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How Is Technology Used in the Workplace - Excel

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How Is Technology Used in the Workplace - Excel Powered By Docstoc
					                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                      Performance Criteria




                                                                                                                                                                                      Work placement
                                                                                                                                                          Multiple Choice




                                                                                                                                                                                                       Trial HSC Exam
                                                                                                                                Observation
                                                                                                      Case Study


                                                                                                                   Simulation




                                                                                                                                              Portfolio




                                                                                                                                                                                                                          Swaggies
                                                                                                                                                                            Project
BSBCMN211A - Participate in workplace safety and procedures
Follow workplace procedures for hazard Hazards in the work area are recognised and reported
identification and risk control        to designated personnel according to workplace
                                       procedures.
                                           Workplace procedures for assessing and controlling
                                           risks are followed accurately
                                           Workplace procedures for dealing with incidents
                                           (accidents), fire and other emergencies are followed
                                           whenever necessary within the scope of
                                           responsibilities and competencies
Contribute to Occupational Health & Safety Occupational Health and Safety issues are raised with
in the workplace                           designated personnel in accordance with workplace
                                           procedures and relevant Occupational Health and
                                           Safety legislation

                                       Contributions to participative arrangements for
                                       Occupational Health and Safety management in the
                                       workplace are made within organisational procedures
                                       and the scope of responsibilities and competencies
BSBCMN201A - Work effectively in a business environment
Work with organisational requirements  Documents outlining organisational requirements are
                                       located, read and any uncertainties are clarified with
                                       appropriate persons
                                       All work reflects a current working knowledge and
                                       understanding of employees and employers rights and
                                       responsibilities
                                           All work undertaken reflects understanding and
                                           compliance with relevant duty of care, legal
                                           responsibilities and organisational goals and objectives
                                           Standards and values considered to be detrimental to
                                           the organisation are identified and questioned through
                                           established communication channels



Vet in Schools Directorate                                           Business Services Document                                                                                                                         1 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                     Performance Criteria




                                                                                                                                                                                    Work placement
                                                                                                                                                        Multiple Choice




                                                                                                                                                                                                     Trial HSC Exam
                                                                                                                              Observation
                                                                                                    Case Study


                                                                                                                 Simulation




                                                                                                                                            Portfolio




                                                                                                                                                                                                                        Swaggies
                                                                                                                                                                          Project
                                          Self and other's behaviours which contribute to a safe
                                          work environment are identified and practised
Determine future work/career directions   Personal work goals are identified and prioritised in
                                          accordance with organisational requirements and
                                          future personal career places.
                                          Personal values and attitudes regarding work and
                                          business are taken into account when planning future
                                          work/career directions.
                                          Advice is obtained from appropriate persons on future
                                          work/career directions.
                                    Additional skills are identified and addressed.
BSBCMN202A - Organise and complete daily work activities
Organise work schedule              Work goals and plans are negotiated and agreed upon
                                    with colleagues.
                                    Work goals and plans reflect the organisation's and
                                    workgroup's plans, responsibilities and
                                    accountabilities.
                                    Workload is assessed and prioritised within allocated
                                    timeframes.
Complete work tasks                 Tasks are completed within designated timelines and
                                    in accordance with organisational requirements.
                                    Assistance is sought from supervisors and/or
                                    colleagues when difficulties arise in achieving allocated
                                    tasks.
                                          Factors affecting work requirements are identified and
                                          appropriate action taken.
                                          Business technology is used efficiently and effectively
                                          to complete work tasks.
Review work performance                   Own work is monitored and adjusted according to
                                          feedback obtained through supervision and
                                          comparison with established team and organisational
                                          standards.


Vet in Schools Directorate                                           Business Services Document                                                                                                                       2 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                      Performance Criteria




                                                                                                                                                                                      Work placement
                                                                                                                                                          Multiple Choice




                                                                                                                                                                                                       Trial HSC Exam
                                                                                                                                Observation
                                                                                                      Case Study


                                                                                                                   Simulation




                                                                                                                                              Portfolio




                                                                                                                                                                                                                          Swaggies
                                                                                                                                                                            Project
                                       Opportunities for improvement are identified and
                                       planned in liaison with colleagues.
BSBCMN203A - Communicate in the workplace
Gather, convey and receive information Information to receive work responsibilities is collected
and ideas                              from appropriate sources.
                                           The method(s)/equipment used to communicate ideas
                                           and information is appropriate to the audience.

