BSBITU306 Design and produce business documents - Assessment Cover Sheet, Short Answer Questions, Case Studies

BSBITU306 Design and produce business documents
Assessment cover sheet
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Student details
Course name FNS40815 Certificate IV in Finance and Mortgage Broking
Assessment name BSBITU306 FMB Assessment V2.2
Surname SINGH Given name GAGANDEEP
Email [e-mail]
Phone [phone] Date 03/08/2018
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submission to AAMC Training is your own work and NOT the result of plagiarism or excessive
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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
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assessment and re-upload your amended case study or written tasks.
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BSBITU306 Design and produce business documents
BSBITU306 Assessment
CREDIT TRANSFER
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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.
Task 1 – Short Answer Questions
1. List three types of software applications that can be used to produce business documents.
1 MS WORD: In this software various types of word document like letter, report or any written
representation are recorded or prepared
2 MS POWER POINT: this office application is used to create presentation of a project.
3 MS EXCEL: in this application various types of calculation and accounting data are maintained
and prepared.
2. Which factors will affect the decision of what software to use? List at least three.
1 There are several factors that may affect the decision to use a particular software.
2 The required out come.
3 How this can be helpful in future.
4 Is there any additional technology needed.
3. Give a short description of a range of functions and features of computer applications that
can be used to design business documents. List at least three, the first is an example.
Function/Feature Description
1. Copy Allows you to duplicate a section of text.
2 Paste This allows to paste the copied data in a particular area
3 Cut This allows to cut any portion of the document
4 Undo This option eneable to get back to the earlier position.
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?
Procedural document:
A procedural document is the presented flow of procedure that are squally arranged and described.
The document is assertion of the workflow of every employee or the factors that are responsible to
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BSBITU306 Design and produce business documents
perform the duties that are assigned to them. Further this is very helpful to segregate the duties and
responsibilities to the workers and employees who are engaged in the process. Work place
documemts are pepared and presented for various pourpose, tjis may convey the change in
production or providing dupport to ther customers, or may prepring the miniutes of the meetings
and others. The objective of the procedural document to implement the objective of the
understandability and to bulid the document communicative.
5. What organisational requirements need to be considered when designing and formatting
the layout of a document? Give at least four examples.
1 Purpose of the document.
2 The design can cover all the relevant factors that the company wants to convey.
3 The document must be concise.
4 Properly structured, i.e. the discussions and the components must be serially arranged.
6. Four pieces of business equipment are available in an organisation:
 A computer
 A scanner
 A photocopier
 A printer
Decide which piece or pieces of the above equipment to use in eachsituation in the
following table:
Situation Equipment used
A hard-copy report to be reproduced 10 times
A printer
And a scanner
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 photocopier
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 this requirement 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?
In the marketing procedure, the success of the marketing depends on the proper and
constructive detail of the planning and the core area of domination that the company
is conveying to the public to make an influence on them to be a customer of the
organisation. The marketing procedure is a notification of the product or service that
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BSBITU306 Design and produce business documents
the company is producing to its expected customer. For a successful marketing a
document must be require to ensure the goals and objective that are discussed here
under:
1. Promotion policy: this will define one of the various marketing policy that has been
chosen by the entity for this particular marketing purpose.
2. Product/ service characteristics: in this portion of the study the characteristic of the
product will be ascertain.
3. Price: Pricing is the main ingredient to lure the customer in the marketing procedure.
The customers are always attract towards the low pricing or discounted pricing
policies.
4. Packaging: the marketing document needs to be compacted to impact on the
customers. This means that the marketing tools needs to be overall attractive to the
customers, not only a single part. This will affect the customer choice.
b) List the steps required to create a timeline for producing the document.
It will take time to prepare the document, as there are many factors that are required
to be considered and a several of issues that may arise or impact on the customer are
required to be dealt with. Further the documents needs to be dealt in a particular time
log. The preparation of the documents may needs the following time:
1. Arranging all the documents: this will require 4-5 working days to collect.
2. Organising: For organising all collected data, it might take 1 day.
3. Evaluation: In the evaluation period, the discussion of the scoops and possibilities will
be discuses. This might require 1-2 working days.
4. Decision-making: in the documenting procedure all the factors and its impacts needs
to be ascertained and a detail discussion is required to make their on. This will take
around 2 days.
5. Notification and Sanctioning: this will take 3-4 hours to describe the steps that are
taken for producing the document.
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.
a) Find an article on the site that helps your solve your problem.
b) Summarise the key points of the article and how to overcome your problem.
Answer
In MS WORD application the picture and image can be inserted by
 Going to the insert tab on the top of the page and select pictures option for the images
that are available in PC.
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