Assessment Details
Qualification Code/Title
Assessment Type Assessment - Time allowed
Due Date Location AHIC Term / Year
Unit of Competency
National Code/Title BSBITU401 Design and develop complex text documents
Student Details
Student Name Student ID
Student Declaration: I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature: ____________________________
Date: _____/______/__________
Assessor Details
Assessor’s Name
RESULTS (Please Circle) SATISFACTORY NOT SATISFACTORY
Feedback to student:
............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I am also aware of my appeal rights.
Signature: _______________________________
Date: ______/_______/___________
Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.
Signature: ________________________________________
Date: ______/_______/___________
Instructions to the Candidates
? This assessment is to be completed in class supervised by assessor.
? 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-submission and re-sit policy for more information.
? If you have questions and other concerns that may affect your performance in the examination please inform the assessor immediately.
Assessment Task 1 – Staff posters
Assessment description
You are required to design and develop an ergonomics and work organisation poster as well as an energy and resource conservation poster using the provided style guide (or a suitable style guide from your workplace), cover sheet template and information.
Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over three years, Covers specialise in fiction books and have built up a steady business with many repeat customers from the local area. DJ has two new staff members starting over the next two weeks and decided that now would be a good time to display safe work practices and energy conservation information.
Procedure/Instructions
1. DJ Mathis (the owner) of Covers Books has decided to display the safe work and energy conservation practices information for the store and has decided that the best approach would be to design two posters, one addressing ergonomics and work organisation, the other addressing energy and resource conservation. DJ has asked you to design and create these posters and then present them for approval.
a. Ensure that the company logo and page layout and font selection comply with the style guide, however DJ has given approval to be creative in terms of the overall document layout.
b. Design colour posters so that DJ Mathis has the option to print the posters in colour or greyscale as he wishes.
c. Use the style guide (appendix 1) to design two A4 size posters as detailed in the following procedures.
2. Design and develop posters.
a. Use software functions available to you (such as alignment, text and image importing, WordArt, SmartArt) to ensure that the design of the document is appropriate.
b. Use the software functions to ensure that each poster will print on a single A4 sheet, without compromising the design or layout.
c. Use manuals, user documentation and online help to overcome problems with document design and production.
d. Proofread the document.
e. Save the poster using the following format: [Your initials] Ergonomics Poster ddmmyy, for example, ‘DP Ergonomics Poster 010610’.
f. Complete a cover sheet (appendix 2) for your poster.
g. Print a copy of your poster (colour or black and white) and the cover sheet.
h. Submit the printed documents and a copy of your file to your assessor.
3. Include on the ergonomics and work organisation poster:
a. information on rest periods, exercise breaks and mixing repetitive and other activities.
b. details of at least three simple exercises that can be done to minimise the risk of injury. The explanations should be supplemented with at least two drawings, photos or diagrams to explain the exercises.
c. information on keyboard and mouse positions, optimal lighting, noise minimisation, and posture.
4. Include on the energy and resource conservation poster:
a. An explanation of what the conservation requirements are (available in Appendix 3) and where to find information about energy conservation settings for computers.
5. Meet with your assessor to discuss task and answer the following questions in relation to at least one document.
a. What is the document purpose, audience and presentation requirement/s?
b. What are the organisational requirements for the task documents?
c. How did you ensure consistency of style and image?
d. Which complex technical functions (such as alignment, text and image importing, WordArt, SmartArt, use of templates) of Word did you consider for their usefulness in fulfilling the requirements of the task?
e. How did you match document requirements with software functions to provide efficient production of documents?
f. How does your document structure and layout suit purpose, audience and information requirements of the task?
g. How does your design enhance readability and appearance?
h. What manuals, user documentation and online help did you use to overcome problems with document design and production?
i. What software functions did you use to assist in producing the document?
6. Make any changes to the document/s that are relevant to the discussion you have had with your assessor in relation to the design of your poster/s.
Trainer will also provide further explanations on the above instructions in the class which will clearly outline all requirements in more detail and simplistic way according to your understanding level. You may also request your trainer for additional information and may seek help with summarising of all instructions if required.
Submission specifications
You must submit:
? A printed (black and white is acceptable for assessment purposes) copy of word processed posters that comply with the layout information provided in step 1 of the above procedures, including:
? an ergonomics poster and work organisation poster
? an energy and resource conservation poster
? a cover sheet (see Appendix 2) for each poster.
