T-1.8.

Details of Assessment
Term and Year Term 1, 2020 Time allowed 5 weeks
Assessment No 1 Assessment Weighting 50%
Assessment Type Written Response
Due Date Week 5 Room
Details of Subject
Qualification FNS40217 Certificate IV in Accounting and Bookkeeping
Subject Name Business Documentation

Details of Unit(s) of competency

Unit Code (s) and BSBITU306 Design and produce business documents
Names BSBWRT301: Write simple documents
Details of Student
Student Name
College Student ID

Student Declaration: I declare that the work submitted is my

own and has not been copied or plagiarised from any person Student’s
or source. I acknowledge that I understand the requirements Signature: ____________________
to complete the assessment tasks. I am also aware of my
right to appeal. The feedback session schedule and Date: _____/_____/2020
reassessment procedure were explained to me.

Details of Assessor

Assessor’s Name Tashfiq Chowdhury / Prakriti Devkota

Assessment Outcome
Assessment
Competent Not Yet Competent Marks /
Result
Feedback to Student
Progressive feedback to students, identifying gaps in competency and comments on positive
improvements:
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

Assessor Declaration: I declare that I have conducted

a fair, valid, reliable and flexible assessment with this
student. Assessor’s
Signature: ___________________
Student attended the feedback session.
Student did not attend the feedback session. Date: _____/_____/2020

Business Documentation - Assessment 1, v 1.0 Page 1

 T-1.8.1

Purpose of the Assessment

Competen Not Yet
The purpose of this assessment is to assess the student in the
t Competent
following learning outcomes:
(C) (NYC)
BSBITU306 Design and produce business documents
1. Select and prepare resources
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

2. Design document

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

3. Produce document

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

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

Assessment / evidence gathering conditions

Business Documentation - Assessment 1, v 1.0 Page 2

 T-1.8.1

Each assessment component is recorded as either Competent (C) or Not Yet Competent (NYC). A
student can only achieve competence when all assessment components listed under “Purpose of
the assessment” section are recorded as competent. Your trainer will give you feedback after the
completion of each assessment. A student who is assessed as NYC (Not Yet Competent) is eligible
for re-assessment.
Resources required for this Assessment
 All documents must be created in Microsoft Word/ Excel and PowerPoint
 Upon completion, submit the assessment printed copy to your trainer along with assessment
coversheet
 Refer to the notes on eLearning to answer the task/s
 Any additional material will be provided by your Trainer
 Computer with relevant software applications and access to internet
 eLearning notes relevant to the tasks/questions
Instructions for Students
Please read the following instructions carefully
 This assessment has to be completed In class At home
 The assessment is to be completed according to the instructions given by your assessor.
 Feedback on each task will be provided to enable you to determine how your work could be
improved. You will be provided with feedback on your work within two weeks of the assessment
due date. All other feedback will be provided by the end of the term.
 Should you not answer the questions correctly, you will be given feedback on the results and
your gaps in knowledge. You will be given another opportunity to demonstrate your knowledge
and skills to be deemed competent for this unit of competency.
 If you are not sure about any aspect of this assessment, please ask for clarification from your
assessor.
 Please refer to the College re-assessment policy for more information (Student handbook).

Business Documentation - Assessment 1, v 1.0 Page 3

 T-1.8.1

Instructions:
This assessment consists of three parts, part A, B and C. In part A, you are required to
answer four knowledge questions. In part B, you need to design a self-running slide show
and a sales flyer. And part C, you need complete a task using mail merge. All the tasks need
to becompleted as per requirements in order to achieve competent (C) outcome for this
subject.

Part A:Knowledge Test (10 marks)

1. Assume that you work for Elixir Ltd.

Business equipments available in the company are - Computer, Projector, Scanner, Photocopier and
Printer.

Microsoft office (Word, Excel and Power point) software are installed in the computers.

Decide which equipments and software to use in each situation outlined in the following table.

Situation Equipment needed Software needed

A hard copy report needs to be Printer,photocopier Microsoft word
reproduced 15 times.
A proposal needs to be written Computer,printer,photocopier Microsoft excel, microsoft word
and 20 copies made.
Slide show to be prepared and Computer and projector Microsoft powerpoint
presented to the managing
director of the organisation

2.Describe the functions and features of each of the following computer applications:

 Microsoft Word - Microsoft Word is a word preparing program that is a piece of the
Microsoft Office Suite bundle. The principle reason for Word is to make content
archives that can be spared electronically, imprinted on paper or spared as PDF
documents. Microsoft Word permits to make content archives. Microsoft word
additionally help to altering and cooperation the record. Microsoft has made these
propelled highlights simpler for everybody to utilize.

 Microsoft Excel-Microsoft Excel is a spreadsheet program remembered for the

Microsoft Office suite of uses. Spreadsheets present tables of qualities masterminded in
lines and sections that can be controlled numerically utilizing both fundamental and
complex number juggling tasks and functions.A work is a predefined equation that
performs counts utilizing explicit qualities in a specific request. Exceed expectations
incorporates numerous basic capacities that can be utilized to rapidly discover the
whole, normal, tally, greatest worth, and least incentive for a scope of cells

 Microsoft Power Point-: Microsoft PowerPoint is a powerful presentation software

developed by Microsoft. It is a standard component of the company's Microsoft
Office suite software, and is bundled together with Word, Excel and other Office
productivity tools. It is commonly used in a variety of ways by business, education and

Business Documentation - Assessment 1, v 1.0 Page 4

 T-1.8.1

government employees to provide a computerized "slide-

show" for enhancing a presentation. PowerPoint might be employed to direct attention
to an outline of the presentation, or to display graphs and pictures, or to focus the
audience on key point.

 Mozilla Firefox-It is commonly used in a variety of ways by business, education and

government employees to provide a computerized "slide-show" for enhancing a
presentation. PowerPoint might be employed to direct attention to an outline of the
presentation, or to display graphs and pictures, or to focus the audience on key points

3. Create a simple business document (An application for leave of absence) using Microsoft Word.
Format the document using the following formatting functions:
 A Style with a font and font size selection
 The Bold, Italic and Underline functions
 At least one Alignment function
 Numbering or Bullets
 The Decrease or Increase Indent function
 An outside Border
 Highlighting or Font Colour

Write down the specifications of the formattingyou have used.

4. Refer to the organisational policy of Covers Books (Appendix 3) to identify and write the
organisational requirements for preparing a letter.
Text Type Details and Sample

Numbers Numbers zero to nine in words.

Numbers 10 and above in figures.
Exceptions – number ranges, for example 1-2 days.

Dates Write months out in full.

Use four digit year.
Example: 1 June 2019.

Bulleted lists Bulleted lists should contain not more than two levels:
 Level one should have an indent of 0.63
 Hanging indent of 0.63
 Line spacing before and after of 3 pt
 Start each point with a capital letter
 No punctuation
 Do not allow bulleted lists to run across multiple pages
○ Level two should have an indent of 1.26
○ Hanging indent if 0.63

Business Documentation - Assessment 1, v 1.0 Page 5

 T-1.8.1

Text Type Details and Sample

Numbered lists Numbered lists should contain not more than two levels:
1. Level one should use Arabic numbers with an indent of 0.63
2. Hanging indent of 0.63
3. Line spacing before and after 3 pt
4. Start each point with a capital letter
5. No punctuation
a. Level two should use alphabetical characters with an indent
of 1.26
b. Hanging indent of 0.63

Colour Do not use colour for fonts or highlighting unless directed.

Tables  Use tables where noted in templates.

 Tables should have a heading for each column and heading rows
should repeat where tables cross more than one page.
 Do not allow rows to break across pages.

Business Documentation - Assessment 1, v 1.0 Page 6

 T-1.8.1

Part B:Written and Practical (20 marks)

Covers Books
Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis.
Operating for just over two years, Covers Books specialises in fiction books and has built up a steady
business, with many repeat customers from the local area. DJ has decided to hold a sale on selected
books, and has asked you to design a sales flyer to be dropped in letterboxes in the area, and a self-
running slide show about the sale items for the in-store display screen.

Procedure
1. Design a self-running slide show to promote the sale items. Your slide show
will need to:(BSBITU306 1.1,1.2,2.1,2.2,2.3,3.3,4.3)
a. include at least 10 of the items listed for sale (see Appendix 1)
b. include at least six slides
c. include items from at least three different book categories (see Appendix 1)
d. include photos or graphics of the relevant items
e. include text detailing the discount, sale price or offer
f. include no more than two items per slide
g. Add transition between pages
h. File should be saved as a PowerPoint presentation using the following format: [Your
initials] Sales Material ddmmyy. For example, ‘DP Sales Material 010619’.
2. Proofread your slide show to check for accuracy, consistency, layout,suitability, grammar,
spelling, structure, organistional requirements and that transitions work (BSBITU306
1.3,4.1,4.2)
a. Ask for feedback with relevant personnel (your trainer)
b. make any required changes
c. resave the file.
3. Reopen your presentation file and save it as a PowerPoint show using the following format:
[Your initials] Sales Material Show ddmmyy.
For example, ‘DP Sales Material Show 010619’.
4. Design a sales flyer. The flyer document will need to:(BSBITU306 1.1,2.1,2.2,2.3,3.3,4.3)

a. Include at least seven of the sale items included in the slide show
b. Include the same graphics and information for these items as you have included in the
slide show
c. Include the sale dates
d. Comply with font and logo requirements in the style guide (see Appendix 3)
e. Should be no more than two A4 pages in length, i.e. will print to one page,
double-sided
f. Shouldbe saved using the following format: [Your initials] Sales Flyer ddmmyy.
For example, ‘DP Sales Flyer 010619’.
g. Proofread your Flyer to check for accuracy, consistency, layout, suitability, grammar,
spelling, structure, organisational requirements. (BSBITU306 1.3,3.2,4.1)
HINT: Graphics of book covers can be obtained by searching for the item
on the internet.

Business Documentation - Assessment 1, v 1.0 Page 7

 T-1.8.1

5. Print a copy of your flyer (preferably in colour) on a single A4 sheet of paper. You will need to
print double-sided if the flyer is two pages long. (BSBITU306 4.4)

6. Submit soft copies of the presentation and flyer to your assessor, along with the hard copy
of your flyer. Marked-up drafts must indicate tracked changes or comments that lead to
modifications of the flyer to align with task or organisationalrequirements.(BSBITU306
3.3,4.2,4.3)

Details of what needs to be submitted

● Create a plan in MS Word to accomplish this task. Your plan should include the
following information:

○ Identify the technology

○ Determine audience and purpose for the document
○ Determine the format and structure
○ Establish key points for inclusion
○ Identify organisational requirements from appendix.
○ Obtain and include any additional information that is required
○ identify the process for checking basic grammar, spelling and punctuation
○ How would you file copy of the document in accordance with organisational policies and
procedures
● Submit theprinted copy of the sales flyer, and
● Submit soft copies of:

○ the PowerPoint presentation file, named as follows: [Your initials] Sales Material ddmmyy
○ the PowerPoint show file, named as follows: [Your initials] Sales Material Show ddmmyy
○ the sales flyer file, named as follows: [Your initials] Sales Flyer ddmmyy

Business Documentation - Assessment 1, v 1.0 Page 8

 T-1.8.1

Checklist to be completed by the assessor:

Yes No

Learner discussed and clarified format and style with the trainer requesting
document/publication

Learner obtained and included any additional information that is required

Learner ensured draft is proofread by supervisor or colleague

Signature: Date:

Business Documentation - Assessment 1, v 1.0 Page 9

 T-1.8.1

Appendix 1 – Sale items

Sale details:
● Commences: 11th October 20XX
● Finishes: 24 October 20XX

Children’s books
● Charlotte’s Web by EB White (paperback), now $2 off at $15.95.
● Goosebumps Series by RL Stein, reduced by 10%.
● Good Night Moon by M Wise Brown, was $29.95 now $25.95.
● Fuzzy Yellow Ducklings by M Van Fleet, was $30.95 now $28.95.
● Very Hungry Caterpillar by E Carle, was $40.95 now $37.95.

Teen fiction
● 10% off all Harry Potter by JK Rowling (paperbacks).
● Stargirl by Jerry Spinelli, reduced from $19.95 to $14.95.
● Tomorrow series by J Marsden (paperbacks), were $21.95 each now $18.95 each.

General fiction
● Op Centre by T Clancy (paperback), was $22.95 now $20.95.
● Cloudstreet by T Winton, reduced from $29.95 to $26.95.
● Don’t Look Back by K Fossum and Dead Aim by I Johansen, both reduced by 10%.

Classic books
All classic novels reduced by 10% including:

● The Picture of Dorian Gray by O Wilde.

● Wuthering Heights by E Bronte.
● Emma by J Austen.
● Brave New World by A Huxley.

Science fiction and fantasy

● 10% off the following S Douglass series:

○ The Crucible (includes The Nameless Day, The Wounded Hawk and
The Crippled Angel).

