Course Title: Manage business document design and development

Part B: Course Detail

Teaching Period: Term2 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

Element:

5 Develop and implement strategies for maintenance and continuous improvement of standard documentation

Performance Criteria:

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 Semester 1, 2018. The teaching schedule has been split for the two groups, Table 1 is the schedule for NEW students commencing in semester 2 and Table 2 is the schedule for CONTINUING students. 

TABLE 1 - NEW STUDENTS (Continuing students refer to Table 2 below)

Course Schedule: BSBADM506 Manage business document design and development   Semester 2: 2018

Week

Date - week commencing

Topic

Assessment

1

July 2, 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:
  • Recognition of Prior Learning and Credit Transfers
  • Assessment of current skills and knowledge
  • Competency/grading criteria
  • Plagiarism
  • Appeals
  • Extensions
  • Feedback
  • Privacy
  • Submission requirements
  • Resubmission policy
  • Where to get support
  • Student responsibilities
  • How to use documents such as policies and procedures from the Simulated Business: http://simbuscommunity.com.au/

Overview of assessment requirements:

  • This is a two semester course
  • You will be provided with an Assessment Task in each semester
  • 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.

Task 1 – Portfolio of Work, due in four stages.

2

July 9, 2018

Resume Writing  – Session 2

 

3

July 16, 2018

Assessment Task 1 Overview

Task 1 consists of typing activities, Lynda.com modules, Microsoft Word and Microsoft Excel practical activities.

Typing Activities - You are expected to learn the touch-typing technique according to Australian Standard AS2708-2001. To achieve this, your teacher will provide you with a set of typing exercise that you will need to complete and submit to the learning management system.

Lynda.com registration. Using the RMIT library portal for Lynda.com database and register your details to access the training modules for this course.  On the completion of each module, download and save the certificate issued by Lynda.com and upload to the learning management system.

Word and Excel activities - There are exercise files that you will need to download from the Watsonia Publishing website https://www.watsoniapublishing.com/products/student-files  using the codes INF1165 for Word files and INF1167 for Excel files. Follow instructions in the Assessment Task 1 document to complete the necessary activities.

 

 

 

 

 

 

4

July 23, 2018

Introduction to Microsoft Word

Basic introductory Microsoft operations

  • 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

 

5

July 30, 2018
  • Understanding Building Blocks
  • Creating and inserting Building Blocks
  • Inserting Quick Parts
  • Editing and deleting Building Blocks

Covering textbook Chapter 4: Building Blocks

Stage 1 Due Friday 5pm

6

August 6, 2018
  • 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

 

7

August 13, 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

 

8

August 20, 2018

 
  • Bookmarks: creating, navigating and deleting
  • Working with Fields
  • Setting Field properties
  • Inserting Fields
  • Updating Fields

Covering textbook Chapter 7: Fields

Stage 3 Due Friday 5pm

 

  

28 August – 3 September Mid-semester break

 

9

September 3, 2018

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

 

10

September 10, 2018

Excel Formulas and function

  • Understanding cells and ranges
  • Entering and editing formulas
  • Working with functions
  • What IF formulas

Covering Excel textbook Chapter: 4

 

11

September 17, 2018

 

Excel Workbooks

  • Using the Fill handle
  • Copying data in Excel
  • Editing workbooks

Covering Excel textbook Chapter: 5

 

12

September 24, 2018

Excel Conditional Formatting

  • Understanding and using Conditional Formatting
  • Formatting options
  • Data Bars
  • Colour Scales
  • Icon Sets
  • Sparklines

Covering Excel textbook Chapter 8

 

13

October 1, 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

 

14

October 8, 2018

Finalisation of tasks

  • Complete any outstanding activities not completed from previous weeks
  • Capture all certificates required for submission
  • Clarify tasks with teacher.

Stage 2 Due Friday 5pm

 

15

October 15, 2018

Resume Review

Review and edit returned resumes

Prepare for interviews in S2

Stage 4 Due Friday 5pm 

16

October 22, 2018

Course review and feedback

 

17

October 29, 2018

Special Consideration

 

 

TABLE 2 - CONTINUING STUDENTS (New students refer to Table 1 above)

 

Week

Date - week commencing

Topic

Assessment

1

July 2, 2018

Induction and revision

Semester 2 of this program level induction session comprises of:

  • Program review and requirements
  • Overview of assessment task 2 requirements – this is a second semester course. Your standard of performance level is carried over into this course, where you will receive a grade for work completed in both Assessment Tasks 1 and 2.
  • Pre-Training Review including:
  • Recognition of Prior Learning and Credit Transfers
  • Assessment of current skills and knowledge
  • Competency/grading criteria
  • Plagiarism
  • Appeals
  • Extensions
  • Feedback
  • Privacy
  • Submission requirements
  • Resubmission policy
  • Where to get support
  • Student responsibilities
  • How to use documents such as policies and procedures from the Simulated Business: http://simbuscommunity.com.au/
  • Overview of Lynda.com modules. Videos to be viewed throughout the semester. On the completion of each module, download and save the certificate issued by Lynda.com and upload to the learning management system.
  • Revision of Word and Excel functions
  • Overview and introduction to PowerPoint

Assessment Task 2: Document Design Framework.