                                           Effective listening and speaking skills are used in oral
                                           communication.
                                           Input from internal and external sources is sought, and
                                           used to develop and refine new ideas and
                                           approaches.
                                           Written information and ideas are presented in clear
                                           and concise language and the intended meaning of
                                           correspondence is understood by recipient.
Draft routine correspondence.              Written information and ideas are presented in clear
                                           and concise language and the intended meaning of
                                           correspondence is understood by recipient.
                                           Correspondence is drafted and presented within
                                           designated timelines.
                                           Presentation of written information meets
                                           organisational standards of style, format and accuracy.
BSBCMN204A - Work effectively with others
Develop effective workplace relationships Responsibilities and duties are undertaken in a positive
                                          manner to promote cooperation and good
                                          relationships.
                                           Assistance is sought from workgroup members when
                                           difficulties arise and addressed through discussions.
                                           Difference in personal values and beliefs are respected
                                           and their value acknowledged in the development of
                                           relationships.


Vet in Schools Directorate                                            Business Services Document                                                                                                                        3 of 13
                          Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                   Performance Criteria




                                                                                                                                                                                   Work placement
                                                                                                                                                       Multiple Choice




                                                                                                                                                                                                    Trial HSC Exam
                                                                                                                             Observation
                                                                                                   Case Study


                                                                                                                Simulation




                                                                                                                                           Portfolio




                                                                                                                                                                                                                       Swaggies
                                                                                                                                                                         Project
Contribute to work group activities Support is provided to team members to ensure
                                    workgroup goals are met.
                                    Constructive contributions to workgroup goals and
                                    tasks are made according to organisational
                                    requirements.
                                    Information relevant to work is shared with workgroup
                                    to ensure designated goals are met.
                                    Strategies/opportunities for improvement of the
                                    workgroup are identified and planned in liaison with
                                    workgroup.
BSBCMN205A - Use business technology
Select and use technology           Appropriate technology and software applications are
                                    selected to achieve the requirements of the task.
                                    Workspace, furniture and equipment are adjusted to
                                    suit the ergonomic requirements of the user.
                                        Technology is used according to organisational
                                        requirements and in a way which promotes a safe
                                        work environment.
Process and organise data               Files and records are identified, opened, generated or
                                        amended according to task and organisational
                                        requirements.
                                        Input devices are operated according to organisational
                                        requirements.
                                        Data is stored appropriately and applications are exited
                                        without damage to or loss of data.
                                        Manuals, training booklets and/or on-line help or help-
                                        desks are used to overcome basic difficulties with
                                        applications.
Maintain technology                     Used technology consumables are identified and
                                        replaces in accordance with manufacture's instructions
                                        and organisational requirements.




Vet in Schools Directorate                                        Business Services Document                                                                                                                         4 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                   Performance Criteria




                                                                                                                                                                                  Work placement
                                                                                                                                                      Multiple Choice




                                                                                                                                                                                                   Trial HSC Exam
                                                                                                                            Observation
                                                                                                  Case Study


                                                                                                               Simulation




                                                                                                                                          Portfolio




                                                                                                                                                                                                                      Swaggies
                                                                                                                                                                        Project
                                        Routine maintenance is carried out and/or arranged in
                                        order to ensure that equipment is maintained in
                                        accordance with manufacture's instructions and
                                        organisational requirements.
                                        Equipment faults are accurately identified and action
                                        taken in accordance with manufacturer's instructions or
                                        by reporting fault to designated person.
BSBCMN206A - Process and maintain workplace information
Collect information                 Collection of information is timely and relevant to
                                    organisational needs.
                                    Business equipment/technology available in the work
                                    area is used to obtain information effectively.
                                    Organisational requirements relating to security and
                                    confidentiality are applied to information handling.
Process workplace information       Business equipment/technology is used to process
                                    information in accordance with organisational
                                    requirements.
                                    Information is processed in accordance with defined
                                    timeframes, guidelines and procedures
                                    Information is updated, modified and filed in
                                    accordance with organisational requirements.
                                    Information is collated and dispatched in accordance
                                    with specified timeframes and organisational
                                    requirements.
Maintain information systems        Information and filing systems are maintained in
                                    accordance with organisational requirements.
                                    Inactive or dead files are identified, removed and/or
                                    relocated in accordance with organisational
                                    requirements.
                                    New files are established and assembled in
                                    accordance with organisational requirements.
                                    Reference and index systems are updated in
                                    accordance with organisational requirements.