? A copy of the electronic files for:
? the ergonomics poster, saved in the format detailed in steps 2 and 3 of the above procedures
? the energy conservation poster, saved in the format detailed in steps 2 and 4 of the above procedures.
Appendix 1 – Covers style guide
Fonts/Styles
Style Details and Sample
Heading 1 Main Headings – Calibri 16, Bold. Title Case*
Paragraph spacing before and after 12pt
Heading 2 Sub Heading 1 – Calibri 14, Bold. Title Case
Paragraph spacing before and after 6pt
Heading 3 Sub Heading 2 – Calibri 12, Bold. Sentence case
Paragraph spacing before and after 6pt
Normal Normal text – Calibri 12
Paragraph spacing before and after 3pt
*Capital letters on all words except insignificant words such as ‘and’, ‘or’, ‘with’ and ‘in’.
Logo
Size: 230mm x 538mm
Location: Left-hand side of header
Colour Scheme
Orange, Aqua, Black, White
Page Layout
Margins Top and Bottom: 2.3cm
Left and Right: 2.5cm
Header and Footer Header: 0.5cm
Footer: 1.25cm
Signatures
Script MT Bold, 12 pt DJ Mathis
Letters
Header (as per template)
? Logo positioned at the left side of header, first page only
? Company details and address, right justified:
? Covers Books
16 Main Street
South Central, 9010
www.covers.com.au
Body
Text type Details and sample
Numbers Numbers zero to nine should be written as words.
Numbers 10 and above should be written as figures.
Exceptions – number ranges, for example 1–2 days.
Dates Write months out in full.
Use four-digit year.
Example: 1 June 2010.
Bulleted Lists Bulleted lists should contain no more than two levels:
• Level one should have an indent of 0.63
• Hanging indent of 0.63
• Line spacing before and after of 3 pt
• Start each point with a capital letter
• No punctuation
• Do not allow bulleted lists to run across multiple pages
o Level two should have an indent of 1.26
o Hanging indent if 0.63.
Numbered Lists Numbered lists should contain no more than two levels:
1. Level one should use Arabic numbers with an indent of 0.63
2. Hanging indent of 0.63
3. Line spacing before and after 3pt
4. Start each point with a capital letter
5. No punctuation
a. Level two should use alphabetical characters with an indent of 1.26
b. Hanging indent of 0.63.
Colour Do not use colour for fonts or highlighting unless directed.
Tables Use tables where noted in templates.
Tables should have a heading for each column and heading rows should repeat where tables cross more than one page.
Do not allow rows to break across pages.
General Leave two spaces after each sentence. One space after other punctuation marks.
Do not indent text.
All text to be left justified.
Language to be set to English (Australian).
Internal documents
Information Details
Templates All internal documents must be prepared using the relevant template.
Headers and footers Company logo should appear in the top left side of the header.
The document type (e.g. meeting agenda, fax etc.) should appear in the top right side of the header.
The footer should include the page number and number of pages on the right hand side of the footer.
The document date should appear on the left hand side of
the footer.
Naming and saving files All files should be saved to the shared drive to ensured they are backed up.
No files should be saved to the ‘C’ drive.
Files should be saved using the document name and the date. For example a meeting agenda for a meeting on 1 March 2010 would be saved as ‘Meeting Agenda 01032010’.
General All other formatting is as for letters where applicable. For example bullets, numbered lists, dates, numbers spacing etc.
Appendix 2 – Cover sheet information
? Document type: ?
? Document style: ?
? Approved by: ?
? Presentation requirements: ?
? Audience/reader: ?
? Purpose: ?
Appendix 3 – Covers Books: Energy and resource management policy
Energy and Resource Management Policy
Date Issued: 07 February 2009
Date Effective: 07 February 2009
Approved by: DJ Mathis (owner)
Purpose
Covers Books acknowledge the importance of maintaining resources and energy for future generations. Covers also recognises that as a member of the community, the store and its employees need to use resources and energy in a manner that contributes to reduced energy and resource consumption and contributes to a sustainable future for the planet. This policy identifies energy and resource management as a significant issue and outlines steps to address these issues.
Policy
It is the policy of Covers Books to reduce energy and resource consumption whenever possible through the active efforts of management, staff and customers.