 

The assessments are due in the following weeks:

Stage 1 Activities:

Part 1- week 6

Part 2- week 14

Stage 2 Activities:

Part 3- week 8

Part 4- week 11

Part 5- week 13

Part 6- week 15

 

 

 

 

 

2

July 9, 2018
  • Creating Forms in Word
  • Developer Tab
  • Understanding and using Content Controls including text, combo, dropdown list and date
  • Protecting, saving and editing the form

Covering textbook Chapter 10: Electronic Forms

WATCH:Lynda.com: Word 2016- Forms in Depth with Gini von Courter

 

3

July 16, 2018
  • Understanding Macros
  • Setting macro Security
  • Recording and running Macros
  • Assigning Macro to the toolbar
  • Editing, copying and deleting a Macro
  • Assigning a Macro Button

Covering textbook Chapter 11: Macros

WATCH: Lynda.com: Word - Building Blocks and Macros with Mariann Siegert

 

4

July 23, 2018
  • Using Spelling and Grammar check
  • AutoCorrect features
  • Using Tracking Changes features
  • Accepting and rejecting changes
  • Working with comments

Covering textbook Chapters 8 and 9

WATCH: Lynda.com: Word 2013- Templates in Depth with Gini von Courter 

 

5

July 30, 2018

Overview of Stage 2

  • Discuss Case Study requirements
  • Explain each stage and what will be required

Part 3A Business Information:
Create the following information for your business:

  • A business name;
  • Address;
  • Telephone number;
  • Email and Web addresses;
  • Design a company logo. 
  • Practice typing skills on typingmaster.com

 

 

6

August 6, 2018

Part 3B Introduction:

Write an introduction to the Style Guide explaining the purpose, criteria set out in the case study provided and where templates can be found. Instructions should also be provided for naming conventions and a file directory to explain where documents should be stored.

  • Practice typing skills on typingmaster.com

Part 1 due

7

August 13, 2018

Part 3C Legislative and organisational requirements:
Provide details of the legislative and organisational requirements the office staff must adhere to when creating and editing any document.  Include the following topics:

  • Setting up an ergonomic workstation
  • WHS requirements;
  • Breaks and exercise;
  • Reducing paper wastage;
  • Environmentally friendly computing;
  • Copyright practices;
  • Privacy and confidentiality; and
  • Backup Procedures.

 

8

August 20, 2018

 

Part 4 Templates

  • You are required to select four (4) documents listed in the Assessment Task document, and 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 breakdown of requirements.

 

Part 3 Due

 

 

28 August – 3 September Mid-semester break

 

9

September 3, 2018

Part 6: 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.

 

10

September 10, 2018

Continue work on Part 6: style guide

 

11

September 17, 2018

 

Part 5: 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.

Microsoft PowerPoint Tutorial

  • Introduction to PowerPoint
  • Slide layout and options
  • Placeholders
  • Inserting text
  • Inserting graphics
  • Editing in PowerPoint including pasting tables and charts from Excel
  • Adding, moving and deleting slides

WATCH Lynda.com: PowerPoint 2016 Essential training with Jess Stratton (if time permits)

Part 4 Due

12

September 24, 2018

Microsoft PowerPoint Tutorial

  • Master Slides
  • Transitions and animations
  • Adding sound and video files
  • Sharing your PowerPoint with others.

You will be provided with session time to work on your presentations.

 

13

October 1, 2018

Part 4: Presentations take place

 

Part 5 due in session

14

October 8, 2018

Presentation Resits

 

Part 2 due

 

15

October 15, 2018

Course review and feedback

 

Part 6 due

16

October 22, 2018

Special Consideration

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Learning Resources

Prescribed Texts

Produce Spreadsheets BSBITU304 - Watsonia Publishing

978-1-925298-35-2

BSBADM506 Manage business document design and development - Watsonia Publishing

978-1-925298-33-8

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 completed over four different stages. 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 – Document Design Framework  completed in the second semester consists of two stages. Stage 1 is made up of Microsoft Word and Lynda.com tasks and for Stage 2 you will be asked to create a Style Guide. our work in Assessment Task 2 will be assessed as Satisfactory or Not Satisfactory. A final grade will be issued for the whole course upon completion of Semester 2.

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: http://www.rmit.edu.au/stduents/assessment/extension
Form to use: http://mams.rmit.edu.au/seca86tti4g4z.pdf

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: http://www.rmit.edu.au/browse;ID=g43abm17hc9w
F (unresolved)orm to use:  http://mams.rmit.edu.au/8a5dgcaqvaes1.pdf

Resubmission (VE Programs)

If you are found to be Not Yet Competent in a 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 and re-submissions

Successful re-submissions will contribute a CAG only (Competency Achieved Grading) result to your overall grade for the course.

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: http://rmit.edu.au/browse;ID=7us

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.

Marking Guide (Grading)

After achieving competency we then grade your performance in the unit; this gives you the opportunity to have the level of your performance formally recognised against industry standards and employability skills.

Final Grades Table:

CHD Competent with High Distinction

CDI Competent with Distinction

CC Competent with Credit

CAG Competency Achieved - Graded

NYC Not Yet Competent

DNS Did not Submit for Assessment

Further information regarding the application of the grading criteria will be provided by your teacher.

Course Overview: Access Course Overview