Vet in Schools Directorate                                        Business Services Document                                                                                                                        5 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                    Performance Criteria




                                                                                                                                                                                Work placement
                                                                                                                                                    Multiple Choice




                                                                                                                                                                                                 Trial HSC Exam
                                                                                                                          Observation
                                                                                                Case Study


                                                                                                             Simulation




                                                                                                                                        Portfolio




                                                                                                                                                                                                                    Swaggies
                                                                                                                                                                      Project
BSBCMN207A - Prepare and process financial/business documents
Process petty cash transactions
                                     Petty cash claims and vouchers are checked for
                                     approval, accuracy and authenticity prior to processing.
                                         Petty cash transactions are processed and recorded
                                         within designated time limits.
                                         Irregularities are noted and referred to nominated
                                         person for resolution.
                                         Transactions are checked and petty cash book
                                         balanced according to organisational requirements.
Prepare and process banking documents
                                         Deposits and withdrawals are accurately entered and
                                         balanced according to organisational requirements.
                                         Cheques and credit card vouchers are checked for
                                         validity (signatures, dates, amounts) before
                                         processing.
                                         Cash, cheques and credit cards are listed on banking
                                         forms in accordance with banking institution's
                                         guidelines.
                                         Pay-in documentation is reconciled with all money
                                         calculations.
Reconcile invoices for payments to       Discrepancies between invoices and source
creditors                                documents are identified and reported to nominated
                                         person for resolution.
                                         Adjustments and errors are identified, reported and
                                         rectified in accordance with organisational
                                         requirements.
                                         Creditor enquires are answered and/or referred to
                                         nominated person for resolution.
Prepare invoices for debtors             Invoices are prepared accurately in accordance with
                                         organisational requirements.
                                         Invoices are distributed to nominated persons for
                                         verification prior to dispatch.
                                         Adjustments are made as required in accordance with
                                         organisational requirements.

Vet in Schools Directorate                                        Business Services Document                                                                                                                      6 of 13
                            Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                    Performance Criteria




                                                                                                                                                                                    Work placement
                                                                                                                                                        Multiple Choice




                                                                                                                                                                                                     Trial HSC Exam
                                                                                                                              Observation
                                                                                                    Case Study


                                                                                                                 Simulation




                                                                                                                                            Portfolio




                                                                                                                                                                                                                        Swaggies
                                                                                                                                                                          Project
                                       Invoices and other related documents are copied and
                                       filed for auditing purposes.
BSBCMN209A - Provide information to clients
Establish contact with clients         Communication with clients is conducted in a
                                       professional and courteous manner according to
                                       organisational requirements.
                                       Personal dress and presentation is maintained in line
                                       with organisational requirements.
                                         Appropriate interpersonal skills are used to facilitate
                                         accurate and relevant exchange of information.

                                         All work reflects sensitivity to client's specific needs
                                         and any cultural, family and individual differences.
Respond to client enquiry
                                         Client enquiries are responded to promptly and politely
                                         and in accordance with organisational requirements.
                                         Appropriate questioning and active listening are used
                                         to determine client needs.
                                         Telephone calls are answered and made in
                                         accordance with organisational requirements.
                                         Information relevant to client needs is provided in line
                                         with organisational requirements.
                                         Enquiries outside area of responsibility/knowledge are
                                         referred to nominated person's for resolution.

                                         Additional information or follow-up action is completed
                                         in line with client needs and organisational timelines.

BSBCMN212A - Handle mail
Receive and distribute incoming mail
                                         Incoming mail is checked and registered in accordance
                                         with organisational policy and procedures.

                                         Titles and locations of company personnel and
                                         departments are identified.


Vet in Schools Directorate                                           Business Services Document                                                                                                                       7 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                     Performance Criteria




                                                                                                                                                                                    Work placement
                                                                                                                                                        Multiple Choice




                                                                                                                                                                                                     Trial HSC Exam
                                                                                                                              Observation
                                                                                                    Case Study


                                                                                                                 Simulation




                                                                                                                                            Portfolio




                                                                                                                                                                                                                        Swaggies
                                                                                                                                                                          Project
                                          Urgent and confidential mail is identified and
                                          distributed in accordance with organisational
                                          requirements.
                                          Mail is sorted and dispatched to the nominated
                                          person/location in accordance with organisational
                                          requirements.
                                          Damaged, suspicious or missing items are recorded
                                          and/or reported in accordance with organisational
                                          policy and procedures.
Receive and dispatch outgoing mail
                                          Outgoing mail is collected, checked and sorted to
                                          ensure all items are correctly prepared for dispatch in
                                          accordance with organisational policy and procedures.

                                          Outgoing mail is recorded and processed for dispatch
                                          in accordance with organisational requirements.