○ DarkGlass Mountain saga (includes The Serpent Bride, the Twisted Citadel and The
Infinity Gate).
● Jurassic Park by M Crichton, was $18.95 now $16.45.

Business Documentation - Assessment 1, v 1.0 Page 10

 T-1.8.1

● Hitchhikers Guide to the Galaxy by D Adams, now $5 off at

$26.95.

Business Documentation - Assessment 1, v 1.0 Page 11

 T-1.8.1

Part C – Mail Merge Project (20 marks)

Covers Books (BSBITU306PC: 1.2, 1.3, 1.4, 2.1, 2.2, 2. 3, 2.4)

Covers Books is a small bookstore located in a local shopping precinct owned by DJ Mathis.
Operating for just over two years, Covers Books specialises in fiction books and has built up a steady
business, with many repeat customers from the local area. The business recently introduced a new
loyalty card program and needs a standard letter with a tear-off voucher to be created and then issued
to clients who meet the eligibility criteria.

You are required to use MS Office to prepare client letters for Covers Books (see below) using the
provided style guide, template and information.

Procedure
1. DJ Mathis, the owner of Covers Books, introduced a loyalty card program, Readers,
approximately six months ago. As part of the program, members that have accrued 200 points or
more are eligible to receive a 10% discount voucher. Your first task is to create a spreadsheet to
record customer information for the loyalty program.
1.1. Use the client information (see Appendix 2) to create a spreadsheet for recording customer
information. The spreadsheet will also be used as part of a mail merge process to create
letters for relevant clients.
1.2. Save the file using the following format: [Your initials] Readers Program Client List ddmmyy.
For example, ‘DP Readers Program Client List 010619’.
2. Vouchers will be attached to a letter mailed out to eligible members. As this is the first month that
clients are eligible, you are required to create the standard letter and voucher template.
2.1. Use the organisationalpolicy (Appendix 3) to design the letter. Contents for the letter and
voucher are included in Appendix 4.
2.2. The letter (and voucher) will need to be printed on a single-sided A4 page, in portrait layout.
2.3. The tear-off voucher needs to appear at the bottom of the letter, and should be at least 21
cm  6 cm.
2.4. The letter will need to be formatted so that it can be populated (using mail merge) with
relevant customer information from the spreadsheet you created in Step 1.
2.5. You will need to ensure that the formatting of the letter complies with the style guide
requirements (Appendix 3).
2.6. Preview and proofread the document.
2.7. Print a copy of the master letter.
2.8. Save the master letter as a template using the following format: [Your initials] Readers
Program Reward Letter ddmmyy.
For example, ‘DP Readers Program Reward Letter 010619’.

Business Documentation - Assessment 1, v 1.0 Page 12

 T-1.8.1

3. Using the template you have created and the client information file, you need to prepare letters for
eligible members.
3.1. Identify the eligible members from the client list.
3.2. Use the template and client file to prepare a letter (and voucher) for each eligible member.
3.3. Save each letter using the following format: [Your initials] Readers Program Reward Letter
[member last name].
For example, ‘DP Readers Program Reward Letter Sullivan’.
4. Submit files to your assessor with the printed copy of your master letter.

Submission instruction

● Create a plan in MS Word to accomplish this task. Your plan should include the following
information:

○ Determine audience and purpose for the document

○ Determine the format and structure
○ Establish key points for inclusion
○ Identify organisational requirements from appendix.
○ Obtain and include any additional information that is required
○ Establish method of communication
○ identify the process for checking basic grammar, spelling and punctuation
○ How would you file copy of document in accordance with organisational policies and
procedures

○ Submit the plan to get approval from your trainer.

● Submit Digital and printed copies of the following files:

○ the client information file, named as follows: [Your initials] Readers Program Client List
ddmmyy.

○ the master letter template, named as follows: [Your initials] Readers Program Reward
Letter ddmmyy

○ a letter for each eligible member, named as follows: [Your initials] Readers Program
Reward Letter [member last name].

