Course Title: Manage business document design and development
Part B: Course Detail
Teaching Period: Term1 2018
Course Code: COMM7332C
Course Title: Manage business document design and development
School: 650T Vocational Business Education
Campus: City Campus
Program: C5375 - Diploma of Business Administration
Course Contact: Sylvia Baroutis
Course Contact Phone: +61 3 9925 5469
Course Contact Email: sylvia.baroutis@rmit.edu.au
Name and Contact Details of All Other Relevant Staff
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
None
Course Description
This unit describes the skills and knowledge required to establish standards for the design and production of organisational documents and to manage document design and production processes to ensure agreed standards are met.
It applies to individuals employed in a range of work environments who require well-developed skills in the use of a range of software packages. They use these skills to establish, document and implement consistent standards of document design within an organisation.
National Codes, Titles, Elements and Performance Criteria
National Element Code & Title: |
BSBADM506 Manage business document design and development |
Element: |
1 Establish documentation standards |
Performance Criteria: |
1.1 Identify organisational and legislative requirements for information entry, storage, output, and quality of document design and production 1.2 Evaluate organisation’s present and future information technology capability in terms of its impact on document design and production 1.3 Identify types of documents used and required by organisation 1.4 Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements |
Element: |
2 Manage template design and development |
Performance Criteria: |
2.1 Ensure standard formats and templates suit the purpose, audience and information requirements of each document 2.2 Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout 2.3 Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation |
Element: |
3 Develop standard text for documents |
Performance Criteria: |
3.1 Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production 3.2 Match requirements of each document with software functions to allow efficient production of documents 3.3 Test macros to ensure they meet the requirements of each document in accordance with documentation standards |
Element: |
4 Develop and implement strategies to ensure the use of standard documentation |
Performance Criteria: |
4.1 Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users 4.2 Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs 4.3 Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements 5.1 Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards 5.2 Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures |
Element: |
5 Develop and implement strategies for maintenance and continuous improvement of standard documentation |
Performance Criteria: |
4.1 Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users 4.2 Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs 4.3 Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements 5.1 Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards 5.2 Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures |
Learning Outcomes
Details of Learning Activities
This course will be delivered through face-to-face classes and by accessing materials and resources found on the LMS. Classroom based demonstrations and activities are designed to support your learning and provide you with the skills necessary to complete course assessments.
Learning activities will include in-class discussions and word processing and spreadsheeting demonstrations, hands on exercises using Lynda.com tutorials to review complex document skills and theory of document design and management of business documents.
Teaching Schedule
As this is a one year course, there are students who are commencing their studies and a group who is continuing from 2017. The teaching schedule has been split for the two groups, Table 1 is the schedule for NEW students and Table 2 is the schedule for CONTINUING students.
