Module 2
Term and Year: Term 1 2019
Qualification : BSB50215 Diploma of Business
Unit Code: BSBADM506
Unit Title: Manage Business Document Design and Development
Assessment : Task 1 Scenario/ case
Task 2 Scenario/ case and presentation
Student Name:
Student ID No:
Assessor’s Name: Mr Michal Tomcik/ Mr Andrey Loburets
Student Declaration: I declare that this work has been completed by me honestly and with integrity. I understand that the Elite Education Vocation Institute’s Student Assessment, Reassessment and Repeating Units of Competency Guidelines apply to these assessment tasks.
Student Name:
Student Signature:
Date:
Assessment submission (new) requirements
Please save this file as PDF format (include your name to the filename) before uploading onto Moodle.
Assessment deadlines penalty
It is expected that unless a simple extension, special consideration or disability services adjustment has been granted, candidates will submit all assessments for a unit of study on the specified due date. If the assessment is completed or submitted within the period of extension, no academic penalty will be applied to that piece of assessment.
If an extension is either not sought, not granted or is granted but work is submitted after the extended due date, the late submission of assessment will result in a late penalty fee. For further information, please refer to the Assessment Policy.
Assessment/evidence gathering conditions
Each assessment component is recorded as either Satisfactory (S) or Not Yet Satisfactory (NYS). A student can only achieve competence when all assessment components listed under procedures and specifications of the assessment section are Satisfactory. Your trainer will give you feedback after the completion of each assessment. A student who is assessed as NYS is eligible for re-assessment. Should the student fail to submit the assessment, a result outcome of Did Not Submit (DNS) will be recorded.
Principles of Assessment
Based on Clauses 1.8 – 1.12 from the Australian Standards Quality Assurance’s (ASQA) Standards for Registered Training Organizations (RTO) 2015, the learner would be assessed based on the following principles:
Fairness - (1) the individual learner’s needs are considered in the assessment process, (2) where appropriate, reasonable adjustments are applied by the RTO to take into account the individual leaner’s needs and, (3) the RTO informs the leaner about the assessment process, and provides the learner with the opportunity to challenge the result of the assessment and be reassessed if necessary.
Flexibility – assessment is flexible to the individual learner by; (1) reflecting the learner’s needs, (2) assessing competencies held by the learner no matter how or where they have been acquired and, (3) the unit of competency and associated assessment requirements, and the individual.
Validity – (1) requires that assessment against the unit/s of competency and the associated assessment requirements covers the broad range of skills and knowledge, (2) assessment of knowledge and skills is integrated with their practical application, (3) assessment to be based on evidence that demonstrates that a leaner could demonstrate these skills and knowledge in other similar situations and, (4) judgement of competence is based on evidence of learner performance that is aligned to the unit/s of competency and associated assessment requirements.
Reliability – evidence presented for assessment is consistently interpreted and assessment results are comparable irrespective of the assessor conducting the assessment
Rules of Evidence
Validity – the assessor is assured that the learner has the skills, knowledge and attributes, as described in the module of unit of competency and associated assessment requirements.
Sufficiency – the assessor is assured that the quality, quantity and relevance of the assessment evidence enables a judgement to be made of a learner’s competency.
Authenticity – the assessor is assured that the evidence presented for assessment is the learner’s own work. This would mean that any form of plagiarism or copying of other’s work may not be permitted and would be deemed strictly as a ‘Not Yet Competent’ grading.
Currency – the assessor is assured that the assessment evidence demonstrates current competency. This requires the assessment evidence to be from the present or the very recent past.
Resources required for this Assessment
• All documents must be created using Microsoft Office suites i.e., MS Word, Excel, PowerPoint
• Upon completion, ensure that you have completed your coversheet details, i.e. your name, student ID and signature. If these details are not present, the assessment would need to be resubmitted again.
• The document is then required to be converted to PDF and uploaded to the student learning management system for assessment.
• Refer the notes on eLearning to answer the tasks or any additional material will be provided by Trainer.
Instructions for Students
Please read the following instructions carefully
• This assessment is to be completed according to the instructions given by your assessor.