Business Documentation - Assessment 1, v 1.0 Page 13

 T-1.8.1

Appendix 2 – Client list

Member First Pts
Last name Mailing address Suburb Post code
No. name Total

1 Paul Sullivan 1 Station St South Central 9010 246

2 Angela Li 27 David Crt Bayside 9011 242

3 Carrie Svenson 16 Park Rd McLeod Heights 9013 132

4 Joseph Santos 3 Green Crt Bayside 9011 198

5 Connie McCallister 2/74 North St East Village 9012 146

6 Andrew Burns 6/22 Charles St South Central 9010 102

7 Rita Yang 19 Carrington Rd East Village 9012 122

8 Jessica Craig 8 Church Road East Village 9012 146

9 David Lee 69 St John’s Rd Bayside 9011 206

10 Cameron Jenkins 24 Park Rd East Village 9012 98

11 Sally Di Natale 2 Green Crt McLeod Heights 9013 220

12 Natalie Johnson 4 Manchester Rd South Central 9010 152

Business Documentation - Assessment 1, v 1.0 Page 14

 T-1.8.1

Appendix 3:Organisational Policy

All employees of Covers Books must apply the following guidelines for the purpose of
designing and developing documents:

1. Style guide for Letters:

 Logo:Design& location of the company logo

Size: 230 mm x 538 mm

Location: Left-hand side of header

 Page Layout

Margins Top and Bottom: 2.3 cm

Left and Right: 2.5 cm

Header and Footer Header: 0.5 cm

Footer: 1.25 cm

 Header

 Logo positioned at the left side of header, first page only

 Company details and address, right justified as follows:
Covers Books
16 Main Street
South Central 9010
www.covers.com.au

 Fonts/Styles
Style Details and Sample
Main Headings – Calibri 16, Bold. Title Case
Heading 1
Paragraph spacing before and after 12 pt
Sub Heading 1 – Calibri 14, Bold. Title Case
Heading 2
Paragraph spacing before and after 6 pt
Sub Heading 2 – Calibri 12, Bold. Sentence case
Heading 3
Paragraph spacing before and after 6 pt
Normal text – Calibri 12
Normal
Paragraph spacing before and after 3 pt

Business Documentation - Assessment 1, v 1.0 Page 15

 T-1.8.1

 Signatures: All letters to be signed by DJ Mathis. The signature should be typed as "DJ
Mathis" using below mentioned font style:
o Font Type: Harrington
o Font Style: Bold
o Font size: 12 pt

 Style guide for content of the letter:

Text Type Details and Sample

Numbers Numbers zero to nine in words.

Numbers 10 and above in figures.
Exceptions – number ranges, for example 1-2 days.

Dates Write months out in full.

Use four digit year.
Example: 1 June 2019.

Bulleted lists Bulleted lists should contain not more than two levels:
 Level one should have an indent of 0.63
 Hanging indent of 0.63
 Line spacing before and after of 3 pt
 Start each point with a capital letter
 No punctuation
 Do not allow bulleted lists to run across multiple pages
○ Level two should have an indent of 1.26
○ Hanging indent if 0.63
Numbered lists Numbered lists should contain not more than two levels:
6. Level one should use Arabic numbers with an indent of 0.63
7. Hanging indent of 0.63
8. Line spacing before and after 3 pt
9. Start each point with a capital letter
10. No punctuation
c. Level two should use alphabetical characters with an indent
of 1.26
d. Hanging indent of 0.63

Colour Do not use colour for fonts or highlighting unless directed.

Tables  Use tables where noted in templates.

 Tables should have a heading for each column and heading rows
should repeat where tables cross more than one page.
 Do not allow rows to break across pages.

Business Documentation - Assessment 1, v 1.0 Page 16

 T-1.8.1

Text Type Details and Sample

General  Leave two spaces after each sentence.

 One space after other punctuation marks.
 Do not indent text.
 All text to be left justified.
 Language to be set to English (Australian).

 Style guide for other documents and reports

Details

Templates All internal documents must be prepared using any relevant template.

Headers and  Company logo should appear in the top left side of the header
footers  The document type (e.g. meeting agenda, fax, etc.) should
appear in the top right side of the header.
 The footer should include the page number and number of
pages on the right-hand side of the footer.
 The document date should appear on the left-hand side of the
footer.

Naming and  All files should be saved to the shared drive to ensure they are
saving files backed up.
 No files should be saved to the ‘C’ drive.
 Files should be saved using the document name and the date.
For example, a meeting agenda for a meeting on 1 March 2010
would be saved as ‘Meeting Agenda 01032010’.

General All other formatting is as for letters where applicable. For example,
bullets, numbered lists, dates, numbers spacing, etc.

 Style guide for PowerPointPresentations

Slide header
 Logo positioned at the left side of header, first page only.
 Single blue line across top of each slide.

