The following is a summary of the Job Corps

FINANCE AND BUSINESS Office Administration 55347JA, Occupational Code (OA) TRAINING ACHIEVEMENT RECORD (TAR) FOR: Student Name: _________________________________ JOB CORPS CENTER: Center Name: __________________________________ Center Phone Number: ___________________________ CREDENTIAL ATTAINMENT: Job Corps Training Prerequisite: None Date Entered Current Training: Certifications: Certification Title Internet & Computing Core Certification (IC3) Word 2003 Excel 2003 PowerPoint 2003 Access 2003 Date Attained Date Completed: ________________________________________________ □ Completed or □ Terminated Training: (DATE) Center Address: Instructor Name: Student Identification Number: July 2007 / Finance and Business / Office Administration 55347JA 1 COMPLETING THE TRAINING ACHIEVEMENT RECORDS A. B. Students must complete all task items in this TAR to be recognized as program completers. Career Technical Competencies 1. Job Corps instructors have the autonomy to decide the sequence of instruction, selection of curricula (including textbooks and electronic courseware), instructional materials, and equipment/tools. 2. When a student performs a task listed in the “DUTIES AND TASKS” column, the instructor should rate the student’s level of performance by circling 1, 2, or 3 in the “PERFORMANCE RATING” column. 3. Updates must occur, at a minimum, on a weekly basis. Rating Scale: 3 – Proficient and able to teach others: The student consistently performs the task accurately without supervision. The student possesses sufficient skill to teach the task to others. 2 – Proficient: The student performs the task to industry standards with little or no supervision. This is the minimum performance rating for TAR skill completion. 1 – Exposed/not proficient: Student has been introduced to the task, but cannot perform the task to industry standards. If the student performs the task at level 1, the instructor will circle the number in ink but will not initial or date the task. When a student performs the task to the instructor’s satisfaction (rating level 2 or 3), the instructor will circle the appropriate performance rating, and enter the date (month/day/year) in the “DATE COMPLETED” column and ensure the instructor and student initial the TAR to certify skill level attainment. Instructors are encouraged to annotate skill acquisition at level 3 – there is no requirement to enter a date for a level 3 unless level 3 was achieved at the same time as level 2. 4. When a student completes the TAR or terminates the program before completing the TAR, the instructor must finalize the TAR by checking the appropriate box and entering the date (month/day/year) and the student completed the TAR or terminated the training program in the space provided at the top of page 1. July 2007 / Finance and Business / Office Administration 55347JA 2 COMPLETING THE TRAINING ACHIEVEMENT RECORDS (Continued) 5. “EMPLOYER SPECIFIC SKILLS,” is an optional section which can be used to make note of important job skills that student has acquired, but which are not specifically listed elsewhere on the TAR, or to denote supplemental skills a perspective employer may require of a student before he or she is offered employment. Such skills may also have been acquired during Work-Based Learning opportunities. 6. For all students, center staff must record on the Job Corps Student Profile (Form ETA 6-40) the O*NET code(s) and the completer level(s) achieved. The original TAR must be filed in the student’s personnel file immediately upon TAR completion or upon separation for non-completers. Upon completion of all levels on the individual TAR or upon separation, which ever occurs first, the original TAR will be sent to student records for entry into the student’s personnel file and validation of credits in CIS. 7. Certification Instructions – Instructors will complete the certification section of the TAR found on the last page, titled “CERTIFICATION RECORD.” This information is to be entered on the TAR and in CIS. July 2007 / Finance and Business / Office Administration 55347JA 3 DUTIES AND TASKS A. Employment Of Office Workers 1. 2. Demonstrate knowledge of national trends in employment of office workers. Understand the primary functions of these key office competencies. a. Word processing b. Data Processing c. Information management and transmission d. General managing and communicating Explain the importance of an organized workstation. Describe ergonomics, office health, workplace safety, accident prevention, emergency procedures, and workplace wellness. Discuss importance of routine maintenance and care of office equipment. Describe and discuss building evacuation plans, personal security on the job and building and office security. Identify the subject and predicate of a sentence. Identify nouns and verbs. Identify adjectives and adverbs. Use correct forms of verbs and verb tense. Demonstrate correct usage of singular/plural nouns and predicates. Identify prepositional phrases and conjunctions. Correctly form possessives for singular and plural nouns. Use correct punctuation. Use correct spelling. Use common business abbreviations and correct capitalization. Demonstrate the ability to effectively use verbal and written communication skills. a. Explain verbal and nonverbal communications. b. Communicate verbally using correct grammar. c. Write legibly and copy accurately. PERFORMANCE RATING1 1 2 3 1 1 1 1 1 2 2 2 2 2 3 3 3 3 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS B. Workstation Management And Office Safety 1. 