BSBADM506- MANAGE BUSINESS DOCUMENT DESIGN AND DEVELOPMENT- 3 ass

assessment-task-2-marking-guide.pdf

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Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

Marking Guide

Assessment Task 2: Design and develop templates

and standard text

Candidate’s Name Phone No.

Assessor’s Name Phone No.

Assessment Site

Assessment Date/s Time/s

Outcomes

Did the candidate:

Satisfactory

Yes No

Submit draft and final templates for letter and expense report?

Submit usability testing schedule?

Submit copies of written feedback on templates?

Submit written reflection on process of document production

undertaken?

Submit assessment documentation in agreed format and within agreed

timeframe?

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

Performance indicators

Did the candidate:

Satisfactory

Yes No

Submit a letter template?

(Note, see the example letter template provided on the Assessment Page of the

Facilitator Guide CD.)

Ensure template standard text meets purpose, content and audience

requirements, for example:

● opening and closing paragraphs have correct information (set out

in Appendix 1 of the Assessment Task), e.g., thanking the

customer for their purchase in the first paragraph, etc.

● formal style

● apologetic tone.

Conform to Adept Owl style guide, including with respect to style, layout

and address format (see pages 24–26 of Adept Owl simulated business

documentation for requirements).

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

Did the candidate:

Satisfactory

Yes No

Include an editing macro, for example:

● replacing multiple spaces with a single space

● replacing soft returns with paragraph breaks

● removing spaces that occur directly before or after paragraph

breaks

● removing spaces that occur directly before or after tabs

● replacing multiple tabs with a single tab.

For example, in the example letter template, a macro has been enabled

to remove multiple spaces:

Ensure the Word template can be used in conjunction mail merging

functionality. For example, displaying mail merge fields (in example

template, mail merge fields are shown <<like this>>).

Make adjustments to templates following user testing.

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

Did the candidate:

Satisfactory

Yes No

Submit an expense template?

(Note, see the example Expense Template Spreadsheet provided on the Assessment

Page of the Facilitator Guide CD.)

Meet organisational needs, for example:

● limit expense codes to five expense codes required: food;

transportation; communication; training and other.

● meet audience requirements, e.g.:

○ include five expense codes

○ create a simple template that is quick and easy to use

○ create a template that will allow staff to report consistently

and correctly

● fit-for-purpose

● capture employee name; date of expense/purchase; department;

description; client ID number; and purchase amount

● follows spreadsheet template requirements (set out in Appendix 1

of the Assessment Task), e.g. constrain data entry to date format

in the date column, etc.

Include a suitable macro, for example:

● to clear fields

● to calculate totals.

For example, in the example spreadsheet template, a macro has been

enabled to clear fields:

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

Did the candidate:

Satisfactory

Yes No

Include an Excel technical function that is useful in automating

document production, such as:

● including a drop-down list to limit data-entry options

● limiting data entry in amount/purchase column to numbers only

(not allowing text).

Make adjustments to templates following user testing.

Print expense template according to organisational requirements:

● Print a copy that fits on a single A4 page (according to

requirement in Appendix 1 of the assessment task, and the

spreadsheet requirement in the Adept Owl style guide).

Submit a written reflection describing following management actions?

Describe how they incorporated organisational and audience needs into

the templates, for example through the appropriate use of standard text

in the letter template.

Describe how they reviewed, evaluated and selected technology and

complex technical functions for use in automating document

production, matching document requirements with software functions,

for example:

● matching need for automating editing functions with macro

functionality in Word

● matching need for limiting data entry to drop-down list

functionality in Excel.

Describe their review and selection of document designs and layout in

accordance with organisational house style requirements (Adept Owl

style guide).

Describe the process they undertook to test templates and gather

feedback on usability within agreed timeframe, for example:

● testing of macros

● testing of mail merge suitability

● make improvements in accordance with feedback provided.

Facilitator Guide Marking Guide

BSBADM506 Manage business document design and development 1st edition version: 1

Comments/feedback to participant

Outcome: Successful Unsuccessful

Assessor name:

Assessor signature: