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BSBCMN306A Produce Business documents

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					    BSBCMN306A Produce Business documents
    Unit Descriptor           This unit covers design and development of predominantly
                              text based documents using advanced features of document
                              design software.
    Competency Field          Common
    Element                   Performance Criteria
    Select and prepare        1.1     Appropriate technology and software applications are
    resources                         selected and utilised to produce required business
                                      documents
                              1.2     Organisational requirements for information entry,
                                      storage, output and quality of presentation are
                                      identified prior to design of documentation
                              1.3     Workspace, furniture and equipment are adjusted to
                                      suit the ergonomic requirements of the user
                                      Document design is appropriate for the efficient entry
    Design document           2.1
                                      of information and maximises the presentation and
                                      appearance of information
                                      Files and records are identified, opened, generated
                              2.2
                                      and amended according to task and organisational
                                      requirements
                              2.3     A range of functions are used to ensure consistency
                                      of design and layout
                              2.4     Input devices are operated within designated speed
                                      and accuracy requirements
                                      Document production is completed within designated
    Produce document          3.1
                                      timelines according to organisational requirements
                                      Documents produced are checked to ensure they
                              3.2
                                      meet task requirements for style and layout
                              3.3     Storage of documents is appropriate and applications
                                      are exited without damage to or loss of information
                              3.4     Manuals, training booklets and/or help-desks are
                                      used to overcome basic difficulties with document
                                      design and production




Design and produce Business Documents (BSBCMN306A)                                             1
Unit of Competency Outline
This unit covers the design and development of predominantly text based documents using
advanced features of document design software.

Nominal Hours
• This unit is allocated 60 nominal hours.

Assessment for this unit
To gain success in this unit of competency you must satisfactorily demonstrate competence
in all performance criteria and provide evidence of an understanding of all underpinning
knowledge and skills. You are required to satisfactorily complete the following assessments
to achieve this unit of competency:
• Activities 1-12 from your workbook and the required readings.
• The case study.
• Any task sheets or samples of work from your work place that could be considered as
  evidence of competence.

Resources
You will receive the following resources:
• A workbook giving you all the tasks and assessment activities.
• An information booklet with the required readings and resources.
• A Microsoft Word Tutorial book

Course Outcomes
At the completion of this unit of competency you will be able to:
•   adjust your workspace equipment to suit your ergonomic requirements
•   understand how to adjust your work schedule to meet organisational requirements
•   understand how to conserve paper usage
•   create templates for letters, memos and faxes with field codes
•   apply and modify styles
•   create workbooks, simple calculations and charts in excel
•   create databases including tables, forms, reports and queries
•   complete a word merge with an access database
•   understand how to create a presentation
•   use fill effects and explode segments in charts
•   understand how to link charts in word and presentations
•   understand how to create templates in excel
•   import information from spreadsheets into word
•   import information from databases into word
•   understand how to use mail merge with databases
•   create pivot charts and link charts to word
•   create a presentation with design templates
•   produce a document using linking and importing data from various computer applications

Design and produce Business Documents (BSBCMN306A)                                            2
                          Activities 1-12 and readings

TOPIC         SUBJECT                                 TASKS                            TICK BOX
                                                                                         WHEN
                                                                                       COMPLETE


   1       Ergonomics           It is important that you understand how to set up
                                your workstation correctly and which exercises to do
                                when working at the computer, so you do not suffer
                                muscle strain.
                                  • Activity 1
                                Read page 160 of your information booklet on:
                                      • OHS&W Act
                                Read page 49-57 of your information booklet on:
                                      • Ergonomics                                       □
                                      • Work Organization
                                Complete the activity on the ‘work environment’ on
                                page 162 of your information booklet.
                                                                                         □
   2      File                  Windows has a file management system that allows
          management            you to manage your files, folders and disks.
                                   • Activity 2


                                                                                         □
                                Read page 161 of your information booklet on:
                                    • File management
                                    • Conserving energy
                                   • Activity 3
   3      Office
          Procedures            Read pages 163-168 of your information booklet
                                on:
                                    • Using manuals
                                    • Organising and prioritizing tasks
                                    • Standard formats
                                                                                         □
   4      Recycling             Recycling is the processing of used and discarded
                                materials into new products.
                                   • Activity 4
                                Read pages 169-171 of your information booklet
                                on:
                                    • Recycling

                                                                                         □
                                    • Paper wastage
                                Complete the checklist on page 96 to see how you
                                rate as a recycler.

   5      Layout of a           How can you achieve an attractive
          document              layout?
                                Layout is the arrangement of text and graphics on a
                                flat surface such as a printed page or a computer
                                screen. Layout is classed as either formal or
                                informal.
                                   • Activity 5
                                Read pages 172-182 of your information booklet on
                                                                                         □
                                the layout of business documents.
Design and produce Business Documents (BSBCMN306A)                                           3
TOPIC         SUBJECT                                 TASKS                          TICK BOX
                                                                                       WHEN
                                                                                     COMPLETE


                                Read page 183 of your information booklet on the
                                different paper sizes.

                                White space and Optical centers
                                   • Activity 6
                                Read page 184 of your information booklet on
                                gaining the reader’s attention.                        □
   6      Design a              The principles of design
          document              Once the type of layout has been decided it is
                                important to use the four principles of design to
                                assist you in organising the elements on the page.
                                   • Activity 7                                        □
                                Read pages 185-189 of your information booklet on
                                the 4 principles of design.
                                   • Activity 8
                                Read page 190-192 of your information booklet on
                                several other principles of design.
                                The elements of design
                                                                                       □
                                   • Activity 9
                                Read pages 193-198 of your information booklet on
                                the 6 elements of design.
                                   • Activity 10
                                Read pages 199-203 of your information booklet on      □
                                other design issues.
                                   • Activity 11
                                Using the readings and the knowledge you have
                                                                                       □
                                gained this far on the designing of a document,
                                complete activity 1-9 on page 204-206 of your
                                information booklet. You will need to read the
                                information on page 201-203 of your information
                                booklet that explains the concepts of:
                                   • Letter spacing (kerning)
                                   • Line spacing (leading)
                                   • White space
                                   • Graphics                                          □
                                   • Fancy first letters
                                   • Border Art
                                   • Activity 12
                                                                                       □
   7      Produce a
          document              Complete the tutorials on word processing,
                                spreadsheets and databases from your Microsoft
                                Word Tutorial book.

                                Notes/comments


*Complete the case study and send to your trainer*
Design and produce Business Documents (BSBCMN306A)                                         4
                                         Case study
Scenario
You are an administrative assistant and work for Paramount Travel and Tours. The address
of the business is:


       Paramount Travel and Tours               Phone: 9483 9872
       12 Munni St                              Fax: 9483 9873
       NEWTOWN       NSW     2042               Email: Paramount@webnet.com.au
       PO Box 382                               http//:www.paramounttraveltours.com.au
       NEWTOWN       SA    2042
Your manager is Mr John Inman. He has given you the following word processing tasks to
complete this week. They are:


                          TASK ONE                   Letterhead and logo
                          TASK TWO                   Autotext entry
                          TASK THREE                 Mail merge
                          TASK FOUR                  Mailing labels
                          TASK FIVE                  Memo
                          TASK SIX                   Flyer
TASK ONE – Letterhead and logo
Create a letterhead template for Paramount Travel and Tours. Create a logo to place in the
letterhead. Follow the 4 design principles of contrast, repetition, alignment and proximity.
Use the elements of design and an informal layout design. The manager would like to
portray a funky, modern look for the business.
TASK TWO – Business Letter and Autotext entry
Create a letter ending for the manager, Mr John Inman, and store this ending as an
AutoText entry.
TASK THREE - Mail Merge
Using the letterhead template and the Autotext entry, send a letter to all clients listed over
the page and notify them of the travel specials available this month (these are described
below). Print the first three letters. Sort the table into Alphabetical order by Last name.
Travel specials this year are:
Tour the Outback                      10 days        $1500 per person
Bali                                  7 days         $1200 per person including accommodation
Reef Island Cruise                    5 days         $1100 per person
Melbourne shopping spree              Weekend        $350 including accommodation
Ski Ruapehu                           3 weeks        $3000 including accommodation




Design and produce Business Documents (BSBCMN306A)                                               5
Client list:
 Title     First        Last name        Street address     Suburb       State   Postcode
           name
 Mr        Allen        Kennedy          138 Plovers Lane   WANDOORI     WA          6296
                                                            HEIGHTS
 Mr        Arthur       Smith            2 St. Johns        WANDOORI     WA          6295
                                         Parade             RIVER
 Mr        Henry        McGill           13 Allenby Close   WANDOORI     WA          6295
                                                            RIVER
 Mr        Luigi        Scarlatti        8A Chestnut        WANDOORI     WA          6295
                                         Grove              RIVER
 Mr        Guido        Verdi            54 Main Road       WANDOORI     WA          6295
                                                            RIVER
 Mrs       Vera         Dankworth        81 Blossom Lane    WANDOORI     WA          6295
                                                            RIVER
 Mr        Bogdan       Kruzlov          11 Magpie Walk     WANDOORI     WA          6296
                                                            HEIGHTS
 Mr        Bruce        Gibney           18 Sloan Street    YELLINGTON   WA          6298
 Mr        Horace       Chutney          21 Allenby Close   WANDOORI     WA          6295
                                                            RIVER
 Mrs       Gerda        Kruzlov          11 Magpie Walk     WANDOORI     WA          6296
                                                            HEIGHTS
 Mr        Morris       Kline            23 Denton Road     WANDOORI     WA          6295
                                                            RIVER
 Mr        Alfred       Horst            17 James Street    WANDOORI     WA          6296
                                                            HEIGHTS
 Mr        Yevgeny      Kruschev         23 Ellison         YELLINGTON   WA          6298
                                         Gardens
 Mr        Harold       Humbert          38 McCabe          WANDOORI     WA          6295
                                         Street             RIVER
 Mr        Fred         Smith            88 Yampi Way       WANDOORI     WA          6295
                                                            RIVER
 Mrs       Evelyn       Smith            88 Yampi Way       WANDOORI     WA          6295
                                                            RIVER
 Mr        Anthony      Lim              23 Jensen Street   WANDOORI     WA          6295
                                                            RIVER
 Ms        Julia        Jones            91 Kennedy         WANDOORI     WA          6296
                                         Drive              HEIGHTS
 Mr        Andrew       Grdzinski        1 Robins Close     WANDOORI     WA          6296
                                                            HEIGHTS
 Mr        Rodney       Groves           23 McCabe          WANDOORI     WA          6295
                                         Street             RIVER
 Ms        Ellen        Lambert          14 Humboldt        WANDOORI     WA          6295
                                         Street             RIVER



Design and produce Business Documents (BSBCMN306A)                                      6
TASK FOUR – Mailing labels
Create mailing labels for the above mail merge and print.
TASK FIVE - Memos
Set up a memo form using the letterhead template. Save the form as a template. Using the
memo template, create a memo and send to Chris Baker at Cruises Ltd (Fax: 9443 8799)
asking him for prices for cruises on the following Floating Cities cruises in the Pacific at
Christmas. Print one copy. Include a footer formatted to Ariel, 10pt, which includes the
fields: Filename, Date and Created by



                                 Floating City Cruises
Sea King                 5 December                  Pacific Rose      11 December
Sea Maiden               15 December                 Pacific Rose      24 December
TASK SIX - Flyer
Type the following exercise into a new document. Modify and use the styles for headings.
Use appropriate options for keeping headings with text/tables.
Set the document out attractively and use suitable graphics to enhance the article which is
to be inserted into our brochure. Place on our letterhead with logo.




Design and produce Business Documents (BSBCMN306A)                                             7
TASK SEVEN - PowerPoint Presentation
Create a presentation that we can use for the Tourist Convention at the Convention Centre,
Adelaide. List the 8 new funky destinations that we are taking tourists to this year. They are
listed below in the table. Find a suitable graphic with the information on each slide. Start
with our company name and logo on the first slide.
TASK EIGHT - Spreadsheet
Create a spreadsheet that lists all of the holiday packages that we offered last year. They
are listed below in table form. Calculate the total amount received from each. Create a pie
chart showing the amount received from each destination as a percentage of the total
amount. Add the pie chart and table to the end of the PowerPoint presentation above.
Calculate the costs for each package. If amount received is over $10,000, cost are 10%, if
amount received is under $10,000, costs are 5%.


No               Package                People       Per Head       Total            Costs
                                                                  amount
                                                                  received
1     Vanuatu                              2            $1,150

2     Melbourne Grand Prix                 3              $339

3     Sydney to Los Angeles                8            $1,935

4     Los Angeles, Fiji Stopover           5            $1,842

5     Ski Ruapehu                         10            $3,000

6     Mt Buller                           15            $1,500

7     Falls Creek                         70            $1,200

8     Switzerland                          7            $5,000



TASK NINE - Database
Set up a database of all of our clients:
 Title First       Last           Street address       Suburb         State   Post    Phone
        name       name                                                       Code