2. 3. 4. 1 2 3 1 2 3 1 2 3 1 2 3 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 3 C. Business English 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 1 2 3 1 2 3 1 2 3 1 2 3 [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 4 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS d. Demonstrate the ability to compose and proofread effective business communications in acceptable formats. PERFORMANCE RATING1 1 2 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS D. Business Math Skills 1. Manual Skills a. Add and subtract whole numbers and decimals. b. Multiply and divide whole numbers and decimals. c. Convert percentages to decimals. d. Convert decimals to fractions and fractions to decimals. Calculator Skills a. Identify functional parts of a 10-key calculator (numeric and function keys). b. Demonstrate proper finger placement on the calculator keypad. c. Add and subtract whole numbers and decimals. d. Multiply and divide whole numbers and decimals. e. Convert fractions to decimals. f. Demonstrate the ability to use the subtotal key. g. Demonstrate the ability to use the memory register. h. Demonstrate the ability to use the constant function. i. Key at 150 KSPM with 100% accuracy on a 5-minute skill test. 1 1 1 1 2 2 2 2 3 3 3 3 2. 1 2 3 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 E. Office Procedures 1. 2. Demonstrate the ability to use a PBX/multi-line phone system to 1 2 3 place, receive, screen, and transfer telephone calls. Manage appointments, reservations (flight, hotel and car rental), itinerary schedules, and contact information manually and with 1 2 3 computer software or using the internet. Receive, process, sort, and prioritize incoming and outgoing mail. 1 2 3 Use postal services (USPS, UPS, and FedEx) to mail letters and 1 2 3 parcels. Demonstrate the ability to use advanced feature keys on photocopy 1 2 3 (duplex, sorting, stacking, etc.) and fax (broadcast, etc.) machines. Scan hard-copy documents using optical character recognition 1 2 3 (OCR) software. Prepare office supply orders and maintain inventory. 1 2 3 Fold and insert documents into a standard and window envelope. 1 2 3 For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 5 3. 4. 5. 6. 7. 8. [1] July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS 9. Use zip code directory to explore zip codes and classes of domestic mail using www.usps.gov web address. Discuss Informational Reports. Discuss Analytical Reports. Explain how to gather data quickly and accurately. Identify report parts and formats and show illustrations of each. Identify agenda and meeting minutes and show illustrations of each. PERFORMANCE RATING1 1 2 3 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS F. Business Reports And Related Documents 1. 2. 3. 4. 5. 1. 2. 3. 4. 5. 6. G. Keyboarding Learn alphabetic/numeric-keyboarding locations. Learn punctuation/symbol keys. Learn 10-key numeric keypad. Memo composition with proofreading technique. E-Mail composition with proofreading techniques. Letter composition with proofreading techniques. a Business letters b. Two-page business letters c. Personal business letters d. Letters of Application and Resume 7. Business Reports. a Memo reports/E-mail reports b. Memo reports/E-mail reports c. Formal business reports d. Meeting minutes 8. Manuscripts. a Unbound manuscripts b. Bound manuscripts c. Footnotes/text notes and bibliographies 9. Key at 50 words per minute (WPM) with 95% accuracy on a 5-minute skill test. 10. Create and edit a multiple-page document according to business standards. 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 H. Filing Systems [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 6 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS 1. Demonstrate the following filing methods: a. Alphabetic b. Alphabetic correspondence c. Numeric d. Subject j. Geographic k. Terminal-Digit and Middle-Digit Filing Systems Describe the components of a records management system (structure, filing method, updating, archiving, and indexing). PERFORMANCE RATING1 1 1 1 1 1 1 2 2 2 2 2 2 3 3 3 3 3 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS 2. 1 2 3 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 I. Record Keeping Count and total currency. Record petty cash transactions. Prepare a bank deposit slip. Prepare a check (date, payee, amount, signature, etc.). Maintain a checkbook register. Reconcile a bank statement. Compute gross pay, payroll deductions, and net pay. Prepare invoices and trade discounts. Windows Operating System Demonstrate the ability to manage files using Windows Explorer. Open and close Windows Explorer. Understand how to navigate in Explorer (drive designations [A, C, etc.]; + [expand] and - [collapse] commands; folders and files panes, etc.). 4. Understand the difference between copying and moving files. 5. Find and open a folder in Windows Explorer or My Computer. 6. Create a folder. 7. Rename a folder. 8. Rename files. 9. Use the “Find” feature in Windows Explorer. 10. Use Notepad (create a file, edit a file, save a file, and delete a file). 11. Copy files from a hard drive to a floppy drive. 12. Recover a deleted file from the Recycle Bin. [1] 1. 2. 3. 4. 5. 6. 7. 8. J. 1. 2. 3. 1 2 3 1 2 3 1 2 3 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 7 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS 13. Launch and close software applications in a Windows environment. 