KII4003 Working With Spreadsheets Assessment 2

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KII4003 Working With Spreadsheets Assessment 2

Assessment Information
Welcome to your Student Assessment Workbook for KII4003 Working with Spreadsheets.

Unit of Competency

BSBITU402 Develop and use complex spreadsheets

This Student Assessment Workbook is where you will write all your responses for the knowledge questions
and simulation tasks. Please refer to the Student Assessment Guide for more information.

This assessment has the following two events:

Assessment Event 1 – Knowledge Questions
There are five questions that will provide us with evidence of your general knowledge of concepts in
relation to ergonomics, work organisation strategies, energy and resource conservation techniques, and
spreadsheet functions.

Assessment Event 2 – Simulation: Milk Daily Fresh

You will complete a number of tasks associated with designing and developing an automated spreadsheet
template. These tasks will be based on your role of Document Management Specialist in a simulation for
Milk Daily Fresh, an organisation that retails fresh milk products.
To complete the Simulation, you will need to refer to the following resources:
Project Brief.pdf Outlines the business needs and provides a paper design prototype to give you
an idea of how the Sales Report Template must look. You will produce the
Template based on the requirements specified in this document.

Current Sales Data.xlsx Spreadsheet that holds raw data for the current year’s sales performance per
quarter for the entire range of products. You will use this data to retrieve the
current sales performance for the selected range of products as specified in the
Project Brief.

Historical Sales Data.txt Text file that holds raw data for the previous year’s sales performance per
quarter for the selected range of products. You will import this file into your
spreadsheet environment as per the requirements given in the Project Brief.

Organisational Milk Daily Fresh company logo. You will use this media file as stipulated in the
Logo.png organisational Style Guide.

Milk Daily Fresh Organisational Style Guide that provides the standards for spreadsheet
Style Guide.pdf production. You must conform to these standards when designing and
producing the Sales Report Template.

Ergonomics and Work A policy and procedures document that outlines Milk Daily Fresh’s
Organisation Policy and organisational ergonomic, energy, and resource saving practices for document
Procedures.pdf production. You will demonstrate yours understanding on these in Task 1.
Please note that your responses for both assessment events can (where appropriate) use dot point format.
See below an example of a dot point response and a full sentence response.

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KII4003 Working With Spreadsheets Assessment 2

Dot point format Presentation Plan includes the following:

• outcomes
• needs of the audience  context.

Full sentence format When you are preparing for a presentation, there are a number of tasks that must
be carried out. These are listing the outcomes that you want to achieve, followed
by the identification of the needs of your audience. When you have completed
these two tasks you then check on the room that you will be conducting the
presentation in.

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 KII4003 Working With Spreadsheets Assessment 2

Important Information:
Remember, you do not type your answers in the Student Assessment Guide but use this Student
Assessment Workbook instead. The Student Assessment Guide is simply a guide to explain what you are
required to do, and by doing so, this will assist you to perform at your best.
Please type your answers for the questions in Assessment Event 1 in this Student Assessment Workbook.
In Assessment Event 2, you are required to produce a spreadsheet template and a PDF export of this
template as the output of the simulation. Your Assessor will need electronic copies of these files in order
to assess your performance in these assessment tasks; therefore, you will not use the Student Assessment
Workbook for this purpose, rather, you will upload these files to the web-based cloud storage platform
which you will have created in Task 2.2. Please refer to Task 2.2 in the Student Assessment Guide for
specific instructions.
However, note that Task 8 will require you to produce screenshots of your cloud platform with folders and
files, and then attach to this Student Assessment Workbook as an Appendix.

To Achieve Competence

To be deemed competent for this unit, you will need to meet the following requirements:

• complete all of the questions and tasks listed in the Student Assessment Workbook
• meet all the requirements listed in this Student Assessment Guide
• your responses to the questions and tasks must be relevant, accurate and specific
• submit your completed Student Assessment Workbook to your Assessor within the set timeframes
• your work must be in your own words
• where you use an external source of information, you must provide citation.

Pre-assessment Checklist
Your assessor will go through the assessment for this subject , KII4003 Working with Spreadsheets. It is
important that you understand this assessment before taking on the questions and tasks. To confirm that you
have been given this overview, we ask you to complete the following Pre-Assessment Checklist.

You are required to carefully read each checklist item provided below and tick either ‘Y’ to confirm your
understanding or ‘N’ if you disagree. In case you disagree with an item, please provide your reason under the
‘Comments’ column.

When you have done this, we ask you to sign this Pre-Assessment Checklist. This acknowledges that your
Trainer/Assessor has discussed all of the information with you prior to undertaking this assessment.
Pre – assessment Checklist Comments

Y N I, the student, understand the purpose of the assessment.

I understand when and where the assessment will occur, who will
Y N assess and in what format the assessment will be submitted.

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 KII4003 Working With Spreadsheets Assessment 2

Y N I understand the methods of assessment.

I understand what resources are required to complete this

Y N assessment.

I understand the performance level required for each assessment

Y N event.