• Students are allowed to take this assessment home.
• Feedback on each task will be provided to enable you to determine how your work could be improved. You will be provided with feedback on your work within 2 weeks of the assessment due date.
• Should you not answer the questions correctly, you will be given feedback on the results and your gaps in knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be deemed competent for this unit of competency.
• If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
• Please refer to the College re-assessment and re-enrolment policy for more information.
Procedures and Specifications of the Assessment
Task 1
You must demonstrate the ability to identify organisational requirements and establish standards for producing documents.
For this task you are required to review the scenario provided below, and develop standards and guidelines for producing documents. You will also be required to apply the standards you develop to an existing document.
You ae provided with a text file (see appendix 1), ‘MACVILLE Disciplinary Dismissal Policy’, for use in Step 3 of this procedure.
1. Review the scenario provided above.
2. Develop a one-page style guide outlining the standards for designing policy and procedure documents. The style guide should:
a. ensure format of documents is appropriate to purpose and intended audience for document
b. displays information in a way that enhances readability
c. outline how documents should be named and stored
d. address:
i. font
ii. spacing iii. bullet and numbering standards
iv. headings
v. margins.
3. Use the text file ‘MACVILLE Disciplinary Dismissal Policy’ and format it in MS Word according to the style guide you have established. Submit the reformatted policy as an example to illustrate your style guide.
Task 2
1. Review the scenario provided in Appendix 1 of this Assessment Task.
2. Review the policy and procedure documents provided in Appendix 2 of this assessment task.
3. Identify three forms required by the organisation.
4. Create templates for each of the forms. You must:
? Use appropriate software to create the template.
? Incorporate a range of formulas, functions and macros where appropriate.
? Provide explanatory notes for each of the templates, detailing how information is to be managed or input and how the form is to be stored or submitted when completed. Explanatory notes should also indicate any sections of the form that should be checked prior to use (e.g. check that department list reflects current organisational structure). Include reference to the use of at least one macro.
? Adhere to the MacVille guidelines for electronic documents and data entry in Appendix 3
? Ensure the templates are appropriately named and stored.
5. Submit the templates electronically (in a template format and printed out).
6. Have someone complete the forms (following your explanatory notes), and provide written feedback on the usability of each form. Provide users with enough information such as incident details, etc to be able to complete forms. To allow you to monitor the effectiveness of the templates you have designed, leave users free to make errors in using the template, especially if the templates or explanatory notes are unclear or deficient.
7. Provide a written reflection on monitoring the use of templates, evaluation of effectiveness of templates and continuous improvement that:
? Evaluates the quality of documents produced by users against MacVille guidelines.
? Describes the use (or misuse) of standard templates and macros by users.
? Describes possible amendments you could make to each form, in response to feedback provided and to ensure better quality outcomes for MacVille documentation. Review scenario and justify your possible amendments by referring to organisational plans and future requirements for the HR department with respect to output, document quality, budgetary constraints, etc.
Your assessor will be looking for:
• A sample (blank) form submitted, with a completed copy, feedback statement and amendments statement, submitted in paper copy for each of the three forms developed.
• An accompanying electronic form saved and submitted in a standard template format, for each of the three forms developed.
• A secondary worksheet in the template for each form, including clear instruction for:
o how to provide information for the document
o how and where to save the completed e-form
o how and where to submit the completed printed form
o particular sections of the form that should be checked prior to use.
Candidates must demonstrate the ability to present and clearly communicate instructions about use and completion of document templates.
You are required to conduct a training session for the class, demonstrating the instructions for using and completing one of the templates you have designed.
1. Conduct training session in class, demonstrating how to use and complete your template. The training should not take more than 10 minutes.
2. A participant should be selected to complete the template as per the demonstrated instructions.
3. Selected participant to provide verbal feedback on use of template.

Case study
The Human Resource department of MacVille is responsible for the management of personnel. Two key functions of the department are induction of new staff, and ongoing communication with existing staff, regarding company policies, procedures and expectations.
Currently, the department manages a small number of policy documents which are periodically created as required. They are often poorly formatted. The HR department has a shared network drive for storage of documents, however files are often not named so that they will be easily retrievable in the future.
As MacVille grows, so will the level of documentation required, so it is important that a system be implemented to streamline this process. As a new member of the team, you have been asked by the HR manager to devise and develop a replacement system to ensure that policy and procedure documents are created according to standard guidelines.
MacVille Disciplinary / Dismissal Policy
Part 1
1. An employee’s contract of employment may be terminated by either the employer or the employee giving the notice required by the applicable Award or the Industrial Relations Act 1990.
2. Where the prescribed notice is not given, the employee shall be paid wages in lieu of notice, or the employer may withhold wages due to the employee, as the case may be, equivalent to the notice not given or received.
Part 2
1. Notwithstanding Part 1 above, where any employee is guilty of misconduct, the contract of employment may be terminated instantaneously. In such cases there is no requirement for the giving of notice nor payment in lieu of notice.
2. Where it is alleged that an employee is guilty of misconduct, the employee shall be provided with details of the allegation/s and be given a reasonable opportunity to respond to allegations prior to a decision being made to either terminate the employment or to issue a written warning.
Part 3
1. Where it is alleged that an employee’s capacity or performance is unsatisfactory, then the following procedure should be followed. The existence of this procedure shall not prevent an employee being dismissed in accordance with Part 2 above.
2. The initial discussion and direction will be provided on an informal basis by the Business manager or other authorised person. The employee shall be advised that such discussion forms part of the process arising out of Clause 3.1.
3. If the problem/s persist the Business manager or other authorised person will discuss with employee:
i. the matter/s of concern;
ii. actions necessary to resolve the concerns; and
iii. a timetable for improvement to be evidenced.
Input including explanations will be sought from the employee.
4. As a result of this discussion the Business manager or other authorised person will notify the employee in writing regarding those matters in question discussed per Clause 3.5 above.
The notice will detail:
i. the matter/s of concern;
ii. actions necessary to resolve the concerns;
iii. a timetable for improvement to be evidenced.
5. This notice will be signed and confirmed by the employee to record the discussion in (3) above. If there is a disagreement as to the content of the notice the employee shall have the opportunity for their view to be placed on the record.
6. Appropriate monitoring and counselling shall then be provided to the employee by the Business manager or other authorised person.
7. Where the problem/s are not rectified through the use of the above process, the employee’s contract of employment may be terminated.
Part 4
1. At any meeting or discussion forming part of the process in Part 2 or 3, the employee may be accompanied by a Union representative or other person of the employee’s choosing.
Part 5
1. On request a dismissed employee will be provided with a written statement of reasons for dismissal.
Task 1
1. A one-page style guide addressing the requirements outlined in the procedure and should include the following:
• Audience and purpose – who is it for and how is this information relevant to them?
• Accessibility - how can this document be made available to the targeted audience and would there be any provisions for individuals with disability to obtain this information?
• Plain English – how the provided text is written; plain language, active voice, simple sentences, clearly and concisely, avoiding jargon, abbreviations acronyms or specific terminology and how it promotes key objectives/ messages.
• Conventions – detailing what are; abbreviations and contractions, acronyms, apostrophes, brackets, capital letters
• Fonts – type of fonts and size used in all office documents
• Headings – should it be bold, underline or in a font size bigger?
• Bullet points – how is this being used?
• Spacing – how many lines between paragraphs needed?
• Writing checklist – do the words flow easily, is the structure clear and allows readers to find things easily? Has the document been proofread for spelling and grammar? Has the document content been approved? Is copyright clearance required? If so, has it been obtained?