14. Launch programs from the Run command line. 15. Switch between files within the same application and between applications. 16. Explain file extensions (.exe, .wpd, .doc, .bmp, .wk1, etc.) and how they are used to identify file types. PERFORMANCE RATING1 1 2 3 1 2 3 1 2 3 1 2 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS K. IC Living Online Identify network fundamentals and the benefits and risks of network computing. 2. Identify the relationship between computer networks, other communications networks (like the telephone network), and the Internet. 3. Identify how electronic mail works. 4. Identify how to use an electronic mail application. 5. Identify the appropriate use of e-mail and e-mail “netiquette.” 6. Identify different types of information sources on the Internet. 7. Be able to use a Web browsing application. 8. Be able to search the Internet for information. 9. Identify how computers are used in different areas of work, school, and home. 10. Identify the risks of using computer hardware and software. 11. Identify how to use the Internet safely, legally, ethically, and responsibly. 1. 1 2 3 1 2 3 1 1 1 1 1 1 2 2 2 2 2 2 3 3 3 3 3 3 3 1 2 3 1 2 3 1 2 3 L. IC3 Key Applications 1. 2. 3. 4. 5. 6. [1] Be able to start and exit a Windows application and utilize sources of online help. Identify common on-screen elements of Windows applications, change applications settings, and manage files within an application. Perform common editing and formatting functions. Perform common printing functions. Be able to format text and documents including the ability to use automatic formatting tools. Be able to insert, edit, and format tables in a document. 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 8 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS 7. 8. 9. 1. Be able to modify worksheet data and structure and format data in a worksheet. Be able to sort data, manipulate data using formulas and functions, and add and modify charts in a worksheet. Be able to create and format simple presentations. 3 PERFORMANCE RATING1 1 2 3 1 2 3 1 2 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS M. IC Computing Fundamentals Identify types of computers, how they process information, and how individual computers interact with other computing systems and devices. Identify the function of computer hardware components. Identify the factors that go into an individual or organizational decision on how to purchase computer hardware. Identify how to maintain computer equipment and solve common problems relating to computer hardware. Identify how software and hardware work together to perform computing tasks and how software is developed and upgraded. Identify different types of software, general concepts relating to software categories, and the tasks to which each type of software is most suited or not suited. Identify what an operating system is and how it works, and solve common problems related to operating systems. Manipulate and control the Windows desktop, files, and disks. Identify how to change system settings, install, and remove software. Demonstrate the ability to create content. a. Insert and edit text, symbols, and special characters. b. Insert frequently used and pre-defined text. c. Navigate to specific content. d. Insert, position and size graphics. e. Create and modify diagrams and charts. f. Locate, select, and insert supporting information. g. Advance search, using indexing services, document map, add shortcuts to startup window, and customize word toolbars. h. Learn Word (definitions). 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 2. 3. 4. 5. 6. 7. 8. 9. 1. N. Word 2003 1 1 1 1 1 1 2 2 2 2 2 2 3 3 3 3 3 3 1 2 3 1 2 3 [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 9 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS 2. Demonstrate the ability to organize content. a. Insert and modify tables. b. Create bulleted lists, numbered lists, and outlines. c. Insert and modify hyperlinks. d. Creating bookmarks, messaging, and modifying custom dictionary. Demonstrate the ability to format content. a. Format text. b. Format paragraphs. c. Apply and format columns. d. Insert and modify content in headers and footers. Create, edit, and run macros. e. Modify document layout and page setup. Scale to paper size and pages per sheet. f. Format text and use format painter, format paragraphs, apply auto formatting, controlling and using tabs, create and modify forms. Demonstrate the various aspects of collaborating. a. Circulate documents for review. b. Compare and merge documents. c. Insert, view, and edit comments. d. Track, accept, and reject proposed changes. Demonstrate formatting and managing documents. a. Create new documents using templates. b. Review and modify document properties. c. Organize documents using file folders. d. Save documents in appropriate formats for different uses. Ability to backup files. e. Print documents, envelopes, and labels. f. Preview documents and Web pages. g. Change and organize document views and windows. h. Create, edit, and run macros. PERFORMANCE RATING1 1 1 1 1 2 2 2 2 3 3 3 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 1 2 3 3. 4. 1 1 1 1 2 2 2 2 3 3 3 3 5. 