Course Title: Design and produce business documents

Part B: Course Detail

Teaching Period: Term1 2016

Course Code: BUSM7940C

Course Title: Design and produce business documents

School: 650T Vocational Business Education

Campus: City Campus

Program: C4362 - Certificate IV in Bookkeeping

Course Contact : Ben Sethia

Course Contact Phone: +61 3 9925 1374

Course Contact

Name and Contact Details of All Other Relevant Staff

Course Coordinator         Inna Kazakevich  


Nominal Hours: 80

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites


Course Description

This unit describes the skills and knowledge required to design and produce various business documents and publications. It includes selecting and using a range of functions on a variety of computer applications.

It applies to individuals who possess fundamental skills in computer operations and keyboarding. They may exercise discretion and judgement using appropriate theoretical knowledge of document design and production to provide technical advice and support to a team.

National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBITU306 Design and produce business documents


1. Select and prepare resources

Performance Criteria:

1.1 Select and use appropriate technology and software applications to produce required business documents
1.2 Select layout and style of publication according to information and organisational requirements
1.3 Ensure document design is consistent with company and/or client requirements, using basic design principles
1.4 Discuss and clarify format and style with person requesting document/publication


3. Produce document

Performance Criteria:

3.1 Complete document production within designated timelines according to organisational requirements
3.2 Check document produced to ensure it meets task requirements for style and layout
3.3 Store document appropriately and save document to avoid loss of data
3.4 Use manuals, training booklets and/or help-desks to overcome basic difficulties with document design and production


4. Finalise document

Performance Criteria:

4.1 Proofread document for readability, accuracy and consistency of language, style and layout prior to final output
4.2 Make any modifications to document to meet requirements
4.3 Name and store document in accordance with organisational requirements and exit application without data loss/damage
4.4 Print and present document according to requirements


2. Design document

Performance Criteria:

2.1 Identify, open and generate files and records according to task and organisational requirements
2.2 Design document to ensure efficient entry of information and to maximise presentation and appearance of information
2.3 Use a range of functions to ensure consistency of design and layout
2.4 Operate input devices within designated requirements

Learning Outcomes

Details of Learning Activities

The learning activities for this course will incorporate activities based around seven topics and all are detailed and maintained on the Learning Hub for this course.  Please refer to the Learning Hub where the topics are under the links for weeks 1 to 16.

The course can be completed by successful application of a Recognition of Prior Learning (RPL) or by completing the course online over 16 weeks.  All information regarding RPL’s and the course materials, activities and assessments can be located in the Learning Hub for this course.

Teaching Schedule

Induction Session

Prior to training commencement a program level induction session will be conducted that comprises the following:

• Program overview and requirements
• MyRMIT/Blackboard
• Overview of assessment requirements
• Pre-Training Review including:
o Recognition of Prior Learning and Credit Transfers
o Assessment of current skills and knowledge
• Competency/Grading Criteria
• Plagiarism
• Appeals
• Extensions
• Feedback
• Privacy
• Submission requirements
• Resubmission policy
• Where to get support
• Student responsibilities.

The Teaching Schedule for this course is as follows:

WeekWeek Commencing ~TopicsAssessment

Introduction to the Course including:

• Course requirements
• Course support documents
• Course Blackboard access
• Accuracy of enrolment
• Assessment requirements/Cover Sheets
• Reminder re Plagiarism
• Reminder re Appeals
• Extensions/Resubmissions
• Feedback in this course
• Reminder re submission requirements
• Getting help

Topic 1 - Introduction to Word and Email

Topic 2 - Introduction to Excel and Spreadsheets

3&422/02/2016Topic 3 - Incorporating Excel data into a Word document and Email 
5&607/03/2016Assessment 1 made availableAssessment 1 - topics 1-3

Topic 4 - Letterheads and Email

Topic 5 - Tax Invoices, Word and Email

9&1011/04/2016Topic 6 - Spreadsheets incorporating Budget/Actual/Variance with graphs (Excel) and Word and Email 
11&1226/04/2016Assessment 2 made availableAssessment 2 - topics 4-6
13&1409/05/2016Topic 7 - Payslips incorporating Excel, Word and Email 
15&1623/05/2016Assessment 3 made available and Re-assessments 1-3Assessment 3 (topic 7 plus functions and features of computer systems and storage, backup and security of files) and Re-assessments 1-3)

 The above schedule and assessments are subject to change at the Co-ordinator’s discretion.

