Course Title: Manage business document design and development

Part B: Course Detail

Teaching Period: Term1 2021

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

A range of learning activities are provided in this course. These include collaborative classroom based activities and online self-paced activities.  Classroom: The collaborative classroom based activities will include group discussion, group problem solving activities and opportunities to practice your skills in a simulated workplace environment.  We expect you to participate and contribute in all scheduled learning activities.  Pre-Class: This is online, by logging on to your Canvas course, and includes required pre-class reading and activities. Other self-paced activities will be delivered through various technology platforms. These may include your contribution to discussion threads, reflective journals, quizzes and interactive sessions. Sessions: There is one face-to-face classroom session for this unit each week which includes tutorials and workshops.  There are additional activities to support learning and research.


Teaching Schedule

The course BSBADM506 Manage Business document design and Development is delivered over one semester. The nominal hours associated with this are a guide only and represent the total teaching time and student effort required to successfully complete the course.  This may include not only scheduled classes but also the amount of effort required to undertake, evaluate and complete all assessment requirements, including any non-classroom activities.

The Teaching Schedule for this course is as follows: 

Week

Date - week commencing

Topic

Assessment

1

8 February 

Introduction to the course

Assessment Task 1 Overview

Microsoft Word activities  - requires you to complete a range of activities using the advanced features of MS Word

Assessment Task 2 Overview

Part A: Style Guide- Read the case study and complete set activities.

Part B: Presentation –  5 to 10-minute staff training presentation

Pre-class activities and classroom exercises

There are weekly activities on Canvas that need to be completed prior to each session. We will discuss how to access and complete this work.

Templates

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

Covering textbook Chapter 5: Templates

Understanding Building Blocks

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

Covering textbook Chapter 6: Building Blocks.

Table Features

  • Create, edit and format Tables. How formulas are used in a
  • Table. Other table properties are explored during the session.

Covering textbook Chapter 7: Table Features

Assessment Workshop

2

15 February 

Mail Merge

  • Learn basic of mail merge techniques and terminology
  • Create recipient list
  • Merge fields

Covering textbook Chapters 8 and 9: Mail Merge

Bookmarks

  • What is a bookmark in Microsoft Word?
  • How bookmark are used in a document

Covering textbook Chapter 10: Bookmarks

Fields

  • Working with Fields
  • Setting Field properties
  • Inserting Fields
  • Updating Fields

Covering textbook Chapter 11: Fields

 

3

22 February 

Proofing Features

  • What are proofing features in Microsoft Word?
  • How to use these features

Covering textbook Chapter 13: Proofing Features

Document commenting

  • Learn how to highlight text in MS Word
  • Learn how to insert, edit and delete comments
  • Learn how to comments

Covering textbook Chapter 15: Document commenting

Tracking changes in a document

  • Overview of tracking feature in MS Word
  • Enable and disable tracked changes
  • Accept and reject changes

Covering textbook Chapter 16: Tracking Changes

 

 

 

 

 

 

4

1 March 

Electronic Forms

  • 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

Covering textbook Chapter 17: Electronic Forms

Macros

  • 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 18: Macros

Assessment Task 2 overview

  • Reviewcase study
  • Assessment Requirements

 

5

8 March 

Establish documentation standards

  • How to ensure consistency in documents
  • Purpose of a style guide
  • Automation – How can macros help?

Assessment Workshop

6

15 March 

  • Identify types of documents used and required by organisation
  • What are the organisation’s current technological capability?
  • What will they need in the future?

Assessment Workshop

7

22 March 

Manage template design and development

  • Design considerations
  • Match software capability to task

Assessment Workshop

8

29 March 

Legislative and organisational requirements

  • Overview of legislation and organisational requirements

Assessment Workshop

Assessment Task 1 Due: See Canvas

9

12 April 

  • Internal and external sources of information
  • Copyright and IP
  • Backup options

Assessment Workshop

Mid-semester break

10

19 April 

Templates

  • Characteristics of templates
  • What templates can do
  • Features
  • How to save a template
  • design, test and amend document templates

Assessment Workshop

11

26 April 

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

Assessment Workshop

12

3 May 

Microsoft PowerPoint Preparation

  • Overview of PowerPoint
  • Students commence preparing presentations

Assessment Workshop

13

10 May 

Assessment Finalisation

  • Polish up the style guide
  • Ensure all listed features have been included

Assessment Task 2 - Part A Due: See Canvas

14

17 May 

Finalisation of presentation and tasks

  • Clarify tasks with teacher
  • Practice presentation
  • Prepare handouts

 

15

24 May 

Presentations

This week, students will make their presentations

Assessment Task 2 - Part B Due: See Canvas

16

31 May 

Course review and feedback

 

 

 


Learning Resources

Prescribed Texts


References


Other Resources

You will need a laptop or another appropriate mobile device to participate in this course.


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

You are required to successfully complete all sections of the assessment task to be deemed competent in this course.  NOTE:  Details about specific tasks and assessment criteria will be included in the Learning Management System. 

BSBADM506 Manage Business Document Design and Development: 

There are two assessment tasks:

Assessment Task 1: Microsoft Word activities - The activities allow you to demonstrate your ability to create, edit and manage a range of business documents and templates. The aim is to develop skills and knowledge required to establish standards for the design and production of organisational documents.

Assessment Task 2- Part A: Style Guide- This section of the assessment involves creating a style guide for a travel agency with the aim of establishing documentation standards and design tasks for organisational documents in accordance with information, budget and technological requirements.

The style guide requires you to include information on legislative and organisational requirements for information entry, storage, output, and quality of document design and production.

You will be asked to create templates that enhance readability and appearance of the document whilst meeting organisational requirements for style and layout.  You will develop strategies for maintenance and continuous improvement of the style guide and the templates.

The activities are designed to assess your capacity to incorporate organisational and industry standards required in the design and creation of documents. 

Assessment Task 2 - Part B: Presentation –  5 to 10-minute staff training presentation that includes instructions on the use of the templates and macros created in Part B, explaining the process for future changes and modification to documents.

All three parts of this assessment task need to be completed satisfactorily, for you to be deemed competent for this unit.


Assessment Matrix

The assessment matrix that maps all the assessments is available on 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.

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. 

Course Overview: Access Course Overview