MacVille Style Guide
Audience and purpose
Accessibility
Plain English
Conventions
Fonts
Headings
Bullet points
Spacing
Writing checklist

2. Use the text file ‘MACVILLE Disciplinary Dismissal Policy’ and format it in MS Word according to the style guide you have established. Submit the reformatted policy as an example to illustrate your style guide.
MacVille Disciplinary / Dismissal Policy
Case study
The Human Resource department of MacVille is responsible for the management of personnel. Two key functions of the department are induction of new staff, and ongoing communication with existing staff, regarding company policies, procedures and expectations.
Currently, the department manages a small number of policy documents which are periodically created as required. They are often poorly formatted. The HR department has a shared network drive for storage of documents; however files are often not named so that they will be easily retrievable in the future.
As MacVille grows, so will the volume and quality requirements of documentation, so it is important that a system be implemented to streamline the documentation process.
As a new member of the team, you have been asked by the HR manager to devise and develop a replacement system to ensure that high-quality documents are created consistently according to standard guidelines and organisational requirements.
The policy and procedure documents managed by the Human Resources department at MacVille are designed to communicate important information to employees about rights and responsibilities, protocols, systems and expectations.
The procedures will often require information to be collected or provided, and at times will reference specific forms. However, these forms do not exist in any set format, but are usually created by employees as required. The details required are generally outlined in the policy.
Now that you have established the style guide for the policies and procedures, the HR manager has asked you to create templates for forms that can be used by all employees in the organisation. These can be electronic or paper-based, but you must keep in mind that the staff at MacVille have access only to standard MS Office programs. Budget restraints do not permit MacVille to purchase other software at this time even if doing so would result in improved document quality, security, etc.
Appendix 1
Affirmative Action Policy
Introduction
An affirmative action programme means a programme designed to ensure that:
• Appropriate action is taken to eliminate any employment discrimination against women; and
• Measures are taken to promote equal opportunity for women.
Reverse discrimination against men is not involved. Promotion and other employment decisions will continue to be based on merit. There are no quotas.
Legislation
This policy complies with the Commonwealth Affirmative Action (Equal Employment Opportunity for Women) Act 1986
A series of objectives will be developed as part of an Affirmative Action programme.
Procedures for monitoring and evaluating the implementation of the programme will be designed, and an assessment will take place of the achievement of these objectives.
Responsibility for the Affirmative Action Programme for Women
It is the responsibility of the business manager, along with all levels of supervisory staff to see that the Affirmative Action Programme for Women is properly developed and implemented.
Management will ensure that the personnel policies and practices that operate within the organisation are reviewed. The review will identify any practices which are discriminatory or which may be necessary to achieve equal employment opportunity for women. Staff participation is strongly encouraged.
Expenses Policy
Purpose of this policy is to ensure you are properly reimbursed for out of pocket expenses related to direct expenses for work-related activities, and that MacVille is able to claim on taxable expenses.
Meals and entertainment
As a general rule, meals and entertainment necessary for the conduct of business should not be lavish, extravagant or unreasonably costly.
The business meal/drink
A meal is classed as a business meal and is reimbursable when the purpose of the meal is a business discussion in line with business goals.
One employee may not entertain another except when a client is present or:
• when one employee is away from home
• when the discussion cannot, for reasons of privacy or other pertinent business purposes, be conducted on business premises.
In order to qualify for business use, the entertainment must:
• be fully documented and explained in the expense report
• be for a business purpose and not just general goodwill.
Reimbursement of small expenses / temporary cash advance
In some situations, it may be necessary to use cash and claim the reimbursement of these expenses via a cheque requisition or your cash.
• always obtain a tax invoice or we may not be able to reimburse you
• parking expenses incurred while working will be reimbursed against receipts
• until previous cash advances have been accounted for, further cash advances are not allowed. You must reconcile all cash advances and attach appropriate receipts with an expense statement
• you will be required to sign for the advance before it is issued
• An Expense Reimbursement Form must be completed and submitted with receipts to claim reimbursement. The form must detail:
o employee name
o date of purchase
o department
o expense type
o description
o client ID number
o purchase amount.
Occupational Health and Safety Policy
MacVille cares about the safety of our people and recognises that injuries result in needless suffering to individuals and their families.
We are committed to providing a safe and healthy work environment for our employees, contractors and visitors.
All MacVille employees, whatever their role, carry the primary responsibility to ensure that the work they undertake or supervise is carried out safely and without injury. Our first priority must always be the well-being of our employees. No task is so important that a person’s safety is put at risk. We believe that all accidents are preventable and are therefore, committed to the goal of ‘No Injuries’
In the event of a workplace hazard or injury, an Incident/Hazard Report form must be completed and submitted to the Workplace Health and Safety Office. The form must detail:
• incident date
• name of person submitted report
• time of incident/hazard
• location of incident/hazard
• incident/hazard type
• description of incident/hazard
• persons involved
• witnesses
• injuries sustained
• description of injuries
• actions taken to minimise hazard or reduce risk post incident.
Professional development policy
MacVille recognises that organisational and individual excellence are best attained by training, development and educational activities, which build upon individual strengths and are forward looking. It also recognises that responsibility for performance and development lies jointly with the individual staff member and MacVille.
The individual staff member's responsibilities are to:
• take ultimate responsibility for their own career
• seek and use opportunities for development.
MacVille responsibilities are to:
• identify human resource requirements;
• discuss development needs with individual staff member;
• establish training and development of academic, technical and administrative effectiveness in MacVille.
Purpose
To facilitate professional development opportunities for staff and faculty consistent with the individual’s workplace function.
Procedure
• Supervisors and/or individuals may identify relevant professional development opportunities.
• A Professional Development Application forms is completed and submitted to the director for funding. The following details must be provided:
o application date
o applicant name
o department
o professional development type
o description of professional development activity
o benefit for applicant of activity
o benefit for organisation of activity
o expected outcomes from activity
o post-activity report from applicant
o once approval is granted the individual engages in program
o once the program is completed a report is drafted and submitted to the Director.
MacVille guidelines for electronic documents and data entry
Data entry requirements for each of the fields used in this task should satisfy the criteria listed below. These lists should be treated as sample lists only, and are not to be interpreted as definitive lists for each field or type of data.
Spreadsheet templates
• Dates
o Data entry must be constrained to: date format only
o Data entry must be formatted to: short date form.
• Department
o Must be chosen from list: Sales & Marketing, Administration, Executive, Operations, Dispatch, Logistics.
• Expense types
o Must be chosen from list: Food & Drink, Taxi, Printing & Stationary, Cleaning Airfares, Accommodation, Fuel, Books & Magazines, Phone.
• Item description
o Data entry must be constrained to: text only
o Data entry must be formatted to: italics.
• Client ID number
o Must be chosen from list: NA, MV-2006-0046, MV-2006-0050, MV-2008-0049, MV-2009-0047, MV-2009-0051, MV-2009-0052, MV-2009-0053, MV-2010-0045, MV-2010-0054
• Purchase or estimated amount, value or cost
o Data entry must be constrained to: numbers only
o Data entry must be formatted to: accounting.
• Receipt attached (query)
o Must be chosen from list: Yes, No.
Word-processed templates
• Dates
o Data entry must be constrained to: date format only
o Data entry must be formatted to: short date form.
• Time
o Data entry must be constrained to: time format only, between 7:00 AM and 10:00 PM
o Data entry must be formatted to: time.
• Department
o Must be chosen from list: Sales & Marketing, Administration, Executive, Operations, Dispatch, Logistics.
• Names
o Data entry must be constrained to: text only
o Data entry must be formatted to: bold.
• Incident type
o Must be chosen from list: Accident, Injury, Assault, Machine fault, Mechanical failure.
• Injury type
o Must be chosen from list: Minor, Superficial, Moderate, Serious.
• Incident/injury description, action taken, description of professional development, benefits to person applying, benefits to organisation, expected outcomes of professional development.
o Data entry must be constrained to: text only
o Data entry must be formatted to: normal.
• Professional development type
o Must be chosen from list: Job specific, Updating skills, Up-skilling, New equipment, New systems, Information Technology, Personal.
• Post-professional development reporting
o Must be chosen from list: Verbal report, Written report, Journal, Staff profile update, Staff information article, Group de-briefing.