Learning Resources

Prescribed Texts


Other Resources

All resources for activities and learning exercises and assessments will be provided by your Teacher and will be made available in the Learning Hub.

Overview of Assessment

In order to achieve competency in this unit, you must provide:

Performance Evidence

Evidence of the ability to:

  • select appropriate technology and software for design and production of business documents
  • adhere to organisational requirements when:
    • selecting layout and style
    • opening and generating files
    • producing documents within designated timelines
    • naming and storing documents
    • printing and presenting documents
  • adhere to task requirements when producing documents including:
    • applying basic design principles
    • applying consistent formatting
    • using appropriate styles
    • using correct layouts
    • proofreading as required
  • use appropriate data storage options
  • apply knowledge of functions and features of contemporary computer applications
  • print and present completed documents.

Knowledge Evidence

To complete the unit requirements safely and effectively, you must:

  • identify appropriate technology for production requirements
  • describe functions and features of contemporary computer applications
  • outline organisational policies, plans and procedures
  • list organisational requirements for document design e.g. style guide.

Assessment Conditions

Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the information and communications technology – IT use field of work and include access to:

  • office equipment and resources
  • relevant software applications
  • examples of style guides
  • organisational procedures.

You are advised that you are likely to be asked to personally demonstrate your assessment work to your teacher to ensure that the relevant competency standards are being met.


Feedback will be provided throughout the semester in class and/or online discussions.  You are encouraged to ask and answer questions during class time and online sessions so that you can obtain feedback on your understanding of the concepts and issues being discussed. Finally, you can email or arrange an appointment with your teacher to gain more feedback on your progress.

You should take note of all feedback received and use this information to improve your learning outcomes and final performance in the course.       

Assessment Tasks

Students must demonstrate an understanding of all elements of competency to be deemed competent and will be required to demonstrate all of the indicators which are shown below.

The following range of assessment methods will be used to assess practical skills and knowledge:

1. evaluating an integrated activity which combines the elements of the competency for the course - via the assessments;

2. verbal or written questioning on underpinning knowledge and skills - via the assessments;

3. setting and reviewing workplace projects and business simulations - via the assessments;

4. evaluating samples of works - - via the assessments; and

5. accessing and validating third party reports - via the assessments.

Critical aspects of assessment:

Evidence of the following is also essential:

1. Designing and producing a minimum of 3 completed business documents, using at least 2 software applications in the production of each document;

2. using appropriate data storage options; and

3. the knowledge of the functions and features of contemporary computer applications.

Assessment Tasks

You are required to complete three assessments tasks (a portfolio) in which you must successfully complete all of the three assessments to be deemed competent. The three assessment tasks are as follows:

Assessment 1

Assessment 1 will incorporate all work and topics 1-3 (activities, reading and lectopia’s viewed) completed in weeks 1-3. The assessment will be made available in week 3. You will be notified in due course of the due date for submission for this assessment. This assessment must be submitted directly via the Learning Hub.

All aspects of the assessment must be answered correctly to be deemed competent.

Assessment 2

Assessment 2 will incorporate all work and topics 4-6 (activities, reading and lectopia’s viewed) completed in weeks 4-5. The assessment will be made available in week 6. You will be notified in due course of the due date for submission for this assessment. This assessment must be submitted directly via the Learning Hub.

All aspects of the assessment must be answered correctly to be deemed competent.

Assessment 3

Assessment 3 will incorporate all work and topic 7 (activities, reading and lectopia’s viewed) completed in week 7. The assessment will be made available in week 8. You will be notified in due course of the due date for submission for this assessment. This assessment must be submitted directly via the Learning Hub.