1 2 3 1 2 3 1 2 3 1 2 3 1 1 1 1 2 2 2 2 3 3 3 3 O. Excel 2003 1. [1] Demonstrate the ability to create data and content. For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 10 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS a. Enter and edit cell content. b. Navigate to specific cell content. c. Locate, select, and insert supporting information. d. Insert, position, and size graphics. e. Access & recognize tools on standard & formatting toolbars. Demonstrate the ability to analyze data. a. Filter lists using AutoFilter. b. Sort lists. c. Insert and modify formulas. c. Use statistical, date and time, financial, and logical functions. d. Create, modify, and position diagrams and charts based on worksheet data. e. Create a custom fill for linear or growth trends and custom list for services. f. Demonstrate the ability to track changes by multiple users. Demonstrate the ability to format data and content. a. Apply and modify cell formats. b. Apply and modify cell styles. c. Modify row and column formats. d. Format worksheets. e. Use comments to explain cell contents. Demonstrate the following aspects of collaborating. a. Insert, view, and edit comments. Demonstrate how to manage workbooks. a. Create new workbooks from templates. b. Insert, delete, and move cells. c. Create and modify hyperlinks. d. Organize worksheets. e. Preview data in other views. f. Customize Window layout. g. Setup pages for printing. h. Print data. i. Organize workbooks using file folders. PERFORMANCE RATING1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS 2. 1 2 3 1 2 3 1 2 3 1 1 1 1 1 2 2 2 2 2 3 3 3 3 3 3. 4. 5. 1 2 3 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 11 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS j. k. l. 1. Save data in appropriate formats for different uses. Importing and exporting to word. Demonstrate troubleshooting the worksheet. PERFORMANCE RATING1 1 2 3 1 2 3 1 2 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS P. PowerPoint 2003 Demonstrate how to create content. a. Create new presentations from templates. b. Insert and edit text-based content. c. Insert tables, charts, and diagrams. d. Insert pictures, shapes, and graphics. e. Insert objects, such as movies and sound. Demonstrate the ability to format content. a. Format text-based content. b. Format pictures, shapes, and graphics. c. Format slides. d. Apply animation schemes. e. Apply slide transitions. f. Customize slide templates. g. Work with masters. h. Set grids and guides. Demonstrate the various aspects of collaborating. a. Track, accept, and reject changes in a presentation. b. Add, edit, and delete comments in a presentation. c. Compare and merge presentations. Demonstrate how to manage and deliver presentations. a. Organize a presentation. b. Set up slide shows for delivery. c. Rehearse timing. d. Deliver presentations. e. Prepare presentations for remote delivery. f. Save and publish presentations. g. Print slides, outlines, handouts, and speaker notes. h. Export a presentation to another Microsoft Office program. 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 3 3 3 3 2. 3. 1 2 3 1 2 3 1 2 3 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 4. [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 12 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS Q. Access 2003 (Optional) 1. Demonstrate the ability to structure databases. a. Create Access databases. b. Create and modify tables. c. Define and modify field types. d. Modify field properties. e. Create and modify one-to-many relationships. f. Enforce referential integrity. g. Create and modify queries. h. Create forms. i. Add and modify form controls and properties. j. Create reports. k. Add and modify report control properties. l. Create a data access page. m. Learn Access definitions. Demonstrate the ability to enter data. a. Enter, edit, and delete records. b. Find and move among records. c. Import data to Access. Demonstrate the ability to organize data. a. Create and modify calculated fields and aggregate functions. b. Modify form layout. c. Modify report layout and page setup. d. Format datasheets. e. Sort records. f. Filter records. Demonstrate how to manage databases. a. Identify object dependencies. b. View objects and object data in other views. c. Print database objects and data. d. Export data from Access. e. Back up a database. f. Compact and repair databases. PERFORMANCE RATING1 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 3 2. 3. 4. [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 13 July 2007 / Finance and Business / Office Administration 55347JA DUTIES AND TASKS R. Typewriter Skills (Optional) 1. 2. 3. 4. Change margins. Center text horizontally and vertically. Set tabs for columns. Demonstrate the ability to complete forms and prepare envelopes and labels. PERFORMANCE RATING1 1 2 3 1 2 3 1 2 3 1 2 3 1 1 1 1 2 2 2 2 3 3 3 3 DATE INSTRUCTOR’S STUDENT’S COMPLETED INITIALS INITIALS EMPLOYER SPECIFIC SKILLS (Optional) 1. 2. 3. 4. 5. [1] For further explanation, please see the instruction page titled Completing the Training Achievement Records, which can be found at the beginning of this TAR. 14 July 2007 / Finance and Business / Office Administration 55347JA CERTIFICATION RECORD – INSTRUCTORS MUST ENTER INFORMATION HERE AND INTO CIS SYSTEM Certification Exam: Certification Attained: Date Completed: Exam Results: (Please circle) Pass / Fail Certification Exam: Certification Attained: Date Completed: Exam Results: (Please circle) Pass / Fail Certification Exam: Certification Attained: Date Completed: Exam Results: (Please circle) Pass / Fail Test Score or % Test Score or % Test Score or % July 2007 / Finance and Business / Office Assistant 55347JA 15