                                          Mail is dispatched to meet designated timelines.
Organise urgent and same day deliveries   Items are prepared for urgent delivery in accordance
                                          with organisational requirements and the carrier's
                                          specifications.
                                          Delivery options are evaluated and the best option for
                                          delivery is selected.
                                          Lodgement or pick up of emergency deliveries is
                                          organised and followed up if necessary.
Organise and send electronic mail         Distribution lists are prepared/maintained in
                                          accordance with organisational requirements.
                                          Mail messages are checked for accuracy and any
                                          attachments are identified and prepared in accordance
                                          with organisational and service provider requirements.
                                    Outgoing mail is recorded/stored in accordance with
                                    organisational requirements.
                                    Mail is dispatched to meet designated timelines.
BSBMN213A - Produce simple word-processed documents

Vet in Schools Directorate                                          Business Services Document                                                                                                                        8 of 13
                          Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                    Performance Criteria




                                                                                                                                                                                    Work placement
                                                                                                                                                        Multiple Choice




                                                                                                                                                                                                     Trial HSC Exam
                                                                                                                              Observation
                                                                                                    Case Study


                                                                                                                 Simulation




                                                                                                                                            Portfolio




                                                                                                                                                                                                                        Swaggies
                                                                                                                                                                          Project
Use safe work practices                  Workspace, furniture and equipment are adjusted to
                                         suit the ergonomic requirements of the user.
                                         Work organisation meets organisational and
                                         Occupational Health and Safety requirements for
                                         computer operation.
                                         Energy and resource conservation techniques are
                                         used to minimise wastage in accordance with
                                         organisational statutory requirements.

                                         Document purpose, audience and presentation
Confirm document requirements            requirements are clarified with relevant personnel in
                                         accordance with organisational policy and procedures.

                                         Organisational requirements in relation to document
                                         style; storage and security requirements are identified.
Produce documents
                                         Text is entered, checked and amended in accordance
                                         with organisational and task requirements.
                                      Software functions are utilised for consistency of
                                      design and layout and document is formatted in
                                      accordance with organisational style and presentation
                                      requirements.
                                      Manuals, user documentation and online help are used
                                      to overcome problems with document presentation and
                                      production.
                                      Mailable document is previewed, adjusted and printed
                                      in accordance with organisational and task
                                      requirements.
                                      Documents are prepared within designated timelines,
                                      organisational requirements and Australian standards
                                      for speed and accuracy.
                                      Document is named and stored, in accordance with
                                      organisational requirements and the application exited
                                      without information loss/damage.
BSBMN214A - Create and use simple spreadsheets

Vet in Schools Directorate                                          Business Services Document                                                                                                                        9 of 13
                          Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                  Performance Criteria




                                                                                                                                                                               Work placement
                                                                                                                                                   Multiple Choice




                                                                                                                                                                                                Trial HSC Exam
                                                                                                                         Observation
                                                                                               Case Study


                                                                                                            Simulation




                                                                                                                                       Portfolio




                                                                                                                                                                                                                    Swaggies
                                                                                                                                                                     Project
Use safe work practices                Workspace, furniture and equipment are adjusted to
                                       suit the ergonomic requirements of the user.
                                       Work organisation meets organisational and statutory
                                       requirements for computer operation.
                                       Energy and resource conservation techniques are
                                       used to minimise wastage in accordance with
                                       organisational statutory requirements.
Create simple spreadsheets             Organisational and task requirements in relation to
                                       data entry, storage, output and presentation
                                       requirements are identified.

                                       Spreadsheets utilises routine software functions and
                                       simple formulae to meet identified requirements.
                                       Spreadsheet layout enables efficient data input and
                                       presentation.
                                       Spreadsheet is formatted in accordance with
                                       organisational style and presentation requirements.
                                       Adjustments are made as required.
                                       Supervisor is consulted to confirm final formulae.
Produce spreadsheets
                                       Data is entered, checked and amended in accordance
                                       with organisational and task requirements.

                                       Data inputs meets designated timeslines and
                                       organisational requirements for speed and accuracy.
                                       Manuals, user documentation and online help used to
                                       overcome problems with spreadsheet design and
                                       production.
                                       Spreadsheet is previewed, adjusted and printed in
                                       accordance with organisational and task requirements.