TABLE 1 - NEW STUDENTS (Continuing students should refer to Table 2 below)
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Course Schedule: BSBADM506 Manage business document design and development Semester 1: 2018 NEW STUDENTS | ||||
Week |
Topic |
Assessment |
Unit of Competency |
Element & Performance Criteria |
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Week 1 5 February 2018 |
Induction (1 hour) This course is split over two semesters. Each semester has an assessment task that must be completed individually. This program level induction session will comprise of: · Program overview and requirements · Canvas · Pre-Training Review including: o Recognition of Prior Learning and Credit Transfers o Assessment of current skills and knowledge o Competency/grading criteria o Plagiarism o Appeals o Extensions o Feedback o Privacy o Submission requirements o Resubmission policy o Where to get support o Student responsibilities o How to use documents such as policies and procedures from the Simulated Business: http://simbuscommunity.com.au/ · Overview of assessment requirements: o This is a two semester course o You will be provided with an Assessment Task in each semester o You will receive a final grade on the completion of the course in semester 2. Resume Writing – Session 1 (2 Hours) · Create or update your Resume. This is to prepare you for the WIL component of Semester 2. |
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Week 2 12 February 2018 |
Resume Writing – Session 2 · Finalise resumes · Upload completed resume to https://www.dlsweb.rmit.edu.au/ssg/ApplicationExpress/ to have your application checked by a resume reviewer. |
Task: Resume Upload to Resume Express |
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Week 3 19 February 2018 |
· WHS standards: the ergonomic office http://www.worksafe.vic.gov.au/forms-and-publications/forms-and-publications/officewise-a-guide-to-health-and-safety-in-the-office · Organisational standards: document design and production processes from http://simbuscommunity.com.au/ and · Style guides, writing guides at RMIT: http://mams.rmit.edu.au/g3rp8p4yeng21.pdf · Details for Assessment Task 1 Task 1 consists of typing, Microsoft Word and Microsoft Excel practical activities as well as a typing speed and accuracy test. · Lynda.com registration Using the RMIT library portal for Lynda.com database and register your details to access the following training modules for this course. o Learning Typing (Anson Alexander) o Word 2016: Essential Training (David Rivers) o Word 2016: Styles in Depth (Gini von Courter) o Word 2016: Mail Merge in depth (Gini von Courter) On the completion of each module, download and save the certificate issued by Lynda.com and include a copy in your portfolio. |
Assessment Task 1 – Consists of a portfolio of work comprising of Word and Excel activities, compiled in the form of a report. Due in Week 15.
Activity 1a Typing Exercises Activity 1b Speed and accuracy test
Activity 2 |
BSBADM506 Manage business document design and development
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1. Establish documentation standards
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Week 4 26 February 2018 |
· Introduction to Microsoft Word Basic introductory Microsoft operations o Software downloads for RMIT students including Microsoft Office 365, see student webpage and IT services · Types of documents Covering textbook Chapters 1 and 2 · Using multiple documents · Understanding and using templates · Creating, modifying and using templates Covering textbook Chapter 3: Templates |
Activity 3 Templates
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BSBADM506 Manage business document design and development
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1. Establish documentation standards 2. Manage template design & development 5. Develop and implement strategies for maintenance and continuous improvement of standard documentation |
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Week 5 5 March 2018 |
· Understanding Building Blocks · Creating and inserting Building Blocks · Inserting Quick Parts · Editing and deleting Building Blocks Covering textbook Chapter 4: Building Blocks |
Activity 4 Building Blocks |
BSBADM506 Manage business document design and development |
4. Develop and implement strategies to ensure the use of standard documentation |
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Week 6 12 March 2018 (Labour Day Public Holiday) |
· Creating, editing and formatting Tables · Inserting formulas in a Table · Sorting Table data · Merging and splitting cells in a Table · Table properties · Changing text direction · Repeating header rows Covering textbook Chapter 5: Table Features |
Activity 5 Table Features
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BSBADM506 Manage business document design and development
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3. Develop Standard text for documents |
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Week 7 19 March 2018 |
· Creating recipient list · Managing records · Adding and deleting records · Saving records · Running a saved merge · Filtering recipients · Selecting another data source · Applying rules Covering textbook Chapter 6: Mail Merge Techniques |
Activity 6a Recipient Lists Activity 6b Merging Techniques |
BSBADM506 Manage business document design and development
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3. Develop Standard text for documents
