Elements and Performance Criteria

The Range Statement provides advice to interpret the scope and context of this unit of competence, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:
Legislation, codes and national standards relevant to the workplace which may include:
award and enterprise agreements and relevant industrial instruments
relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
relevant industry codes of practice
Organisational policy and procedures may include:
log-on procedures
password protection
storage / location of data
standard formats
author's instructions
use of templates
Ergonomic requirements may include:
workstation height and layout
chair height, seat and back adjustment
footrest
screen position
keyboard and mouse position
document holder
posture
avoiding radiation from computer screens
lighting
noise minimisation
Work organisation may include:
mix of repetitive and other activities
rest periods
exercise breaks
Conservation techniques may include:
double-sided paper use
re-used paper for rough drafts (observing confidentiality requirements)
recycling used and shredded paper
utilising power-save options for equipment
Spreadsheet design may include:
Analysis
Appropriateness
identification and parameters
formulae
functions
relative and absolute cell references
headings and labels
import and export of data
linked formulae
formatting and reformatting
headings
labels
multi-page documents
headers and footers
split screen operation
embedding cell references in formulae
avoidance of blank rows and columns
Functions may include:
mathematical functions (square root, integer, absolute value, round)
statistical functions (standard deviation, count, maximum, minimum)
basic financial functions (if available)
date functions
logical functions (lookup, if, choose, true, false, conditions)
simple nested functions
Formulae may include:
Addition
Subtraction
Multiplication
Division
Percentage
Exponentiation
Comparison
Average
combinations of above
Macros may include:
printing sections of a spreadsheet
Templates may include:
Forms
Reports
headers/footers
page formats
font types and sizes
headings
Importing/exporting:
is achieved without requiring an intermediary step
may include:
linking formulae
reformatting
split screen (if available)
proofreading
Printing may include:
entire workbooks
worksheets
selected data within a worksheet
charts
Storage of data may include:
storage in folders / sub-folders
storage on hard/floppy disk drives, CDROM, tape backup
organisation policy for backing up files
organisation policy for filing hard copies of spreadsheets
filing locations
security
authorised access
Graphs may include:
Bar
Line
Pie
Stack
Scatter
3D
Graph creation may include:
using graph menu
data range
X and Y axis
Labels and titles
Naming
keys and legends
sizing (if possible)
The Range Statement provides advice to interpret the scope and context of this unit of competence, allowing for differences between enterprises and workplaces. It relates to the unit as a whole and facilitates holistic assessment. The following variables may be present for this particular unit:
Legislation, codes and national standards relevant to the workplace which may include:
award and enterprise agreements and relevant industrial instruments
relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
relevant industry codes of practice
Organisational policy and procedures may include:
log-on procedures
password protection
storage / location of data
standard formats
author's instructions
use of templates
Ergonomic requirements may include:
workstation height and layout
chair height, seat and back adjustment
footrest
screen position
keyboard and mouse position
document holder
posture
avoiding radiation from computer screens
lighting
noise minimisation
Work organisation may include:
mix of repetitive and other activities
rest periods
exercise breaks
Conservation techniques may include:
double-sided paper use
re-used paper for rough drafts (observing confidentiality requirements)
recycling used and shredded paper
utilising power-save options for equipment
Spreadsheet design may include:
Analysis
Appropriateness
identification and parameters
formulae
functions
relative and absolute cell references
headings and labels
import and export of data
linked formulae
formatting and reformatting
headings
labels
multi-page documents
headers and footers
split screen operation
embedding cell references in formulae
avoidance of blank rows and columns
Functions may include:
mathematical functions (square root, integer, absolute value, round)
statistical functions (standard deviation, count, maximum, minimum)
basic financial functions (if available)
date functions
logical functions (lookup, if, choose, true, false, conditions)
simple nested functions
Formulae may include:
Addition
Subtraction
Multiplication
Division
Percentage
Exponentiation
Comparison
Average
combinations of above
Macros may include:
printing sections of a spreadsheet
Templates may include:
Forms
Reports
headers/footers
page formats
font types and sizes
headings
Importing/exporting:
is achieved without requiring an intermediary step
may include:
linking formulae
reformatting
split screen (if available)
proofreading
Printing may include:
entire workbooks
worksheets
selected data within a worksheet
charts
Storage of data may include:
storage in folders / sub-folders
storage on hard/floppy disk drives, CDROM, tape backup
organisation policy for backing up files
organisation policy for filing hard copies of spreadsheets
filing locations
security
authorised access
Graphs may include:
Bar
Line
Pie
Stack
Scatter
3D
Graph creation may include:
using graph menu
data range
X and Y axis
Labels and titles
Naming
keys and legends
sizing (if possible)

The Evidence Guide identifies the critical aspects, underpinning knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statement.