Mr      Allen       Kennedy       138 Plovers Lane     WANDOORI       WA      6296    7896 2365
                                                       HEIGHTS
Mr      Robert      Stevens       234 High Street      TAREE          NSW     2430    4563 2365
Mr      Frank       Beattie       16 James Street      SYDNEY         NSW     2000    9865 2365
Mr      Lin         Nguyen        44/521 Black         TAREE          NSW     2430    58963256
                                  Street
Mr      Adam        Moulder       2 Middle Street      BEGA           NSW     2550    4563 5698
Mr      Dan         Adamson       12 Little Street     BEGA           NSW     2550    1236 2563
Mr      Arthur      Smith         2 St. Johns Parade   WANDOORI       WA      6295    3652 8965
                                                       RIVER
Mr      Henry       McGill        13 Allenby Close     WANDOORI       WA      6295    5896 2145
                                                       RIVER


Design and produce Business Documents (BSBCMN306A)                                            8
Mr        Luigi      Scarlatti     8A Chestnut Grove      WANDOORI      WA    6295    7784 5874
                                                          RIVER
Mr        Guido      Verdi         54 Main Road           WANDOORI      WA    6295    2547 2587
                                                          RIVER
Mrs       Vera       Dankorth      81 Blossom Lane        WANDOORI      WA    6295    5632 4785
                                                          RIVER
Mr        Bogdan     Kruzlov       11 Magpie Walk         WANDOORI      WA    6296    5874 5873
                                                          HEIGHTS
Mr        Bruce      Gibney        18 Sloan Street        YELLINGTON    WA    6298    1236 5478
Mr        Horace     Chutney       21 Allenby Close       WANDOORI      WA    6295    7896 5874
                                                          RIVER
Mrs       Gerda      Kruzlov       11 Magpie Walk         WANDOORI      WA    6296    1254 2563
                                                          HEIGHTS
Mr        Morris     Kline         23 Denton Road         WANDOORI      WA    6295    4587 2563
                                                          RIVER
Mr        Alfred     Horst         17 James Street        WANDOORI      WA    6296    4521 2365
                                                          HEIGHTS
Mr        Yevgeny    Kruschev      23 Ellison Gardens     YELLINGTON    WA    6298    8523 3698
Mr        Harold     Humbert       38 McCabe Street       WANDOORI      WA    6295    1478 5214
                                                          RIVER
Mr        Fred       Smith         88 Yampi Way           WANDOORI      WA    6295    1478 2541
                                                          RIVER
Mrs       Evelyn     Smith         88 Yampi Way           WANDOORI      WA    6295    7854 6547
                                                          RIVER
Mr        Anthony    Lim           23 Jensen Street       WANDOORI      WA    6295    3214 5698
                                                          RIVER
Ms        Julia      Jones         91 Kennedy Drive       WANDOORI      WA    6296    1254 6523
                                                          HEIGHTS
Mr        Andrew     Grdzinski     1 Robins Close         WANDOORI      WA    6296    3652 1236
                                                          HEIGHTS
Mr        Rodney     Groves        23 McCabe Street       WANDOORI      WA    6295    1254 2256
                                                          RIVER
Ms        Ellen      Lambert       14 Humboldt            WANDOORI      WA    6295    4458 4521
                                   Street                 RIVER


     •   Create and print a query to show all clients who live in Wandoori Heights.
     •   Create a report of all clients listed in alphabetical order.




Design and produce Business Documents (BSBCMN306A)                                          9
                   Extension activities                    - optional

                                                                                        TICK BOX
TOPIC         SUBJECT                                 TASKS                               WHEN
                                                                                        COMPLETE


                                Copy ‘The Geneology of William and Mary’ on page
                                                                                          □
    8       Organisational
            charts              207 of your information booklet using the
                                organisational chart in Microsoft Word.


                                                                                          □
                                Copy the ‘File structure for a personal computer’, on
                                page 208 of your information booklet using the
                                organisational chart in Microsoft Word.

            Autoshapes Copy the ‘Penny’s fabrics’, on page 209 of your
                                information booklet using the AutoShapes tool on
                                the drawing toolbar in Microsoft word.
                                                                                          □
                                Copy the ‘Christmas Floral Bureau’, on page 210 of
                                                                                          □
            Tables
                                your information booklet using tables in word or
                                using an excel spreadsheet.

                                Copy ‘The Jazz’ on page 211 of your information
                                                                                          □
            Brochures
                                booklet using a desktop publishing program.


                                Copy ‘Network 2000’ on page 212 of your
                                                                                          □
            Newsletters
                                information booklet using a desktop publishing
                                program or Microsoft Word.

                                Notes/comments




Design and produce Business Documents (BSBCMN306A)                                           10

				
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Description: BSBCMN306A Produce Business documents