Design and Produce Business Documents PDF

BSBITU306 Design and produce business documents
Assessment cover sheet
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Student details
Course name
Assessment name BSBITU306 Assessment
Surname Given name
Address Postcode
Email
Phone Phone (other)
Current occupation
Industry Years in industry
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AAMC Training is your own work and NOT the result of plagiarism or excessive collaboration, and that all
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Checklist of attachments:
Task 1 – ☐ Short Answer Questions
Task 2 – ☐ Case Studies
Task 3 – Workplace project ☐ 2 documents + ☐ Explanations of how you designed/produced.
Please indicate style of course undertaken:
☐ Face to face – Trainer’s name: ☐ Correspondence ☐ Online
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BSBITU306 Design and produce business documents
BSBITU306 Assessment
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completed with AAMC Training or another RTO. If you have been awarded a record of result or
statement of attainment for the units detailed below then please go to the Credit Transfer tab
in your Learning Centre and follow the prompts.
This assessment relates to the following units of competency:
 BSBITU306 Design and produce business documents
Please refer to AAMC Training’s full Recognition Policy for further details.
Assessment instructions:
 Your answers to the task questions are to be typed into this document and uploaded.
 No assessment word count has been specified, although you are expected to provide good
quality answers to the questions.
 Although some general discussion between students covering the assessment is allowed,
your responses to each of the questions must be an individual effort.
Task 1 – Short answer questions
1. List three types of software applications that can be used to produce business documents.
1 Excel Spreadsheets can be used for the purpose of demonstrating financial
estaimates of a business.
2 MYOB Software can be used by a business ti generate financial reports
depending on the nature of report which is required by the business.
3 Xero is financial software which is used for generating reports which
demonstrate financial performance of a business during a period.
2. List at least three factors that will affect the decision of what software to use to produce
business documents.
1 The outcome and accuracy of the software which is used for generating
appropriate report.
2 The usefulness of the software and the nature of report which is generated by
the software
3 The technology which is used by the software and how efficient the same in
generation of reports. A technologically advanced software would be providing
better results in comparison to any other option.
3. Give a short description of a range of functions and features available in Microsoft
Word that can be used to design business documents. List at least three, the first is an
example.
Function/Feature Description
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BSBITU306 Design and produce business documents
Example: Copy Allows you to duplicate a section of text.
1 Find and
Replace
This is an important function as this allows the users to search and
pinpoint certain words in the business documeny and replace the
same. One click can change entire document by replacing the
required word
2 Inserting
Watermark
Business often requires sending important business documents to
third parties and therefore in order to protect the content of the
document with minimum editing function, a watermark can be
inserted. This also acts as a brand logo of the company and
effectively helps in promotion of products of the business.
3 Change in
Layouts and
Templates
Business documents which are prepared in word document comes
with the option of change in layout and template which makes the
business document more professional and attractive. In addition to
this, this also helps in better designing of the business documents.
4. Most companies/organisations have a procedural document to ensure complete uniformity
in formatting and preparing all documentation, signage, and any other form of identifier
consistent with the company’s brand. What is this procedural document called?
The procedural document which ensures complete uniformity in formatting and preparing
all documentation and serves as different identifier for a business is the code of conduct
document which is formulated by the senior management of the company
5. What organisational requirements/standards need to be considered when designing
and formatting the layout of a document or template? List at least four.
1 The business needs to recognise the visual, font size and margins while
presenting information in a business document.
2 The writing style and alignment of the sentences along with spelling mistakes
needs to be checked in an appropriate manner.
3 The layout of the document and protocols needs to be followed for graphic
images if any included.
4 Ocassional use of logos and brand name in the document so that the document
can have a official status
6. Four pieces of business equipment are readily available in any organisation:
 A computer
 A scanner
 A photocopier
 A printer
Decide which piece/s of equipment to use in each situation in the following table:
Situation Equipment used
A hard-copy report to be reproduced 10 times A photocopier
A hard-copy photograph needs to be placed in an e-newsletter
A scanner
A proposal needs to be written and 50 copies made A printer
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BSBITU306 Design and produce business documents
A hard-copy accounts statement needs to be updated and
emailed to an accountant. A computer
7. You have been asked to produce a marketing flyer for your organisation by a certain date.
To successfully meet the document design and layout, you need to get a brief to define the
scope of the document.
a) What details would you require in the brief to ensure you met the desired requirements
of the document?
The marketing flyer needs to be designed in an appropriate manner considering
professional requirements of the business. The design of the documents and formatiing
of the document should be appropriate and special consideration should be placed for
ascertaining if proper logo and watermarks are maintained. In addition to this, proper
signature and product specification should be present in the document so that
appropriate sales can be generated from the same.
b) List the steps required to create a timeline for producing the document.
The steps which are required to create a timeline are appropriately listed below in
details:
 Ascertain the scope of the document and what the content would be for the
document.
 Create a work breakdown structure for the document and also the content
which is to be included.
 Properly format the document and ensure that proper writing style and pattern
is followed for the document.
 Determine the considered audience for the document and review whether any
other specification is required or not.
8. You are having issues inserting a picture using Microsoft Word. Go to the Microsoft Office
website at https://support.office.com and search the website for a solution. Once found,
summarise the key points of the article and how to overcome your problem.
The insert function of the word document is not working properly and while inserting
picture only the outline for the picture is appearing. The steps which can be taken in order
to avoid such a situation from arising are listed below:
 In the word option there is an advanced tab where one can go to online web tab.’
 From her settings needs to be changed in the picture tab and the pixel range needs
to be set at 96 per inches instead of 120.
 This would help in optimizing the problem and ensure that the pictiure which is
intended for the word document is properly pasted.
The solution which was given from the web support for word document significantly helps in
solving the problem and thereby helped in timely preparation of the word document. In
addition to this, one other setting which can be availed is the alteration of compression
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