Unit of competency Outline
Date retreived
22/07/2026 2:29 AM AWST
22/07/2026 2:29 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Design and produce business documents
Design and produce business documents
Unit of competency
National Code
BSBITU306A
BSBITU306A
State Code
D0789
D0789
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
30/10/2014
Field of Education
080905 - Practical Computing Skills
Original Release Date
30/10/2014
Nominal Hours
60
Description
This unit describes the performance outcomes, skills and knowledge required to design and produce various business documents and publications. It includes selecting and using a range of functions on a variety of computer applications.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Select and prepare resources
- 1.1. Select and use appropriate technology and software applications to produce required business documents
- 1.2. Select layout and style of publication according to information and organisational requirements
- 1.3. Ensure document design is consistent with company and/or client requirements, using basic design principles
- 1.4. Discuss and clarify format and style with person requesting document/publication
2. Design document
- 2.1. Identify, open and generate files and records according to task and organisational requirements
- 2.2. Design document to ensure efficient entry of information and to maximise the presentation and appearance of information
- 2.3. Use a range of functions to ensure consistency of design and layout
- 2.4. Operate input devices within designated requirements
3. Produce document
- 3.1. Complete document production within designated time lines according to organisational requirements
- 3.2. Check document produced to ensure it meets task requirements for style and layout
- 3.3. Store document appropriately and save document to avoid loss of data
- 3.4. Use manuals, training booklets and/or help-desks to overcome basic difficulties with document design and production
4. Finalise document
- 4.1. Proofread document for readability, accuracy and consistency in language, style and layout prior to final output
- 4.2. Make any modifications to document to meet requirements
- 4.3. Name and store document in accordance with organisational requirements and exit the application without data/loss damage
- 4.4. Print and present document according to requirements
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.
Technology may include:
computers
photocopiers
printers
scanners
Software may include:
accounting packages
database packages
presentation packages
spreadsheet packages
word processing packages
Business documents may include:
accounts statements
client databases
newsletters
project reviews
proposals
reports
web pages
Organisational requirements may include:
budgets
correctly identifying and opening files
legal and organisational policies, guidelines and requirements
locating data
log-on procedures
manufacturers' guidelines
occupational health and safety policies, procedures and programs
quality assurance and/or procedures manuals
saving and closing files
security
storing data
Functions may include:
alternating headers and footers
editing
merging documents
spell checking
table formatting
using columns
using styles
Input devices may include:
keyboard
mouse
numerical key pad
scanner
Naming documents may include:
appropriate file type
authorised access
file names according to organisational procedure e.g. numbers rather than names
file names which are easily identifiable in relation to the content
file/directory names which identify the operator, author, section, date etc.
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of documents
security
Storing documents may include:
storage in directories and sub-directories
storage on CD-ROMs, disk drives or back-up systems
storing/filing hard copies of computer generated documents
storing/filing hard copies of incoming and outgoing facsimiles
storing/filing incoming and outgoing correspondence
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.
Technology may include:
computers
photocopiers
printers
scanners
Software may include:
accounting packages
database packages
presentation packages
spreadsheet packages
word processing packages
Business documents may include:
accounts statements
client databases
newsletters
project reviews
proposals
reports
web pages
Organisational requirements may include:
budgets
correctly identifying and opening files
legal and organisational policies, guidelines and requirements
locating data
log-on procedures
manufacturers' guidelines
occupational health and safety policies, procedures and programs
quality assurance and/or procedures manuals
saving and closing files
security
storing data
Functions may include:
alternating headers and footers
editing
merging documents
spell checking
table formatting
using columns
using styles
Input devices may include:
keyboard
mouse
numerical key pad
scanner
Naming documents may include:
appropriate file type
authorised access
file names according to organisational procedure e.g. numbers rather than names
file names which are easily identifiable in relation to the content
file/directory names which identify the operator, author, section, date etc.
filing locations
organisational policy for backing up files
organisational policy for filing hard copies of documents
security
Storing documents may include:
storage in directories and sub-directories
storage on CD-ROMs, disk drives or back-up systems
storing/filing hard copies of computer generated documents
storing/filing hard copies of incoming and outgoing facsimiles
storing/filing incoming and outgoing correspondence
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 and producing a minimum of 3 completed business documents, using at least 2 software applications in the production of each document
using appropriate data storage options
knowledge of the functions and features of contemporary computer applications.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to examples of style guides and organisational procedures.
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:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of final printed documents
demonstration of techniques
observation of presentations
oral or written questioning to assess knowledge of software applications.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
general administration units
other IT use units.
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 and producing a minimum of 3 completed business documents, using at least 2 software applications in the production of each document
using appropriate data storage options
knowledge of the functions and features of contemporary computer applications.
Context of and specific resources for assessment
Assessment must ensure:
access to an actual workplace or simulated environment
access to office equipment and resources
access to examples of style guides and organisational procedures.
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:
direct questioning combined with review of portfolios of evidence and third party workplace reports of on-the-job performance by the candidate
review of final printed documents
demonstration of techniques
observation of presentations
oral or written questioning to assess knowledge of software applications.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
general administration units
other IT use units.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C3541 | BSBCMN306A | Produce business documents | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUJ88 | BSBITU306 | Design and produce business documents | Unit of competency |