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Week 8 26 March 2018
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· Bookmarks: creating, navigating and deleting · Working with Fields · Setting Field properties · Inserting Fields · Updating Fields Covering textbook Chapter 7: Fields |
Activity 7a Bookmarks Activity 7b Fields |
BSBADM506 Manage business document design and development |
3. Develop Standard text for documents
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MID SEMESTER BREAK 29 March – 4 April (Thursday to Wednesday) 30 March Good Friday public holiday. | ||||
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Week 9 9 April 2018
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Excel: Getting to know excel and spreadsheets · Characteristics of a Spreadsheet · What spreadsheets can do · Using the Ribbon in Excel · Entering and formatting Data · Font Formatting · Entering and formatting numbers · Currency formats · Percentage formatting · Using decimals and fractions · Formatting Dates · Using the thousands separator · Auto fill and Auto complete · Printing Covering Excel textbook Chapters: 1, 2, 3, 6 and 7 |
Activity 8a Creating a new workbook
Activity 8b Number Formatting |
BSBITU304 Produce Spreadsheets |
1. Select and prepare resources 2. Plan spreadsheet design 3. Create spreadsheet
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Week 10 16 April 2018
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Excel Formulas and function · Understanding cells and ranges · Entering and editing formulas · Working with functions · What IF formulas Covering Excel textbook Chapter: 4 |
Activity 9 Formulas and Functions |
BSBITU304 Produce Spreadsheets |
3. Create spreadsheet |
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Week 11 23 April 2018 Wednesday 25 April Anzac Day public holiday |
Excel Workbooks · Using the Fill handle · Copying data in Excel · Editing workbooks Covering Excel textbook Chapter: 5 |
Activity 10a Editing in a Workbook Activity 10b Formula Referencing |
BSBITU304 Produce Spreadsheets |
3. Create spreadsheet |
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Week 12 30 April 2018 |
Excel Conditional Formatting · Understanding and using Conditional Formatting · Formatting options · Data Bars · Colour Scales · Icon Sets · Sparklines Covering Excel textbook Chapter 8 |
Activity 11 Conditional Formatting
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BSBITU304 Produce Spreadsheets |
2. Plan spreadsheet design 3. Create spreadsheet |
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Week 13 7 May 2018 |
Excel: Charts · Creating Charts · Choosing the right chart · Resizing and repositioning charts · Chart types · Chart layout and styles · Adding chart elements · Moving, deleting and printing charts Covering Excel textbook Chapter 11 |
Activity 12a Creating Charts
Activity 12b Charting Techniques |
BSBITU304 Produce Spreadsheets |
4. Produce simple charts 5. Finalise spreadsheet |
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Week 14 14 May 2018 |
Report Finalisation · Add all components to report · Complete any outstanding activities not completed from previous weeks · Capture all certificates required for submission · Complete typing test and activities · Clarify tasks with teacher. |
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Week 15 21 May 2018 |
Resume Review Review and edit returned resumes Prepare for interviews in S2 Report Finalisation
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Assessment Task 1- Due 5pm Friday 25 May 2018. |
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Week 16 Week 28 May |
Course review and feedback |
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Week 17 4 June 2018 |
Special Consideration |
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TABLE 2 - CONTINUING STUDENTS (New students should refer to Table 1 above)
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Course Schedule: BSBADM506 Manage business document design and development CONTINUING STUDENTS Course Schedule February – June 2018
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Week |
Topic |
Assessment |
Unit of Competency |
Element & Performance Criteria |
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Week 1 5 February 2018 |
Induction and revision This course is split over two semesters. – This is the second semester where your standard of performance level is carried over into this course, where you will then receive a grade for Task 2. This program level induction session will comprise of: · Program overview and requirements · Canvas · Pre-Training Review including: o Recognition of Prior Learning and Credit Transfers o Assessment of current skills and knowledge o Competency/grading criteria o Plagiarism o Appeals o Extensions o Feedback o Privacy o Submission requirements o Resubmission policy o Where to get support o Student responsibilities o How to use documents such as policies and procedures from the Simulated Business: http://simbuscommunity.com.au/ · Overview of assessment requirements: o This is the second semester of the course o You will work on Assessment Task 2 o You will receive a final grade on the completion of the course in semester 2. |
Assessment Task 2 – Document Design Framework
Read case study and familiarise with requirements |
BSBADM506 Manage business document design and development |
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Week 2 12 February 2018 |