Details

Templates All presentations must be prepared using the relevant template and
using the inbuilt styles.

Title slide Main heading – Calibri 44, centred

Sub heading – Calibri 32, centred

Content slides Slide title – Calibri 44, centred

Maximum of seven bullets per screen
Font sizes for text:
 Level 1 – Calibri 32
 Level 2 – Calibri 28
 Level 3 – Calibri 24

Business Documentation - Assessment 1, v 1.0 Page 17

 T-1.8.1

Details

Graphics  Use of graphics such as tables, charts and pictures is allowed,

where appropriate.
 Use of graphics should be limited toone large or up to three
small graphics per slide.
 Can use text in addition to graphics, provided layout is in
two columns.

 Style guide for marketing materials

Marketing materials only need to comply with the style guide and template requirements in the areas
specifically requested for the marketing item.
For example, if the marketing material is a client newsletter, theonly requirements of the task maybe
the use of the standard fonts (as detailed for letters) and inclusion of the logo. All other aspects of
this style guide will therefore not need to be applied to this task.

Business Documentation - Assessment 1, v 1.0 Page 18

 T-1.8.1

Appendix 4 – Readers program reward letter

Letter text:
Congratulations for achieving a reward with the Covers Books ‘Readers’ program.
By using your card with each purchase, you have now earned enough points to qualify for a
10% discount off a full priced item*.
To claim your discount, you will need to present the voucher attached to this letter and
your Readers program card, with your purchase, at the start of the sales transaction.**
Please take care with this voucher as lost, stolen or expired vouchers cannot be replaced.
We hope that you will continue to find this program rewarding and look forward to your
next visit to our store.
* Discount vouchers are not transferable and cannot be applied to the purchase of gift
vouchers, iTunes cards or phone cards.
** Where multiple items are purchased in the same transaction, discount will be applied to
the cheapest full-priced item.

Voucher text:
Date issued: [date] Expires 12 months from date of issue
This voucher entitles Readers member [name], (membership number [membership
number]) to a 10% discount on one full-priced item at Covers Books; when presented with
the previously mentioned Readers program membership card.
This discount cannot be transferred and cannot be applied to the purchase of gift vouchers,
iTunes cards or phone cards. Where multiple items are purchased in the same transaction,
discount will be applied to the cheapest full-priced item.
Lost or stolen vouchers cannot be replaced.

Business Documentation - Assessment 1, v 1.0 Page 19

 T-1.8.1

Checklist to be completed by the assessor:

Did the learner provide evidence of the following? Yes No
 selected appropriate technology and software applications to
design and produce required business documents
 selected layout and style of publication, according to
organisational requirements
 ensured document designs are consistent with company and/or
client requirements, using basic design principles
 discussed and clarified the format and style with person
requesting document/publication
 identified, opened and generated files and records according to
task and organisational requirements
 designed documents to ensure efficient entry of information and
to maximise the presentation and appearance of information
 completed document production within designated timelines,
according to organisational requirements
 checked documents produced to ensure they meet task
requirements for style and layout
 confirmed requirements with relevant personnel using specific
terminology and listening and questioning techniques
 stored documents appropriately and saved documents to avoid
loss of data
 used manuals, training booklets and/or help-desks to overcome
basic difficulties with document design and production
 used appropriate data storage options
 Applied knowledge of functions and features of contemporary
computer applications
 Printed and presented the completed documents
 Prepared and submitted the Power Point Show file (PPS)

Signature: Date:

Business Documentation - Assessment 1, v 1.0 Page 20

 T-1.8.1

MARKING FOR ALL TASKS (for trainer use only)

The assessor needs to use judgment in providing marks for the tasks based on learner
performance.

TASK NO. MARK MARK

ALLOCATED RECEIVED
Part A: Knowledge Test (10 marks)

Task 1 2.5

Task 2 2.5

Task 3 2.5

Task 4 2.5

Part B: Written and Practical (20 marks)

Create a plan in MS Word 3

Design a self-running slide show 6

Proofread your slide show 1

Reopen your presentation file 1

Design a sales flyer 6

Print a copy of your flyer 1

Submit soft copies of the presentation and flyer 2

Part C – Mail Merge Project (20 marks)

Create a plan in MS Word 3.5

Submit copies of the client information file 5.5

Submit copies of the master letter template 5.5

Submit copies of a letter for each eligible member 5.5

TOTAL 50

Business Documentation - Assessment 1, v 1.0 Page 21