Course Title: Design and produce spreadsheets

Part B: Course Detail

Teaching Period: Term2 2021

Course Code: OFFC5337C

Course Title: Design and produce spreadsheets

School: 650T Vocational Business Education

Campus: City Campus

Program: C4398 - Certificate IV in Accounting and Bookkeeping

Course Contact: Doug Gourlay

Course Contact Phone: +61 3 9925 5944

Course Contact Email: doug.gourlay@rmit.edu.au


Name and Contact Details of All Other Relevant Staff

Course Coordinator and teacher: Meetu Aggarwal

Phone: +61 3 9925 1621

E-mail: 

meetu.aggarwal@rmit.edu.au

Contact hours (appointment only):

Mon to Fri: 10am - 5:30pm


Nominal Hours: 35

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

None

Course Description

This unit describes the skills and knowledge required to develop spreadsheets through the use of both cloud-based and non-cloud based spreadsheet applications.

 

It applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.

 

No licensing, legislative or certification requirements apply to this unit at the time of publication.


National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBITU314 Design and produce spreadsheets

Element:

1. Select and prepare resources

Performance Criteria:

1.1 Identify spreadsheet task purpose and audience 1.2 Identify task requirements in relation to data entry, storage, output, timeline and presentation format 1.3 Select most appropriate application to produce spreadsheet, in accordance with available resources and organisational policies

Element:

2. Plan spreadsheet design

Performance Criteria:

2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task 2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout 2.3 Use available application functions to ensure consistency of design and layout, adhering to organisational and task requirements

Element:

3. Create spreadsheet

Performance Criteria:

3.1 Enter data, check and amend to maintain consistency of design and layout, in accordance with organisational and task requirements 3.2 Format spreadsheet using application functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements 3.3 Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required 3.4 Use relevant help functions to overcome intermediate-level issues with spreadsheet design and production

Element:

4. Produce intermediate-level charts

Performance Criteria:

4.1 Select chart type and design that that offers analysis of numerical data, and meets organisational and task requirements 4.2 Create charts using appropriate data range in spreadsheet 4.3 Modify chart type and layout using formatting features, adhering to organisational and task requirements

Element:

5. Finalise and present spreadsheets

Performance Criteria:

5.1 Review and edit final spreadsheet and any accompanying charts, and prepare for delivery in accordance with task requirements 5.2 Deliver document to relevant audience within designated timelines and in accordance with organisational requirements for speed and accuracy 5.3 Name and store spreadsheet appropriately in accordance with organisational requirements and exit application without data loss/damage

Learning Outcomes



Details of Learning Activities

Primarily you will be learning on a face to face basis with the support of an online course site for dissemination of materials and some assessments. Students will be expected to attend three hours of class each week in the semester. Students will be introduced to budgets and MS Excel, which will then be supported by practical illustrations. Students will complete exercises to reinforce their understanding of the material. Solutions will be available on the learning hub.

It is a cluster of two courses :

Prepare operational budgets - FNSACC412 and
Design and produce spreadsheets - BSBITU314

Both of these courses will be delivered simultaneously.


Teaching Schedule

The Teaching Schedule for this course is as follows: Induction Session Prior to training commencement a program level induction session will be conducted that comprises the following: · Program overview and requirements · MyRMIT/Canvas · 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 · Re-submission policy · Where to get support · Student Charter
The nominal hours associated with this are a guide only and represent the total teaching time and student effort required to successfully complete the course. This may include not only scheduled classes but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Week

Topic / Learning Materials to be covered

Assessment due

1

Pre-class work:

  • Watching welcome video to familiarise with course and Canvas shell navigation
  • Reading help and support information
  • Understanding RMIT policies and guidelines
  • Checking Collaborate Ultra- Student guide
  • Viewing Course guide information
  • Getting information on required learning resources



2


  • Getting ready for the course
  • Introduction to budgeting – what is it
  • Introduction to spread-sheeting and how it fits with budgeting



3
  • Classification of Budgets
  • The budgeting processes
  • Master budget 
  • Forecasting
  • Spreadsheeting for budgets
  • Planning for the task

Online Quiz 1 - "Budgeting Fundamentals" in class - 10 minutes

Assessment 1 Part A
(To be distributed)

4
  • Sales and revenue budgets

Online Quiz 2 - Sales Budget



5
  • Sales and revenue budgets

Introducing operating budgets – non-manufacturing

  • Purchase budgets



6

Introducing operating budgets – non-manufacturing

  • Purchase budgets
  • Cost of goods sold budget (retail and trading businesses)



7
  • Cost of goods sold budget (retail and trading businesses)
  • Expense budgets

Assessment 1 Part A
Due: Sunday, 11.59pm
(End of Week 7)

Results will be declared by the end of week 9 and any re-submissions will be in week 10.

8
  • Expense budgets
  • Budgeted income statements

 Assessment 2

(To be distributed)

30/08/2021 to 05/09/2021

Mid-semester break

Mid-semester break


9
  • Budgeted income statements
  • Budgeted balance sheet



10
  • Budgeted balance sheet
  • Charts





11
  • In class Assessment 1 Part B
    Assessment covering materials delivered from Week 4 to 10 (inclusive)
  • Pit stop 1 - Assessment 2

Assessment 1 Part B
Due: During in-class time

Results will be declared by the end of week 13 and any re-sits will be in week 14.

12
  • Introducing Cash budgets
  • Accounts receivable collection budget
  • Cash receipt budget
  • Cash payment budgets



13
  • Cash payment budgets
  • Preparing the cash budget


14
  • Budget monitoring and control
  • Resits of Assessment 1 Part B

 



 

15
  • In class Assessment 1 Part C
    Assessment covering materials delivered from Week 12 to 14 (inclusive)
  • Pit stop 2 - Assessment 2

Assessment 1 Part C
Due: During in-class time

Results will be declared by the end of week 16 and any re-sits will be in week 17.

16
  • How to make videos
  • Pit stop 3 - Assessment 2
  • Submission of Assessment 2

Submission of Assessment 2

Any re-submissions will be in week 17.

17
  • Feedback and re-submissions






The above weekly schedule can change in exceptional circumstances. Students will be expected to attend three hours of class each week. Students will be introduced to budgets, which will then be supported by practical illustrations. Students will complete exercises to reinforce their understanding of the material. The mid-semester break will be from 30 Aug 2021 to 5 Sep 2021. Classes will resume from 06/09/2021.

Note:

Week 1: No scheduled classes, but please watch the Welcome to Intro Accounting video and read the course info in the module.

Weeks 2 - 8: Classes for all class groups will be delivered live online using the Collaborate Ultra platform

Weeks 9 - 17: Class groups AC4Q & AC4R will continue with live online classes using the Collaborate Ultra platform

Class groups AC4M, AC4N, AC4P will have face-to-face classes on campus (check timetables for room locations)


** The teaching schedule may be subject to change.  You will be advised in class and via Canvas Announcements if changes become necessary



Learning Resources

Prescribed Texts


References


Other Resources


Overview of Assessment

Performance Evidence

Evidence of the ability to:

  • follow correct ergonomic, conservation requirements and relevant organisational and statutory requirements
  • produce spreadsheet documents that align to document purpose and appropriate to target audience
  • design spreadsheets that address a range of data and organisational requirements
  • use software functions, graphics and support materials to create spreadsheets that adhere to organisational requirements relating to style and presentation
  • use relevant help functions to rectify intermediate-level document issues
  • produce spreadsheet document in appropriate format for review, including ability to create and modify intermediate-level charts that analyse the dataset
  • adhere to designated timelines and requirements for high accuracy.

 

Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.

Knowledge Evidence

The candidate must be able to demonstrate the following knowledge to effectively complete the tasks outlined in the elements and performance criteria of this unit, and to manage tasks and reasonably foreseeable contingencies in the context of the work role.

  • Key elements of intermediate-level formatting styles appropriate to workplace documents
  • Key functions of spreadsheet applications, both cloud-based and non-cloud based
  • Key features of organisational guidelines on spreadsheet design and use
  • Key features of organisational requirements for ergonomic standards, work periods and breaks, and conservation techniques.

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:

  • industry software/applications for producing spreadsheets
  • digital device user information
  • relevant legislation and codes of practice
  • relevant organisational policies and procedures
  • relevant workplace documentation and resources, including style guide.

 

Assessors of this unit must satisfy the assessor requirements in applicable vocational education and training legislation, frameworks and/or standards.

 

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

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 successfully complete the below mentioned two assessment tasks and gain competency in order to pass this course.

Assessment 1 - Due date: Weeks 7, 11 and 15

This assessment is divided into 3 parts: Part A, B and C. 

Part A: This is an individual assessment that requires you to answer some questions. It will be based on materials covered from week 1 to week 6. You will work on this assessment in your own time and will submit it on Canvas by the end of week 7.

Part B: This is an in class, close book assessment. You will be asked to prepare different budgets on Excel spreadsheet provided by your teacher. It will be based on materials covered from week 4 to week 10 and will be due in week 11.

Part C: This will also be an in class assessment and you will be asked to prepare cash budgets and performance report on Excel spreadsheet provided by your teacher. It will cover materials from week 12 to week 14 and will be due in week 15.


Assessment 2 - Due date: Week 16

This is an individual assessment that requires you to apply a corporate or brand style guide to a spreadsheet design and develop a short ‘how to’ video (not more than 10 minutes) demonstrating how to design spreadsheets using a widely adopted software within the bookkeeping and accounting industry - Microsoft Excel. You will work on this assessment in your own time. There will be some pitstop meetings in week 11, 15 and 16 in which your teacher will check your progress on the assessment. 

Students can be asked to reproduce any assessment piece in front of the teacher.


Assessment Matrix

The assessment matrix that maps all the assessment is available on CANVAS under Assignments.

All assessments will utilise a competency-based model and will be deemed as either Satisfactory or Not Yet Satisfactory.

Other Information

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.
More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work(https://www.rmit.edu.au/students/studentessentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work) 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.
More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/special-consideration (https://www.rmit.edu.au/students/student-essentials/assessment-andexams/assessment/special-consideration)
Resubmissions (VE 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 result you will receive if your resubmission is successful is “CA”.
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:
More Information:https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/adjustments-to-assessment (https://www.rmit.edu.au/students/student-essentials/assessment-andexams/assessment/adjustments-to-assessment)
Marking Guide (Competency): You must demonstrate that you have all the required skills/knowledge/elements in the unit of competency you are studying. You will receive feedback on each assessment task that will inform you about your progress and how well you are performing.  You will achieve one of the following results:
Final results table: CA    Competency Achieved NYC  Not Yet Competent DNS  Did Not Submit for assessment

Course Overview: Access Course Overview