All aspects of the assessment must be answered correctly to be deemed competent.

Assessment Matrix

To be deemed competent students must demonstrate an understanding of all elements of a competency. Assessment methods have been designed to measure achievement of each competency in a flexible manner over multiple tasks. Students are advised that they are likely to be asked to personally demonstrate their assessment work to their teacher to ensure that the relevant competency standards are being met.

All competency based assessments for this course must be completed to achieve CA.  If a student has been marked NYC (Not Yet Competent) in any of the assessment tasks, then they will be granted a re-assessment.  Re-assessments will only be granted to students who were either unsuccessful in their first attempt or have an approved special consideartion (please refer to the RMIT website regarding the policy with respect to the application and submission of a special consideartion).

To be deemed competent in this unit the participant will be required to demonstrate all indicators which are shown in the Assessment Tasks for each Assessment. The indicators described above are detailed further in this document. 

Submission Requirements:

You should:

• Ensure that you submit assessments on or before the due date.
• Always retain a copy of your assessment tasks. (hard copy and soft copy)
• When you submit work for assessment at RMIT University you need to use a cover sheet that includes a declaration and statement of authorship. You must complete, sign and submit a cover sheet with all work you submit for assessment, whether individual or group work. On the cover sheet you declare that the work you are presenting for assessment is your own work. An assignment cover sheet for submission of each assessment task is available on blackboard.
• Each page of your assessment should include footer with your name, student number, the title of the assessment, unit code and title and page numbers. For example, Julie Macpherson, 324567, Task 2, OHS2345C Ensure safe workplace, Page 1 of 10.

Late Submission Procedures:

You are required to submit assessment items and/or ensure performance based assessment is completed by the due dates.
If you are prevented from submitting an assessment item on time, by circumstances outside your control, you may apply in advance to your teacher for an extension to the due date of up to seven calendar days. <check links are still current>
More Information:
Form to use:
Where an extension of greater than seven days is needed, you must apply for special consideration. Applications for special consideration must be submitted no later than two working days after the assessment task deadline or scheduled examination. <check links are still current>
More Information:;ID=g43abm17hc9w
Form to use:

Resubmissions (VET Programs):

If you are found to be unsuccessful in a Course Assessment Task you will be allowed one resubmission only. Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission. The highest grade you will receive if your resubmission is successful is “CAG”.
If you are still not meeting the assessment requirements you must apply to your Program Manager in writing outlining the steps you will take to demonstrate competence in your course. Your submission will be considered by the Program Team and you will be advised of the outcome as soon as possible.

Adjustments to Assessment:

In certain circumstances students may be eligible for an assessment adjustment. For more information about the circumstances under which the assessment arrangements might be granted please access the following website: <check link is still current>
More Information:;ID=7usdbki1fjf31

Marking Guide (competency) for each assessment:

Vocational Education and Training (VET) is based on current industry needs and the focus on preparing you for the workplace. Because VET courses are informed by practical application of knowledge and skills, they are based on a system known as ‘competency based training’ (CBT). So when you are assessed in VET it is about whether you are competent to do the job, as well as having a firm grasp on the knowledge and skills required to do that job, as opposed to traditional curriculum based education settings that are often based on knowledge retention. The marking guides or assessment record and cover sheet for each assessment together with the assessment will be discussed in class by your teacher/mentor at the beginning of the semester and prior to the assessment taking place. Each student will also receive this document completed by the teacher/mentor and the feedback with regard to performance in each assessment. Feedback is incorporated in the assessment record and cover sheet which each student will be given before each assessment. This will be completed by the teacher/mentor who will then go over this document and the feedback with each student individually. The assessment record and cover sheet documents are attached to each assessment.

Marking Guide (Grading)

After achieving competency, we then grade your performance in the course as per the following grading structure: 

Final Grades Table:

CHDCompetent with High Distinction
CDICompetent with Distinction
CCCompetent with Credit
CAGCompetency Achieved – Graded
NYCNot Yet Competent

Did Not Submit for assessment

Other Information

Not Applicable.

Course Overview: Access Course Overview