Vet in Schools Directorate                                       Business Services Document                                                                                                                      10 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                    Performance Criteria




                                                                                                                                                                                     Work placement
                                                                                                                                                         Multiple Choice




                                                                                                                                                                                                      Trial HSC Exam
                                                                                                                               Observation
                                                                                                     Case Study


                                                                                                                  Simulation




                                                                                                                                             Portfolio




                                                                                                                                                                                                                          Swaggies
                                                                                                                                                                           Project
                                         Spreadsheet is names and stored in accordance with
                                         organisational requirements, and the application exited
                                         without data loss or damage.
Produce simple charts                    Organisational and task requirements are determined
                                         in relation to the type of chart and chart features to be
                                         included.
                                         Choice and design of chart enables valid
                                         representation of numerical data and meets
                                         organisational and task requirements.
                                         Chart is previewed, adjusted and printed in accordance
                                         with organisational and task requirements.
BSBCMN307A - Maintain business resources
Advise on resource requirements      Estimates of future and present business resources
                                     are calculated in accordance with organisational
                                     requirements.
                                     Advice is clear, concise and relevant to achievement of
                                     organisational requirements.
                                     Resource shortages and possible impact on operations
                                     are identified.
Monitor equipment/resource usage and Resource handling is in accordance with established
maintenance                          organisational requirements including Occupational
                                     Health and Safety requirements.

                                         Business technology is used to monitor and identify the
                                         effective use of equipment and resources.
                                         Consultation with individuals and teams is used to
                                         facilitate effective decision making on the appropriate
                                         allocation of resources.
                                         Relevant policies regarding resource use are identified
                                         and adhered to in the performance of operational
                                         tasks.
                                         Resource usage is routinely and compared with
                                         estimate requirements in budget plans.


Vet in Schools Directorate                                          Business Services Document                                                                                                                         11 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                    Performance Criteria




                                                                                                                                                                                  Work placement
                                                                                                                                                      Multiple Choice




                                                                                                                                                                                                   Trial HSC Exam
                                                                                                                            Observation
                                                                                                  Case Study


                                                                                                               Simulation




                                                                                                                                          Portfolio




                                                                                                                                                                                                                       Swaggies
                                                                                                                                                                        Project
Acquire resources                        Acquisition and storage of resources is in accordance
                                         with organisation requirements.
                                         Acquisition of resources is cost-effective and
                                         consistent with organisational timelines.
                                         Resources are acquired within available timelines to
                                         meet identified requirements.

                                         Resource acquisition processes are reviewed to
                                         identify improvements in future resource acquisitions.
BSBADM305A - Create and use databases
Use safe work practices              Workspace, furniture and equipment are adjusted to
                                     suit the ergonomic requirements of the user.
                                     Work organisations meets organisational and
                                     occupational health and safety requirements for
                                     computer operation.
                                     Energy and resource conservation techniques are
                                     used to minimise wastage in accordance with
                                     organisational statutory requirements.
Create simple databases              Organisational requirements in relation to data entry,
                                     storage, output and presentation requirements are
                                     identified.
                                     Database use, output, reporting and presentation are
                                     determined in accordance with organisational policy
                                     and procedures.
                                     Database utilises software functions and simple
                                     formulae to meet identified requirements.
                                     Data table and form layout enable efficient data input
                                     and display.
                                     Database reports are formatted in accordance with
                                     organisational style and presentation with
                                     organisational style and presentation requirements.
Create simple database queries       Information output, database tables to be used and
                                     report layout are determined to meet task
                                     requirements.

Vet in Schools Directorate                                         Business Services Document                                                                                                                       12 of 13
                         Guide to Planning Assessment Spreadsheet - Business Services Curriculum Framework


Element of Competency                 Performance Criteria




                                                                                                                                                                               Work placement
                                                                                                                                                   Multiple Choice




                                                                                                                                                                                                Trial HSC Exam
                                                                                                                         Observation
                                                                                               Case Study


                                                                                                            Simulation




                                                                                                                                       Portfolio




                                                                                                                                                                                                                    Swaggies
                                                                                                                                                                     Project
                                      Data groupings, search and sort criteria are
                                      determined to meet task requirements.
                                      Queries are run and the results checked to ensure they
                                      provide the required data.
Use simple databases                  Data is entered, checked and amended in accordance
                                      with organisational and task requirements.

                                      Data input meets designated timelines and
                                      organisational requirements for speed and accuracy.

                                      Queries and formulae are tested to confirm output
                                      meets task requirements.
                                      Manuals, user documentation and online help are used
                                      to overcome problems with database design and
                                      production.
                                      Database reports and/or forms are previewed,
                                      adjusted and printed in accordance with organisational
                                      and task requirements.
                                      Database are named and stored, in accordance with
                                      organisational requirements and the application exited
                                      without data loss/ damage.




Vet in Schools Directorate                                     Business Services Document                                                                                                                        13 of 13

				
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