TAE40116 Certificate IV: Assessment Task 3 - Assessment Booklet

This assignment is an assessment booklet created by a student as part of the TAE40116 Certificate IV in Training and Assessment course. It focuses on the practical application of assessment planning and tool development. The booklet includes detailed assessment plans for three units of competency, including BSBITU212, which covers creating and using spreadsheets. The assessment plan outlines the purpose, target group, context, personnel involved, assessment instruments, methods, and arrangements, including timelines, WHS, and privacy considerations. The booklet further develops assessment instructions and instruments, providing detailed instructions for candidates, resources required, and conditions of assessment, with a focus on written, practical, and group discussion assessment methods. The document includes templates for assessment tasks, such as role-play and observation tasks, offering practical guidance for creating and using spreadsheets in various scenarios. The assignment emphasizes the development of comprehensive assessment tools, including written tests, practical tasks, and group discussions, to ensure students demonstrate competency in the specified units of competency.


UNITS OF COMPETENCY
TAEASS502Design and develop assessment tools
TAEASS401Plan assessment activities and processes
Assessment Task 3 – Assessment Booklet
Certificate IV in Training and Assessment
TAE40116 – UPGRADE ASSESSMENT

Assessment Task 2
In this task, you are required to plan and organise assessment processes for three units of competency.
This assessment template resembles one assessment tool for one unit of competency. You are to duplicate this
booklet three times.
You will need to engage a qualified colleague who has a TAE qualification or has vocational expertise in the
relevant area to provide feedback to you on your training and assessment plan.
There are clear instructions throughout this resource and if at any time you have questions please do not hesitate
to contact your trainer/assessor.
Step 1 - Assessment Plan
You are required to develop an assessment plan for three different units of competency (one in this resource).
The assessment plan template is to be used for each of the three training and assessing environment assessment
plans and must be completed using a different unit of competency for each.
You are welcome to use your own templates if you wish. It is your responsibility to ensure your templates provide
all the information required.
Assessment Templates | TAE Training Academy | Page 2

ASSESSMENT PLAN
Unit name and code BSBITU212 Create and use spreadsheets
Purpose of the assessment This unit describes the skills and knowledge required to
correctly create and use spreadsheets and charts using both
cloud-based and non-cloud based spreadsheet applications.
It applies to individuals who perform a range of routine tasks in
the workplace using a limited range of practical skills and
fundamental knowledge of spreadsheet software/applications
in a defined context under direct supervision or with limited
individual responsibility.
Target group VET Students completing a course that this unit is part of
Context of assessment Training and Assessment Environment
Written and practical components assessment classroom
based
Specific needs of the cohort/individual being
assessed
All students completed an LLN prior to their enrolment
Any other special needs will be assisted as required
Personnel involved in the assessment
process?
Narelle Ward
Assessment information and evidence requirements
Assessment methods
Assessment instruments required for
each method
Unit requirements
this meets (PC1.2,
PE2, KE4 etc.)
1 Written test
Written questions
Instructions for candidate
Marking guide for assessor
See mapping at end
of document
2
Practical Tasks
Instructions
Company Policy & Procedures
Observation Check list
See mapping at end
of document
3 Group Discussion/Question Discussion/Question Guideline for the
assessor
Observation Checklist
See mapping at end
of document
Resources
Specialist support (if applicable/required) Integration Aids are available if required
Any tools or equipment required for
assessment
Desk, chair, computer
Any materials required for assessment Company policy and procedures folder
Any other resources required for assessment
(for example, supporting documentation)
Computer manual
Assessment Templates | TAE Training Academy | Page 3

Any human resources required for assessment
(for example, other workplace personnel,
clients/customers etc.)
Not required for this unit
Assessment arrangements
Timeline for assessment – when will each item
be assessed?
All 3 assessments will be completed within the delivery of the
unit
How long will be given to each assessment? Written Assessment 30 mins
Practical Assessment 1 hour
Group Discussion 30 mins
Is integration of activities possible? The group discussion will lead into the practical assessment
Assessment arrangements continued
Work health and safety issues that may
impact on assessment activities being
conducted
No obvious health and safety issues are foreseen for this
assessment plan. It is expected that students will have a safe
environment at all times.
A sight safety assessment will be made as part of the group
discussion assessment
Privacy/confidentiality issues that may impact
on assessment activities/portfolios submitted
None at this stage as they will be handed to the assessor
directly
Any other issues that may impact on
assessment activities (for example,
sustainability)?
The practical assessment will be rescheduled if there is power
shortage
Any reasonable adjustments identified? Students may need additional time for assessments and this is
available if required
Where will assessment outcomes be
recorded?
A student record summary is used for recording all outcomes
and any feedback. A copy of this will be emailed to all student
Date of each assessment to be
submitted/conducted
All assessments are to be submitted and conducted with the
time allocated for the unit
Assessment Templates | TAE Training Academy | Page 4

