BSBADM506- MANAGE BUSINESS DOCUMENT DESIGN AND DEVELOPMENT- 3 ass
Manpreetkaur
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 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
© 2015 Innovation and Business Industry Skills Council Ltd
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
© 2015 Innovation and Business Industry Skills Council Ltd
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
© 2015 Innovation and Business Industry Skills Council Ltd
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
© 2015 Innovation and Business Industry Skills Council Ltd
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
© 2015 Innovation and Business Industry Skills Council Ltd
Comments/feedback to participant
Outcome: Successful Unsuccessful
Assessor name:
Assessor signature: