Course Title: Manage business document design and development

Part B: Course Detail

Teaching Period: Term1 2019

Course Code: COMM7332C

Course Title: Manage business document design and development

Important Information:

None

School: 650T Vocational Business Education

Campus: City Campus

Program: C5375 - Diploma of Business Administration

Course Contact: Allan Maree

Course Contact Phone: +61 3 9925 1601

Course Contact Email: allan.maree@rmit.edu.au


Name and Contact Details of All Other Relevant Staff

Nominal Hours: 80

Regardless of the mode of delivery, represent a guide to the relative teaching time and student effort required to successfully achieve a particular competency/module. This may include not only scheduled classes or workplace visits but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

Pre-requisites and Co-requisites

None

Course Description

This unit describes the skills and knowledge required to establish standards for the design and production of organisational documents and to manage document design and production processes to ensure agreed standards are met.


It applies to individuals employed in a range of work environments who require well-developed skills in the use of a range of software packages. They use these skills to establish, document and implement consistent standards of document design within an organisation.


National Codes, Titles, Elements and Performance Criteria

National Element Code & Title:

BSBADM506 Manage business document design and development

Element:

1 Establish documentation standards

Performance Criteria:

1.1 Identify organisational and legislative requirements for information entry, storage, output, and quality of document design and production   

1.2 Evaluate organisation’s present and future information technology capability in terms of its impact on document design and production 

1.3 Identify types of documents used and required by organisation  

1.4 Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements

Element:

2 Manage template design and development

Performance Criteria:

2.1 Ensure standard formats and templates suit the purpose, audience and information requirements of each document 

2.2 Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout   

2.3 Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation

Element:

3 Develop standard text for documents

Performance Criteria:

3.1 Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production

3.2 Match requirements of each document with software functions to allow efficient production of documents 

3.3 Test macros to ensure they meet the requirements of each document in accordance with documentation standards

Element:

4 Develop and implement strategies to ensure the use of standard documentation

Performance Criteria:

4.1 Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users

4.2 Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs

4.3 Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements

Element:

5 Develop and implement strategies for maintenance and continuous improvement of standard documentation

Performance Criteria:

5.1 Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards 

5.2 Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures


Learning Outcomes


See Canvas for more information


Details of Learning Activities

This course will be delivered through face-to-face classes and by accessing materials and resources found on the LMS.  Classroom based demonstrations and activities are designed to support your learning and provide you with the skills necessary to complete course assessments. 

Learning activities will include in-class discussions and word processing and spreadsheeting demonstrations, hands on exercises using Lynda.com tutorials to review complex document skills and theory of document design and management of business documents.


Teaching Schedule

As this is a one year course, there are students who are commencing their studies in Semester 1 2019, and a group who is continuing from Semester 2, 2018. The teaching schedule has been split to show information for each group, Table 1 is the schedule for new students commencing in Semester 1 2019 and Table 2 is the schedule for students continuing studies from 2108.

Table 1 - New students commencing in Semester 1, 2019 

Continuing students from 2018 should refer to Table 2. 

 

Course Schedule for new students commencing Semester 1, 2019

BSBADM506 Manage business document design and development

Week

Date - week commencing

Topic

Reading / Activities

Assessment

 

 

Orientation Session

Prior to training commencement, a program level orientation session will be conducted that comprises the following:

• Program overview and requirements

• Overview of assessment requirements

• Recognition of Prior Learning and Credit Transfers

• Competency/Grading Criteria

• Plagiarism

• Appeals

• Extensions

• Feedback

• Privacy

• Submission requirements

• Re-submission policy

• Where to get support

• Student Responsibilities

 

 

1

11 February, 2019

Induction (1 hour)

This course is split over two semesters. Each semester has an assessment task that must be completed individually.

• Course requirements

• Course support documents

• Course Canvas access

• Accuracy of enrolment

• Assessment requirements

• Reminder re Plagiarism

• Reminder re Appeals

• Extensions/Resubmissions

• Feedback in this course

• Getting help

 Overview of assessment requirements:

  • This is a two semester course
  • You will be provided with an Assessment Task in each semester
  • You will receive a final grade on the completion of the course in semester 2

Resume Writing – Session 1 (2 Hours)

  • Create or update your Resume. This is to prepare you for the WIL component of Semester 2.

 

 

2

18 February, 2019

Resume Writing  – Session 2

Activity: Resume writing

 

3

25 February, 2019

WHS standards: the ergonomic officehttp://www.worksafe.vic.gov.au/forms-and-publications/forms-and-publications/officewise-a-guide-to-health-and-safety-in-the-office

Organisational standards: document design and production processes from http://simbuscommunity.com.au/ and

Style guides, writing guides at RMIT:http://mams.rmit.edu.au/g3rp8p4yeng21.pdf 

Assessment Task 1 Overview

Task 1 consists of typing activities, Lynda.com modules, Microsoft Word and Microsoft Excel practical activities.

Typing Activities - You are expected to learn the touch-typing technique according to Australian Standard AS2708-2001. To achieve this, your teacher will provide you with a set of typing exercise that you will need to complete and submit to the learning management system.

Lynda.com registration. Using the RMIT library portal for Lynda.com database and register your details to access the training modules for this course.  On the completion of each module, download and save the certificate issued by Lynda.com and upload to the learning management system.

Word and Excel activities - There are exercise files that you will need to download from the Watsonia Publishing website https://www.watsoniapublishing.com/products/student-files  using the codes INF1165 for Word files and INF1167 for Excel files. Follow instructions in the Assessment Task 1 document to complete the necessary activities.

Portfolio Report – You are to create a report based on the activities completed over the semester.

 

 

 

 

 

 

 

4

4 March 2019

Introduction to Microsoft Word

Basic introductory Microsoft operations

    • Software downloads for RMIT students including Microsoft Office 365, see student webpage and IT services
  • Types of documents

Covering textbook Chapters 1 to 4

  • Using multiple documents
  • Understanding and using templates
  •  Creating, modifying and using templates

Covering textbook Chapter 5: Templates

Reading:  Chapters 1, 2, 3 and 4

 

Activity: Creating templates

 

5

11 March 2019

  • Understanding Building Blocks
  • Creating and inserting Building Blocks
  • Inserting Quick Parts
  • Editing and deleting Building Blocks

Covering textbook Chapter 6: Building Blocks

Reading:  Chapter 6

 

Activity: Using Building blocks

Stage 1 Due Friday 5pm

6

18 March 2019

 

 

  • Creating, editing and formatting Tables
  • Inserting formulas in a Table
  • Sorting Table data
  • Merging and splitting cells in a Table
  • Table properties
  • Changing text direction
  • Repeating header rows

Covering textbook Chapter 7: Table Features

Reading:  Chapter 7

 

Activity: Tables

 

7

25 March 2019

  • Creating recipient list
  • Managing records
  • Adding and deleting records
  • Saving records
  • Running a saved merge
  • Filtering recipients
  • Selecting another data source
  • Applying rules

Covering textbook Chapters 8:Recipient Lists and Chapter 9: Mail Merge Techniques

Reading:  Chapters 8 and 9

 

Activity:  Mail Merge

 

8

1 April 2019

 

 

  • Bookmarks: creating, navigating and deleting
  • Working with Fields
  • Setting Field properties
  • Inserting Fields
  • Updating Fields

Covering textbook Chapter 10: Bookmarks and Chapter 11: Fields

Reading:  Chapters 10 and 11

 

Activity: Inserting bookmarks and using fields

 

9

8 April 2019

Excel: Getting to know excel and spreadsheets

  • Characteristics of a Spreadsheet
  • What spreadsheets can do
  • Using the Ribbon in Excel
  • Entering and formatting Data
  • Font Formatting
  • Entering and formatting numbers
  • Currency formats
  • Percentage formatting
  • Using decimals and fractions
  • Formatting Dates
  • Using the thousands separator
  • Auto fill and Auto complete
  • Printing

Covering Excel textbook Chapters: 1, 2 and 3

Reading:  Chapters 1, 2 and 3

 

Activity: Excel functionality and features

Stage 3 Due Friday 5pm

10a

15 April 2019

Normal classes timetabled between
Monday 15 April – Thursday 18 April

19 April-26 April Mid-semester break 

19 April - Good Friday public holiday 

 

 

10b

22 April 2019

22 April Easter Monday public holiday

23 April Easter Tuesday (RMIT holiday)

24 April Mid Semester break – No classes

25 April Anzac Day public holiday

26 April Mid Semester break – No classes

 

 

11

29 April 2019

Excel Formulas and function

  • Understanding cells and ranges
  • Entering and editing formulas
  • Working with functions
  • What IF formulas

Covering Excel textbook Chapter: 6

Reading:  Chapter 6

 

Activity: Excel formulas and functions

 

12

6 May 2019

Excel Workbooks

  • Using the Fill handle
  • Copying data in Excel
  • Editing workbooks

Covering Excel textbook Chapter: 7 Copying Data and Chapter 8: Editing in a workbook

 

Reading:  Chapters 7 and 8

 

Activity: Excel copying data and editing workbooks

 

13

13 May 2019

Excel Formula Referencing

  • Understanding absolute cell reference
  • Using ranges

Excel Conditional Formatting

  • Understanding and using Conditional Formatting
  • Formatting options
  • Data Bars
  • Colour Scales
  • Icon Sets
  • Sparklines

Covering Excel textbook Chapter 9: Formula referencing and Chapter 12: Conditional formatting

Reading:  Chapters 9 and 12

 

Activity: Excel activities

Stage 2 Due Friday 5pm

 

14

20 May 2019

Excel: Charts

  • Creating Charts
  • Choosing the right chart
  • Resizing and repositioning charts
  • Chart types
  • Chart layout and styles
  • Adding chart elements
  • Moving, deleting and printing charts

Covering Excel textbook Chapter 19: Creating charts and Chapter 20: Charting Techniques

Reading:  Chapters 19 and 20

Activity: Excel Charts

Stage 4 Due Friday 5pm

15

27 May 2019

Finalisation of Microsoft tasks

  • Complete any outstanding activities not completed from previous weeks
  • Capture all certificates required for submission

Clarify tasks with teacher.

 

 

16

3 June 2019

Course review and feedback

Seek assistance for final submissions

 

Stage 5 Due Friday 5pm

17

10 June 2019

Special Consideration

 

 

 

Table 2 - Students continuing studies from 2018

New students should refer to Table 1. 

Course Schedule for CONTINUING students commencing Semester 1, 2019

SBADM506 Manage business document design and development                                                          

Week

Date - week commencing

Topic

Reading / Activities

Assessment

 

 

Orientation Session

Prior to training commencement, a program level orientation session will be conducted that comprises the following:

• Program overview and requirements

• Overview of assessment requirements

• Recognition of Prior Learning and Credit Transfers

• Competency/Grading Criteria

• Plagiarism

• Appeals

• Extensions

• Feedback

• Privacy

• Submission requirements

• Re-submission policy

• Where to get support

• Student Responsibilities

 

 

1

11 February, 2019

  • Induction and revision
  • This course is split over two semesters. – This is the second semester where your standard of performance level is carried over into this course, where you will then receive a grade for Task 2.

This program level induction session will comprise of:

  • Program overview and requirements
  • Canvas
  • Pre-Training Review including:
  • Recognition of Prior Learning and Credit Transfers
  • Assessment of current skills and knowledge
  • Competency/grading criteria
  • Submission requirements and resubmission policy
  • Where to get support
  • Student responsibilities

Overview of assessment requirements:

  • This is the second semester of the course
  • You will work on Assessment Task 2
  • You will receive a final grade on the completion of the course in semester 2. Assessment Task 2 – Document Design Framework
  • Read case study and familiarise with requirements

Case study from Assessment Task 2

 

2

18 February, 2019

Stage 1 Assessment Task 2

  • Learn how to highlight text in MS Word
  • Learn how to insert, edit and delete comments
  • Learn how to comments
  • Overview of tracking feature in MS Word
  • Enable and disable tracked changes
  • Accept and reject changes

Covering textbook Chapter 15: Document commenting and Chapter 16: Tracking Changes

Reading:  Chapter 15 & 16

Activity:

Document commenting and Tracking changes

 

 

3

25 February, 2019

  • Overview of electronic forms in MS Word
  • Gain an understanding of content control
  • Learn how to display the Developer Tab
  • Learn how to insert a date picker and other fields
  • Overview of Macros
  • Learn how to record and run and delete a Macro
  • Learn how to assign a macro to the Quick Access Toolbar
  • Learn how to save a document as Macro enabled

Covering textbook Chapter 17: Electronic Forms and Chapter 18: Macros

Reading:  Chapter 16 & 17

Activity:

Electronic Forms and Macros

 

 

 

 

 

 

 

4

4 March 2019

Stage 2 Assessment Task 2

  • Reviewcase study
  • Stage 2 requirements
  • What is a style guide?
  • Examples of style guides
  • Travel agency business requirements
  • Legislative requirements

 

Activity: Business Information

 

5

11 March 2019

Style Guide preparation

  • Setting up a report in MS Word
  • Inserting front cover
  • Table of contents
  • Headings
  • Headers and footers
  • Page numbers
  • Document design
  • Adding captions to tables and figures

Activity:

Setting up a report style document in MS Word

 

6

18 March 2019

 

 

  • Complete work for Stage 1 due this week.
  • Naming Conventions
  • File directory
  • Style guide preparation

 

Activity: Create a file directory for the travel agency

Stage 1 Due Friday 5pm

7

25 March 2019

  • Work health and safety overview
  • WHS Act
  • Overview of Ergonomics
  • Overview of rest breaks
  • Sustainability
  • Copyright laws
  • Privacy and Confidentiality
  • Backup computer data

 

Activity:  Legislative and organisational requirements

 

8

1 April 2019

 

 

Microsoft PowerPoint tuition

  • Overview of PowerPoint
  • Quick tips
  • Animations, transitions and backgrounds
  • Storyboard
  • Oral presentations
  • Visual Aids
  • Body Language
  • Discussions and question time
  • Your audience
  • Presentation objectives
  • Structure and format
  • Opening
  • How to build interest and maintain it
  • Key points
  • Closing

Activity: Style guide creation

Stage 2-
Part 1: Setup Due Friday 5pm

9

8 April 2019

Templates

  • Characteristics of templates
  • What templates can do
  • Features
  • How to save a template

Activity: Create MS Word and Excel templates

 

10a

15 April 2019

Normal classes timetabled between
Monday 15 April – Thursday 18 April

19 April-26 April Mid-semester break 

19 April - Good Friday public holiday 

 

 

10b

22 April 2019

22 April Easter Monday public holiday

23 April Easter Tuesday (RMIT holiday)

24 April Mid Semester break – No classes

25 April Anzac Day public holiday

26 April Mid Semester break – No classes

 

 

11

29 April 2019

Style Guide and presentation preparation

  • Complete tasks for stage 2- Part 2 Document templates in time for submission on Friday
  • Commence preparing PowerPoint slides for presentations in Week 13

 

Activity: Style Guide & PowerPoint

Stage 2-
Part 2: Document Templates Due Friday 5pm

12

6 May 2019

Style Guide and presentation preparation

  • Continue work on Style Guide and PowerPoint presentations
  • Rehearse your presentation

Activity: Style Guide & PowerPoint

 

13

13 May 2019

Presentations

  • This week, students will make their presentations

Activity: Presentations

Stage 2-
Part 3: Presentations during session

14

20 May 2019

Style Guide

  • Polish up the style guide
  • Design a front page
  • Include travel agent’s logo
  • Ensure all features such as headers, footers, page numbers
  • Other inclusions and considerations

Activity: Style Guide

 

15

27 May 2019

Finalisation of tasks

  • Complete any outstanding activities not completed from previous weeks
  • Continue working on activities for Part 4

 

 

16

3 June 2019

Course review and feedback

Seek assistance for final submissions

 

Stage 2-
Part 4:  Style Guide Due Friday 5pm

17

10 June 2019

Special Consideration

 

 

 


Learning Resources

Prescribed Texts

Manage Business Document Design And Development - Microsoft Word 2016 Code: INF1754; Watsonia Publishing

978-1-925526-29-5

Produce Spreadsheets - Microsoft Excel 2016 Code: INF1746; Watsonia Publishing

978-1-925526-21-9


References


Other Resources

See Canvas


Overview of Assessment

In order to achieve competency in this unit, you must provide:

Performance Evidence
Evidence of the ability to:
 identify the organisational needs, requirements and information technology capabilities relevant to the design and production of documents
 establish documentation standards to meet organisational requirements
 design, test and amend document templates
 develop and implement documentation and training to support use of standard templates and macros
 monitor the implementation of standard documentation templates and macros and make improvements in line with organisational requirements.
Note: If a specific volume or frequency is not stated, then evidence must be provided at least once.


Knowledge Evidence
To complete the unit requirements safely and effectively, the individual must:
 describe document production processes
 identify costs involved with the implementation of standard documentation
 explain the software applications relevant to document design and development in the organisation
 identify key provisions of relevant legislation and regulations, codes and standards affecting document production
 outline organisational policies and procedures relating to document production
 list sources of expertise available externally to the organisation or workgroup.

 

Assessment Conditions
Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general administration field of work and include access to:
 computer hardware and other document production equipment
 software applications appropriate to the task
 media for production of documents
 samples of high quality standard documents.
Assessors must satisfy NVR/AQTF assessor requirements.

 

Feedback
Feedback will be provided throughout the semester in class and/or online discussions.  You are encouraged to ask and answer questions during class time and online sessions so that you can obtain feedback on your understanding of the concepts and issues being discussed.  Finally, you can email or arrange an appointment with your teacher to gain more feedback on your progress.

You should take note of all feedback received and use this information to improve your learning outcomes and final performance in the course.


Assessment Tasks

There are two assessment tasks for this unit with one task completed in each semester. You are required to complete both assessment tasks to a satisfactory level to be deemed competent in this course.   A final grade for both assessment tasks 1 and 2 will be issued for the course at the end of your second semester.

NOTE:  Details about specific tasks and assessment criteria will be included in the Assessment Record and Cover Sheets for each task in the Learning Management System.

Assessment Task 1 

Activities in Assessment Task 1 allow you to demonstrate your ability to create, edit and manage a range of business documents and templates. The activities are designed to assess your ability to incorporate organisational and industry standards required in the design and creation of documents. This assessment is a progressive collection of your weekly work which will be submitted to the learning management system on the date and time noted in the Learning Management System. 

Assessment Task 1 contributes to the overall result gained in this unit, you are also required to satisfactorily complete Assessment Task 2 in Semester 2 to be deemed competent in this unit.

Assessment Task 2

Assessment task 2 is a project consisting of five parts. You will be provided with a case study and be asked to create a style guide with supporting templates. You will apply skills and knowledge acquired during semester 1 and create, edit and manage a range of business documents and templates in accordance to the criteria set out in the assessment activity document. 

Assessment Task 2 is the second assessment task in this course. You are required to complete the assigned activities satisfactorily to be deemed competent for this unit. A final grade for both assessment tasks 1 and 2 will be issued for the course at the end of Semester 2.

Feedback on progressive assessment tasks is provided within 10 working days of the deadline for submission of the assessment work or, if a student is granted an extension, within 10 working days of the date when the student submitted the work.


Assessment Matrix

See Canvas

Other Information

Submission Requirements

You should:

     • Ensure that you submit assessments on or before the due date via Canvas. 
     • Always retain a copy of your assessment tasks. (hard copy and soft copy)
     • When you submit work for assessment at RMIT University you need to use the Assessment task document that includes a declaration and statement of authorship.
     • Each page of your assessment should include a footer with your name, student number, the title of the assessment, unit code and title and page numbers.

Late Submission Procedures

You are required to submit assessment items and/or ensure performance based assessment is completed by the due dates.

Extension of Time.  If you are prevented from submitting an assessment item on time by circumstances outside your control, you may apply in advance to your teacher for an extension to the due date of up to seven calendar days.

More information: https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/extensions-of-time-for-submission-of-assessable-work
Form to use is found in the section "How to apply."

Special Consideration. Where more than seven days is needed, you must apply for Special Consideration.  Applications for special consideration must be submitted no later than two working days after the assessment task deadline or scheduled examination.

More information: https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/special-consideration

Resubmission (VE Programs)

If you are found to be Not Yet Competent in a course assessment task (or you do not submit the assessment tasks/attend the assessment) you will be allowed one resubmission.  Your teacher will provide feedback regarding what you need to do to improve and will set a new deadline for the resubmission in Canvas. 

If you are still not meeting the assessment requirements you must apply to your Program Manager in writing outlining the steps you will take to demonstrate competence in your course. Your submission will be considered by the Program Team and you will be advised of the outcome as soon as possible.

Grading and re-submissions. Successful re-submissions will contribute a CAG only (Competency Achieved Grading) result to your overall grade for the course.

Adjustments to Assessment

In certain circumstances students may be eligible for an assessment adjustment. 

More information: https://www.rmit.edu.au/students/student-essentials/assessment-and-exams/assessment/adjustments-to-assessment

Marking Guide (Competency):

You must demonstrate that you have all the required skills/knowledge/elements in the unit of competency you are studying.  You will receive feedback on each assessment task that will inform you about your progress and how well you are performing.

Grading Guide:

After achieving competency in all assessment tasks your performance in the unit will be graded.  This gives you the opportunity to have the level of your performance formally recognised against industry standards and employability skills.

Final Grades Table:

CHD Competent with High Distinction

CDI Competent with Distinction

CC Competent with Credit

CAG Competency Achieved - Graded

NYC Not Yet Competent

DNS Did not Submit for Assessment

Further information regarding the application of the grading criteria is in Student Assessment Task 

 

Course Overview: Access Course Overview