Critical Aspects of Evidence
Integrated demonstration of all elements of competency and their performance criteria
Successful operation of linked spreadsheets
Knowledge and application of advanced spreadsheet features
Underpinning Knowledge
* At this level the learner must demonstrate understanding of a broad knowledge base incorporating some theoretical concepts.
Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
Advanced functions of spreadsheet software applications
Impact of formatting and design on the presentation and readability of data
Organisational policies and procedures
Underpinning Skills
Literacy skills to interpret and evaluate the purposes and uses of various features of spreadsheets; use a variety of strategies for planning and reviewing own work
Proofreading and editing skills to check for accuracy and consistency of information by consulting additional resources
Problem solving skills to use processes flexibly and interchangeably
Numeracy skills to collate and present data; graphs and related references
Communication skills to follow complex oral instructions when using technology; listen to and interpret complex sequenced instructions
Keyboarding skills
Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
Resource Implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include:
workplace references such as computer user manuals, organisational policies and procedures and workplace procedural manuals
computer equipment including relevant software, printer
guide/examples of 'house style'
equipment (eg paper and other materials)
Consistency of Performance
In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations
Context/s of Assessment
Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement
Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package
Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment
Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit
Key Competency Levels
Collecting, analysing and organising information (Level 2)- to determine spreadsheet requirements
Communicating ideas and information (Level 1)- through well-designed linked spreadsheets
Planning and organising activities (Level 1)- to link spreadsheets and meet task requirements
Working with teams and others (Level 1)- to determine spreadsheet purpose / use
Using mathematical ideas and techniques (Level 1)- to utilise functions and formulae
Solving problems (Level 2)- using manuals and on-line help
Using technology (Level 2)- to develop and use complex spreadsheets
Please refer to the Assessment Guidelines for advice on how to use the Key Competencies
The Evidence Guide identifies the critical aspects, underpinning knowledge and skills to be demonstrated to confirm competence for this unit. This is an integral part of the assessment of competence and should be read in conjunction with the Range Statement.
Critical Aspects of Evidence
Integrated demonstration of all elements of competency and their performance criteria
Successful operation of linked spreadsheets
Knowledge and application of advanced spreadsheet features
Underpinning Knowledge
* At this level the learner must demonstrate understanding of a broad knowledge base incorporating some theoretical concepts.
Relevant legislation from all levels of government that affects business operation, especially in regard to Occupational Health and Safety and environmental issues, equal opportunity, industrial relations and anti-discrimination
Advanced functions of spreadsheet software applications
Impact of formatting and design on the presentation and readability of data
Organisational policies and procedures
Underpinning Skills
Literacy skills to interpret and evaluate the purposes and uses of various features of spreadsheets; use a variety of strategies for planning and reviewing own work
Proofreading and editing skills to check for accuracy and consistency of information by consulting additional resources
Problem solving skills to use processes flexibly and interchangeably
Numeracy skills to collate and present data; graphs and related references
Communication skills to follow complex oral instructions when using technology; listen to and interpret complex sequenced instructions
Keyboarding skills
Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
Resource Implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace which may include:
workplace references such as computer user manuals, organisational policies and procedures and workplace procedural manuals
computer equipment including relevant software, printer
guide/examples of 'house style'
equipment (eg paper and other materials)
Consistency of Performance
In order to achieve consistency of performance, evidence should be collected over a set period of time which is sufficient to include dealings with an appropriate range and variety of situations
Context/s of Assessment
Competency is demonstrated by performance of all stated criteria, including paying particular attention to the critical aspects and the knowledge and skills elaborated in the Evidence Guide, and within the scope as defined by the Range Statement
Assessment must take account of the endorsed assessment guidelines in the Business Services Training Package
Assessment of performance requirements in this unit should be undertaken in an actual workplace or simulated environment
Assessment should reinforce the integration of the key competencies and the business services common competencies for the particular AQF level. Refer to the Key Competency Levels at the end of this unit
Key Competency Levels
Collecting, analysing and organising information (Level 2)- to determine spreadsheet requirements
Communicating ideas and information (Level 1)- through well-designed linked spreadsheets
Planning and organising activities (Level 1)- to link spreadsheets and meet task requirements
Working with teams and others (Level 1)- to determine spreadsheet purpose / use
Using mathematical ideas and techniques (Level 1)- to utilise functions and formulae
Solving problems (Level 2)- using manuals and on-line help
Using technology (Level 2)- to develop and use complex spreadsheets
Please refer to the Assessment Guidelines for advice on how to use the Key Competencies