Task 2
1. Review and identify three forms required by the organisation and provide the following:
• A blank copy of the three forms developed and inserted in the box below
• A set of completed copies for each of the three forms developed.
• Statement of feedback for each form.
• Explanatory notes for each of the 3 templates
a. MacVille Expense Claims Form (empty)
(insert form here)

b. MacVille Expense Claims Form (filled)
(insert form here)
Form explanatory note

c. MacVille Work Hazard Form (empty)
(insert form here)

d. MacVille Work Hazard Form (filled)
(insert form here)
Form explanatory note

e. MacVille Professional Development Form (empty)
(insert form here)

f. MacVille Professional Development Form (filled)
(insert form here)
Form explanatory note

2. Based on the forms which you have created, you would need to provide a presentation on the following:
• clear presentation and demonstration of instructions to use and complete your template
• observe the participant who is using and completing your template
• time for the participant to provide verbal feedback to you on the effectiveness of using the template.
Based on your presentation that you have deliver, your assessor would rate your presentation performance by utilizing the presentation and training demonstration marking rubric seen herein this assessment.
Cover slide ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)
Introduction ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)

Form # 1 with explanatory notes ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)
Form # 2 with explanatory notes ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)
Form # 3 with explanatory notes ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)

Questions slide ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)
Thank you slide ( ensure slide has minimal graphics as well as colour on it in order to facilitate ease of upload to Moodle and insert slide here but ensure it is resized to fit in box)
Feedback obtained from presentation of the newly developed forms
Written reflection on the areas of improvement/s
Criterion Presentation and Training Demonstration Marking Rubric
4 3 2 1 Mark
Visual Appeal There are no errors in spelling, grammar and punctuation. Information is clear and concise on each slide.
Visually appealing/engaging. There are some errors in spelling, grammar and punctuation. Too much information on two or more slides.
Significant visual appeal. There are many errors in spelling, grammar and punctuation. Too much information was contained on many slides.
Minimal effort made to make slides appealing or too much going on. There are many errors in spelling, grammar and punctuation. The slides were difficult to read and too much information had been copied onto them.
No visual appeal.
Comprehension Extensive knowledge of topic.
Members showed complete understanding of assignment. Accurately answered all questions posed. Most showed a good understanding of topic.
All members able to answer most of audience questions. Few members showed good understanding of some parts of topic.
Only some members accurately answered questions. Presenters didn’t understand topic.
Majority of questions answered by only one member or majority of information incorrect.
Presentation
Skills Regular/constant eye contact, The audience was engaged, and presenters held the audience’s attention.
Appropriate speaking volume & body language. Most members spoke to majority of audience; steady eye contact. The audience was engaged by the presentation.
Majority of presenters spoke at a suitable volume.
Some fidgeting by member(s). Members focused on only part of audience.
Sporadic eye contact by more than one presenter.
The audience was distracted.
Speakers could be heard by only half of the audience. Body language was distracting. Minimal eye contact by more than one member focusing on small part of audience. The audience was not engaged.
Majority of presenters spoke too quickly or quietly making it difficult to understand. Inappropriate/disinterested body language.
Content The presentation was a concise summary of the topic with all questions answered. Comprehensive and complete coverage of information. The presentation was a good summary of the topic.
Most important information covered; little irrelevant info. The presentation was informative but several elements went unanswered.
Much of the information irrelevant; coverage of some of major points. The presentation was a brief look at the topic but many questions were left unanswered.
Majority of information irrelevant and significant points left out.
Comments
Total
Assessor signature:


Assessment Submission Checklist to be completed by the Trainer/Assessor
Unit name: BSBADM506 Manage business document design and development
Assessment: Task 1
Assessment Submission Checklist to be completed by the Trainer/Assessor
Did the student complete and provide evidence for the following (please ? ): Yes No
1. Submit the style guide?
2. Submit the sample policy document?
3. Submit documents within the agreed timeframe?
Has the learner proven they can (please ? ): Yes No Assessor’s Notes (if any)
1.1. Identify organisational requirements for information entry, storage, output, and quality of document design and production
1.3. Identify types of documents used and required by the organisation
2.1. Ensure standard formats and templates suit the purpose, audience and information requirements of each document
2.2. Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout
Feedback and result outcome for Task 1 (please ? )
Satisfactory
Not Yet Satisfactory
Re-assessment required
Assessment Submission Checklist to be completed by the Trainer/Assessor
Unit name: BSBADM506 Manage business document design and development
Assessment: Task 2
Assessment Submission Checklist to be completed by the Trainer/Assessor
Did the student complete and provide evidence for the following (please ? ): Yes No
1. Submit three empty and filled templates?
2. Conduct training session?
3. Demonstrate clear instructions for the use and completion of template?
4. Obtain feedback from participant on the effectiveness of using the template?
5. Submit the templates and presentation in the agreed timeframe and format?
Has the learner proven they can (please ? ): Yes No Assessor’s Notes (if any)
1.1. Identify organisational requirements for information entry, storage, output, and quality of document design and production
1.2. Evaluate organisation's present and future information technology capability in terms of its effect on document design and production
1.3. Identify types of documents used and required by the organisation
1.4. Establish documentation standards and design s for organisational documents in accordance with information, budget and technology requirements
2.1. Ensure standard formats and templates suit the purpose, audience and information requirements of each document
2.2. Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout
2.3. Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation
3.1. Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production
3.2. Match requirements of each document with software functions to allow efficient production of documents
3.3. Test macros to ensure they meet the requirements of each document in accordance with documentation standards
4.1. Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users
4.2. Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs
4.3. Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements
5.1. Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards
5.2. Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures

Feedback and result outcome for Task 2 (please ? )
Satisfactory
Not Yet Satisfactory
Re-assessment required
Assessment Summary Result (please ? )
Task 1 Scenario/ case S NYS DNS
Task 2 Scenario/ case and presentation S NYS DNS
Final Assessment Result for this unit C NYC
Feedback is given to the student on each Assessment task YES NO
Feedback is given to the student on final outcome of the unit YES NO
The result of my performance in this unit has been discussed and explained to me (please place signature below)
Student Signature Date
Trainer/ Assessor’s declaration: I hereby certify that the above student has been assessed by myself and all assessments are carried out as required by the Principles of Assessments (Clause 1.8 of the Standards for RTO 2015).
Trainer/ Assessor’s Initials Date
Appeal Process (only for mitigating circumstances)
I would like to appeal the outcome of this assessment as per the appeals procedure in the Student Handbook
Student Signature Date