These active efforts will include, but are not limited to:
• keeping main doors closed to increase the efficiency of heating / cooling
• keeping inside thermostat set between 19°C - 23°C
• turning off lights when offices are not in use
• keeping only security lighting on when store is close
• use of energy-saving devices and lights
• minimising paper waste in all office functions
• taking full advantage of council provided recycling facilities
• encouraging customers to purchase or bring reusable bags, otherwise provide only recycled and biodegradable bags for customer purchases
• discouraging waste of energy and resources
• using power saving settings on computers and electronic devices.
Assessment Details
Qualification Code/Title BSB40215 Certificate IV in Business
Assessment Type Assessment – 02 (Report with Presentation) Time allowed
Due Date Location AHIC Term / Year
Unit of Competency
National Code/Title BSBITU401 Design and develop complex text documents
Student Details
Student Name Student ID
Student Declaration: I declare that the work submitted is my own, and has not been copied or plagiarised from any person or source. Signature: ____________________________
Date: _____/______/__________
Assessor Details
Assessor’s Name
RESULTS (Please Circle) SATISFACTORY NOT SATISFACTORY
Feedback to student:
............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................
Student Declaration: I declare that I have been assessed in this unit, and I have been advised of my result. I am also aware of my appeal rights.
Signature: _______________________________
Date: ______/_______/___________
Assessor Declaration: I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback.
Signature: ________________________________________
Date: ______/_______/___________

Instructions to the Candidates
? This assessment is to be completed according to the instructions given below in this document.
? Should you not answer the tasks correctly, you will be given feedback on the results and gaps in knowledge. You will be entitled to one (1) resubmit in showing your competence with this unit.
? If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.
? Please refer to the College re-submission and re-sit policy for more information.
? If you have questions and other concerns that may affect your performance in the Assessment, please inform the assessor immediately.
? Please read the Report carefully then complete all tasks.
? To be deemed competent for this unit you must achieve a satisfactory result with tasks of this Report along with a satisfactory result for the other one assessments (Assignment)
? This is an Open book assessment which you will do in your own time but complete in the time designated by your assessor. Remember, that it must be your own work and if you use other sources then you must reference these appropriately
? This Report will need to be approximately 500 words.
? Upon completion of your Report, you will be required to deliver a 20-minute presentation. Note this presentation date will be assigned to you by your assessor.
? This is Individual Assessments. Once you have completed the assessment, please provide the Hard copy of the Assessments to your Trainer/ Assessor.
? Plagiarism is copying someone else’s work and submitting it as your own. Any Plagiarism will result in a mark of Zero.
Assessment Task 2 – Sales report
Assessment description
You are required to design and develop a sales report suitable for a business environment using the provided style guide, template and information.
Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis. Operating for just over three years, Covers specialise in fiction books and have built up a steady business with many repeat customers from the local area. The owner is looking at taking on business partner and needs a sales report as part of the information package.
Required Software: Microsoft Office
Procedure /Instructions
1. DJ Mathis of Covers Books is looking at taking on a business partner to enable the expansion of the store. DJ has asked you to prepare a sales report to include in the information pack for the prospective partner.
a. Use the style guide (appendix 1) to design the required document.
b. The document will be double-sided and in colour.
2. Follow the given Instruction to complete your sales report.
a. Format and edit the text as required.
b. Your report will need to include headings and subheadings, plus suitable headers and footers, including the document name, page numbers and dates.
c. Your report should include the company logo.
d. Your report will need to include a title page, with no page number.
e. Your report will need to include a table of contents and table of charts, these are to be numbered (i) and (ii).
f. Your report should be designed to make it easy to read and interpret the information and as such you will need to include tables and charts to present the data. Make sure that tables and charts are correctly labelled and include captions.
g. You may also wish to include any other diagrams or graphics that you feel would be appropriate.
h. Use the software functions to ensure that the design of the document is appropriate.
i. Use the software functions to ensure that the document will print on A4 paper, without compromising the design or layout.
j. Use manuals, user documentation and online help to overcome problems with document design and production.
k. Proofread the document.
l. Save the report using the following format: [Your initials] Sales Report ddmmyy. For example, ‘DP Sales Report 010610’.
m. Complete a cover sheet (appendix 2) for your report.
n. Print a copy of your report (double-sided) and the cover sheet.
o. Submit the printed documents and a copy of your file to your assessor.
p. Prepare and Present sales report to your assessor and fellow classmates. You need to use power point slides (minimum of 8 slides). The duration of the presentation will be approximately 20 Min.