· Using Microsoft PowerPoint including master slides, pasting tables and charts from Excel, and sharing your PowerPoint with others. · Lynda.com: PowerPoint 2016 Essential training with Jess Stratton. Download your certificate PDF in your name. |
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Week 3 19 February 2018 |
· Review PowerPoint · TypingMaster – practice skills · Lynda Word 2013: Templates in Depth with Gini von Courter · Commence work on assessment activities that are due 21 May 2018 Covering Topics 2 and 3 textbook |
Phase 1: Activity 1 Tilde Activities: Consolidation tasks 13, 14,15 |
BSBADM506 Manage business document design and development |
1. Establish documentation standards
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Week 4 26 February 2018 |
· Overview of Macros - recording, editing and running Macros Covering Topic 11 of textbook Customising and automating tasks · TypingMaster – practice skills · Lynda.com: Word 2013: Templates in Depth with Gini von Courter · Overview of Phase 2 Project · Discuss Case Study requirements · Explain each stage and what will be required Phase 2 Project: This project consists of 4 stages. Due dates are provided below. A style guide and presentation must be completed and uploaded to Canvas by week 15- 21/05/2018. Commence work on Stage 1 – Parts A, B & C which is due 30 March 2018. |
Phase 2:
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BSBADM506 Manage business document design and development |
1. Establish documentation standards 2. Manage template design & development |
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Week 5 5 March 2018 |
· TypingMaster – practice skills · Lynda.com Word 2016: Forms in Depth with Gini von Courter · Creating Customised Templates Covering Topic 11 of textbook Customising and automating tasks
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BSBADM506 Manage business document design and development |
2. Manage template design & development |
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Week 6 12 March 2018 (Labour Day Public Holiday) |
· TypingMaster – practice skills · Lynda.com: Word 2013: Styles in Depth with Gini von Courter Commence work on Stage 2 – Document Templates which are due 27/04/2018 |
Stage 2 overview
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BSBADM506 Manage business document design and development |
2. Manage template design & development |
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Week 7 19 March 2018 |
· TypingMaster – practice skills · Lynda.com: Word 2010: Real-World Projects with Gini von Courter · Work on assessment activities and project
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BSBADM506 Manage business document design and development |
3. Develop Standard text for documents
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Week 8 26 March 2018
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· TypingMaster – practice skills · Review theory · Work on assessment activities and project
Commence work on Stage 3 – Style Guide Which is due 25/05/2018 |
Stage 3 overview
Stage 1 Due Friday 30 March 2018 at 5pm |
BSBADM506 Manage business document design and development |
3. Develop Standard text for documents
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MID SEMESTER BREAK 29 March – 4 April (Thursday to Wednesday) 30 March Good Friday public holiday. | ||||
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Week 9 9 April 2018
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· TypingMaster – practice skills · Work on assessment activities and project Stage 2of project: · You are required to select four (4) documents listed in the Assessment Task document, to create templates for the travel agency. You must incorporate the company logo and business information where appropriate. · You must also create a budget template for office expenses created in Microsoft Excel that includes formulas and functions. · Refer to the Assessment Task 2 document for full detail of requirements. · Upload ALL original templates created for
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BSBADM506 Manage business document design and development |
3. Develop Standard text for documents
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Week 10 16 April 2018
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· TypingMaster – practice skills · Work on assessment activities Commence work on Stage 4 – Presentation Which is due 21/05/2018 |
Stage 4 – overview |
BSBADM506 Manage business document design and development |
4. Develop and implement strategies to ensure the use of standard documentation |
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Week 11 23 April 2018 Wednesday 25 April Anzac Day public holiday |
· TypingMaster – practice skills · Work on assessment activities Stage 3: Style Guide · Using the Style Guide from simulated business website as a sample, create your own Style Guide for the travel agency with instructions on how to create and use each of the four (4) Word templates and the Budget template created in Excel. · You must include instructions on maintenance and update of the guide and the templates including the list of topics described in the Assessment Task 2 document. |
Stage 2 Due Friday 27 April 2018 at 5pm |
BSBADM506 Manage business document design and development |
4. Develop and implement strategies to ensure the use of standard documentation |
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Week 12 30 April 2018 |
· TypingMaster – practice skills · Work on assessment activities |
