Unit of competency Outline

Date retreived
22/07/2026 10:23 AM AWST

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Manage business document design and development

Manage business document design and development

Unit of competency
National Code
BSBADM506B
State Code
D0555
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
10/03/2009
View on TGA
State Implementation and Classification
Approved Date
15/10/2014
Field of Education
080399 - Business And Management, N.e.c.
Original Release Date
15/10/2014
Nominal Hours
50
Description
This unit describes the performance outcomes, 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.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Establish documentation standards
  • 1.1. Identify organisational 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 effect on document design and production
  • 1.3. Identify types of documents used and required by the organisation
  • 1.4. Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements
2. Manage template design and development
  • 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
3. Develop standard text for documents
  • 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
4. Develop and implement strategies to ensure the use of standard documentation
  • 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
5. Develop and implement strategies for maintenance and continuous improvement of standard documentation
  • 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
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Documents may be created:
using a range of commercial or organisational software packages:
databases
desktop publishing
spreadsheets
word processing
Standards and design tasks may include:
binding
binding media
checking final print copy
client requirements
colour photocopy
copying
creating templates and style or procedures manual
drafting
drawing
editing
electronic or paper-based
enterprise policies and procedures
enterprise templates or house style conventions for margins, fonts, use of colour
final document presentation
formatting
language and style of document
liaison with external personnel
locating and collecting appropriate information or precedents
print quality
production of graphics
production of multiple and subsequent copies
quality standards
use of page layout software
writing
Complex technical functions may include:
data transfer
display features
embedding
exporting
fields
form fields
formulae
importing
index
linking
macros
merge criteria
sort criteria
table of contents
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the following is essential:
designing templates or style sheets for use in document design
documenting processes and strategies to ensure implementation.
Context of and specific resources for assessment
Assessment must ensure:
access to office equipment and resources, including:
computer hardware and other document production equipment
range of software applications appropriate to the task
media for production of documents
access to samples of high quality standardised documents.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:
analysis of responses to case studies and scenarios
demonstration of techniques
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of authenticated documents from the workplace or training environment
oral or written questioning to assess knowledge of accounting procedures and techniques.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
information and communications technologyunits
other general administration units.
Replaces
State Code National Code Title Type
C3724 BSBADM506A Manage business document design and development Unit of competency
Replaced By
State Code National Code Title Type
AUI66 BSBADM506 Manage business document design and development Unit of competency