Step 2 - Assessment Instructions and Instruments
You are required to develop a complete assessment tool for the unit of competency indicated in the assessment
plan you have developed in the previous step.
Templates for the assessment tasks and methods are included for you to use if you wish. Note you are required to
use a range of assessment methods throughout your assessment plans (x3).
Assessments methods suitable to VET are listed on the following ASQA fact sheet:
https://www.asqa.gov.au/sites/g/files/net3521/f/Guide_to_developing_assessment_tools.pdf
Delete any templates you don’t use. Create your own or use any other templates as you wish.
You are required to complete (in most cases) at least two instruments for each assessment method chosen. For
instance; a written test for candidates to complete and a written test with answers for the assessor.
You must create at least one of your own assessment instruments per assessment plan. Other existing
instruments can be used if suitable (acknowledge the source) and must be contextualised to suit your assessment
plan/context.
Assessment Templates | TAE Training Academy | Page 5

DEVELOP THE ASSESSMENT - Assessment Task Instructions
Note: When completing the following assessment questions, don’t forget to complete your mapping document.
ASSESSMENT TASK INSTRUCTIONS
Unit code and title BSBITU212 Create and use spreadsheets
Workplace/Location Classroom/ Simulated office environment
Purpose of assessment This unit describes the skills and knowledge required to correctly create and use
spreadsheets and charts using both cloud-based and non-cloud based
spreadsheet applications.
It applies to individuals who perform a range of routine tasks in the workplace
using a limited range of practical skills and fundamental knowledge of
spreadsheet software/applications in a defined context under direct supervision
or with limited individual responsibility.
Context of assessment Training and Assessment Environment
Written, Oral and Practical components assessment, classroom based
Resources required for
assessment
Assessment Task 1
Pen and Assessment Paperwork
Assessment Task 2
PC loaded with Microsoft
Printer
Room set up in a simulated office environment
Company Policy and Procedures
Assessment Task 3
Assessors guideline notes
Safety considerations Students are made aware of any hazards as part of the safety brief at the start
of the training.
Students are working under supervision at all times
Instructions to the candidate: Assessment Task 1
This assessment is a written assessment made up of 10 questions
You are to read the question and write the answer in the space
provided
This is a closed book assessment
This assessment is completed in the training room in no longer
than 30mins.
Resources Required
 Pen
 Written Assessment Document
 Desk, chair
Assessment Templates | TAE Training Academy | Page 6

ASSESSMENT TASK INSTRUCTIONS
Assessment Task 1
This assessment is a written assessment made up of 20 questions
You are to read the question and write the answer in the space
provided
This is a closed book assessment
This assessment is completed in the training room in no longer
than 40mins.
Resources Required
• Pen
• Written Assessment Document
• Desk, chair
Assessment Task 2
The assessment of this task is, you are required to read the SOP
for the computer and set up the excel spreadsheet as per the
instructions given. At the end of each stage you are to save and
submit your results, there are 3 stages to the instruction
regarding outcomes required for the assessment.
Resources Required
Instructions for the computer
Computer
Desk and Chair
Network availability
Assessment Task 3
Assessment task 3 will be preformed as a group and will be based
around group input to discussions on working with excel
spreadsheets, outcomes and troubleshooting
Conditions of Assessment
You must complete all assessment tasks
Assessment must be conducted in a safe environment where
evidence gathered demonstrates consistent performance of
typical activities experienced in the general administration field of
work and include access to:
• operational manuals
• organisational procedures related to operation and
maintenance of equipment
• records relating to resources
• case studies and, where possible, real situations.
You will be provided feedback on your performance by your
Assessment Templates | TAE Training Academy | Page 7

ASSESSMENT TASK INSTRUCTIONS
assessor.
The feedback will indicate if you have satisfactorily the
requirements for each task or not satisfactorily met the
requirements, the assessor will also clarify the tasks you must re-
attempt at a later date to demonstrat a satisfactory performance.
You have the right to appeal the outcome of the assessment
decisions if you feel you be treated unfairly or have other grounds
for appeal.
What needs to be submitted? Assessment Task 1
Responses to written questions
Assessment Task 2
A document as per the computer task document is saved in 3 stages to show
the process has been completed correctly
Assessment Task 3
Nothing to be submittred a group discussion task, the assessor will note your
involvement
Resubmission For the assessment to be deemed satisfactory, your responses to the written
questions must be correct. If not 100% correct you may be asked to complete a
further task to demonstrate competency
Reasonable adjustments
(assessor to indicate possible
adjustments):
If you have any learning issues that may negatively impact you when attempting
any part of the assessment contact your trainer.
If you have any questions or require clarifications contact your trainer.
Assessor name Narelle Ward Date 27/02/2019
Assessor signature
Assessment Templates | TAE Training Academy | Page 8