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BSBADM506 Manage business document design and development |
5. Develop and implement strategies for maintenance and continuous improvement of standard documentation |
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Week 13 7 May 2018 |
· TypingMaster – practice skills · Work on assessment activities Stage 4: Presentation preparation · You will arrange and conduct a 5 minute staff training presentation showcasing your documents. You will instruct the class on the use of your documents, explaining the process for future changes and modification to documents. · Prepare a feedback sheet to capture their feedback on how you can make improvements to your templates and processes. · Before your presentation, test your templates. Have hard copy handouts which may include instruction on how to use your templates and macros, where they are stored and how they can be amended by the organisation in the future. |
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BSBADM506 Manage business document design and development |
5. Develop and implement strategies for maintenance and continuous improvement of standard documentation |
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Week 14 14 May 2018 |
· TypingMaster – practice skills · Work on assessment activities |
Stage 4 due During session time this week |
BSBADM506 Manage business document design and development |
5. Develop and implement strategies for maintenance and continuous improvement of standard documentation |
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Week 15 21 May 2018 |
· TypingMaster – practice skills · Work on assessment activities |
Stage 3, completed Style guide and presentation due Friday 25 May 2018 at 5pm |
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5. Develop and implement strategies for maintenance and continuous improvement of standard documentation |
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Week 16 Week 28 May |
Course review and feedback |
Presentation Resit if required |
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Week 17 4 June 2018 |
Special Consideration |
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Learning Resources
Prescribed Texts
References
Other Resources
Overview of Assessment
In order to achieve competency in this unit, you must provide:
Performance Evidence
Evidence of the ability to:
identify the organisational needs, requirements and information technology capabilities relevant to the design and production of documents
establish documentation standards to meet organisational requirements
design, test and amend document templates
develop and implement documentation and training to support use of standard templates and macros
monitor the implementation of standard documentation templates and macros and make improvements in line with organisational requirements.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.
Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
describe document production processes
identify costs involved with the implementation of standard documentation
explain the software applications relevant to document design and development in the organisation
identify key provisions of relevant legislation and regulations, codes and standards affecting document production
outline organisational policies and procedures relating to document production
list sources of expertise available externally to the organisation or workgroup.
Assessment Conditions
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:
computer hardware and other document production equipment
software applications appropriate to the task
media for production of documents
samples of high quality standard documents.
Assessors must satisfy NVR/AQTF assessor requirements.
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
There are two tasks for this course.
Assessment Task 1 – Portfolio of work completed in the first semester consists of typing, Word and Excel activities that are collated and presented in the form of a report. Your work in Assessment Task 1 will be assessed as Satisfactory or Not Satisfactory. A final grade will be issued for the whole course upon completion of Semester 2.
Assessment Task 2 – Project Framework completed in the second semester consists of two phases. Phase 1 is made up of Microsoft Word and Lynda.com tasks and Phase 2 is a project where you will be asked to create a Style Guide.
The purpose of these assessments is for the student to demonstrate their ability to use a range of Microsoft Office software (Word, Excel and PowerPoint) to create, edit and manage documents in line with organisational and industry standards.
Assessment Matrix
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 the Assessment task document that includes a declaration and statement of authorship.
- Each page of your assessment should include a footer with your name, student number, the title of the assessment, unit code and title and page numbers.
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
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
Resubmissions (VE Programs):
If you are found to be unsuccessful in a particular Course Assessment Task (or you do not submit/attend) you will be allowed one resubmission. Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission.
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.
Grading & re-submissions
Successful re-submissions will contribute a CAG only (Competency Achieved Grading) result to your overall grade for the course.
Course Overview: Access Course Overview