Design and Produce Business Documents - BSBITU306 Assessment

BSBITU306 Design and produce business documents
Assessment cover sheet
In order for your assessment to be marked you must complete and upload all tasks
and this cover sheet via the AAMC Training Group portal. Your assessment tasks must
be uploaded in an electronic format i.e. Word, Excel, PDF or Scan. A maximum of five (5)
attachments (maximum 20MB each) can be uploaded for this assessment. Please see the
step-by-step instructions in your Member Area on how to upload assessments.
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
material used from any third party has been identified and referenced appropriately. AAMC Training may
conduct independent evaluation checks and contact your supervisor to discuss your assessment.
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
Once your assessment has been successfully uploaded it will be pending review with your
nominated course assessor. Your assessor will mark your assessment and you will receive an
email advising you if you have been assessed as satisfactory. If you are marked as not yet
satisfactory you will be contacted and asked to provide additional information or re-visit the
assessment and re-upload your amended case study or written tasks.
Assessment V3.0 A1

BSBITU306 Assessment
CREDIT TRANSFER
You may be able to claim credit transfer for a unit/s of competency that you have previously
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 Asset management software
2 Payroll software
3 Accounts software
2. List at least three factors that will affect the decision of what software to use to produce
business documents.
1 Security elements
2 Software requirements
3 Associated expenses
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
Example: Copy Allows you to duplicate a section of text.
1 Insert text Allows you to insert text anywhwere in the document.
2 Changing case Allows to modify existing requirements of a system.
3 Wrapping text Allows to surround picture or diagram with text.
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?

BSBITU306 Design and produce business documents
A procedural document refers to the actual physical document which helps in outline
procedure for something. It includes policies, procedures or guidelines, it defines roles and
responsibilities, scope of subject covered, provides high level description of control which
helps in completing work on time. The purpose of procedural document is to provide
directions and allow to reach outcome successfully.
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 Document naming conventions and filing protocols.
2 Spelling, grammar, writing style and punctuation.
3 Visual presentation, font and style
4 Use of logos and brands
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
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?
Details which are require in the brief to met desired requirements are, information of
company on the flyer, email, address, telephone and website. Directions should be
mentioned, always proofread content, use bullet points and infographics.
b) List the steps required to create a timeline for producing the document.
Steps required to create a timeline for producing the document are: create a brief of
project, list things to do, estimate how long each step will take, map out dependencies,
create timeline, share it with stakeholders and last step is to manage and adapt.
Assessment V3.0 A3

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.
To insert a picture using Microsoft word, there are some steps such as, click in your
document where you want to insert picture. After that click insert tab, click picture button.
Next step is to navigate picture you want to insert and select it. Last step is to click insert
button. This is the correct process to insert a picture using Microsoft word.
9. Match the beginning of the sentence or paragraph (part A) to the correct ending (part B) to
show your understanding of certain processes. Record your answers in the table below:
Part B options:
 a document is not saved correctly or frequently or the computer program stops
performing its expected function.
 a file management application designed to manage files, folders and drives.
 consistent, simple and meaningful when being saved as this aids the identification and
retrieval of documents.
 convert the file created to TIFF/JPG/PDF format. You can use Paint or another program
to convert the file.
 ensure that all open programs are closed correctly prior to closing the application.
 ensure that you understand the method of saving prior to exiting, which is applicable
to the program you are using.
 find and replace text, formatting, paragraph marks, page breaks and other items.
 what computer software you are using, what sort of business document it is and the
nature of the modification.
 you can click the Mark as Final command.
Part A of sentence/paragraph Insert correct part B of sentence/paragraph
If you want to edit a document that
is marked as final...
You can click the Mark as final command.
Naming methods of documents
need to be kept...
consistent, simple and meaningful when being
saved as this aids the identification and retrieval
of documents.
Windows Explorer is... a file management application designed to
manage files, folders and drives.
The find and replace feature in
Office 2010 is used to...
find and replace text, formatting, paragraph
marks, page breaks and other items.
Data loss occurs when... a document is not saved correctly or frequently or
the computer program stops performing its
expected function.
When exiting an application you
need to...
ensure that all open programs are closed correctly
prior to closing the application.
The modifications you make will
depend on...
what computer software you are using, what sort
of business document it is and the nature of the
modification.
Always save prior to exiting and... ensure that you understand the method of saving