochures

promotional material

Structure and layout may include :

white space

typeface

graphics

photographs

drawing

boxes

colour

page layout

headings

columns

letter and memo conventions

Design may include :

simplicity

diversity

balance

typography

text flow

relative positioning of graphics and headings

Automatic functions may include :

AutoText

AutoCorrect

page numbering

auto date

headers and footers

table headings

autoformat

styles

default settings

Consistency of design and layout may include :

indentations

spacings

page numbers

typeface styles and point size

captions

bullet/ number lists

footnotes/endnotes

annotated references

borders

consistency with other business documents

Advanced software functions may include :

templates

alternate headers and footers

styles

newspaper columns

mail merge

tables

sort

importing data / objects / pictures

sections

drawing tools

graphics tools

Data may include :

graphics

clip art

digital photographs

scanned photographs and logos

files

tables, graphs and charts

data from other software applications

quotes

references

Printing may include :

with drawing objects

with comments

with hidden text

with field codes

print to file

print merge

Naming and storage of documents may include :

file names which are easily identifiable in relation to the content

file/directory names which identify the operator, author, section, date etc

file names according to organisational procedure eg numbers rather than names

storage in folders / sub-folders

storage on hard/floppy disk drives, CD ROM, tape backup

organisation policy for backing up files

organisation policy for filing hard copies of documents

filing locations

security / password protection

authorised access

Designated timelines may include :

timeline agreed with supervisor/person requiring document

timeline agreed with internal/external client

organisation timeline eg deadline requirements

The Range Statement provides advice to interpret the scope and context of this unit of competency, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:

Legislation , codes and national standards relevant to the workplace which may include :

award and enterprise agreements and relevant industrial instruments

relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination

relevant industry codes of practice

Software may include :

wordprocessing

desktop publishing

Organisational policy and procedures may include :

log-on procedures

password protection

storage / location of data

standard formats

author's instructions

use of templates

Ergonomic requirements may include :

workstation height and layout

chair height, seat and back adjustment

footrest

screen position

keyboard and mouse position

document holder

posture

avoiding radiation from computer screens

lighting

noise minimisation

Work organisation may include :

mix of repetitive and other activities

rest periods

exercise breaks

Conservation techniques may include 

double-sided paper use

re-used paper for rough drafts (observing confidentiality requirements)

recycling used and shredded paper

utilising power-save options for equipment

Organisational requirements may include :

consistent corporate image

company logo

company colour scheme

established guidelines and procedures for document production

'house styles'

content restrictions

templates

organisation name, time, date, document title, filename, etc in header / footer

observing copyright legislation

Text -based documents may include 

memos

faxes

multi-page letters

mail merge documents, including labels

forms

tables

schedules

calendars

reports

flyers

brochures

promotional material

Structure and layout may include :

white space

typeface

graphics

photographs

drawing

boxes

colour

page layout

headings

columns

letter and memo conventions

Design may include :

simplicity

diversity

balance

typography

text flow

relative positioning of graphics and headings

Automatic functions may include :

AutoText

AutoCorrect

page numbering

auto date

headers and footers

table headings

autoformat

styles

default settings

Consistency of design and layout may include :

indentations

spacings

page numbers

typeface styles and point size

captions

bullet/ number lists

footnotes/endnotes

annotated references

borders

consistency with other business documents

Advanced software functions may include :

templates

alternate headers and footers

styles

newspaper columns

mail merge

tables

sort

importing data / objects / pictures

sections

drawing tools

graphics tools

Data may include :

graphics

clip art

digital photographs

scanned photographs and logos

files

tables, graphs and charts

data from other software applications

quotes

references

Printing may include :

with drawing objects

with comments

with hidden text

with field codes

print to file

print merge

Naming and storage of documents may include :

file names which are easily identifiable in relation to the content

file/directory names which identify the operator, author, section, date etc

file names according to organisational procedure eg numbers rather than names

storage in folders / sub-folders

storage on hard/floppy disk drives, CD ROM, tape backup

organisation policy for backing up files

organisation policy for filing hard copies of documents

filing locations

security / password protection

authorised access

Designated timelines may include :

timeline agreed with supervisor/person requiring document

timeline agreed with internal/external client

organisation timeline eg deadline requirements

Unit Sector(s)

Not applicable.

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