Identify two requirements for file naming and storage, for example, (from the Adept Owl Computer Use Policy and Procedures)
Facilitator Guide Marking Guide
BSBADM506 Manage business document design and development 1st edition version: 1
© 2015 Innovation and Business Industry Skills Council Ltd
Marking Guide
Assessment Task 1: Identify and establish
documentation standards
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 written responses to the four questions in Appendix 2 of the
Assessment Task, including a short procedure (question 4)?
Submit assessment documentation in agreed format and within agreed
timeframe?
Performance indicators
Did the candidate:
Satisfactory
Yes No
Question 1: Identify organisational requirements for information entry, storage, output,
and quality of document design and production?
Identify one requirement for information entry, for example:
● five allowable expense codes: food; transportation;
communication; training; other.
Facilitator Guide Marking Guide
BSBADM506 Manage business document design and development 1st edition version: 1
© 2015 Innovation and Business Industry Skills Council Ltd
Did the candidate:
Satisfactory
Yes No
Identify two requirements for file naming and storage, for example (from
the Adept Owl Computer Use Policy and Procedures):
● For ease of operator identification, add your initials to the end of
each filename. For example, JulyConf-mq.docx (document about
July Conference-keyed in by Mary Quinlan).
● Do not store company data on your computer unless absolutely
necessary. Company data should be stored in the appropriate
server drive. Unlike the servers which are backed up
automatically, data on your own computer is not backed up and
your work may be lost if you experience a system crash.
● If you use a laptop and require access to files offsite, you will be
set up with offline files allowing remote access to server files
away from the office.
Identify two requirements for output or quality of document design and
production, for example (from KPIs and targets in Appendix 1 of the
assessment task):
● data entry error rate = 3%
● % documents conforming to style guide = 100%
● average time (per mail-out) to edit the letter being sent = 30
minutes
● average labour cost per edited page = $50 per page.
Identify two compliance requirements and explain how the existing
Adept Owl processes help ensure compliance with one piece of
legislation relevant to document production, for example:
● Privacy Act 1988: Privacy Procedures and document storage
procedures protect against unauthorised access to customer or
staff information.
Identify and explain one code of practice or standard for possible
improvement of processes:
AS ISO 15489 – 2002 Records Management
AS 3806-2006 Compliance programs
Managing the work environment and facilities Code of Practice
Facilitator Guide Marking Guide
BSBADM506 Manage business document design and development 1st edition version: 1
© 2015 Innovation and Business Industry Skills Council Ltd
Did the candidate:
Satisfactory
Yes No
Question 2: Evaluate organisation’s present and future information technology capability
in terms of its effect on document design and production?
Identify the skills gaps that exist currently within the administration
team, for example (from Administration team capability table):
● lack of sufficient Microsoft Word skills
● lack of sufficient Microsoft Excel skills.
State how the skills/capability gaps could be closed in keeping with
organisational practices, for example:
● training
● outsourcing of IT expertise.
State what future IT capability needs (both physical and human) the
organisation could have with respect to document design and
production within the next 2–5 years, for example:
● digital publishing software
● social media strategies for engaging customers and managing
workflow
● centralised document management
● communications technology expertise.
Identify at least one source of external advice or information used to
make this evaluation, for example:
● technology consultants
● business communications specialists
● business communication literature such as relevant books,
journal articles, online articles.
Identify what changes might be required to the Adept Owl style guide
and procedures to take account of anticipated technological changes,
for example:
● amendments of allowed software lists
● procedures for use of new software systems
● addition of procedures for social media communications
● addition of procedures for digital publishing and digital rights
management
● addition of style requirements, for example, for use on social
media platforms or use of new software.
Facilitator Guide Marking Guide
BSBADM506 Manage business document design and development 1st edition version: 1
© 2015 Innovation and Business Industry Skills Council Ltd
Did the candidate:
Satisfactory
Yes No
Question 3: Identify types of documents used and required by the organisation?
Identify three types of documents used and required by the
organisation, for example:
● letters
● minutes
● memos
● expense forms.
Question 4: Develop a procedure to establish documentation standards and design
tasks for organisational documents in accordance with information, budget and
technology requirements?
Follow at least two general style requirements of the Adept Owl style
guide, for example:
● font families
● address formatting
● storage.
Adhere to information, budget and technology requirements outlined in
the scenario, for example:
● procedures meet information needs of organisation by facilitating
sharing of correct and consistently formatted addressee
information for mail-outs; by restricting data entry to allowable
expense codes
● mail merges or completion of expense forms procedures take no
longer than 5 minutes to complete, thus contributing to
achievement of time and cost performance metrics
● specify average time of 30 minutes to edit a letter
● procedures require only Microsoft Office software.
Facilitator Guide Marking Guide
BSBADM506 Manage business document design and development 1st edition version: 1
© 2015 Innovation and Business Industry Skills Council Ltd
Comments/feedback to participant
Outcome: Successful Unsuccessful
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