I understand that it must be my own work. I have been explained

Y N and understand the serious consequences in case this work is found
plagiarised.

Y N I understand the process if I am deemed not yet competent.

Y N I understand the feedback process and the appeals process.

The assessor has discussed with me if I have any special needs and if
Y N so what arrangements have been made.

Student Full Name Student ID Student Signature Date

Assessment Event 2 – Milk Daily Fresh

In this assessment, you will undertake a number of tasks associated with formulating evidence-driven
strategies to improve the business performance of a local coffeehouse chain, Milk Daily Fresh, utilising its
corporate knowledge.
As stated earlier, these tasks are spreadsheet based and will be performed using Excel; therefore, you will
not be inserting any response into this Student Assessment Workbook for Assessment Event 2.
However, note that Task 8 requires you to produce screenshots of your cloud platform with folders and files,
and then attach to this Student Assessment Workbook as an Appendix.
See Task 8 in your Student Assessment Guide for detailed instructions.

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KII4003 Working With Spreadsheets Assessment 2

For Assessor Use Only

Task Outcome Sheets

The Outcome Sheet below is the assessment questions and tasks for each of the assessment events that the
student is required to complete. Assessors, tick ‘S’ if the student achieved a satisfactory outcome for an
assessment task and ‘NYS’ if the student does not meet these requirements. Also, you are required to write
comments on the quality of this evidence under the ‘Comments’ column. For your judgement on the
student’s overall performance, tick ‘Satisfactory’ if the student achieves a satisfactory outcome for all of the
tasks or ‘Not-Yet-Satisfactory’.

Assessment Event 2
Assessment Event 2 S NYS Comments

Sub Task
1.1
Task 1:
Prepare to Develop Sub Task
Spreadsheet 1.2

Sub Task
Task 2: 2.1
Prepare the Sales
Report Template to Sub Task
Populate with Data 2.2

Task 3:
Use Lookup Function to
Retrieve Data into the
Template

Sub Task
4.1
Task 4:
Import Data from Sub Task
External File 4.2

Sub Task
Task 5: 5.1
Calculate the
Changes in Sales Sub Task
Performance 5.2

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KII4003 Working With Spreadsheets Assessment 2

Assessment Event 2 S NYS Comments

Task 6:
Represent Numerical Data in
Graphic Form

Task 7: Export Data from The

Sales Template

Task 8: Prepare the Sales

Report Template for Future
Use
The student’s overall performance is  Satisfactory  Not-Yet-Satisfactory

Assessor Signature: Date:

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KII4003 Working With Spreadsheets Assessment 2

Assessment Outcome Sheet

Student ID Family Name First Name

Course Code Course Title

Subject KII4003 - Working with Spreadsheets

Unit Code BSBITU402 Unit Title Develop and Use Complex Spreadsheets
Assessment Outcome
Assessor, please tick and date the student’s final outcome of this assessment:
Initial Date Re-submission Date Re-submission 2 Date
Submission ___/___/____ 1 ___/___/____ ___/___/____

C NYC
C NYC
C
NYC
Assessor’s Feedback
Assessor, please provide your comments on the student’s final outcome of this assessment:

Assessor Full Name Signature Date

Receipt of Student’s Assessment

Assessor, you must provide the completed copy of this receipt to the student as an evidence of submission
of their assessment to you.
Family First
Student ID Name Name
Course
Course Code Title

Unit Code BSBITU402 Unit Title Develop and Use Complex Spreadsheets
__/__/___

Date Extension Date

Due Date __/__/___ Received Approved YN Approved __/__/___

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KII4003 Working With Spreadsheets Assessment 2

Initial Submission  Re-submission 1 Assessor’s

 Re-submission 2  Signature

Student Feedback Form

Dear Student,
We are keen to improve our products and services, and assessment tools are a key part of this. Therefore, we
would welcome your feedback on the assessment. If you could take a few minutes to complete the form
below, it would be greatly appreciated. Please provide thoughtful responses as your opinions are highly
valued.

Yes No Questions


Y N Did the assessment cover the training you received for this unit?

 Were the tasks in Assessment Event 2 based on realistic activities that you would expect to
Y N be doing in a workplace?


Y N Did you understand the assessment instructions?


Y N Were the tasks easy to understand?


Y N Did the Assessor set up and run the simulation professionally?


Y N Was the Assessor’s decision fair?


Y N Was the Assessor’s feedback specific?


Y N Was the Assessor’s feedback comprehensive?


Y N Was the Assessor’s feedback constructive?


Y N Was the Assessor’s feedback timely?


Y N Were you satisfied with your effort in this assessment?

KII4003-AT-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

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KII4003 Working With Spreadsheets Assessment 2

What would you change about this assessment?

What could the Assessor have done differently to improve the

assessment process and/or assessment feedback?

Overall, what was the most significant challenge of this

assessment?

Overall, what did you like the most about this assessment?

Do you have any other comments?

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KII4003 Working With Spreadsheets Assessment 2

KII4003-AT-V1.22052018 Downtown Australia Pty Ltd t/a Kingsford International Institute

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