Role Play/Scenario/Observation Task Template
ROLE PLAY / SCENARIO/OBSERVATION TASK
Instructions to the candidate:
This assessment task requires you to prepare charts and to create as well as use spreadsheets for both non-
cloud and cloud based applications of spreadsheet. To complete this task you have to use proper
knowledge and skill set and that will lead you to the generation of satisfactory results. The preparation of
the spreadsheet is significant for the utilization of it in bookkeeping and for timetabling, costing, scheduling
and estimating as well. You have to first decide what are the objectives of a spreadsheet.
 It can help yu to manipulate data.1
 They can help you for calculations using different data.
 They can be used for graphical representation of data.
You are required to utilize your computers individually and to set them according to the practices that you
have learned earlier in the course and from the instruction manual. You are then to create a spreadsheet
using the computer that will help in the performance of routine work such as calculation and greaphical
representation of data.
There are a number of resources that are linked to this task and for the proper performance of it you must
use them.
 Chairs
 Desks
 Internet access
 Printers2
 Student specific network on the PC
 Spreadsheets and charts
 Personal Computer and Microsoft spreadsheet
 Cloud based applications
 Non-cloud based applications
 A room where there are computers and appropriate facilities to run them
 Rules and regulations of the company and the training institute
You have to complete the following tasks one at a time and move on to the next one in order to
successfully complete the whole assessment and get a satisfactory result.
 Task 1 requires you to take part in a written assessment. There will be 10 questions in this
part, which you will have to answer correctly in order to prove your competence. Aal the
studnets will be provided with individual assessment sheets where they will have fill in the
answers of all the questions. You also have to set the computer up according to the
practices of the training.
 Task 2 requires you to read the SOP that is provided for the computer and its set up to
carry in further with the assessment. On the computer you will need to set up an excel
spreadsheet as stated in the instructions of the manual of the course. The students will
read the SOPs and complete the tasks accordingly before moving on to the next task. Each
stage will provide a certain result that has to be submitted and there will be total 3 stages
as per the instructions about the outcomes that are required for the assessement.
 Task 3 is where you will be asked to form groups and then carry on with the group input as
the source of discussion. The discussions will vary from the spreadsheets, the outcomes as
1 Anees Ahmad Bangash, Khalid Amin Khan and Gulraiz Akhter, "Spreadsheets For Understanding Seismic Energy Partitioning
Equations" (2017) 25(3) Computer Applications in Engineering Education.
2 Biljana Mileva Boshkoska et al, "Abdominal Surgery Process Modeling Framework For Simulation Using Spreadsheets"
(2015) 121(1) Computer Methods and Programs in Biomedicine.
Assessment Templates | TAE Training Academy | Page 9

well as troubleshooting.
Conditions of the Assessment
The student needs to complete all the tasks of the assessment to prove competence.
The performance of the assessment have to be done in an atmoshphere that is safe. The evidence that
have been gathered will help to define the consistency of the performance of the various activities in the
field of general administration of the work and includes the following access:
 Manuals for the operations to be done
 Records relting to the resources provided3
 Real life situations and case studies accordin to availability
 The procedures of the training institute and the organization according to the maintenance
of the equipments and their operations.
The students will be provided with feedback by their individual assessors.
The feedback that the assessor will provide will inform if the answers to all the all the questions were
satisfactory or unsatisfactory. If the answers fail to meet the requirements satisfactorily then the student
will be given a chance to re-attempt for the portions where there has been a lack and where the answers
have been wrong to demonstrate the competence.
The students have the right of appeal and the chance have been provided to them to enquire about the
feedback if the student feels that there has been an unjets treatment at play.
Role-play/Scenario/Observation task details:
You need to prepare for the selected assessment task as the satisfactory meeting of the requirements will
prove the competence level. In order to do so and to prepare and utilize a spreadsheet the following tasks
has to be fulfilled by the student:
 Selecting the resources and preparing them. Focusing on the user ergonomic and OHS
requirements.4
 Creation of simple spreadsheets. Entering data, checking and amending to maintain the
consistency of layout and design. Formatting the spreadsheet with the use of software
functions.
 Production of simple type of charts by the selection of the type of chart and design. The
chart can be created by the appropriate range of data in the spreadsheet.
 Finalising the spreadsheets and printing them.
3 Frank M. LoSchiavo, "How To Create Automatically Graded Spreadsheets For Statistics Courses" (2016) 43(2) Teaching of
Psychology.
4 Ross Sparks, "Linking EWMA P Charts And The Risk Adjustment Control Charts" (2016) 33(3) Quality and Reliability
Engineering International.
Assessment Templates | TAE Training Academy | Page 10

Assessment Templates | TAE Training Academy | Page 11

ROLE PLAY / SCENARIO/ OBSERVATION TASK CHECKLIST
Did the candidate: Yes No N/A Comments
1
The students can complete the tasks
according to the practices of the safe work
place and in order to do it they can identify
the necessary steps and report it back to
the assessor.
2
The students completed the close book task
of the assessment and by doing so prove
their skills and ability to assimilate the
requirements of the course.
3
The students have learned how to creat
charts and spreadsheets and how to utilize
them as well according to the procedures of
the workplace and have reported it to the
designated trainer.
4
The students have to test and use the
output meets of the task requiremmet that is
validated by the discussion of the assessor
and the instructions in the manual.
Reasonable adjustments
Candidates are encouraged to contact their trainer prior to attempting this task if they do not understand any
part of this task or if they have any learning issues/ needs that may hinder them when attempting any part of
the assessment.
Student name Date
Assessor name Date
Assessor signature
Task outcome  Satisfactory  Not satisfactory
Assessment Templates | TAE Training Academy | Page 12