Trainer will also provide further explanations on the above instructions in the class which will clearly outline all requirements in more detail and simplistic way according to your understanding level. You may also request your trainer for additional information and may seek help with summarising of all instructions if required.
Submission specifications
You must submit:
? a printed copy of a word processed report that complies with the layout information provided in steps 1 and 2 of the above procedure
? a copy of the electronic files for the energy and resource management policy
? your document should include:
? the text from the provide file, formatted and edited appropriately
? heading and subheadings, plus suitable headers and footers, including the document name, page numbers and dates.
? the company logo
? a title page, with no page number
? a table of contents and table of charts, these are to be numbered (i) and (ii)
? a design, layout and structure that makes it easy to read and interpret the information
? at least two tables and two charts
? any other diagrams or graphics that you feel would be appropriate.
? Prepare and Present the Report Using Microsoft Power point (Minimum of 8 Slides)
Appendix 1 – Covers style guide
Fonts/Styles
Style Details and Sample
Heading 1 Main Headings – Calibri 16, Bold. Title Case*
Paragraph spacing before and after 12pt
Heading 2 Sub Heading 1 – Calibri 14, Bold. Title Case
Paragraph spacing before and after 6pt
Heading 3 Sub Heading 2 – Calibri 12, Bold. Sentence case
Paragraph spacing before and after 6pt
Normal Normal text – Calibri 12
Paragraph spacing before and after 3pt
*Capital letters on all words except insignificant words such as ‘and’, ‘or’, ‘with’ and ‘in’.
Logo
Size: 230mm x 538mm
Location: Left-hand side of header
Colour Scheme
Orange, Aqua, Black, White
Page Layout
Margins Top and Bottom: 2.3cm
Left and Right: 2.5cm
Header and Footer Header: 0.5cm
Footer: 1.25cm
Signatures
Script MT Bold, 12 pt DJ Mathis
Letters
Header (as per template)
Logo positioned at the left side of header, first page only
Company details and address, right justified:
Covers Books
16 Main Street
South Central, 9010
www.covers.com.au
Body
Text type Details and sample
Numbers Numbers zero to nine should be written as words.
Numbers 10 and above should be written as figures.
Exceptions – number ranges, for example 1–2 days.
Dates Write months out in full.
Use four digit year.
Example: 1 June 2010.
Bulleted Lists Bulleted lists should contain no more than two levels:
• Level one should have an indent of 0.63
• Hanging indent of 0.63
• Line spacing before and after of 3 pt
• Start each point with a capital letter
• No punctuation
• Do not allow bulleted lists to run across multiple pages
o Level two should have an indent of 1.26
o Hanging indent if 0.63.
Numbered Lists Numbered lists should contain no more than two levels:
1. Level one should use Arabic numbers with an indent of 0.63
2. Hanging indent of 0.63
3. Line spacing before and after 3pt
4. Start each point with a capital letter
5. No punctuation
a. Level two should use alphabetical characters with an indent of 1.26
b. Hanging indent of 0.63.
Colour Do not use colour for fonts or highlighting unless directed.
Tables Use tables where noted in templates.
Tables should have a heading for each column and heading rows should repeat where tables cross more than one page.
Do not allow rows to break across pages.
General Leave two spaces after each sentence. One space after other punctuation marks.
Do not indent text.
All text to be left justified.
Language to be set to English (Australian).
Internal documents
Information Details
Templates All internal documents must be prepared using the relevant template.
Headers and footers Company logo should appear in the top left side of the header.
The document type (e.g. meeting agenda, fax etc.) should appear in the top right side of the header.
The footer should include the page number and number of pages on the right hand side of the footer.
The document date should appear on the left hand side of
the footer.
Naming and saving files All files should be saved to the shared drive to ensured they are backed up.
No files should be saved to the ‘C’ drive.
Files should be saved using the document name and the date. For example a meeting agenda for a meeting on 1 March 2010 would be saved as ‘Meeting Agenda 01032010’.
General All other formatting is as for letters where applicable. For example bullets, numbered lists, dates, numbers spacing etc.
Appendix 2 – Cover sheet information
Document type:
Document style:
Approved by:
Presentation requirements:
Audience/reader:
Purpose: