Elements and Performance Criteria

The Range Statement provides advice to interpret the scope and context of this unit of competency, 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 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)
disposing of non-confidential waste paper in recycling bins
utilising power-save options for equipment
Documents may include:
memos
faxes
letters
standard form letters
labels
envelopes
agendas
minutes
briefing papers
short reports
simple one-page flyers
Software functions may include:
default settings
page setup
paragraph formatting
text formatting
tabs
line spacing
page numbers
headers/footers
spell check
grammar check
indent
document protection
Formatting may include:
page orientation
margins
company logo / letterhead
columns
enhancements to text - colour, size, orientation
enhancements to format - borders, patterns and colours
alignment on page
headers/footers
Designated timelines may include:
timeline agreed with supervisor/person requiring document/s
timeline agreed with internal/external client
organisation timeline eg deadline requirements
Printing may include:
printer setup
whole document
specified pages
odd or even pages
multiple copies
Naming and storage of documents may include:
file names which are easily identifiable in relation to the content
file/directory names which identify the operator, author, section, date etc
file names according to organisational procedure eg numbers rather than names
storage in folders / sub-folders
storage on hard/floppy disk drives, CD ROM, tape backup
organisation policy for backing up files
organisation policy for filing hard copies of documents
filing locations
security
authorised access
Checking may include:
proofreading
accuracy of information
spelling, electronically and manually
grammar
consistency of layout
ensuring instructions with regard to content and format have been followed
The Range Statement provides advice to interpret the scope and context of this unit of competency, 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 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)
disposing of non-confidential waste paper in recycling bins
utilising power-save options for equipment
Documents may include:
memos
faxes
letters
standard form letters
labels
envelopes
agendas
minutes
briefing papers
short reports
simple one-page flyers
Software functions may include:
default settings
page setup
paragraph formatting
text formatting
tabs
line spacing
page numbers
headers/footers
spell check
grammar check
indent
document protection
Formatting may include:
page orientation
margins
company logo / letterhead
columns
enhancements to text - colour, size, orientation
enhancements to format - borders, patterns and colours
alignment on page
headers/footers
Designated timelines may include:
timeline agreed with supervisor/person requiring document/s
timeline agreed with internal/external client
organisation timeline eg deadline requirements
Printing may include:
printer setup
whole document
specified pages
odd or even pages
multiple copies
Naming and storage of documents may include:
file names which are easily identifiable in relation to the content
file/directory names which identify the operator, author, section, date etc
file names according to organisational procedure eg numbers rather than names
storage in folders / sub-folders
storage on hard/floppy disk drives, CD ROM, tape backup
organisation policy for backing up files
organisation policy for filing hard copies of documents
filing locations
security
authorised access
Checking may include:
proofreading
accuracy of information
spelling, electronically and manually
grammar
consistency of layout
ensuring instructions with regard to content and format have been followed

The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competency for this unit. This is an integral part of the assessment of competency 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
Knowledge of simple word processing functions
Knowledge of standard document layout
Knowledge of simple document design principles
Knowledge of organisational requirements for simple wordprocessed documents
Underpinning Knowledge*
* At this level the learner must demonstrate basic operational knowledge in a moderate range of areas.
The 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
Knowledge of the purposes of and the uses and function of wordprocessing software.
Organisational requirements for ergonomics, work periods and breaks, and conservation techniques.
Formatting styles and rules of the organisation's style guide
Effect of formatting on readability and appearance of documents
Underpinning Skills
Keyboarding and technology skills
Literacy skills for reading and understanding the organisation's procedures; using basic models to produce a range of correspondence; using page layout to support text structure
Proofreading and editing skills for checking own work and re-reading for accuracy against original
Communication including questioning and clarifying
Problem solving skills to solve routine problems
Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
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
Resource Implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace. These may include:
workplace reference materials such as style guides
computer equipment with wordprocessing software
English dictionary
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 meet organisational requirements
Communicating ideas and information (Level 2) - through well-designed business documents
Planning and organising activities (Level 2) - to meet designated timelines
Working with teams and others (Level 2) - to determine document purpose and audience
Using mathematical ideas and techniques (Level 2) - to determine spatial design requirements
Solving problems (Level 2) - using manuals and on-line help
Using technology (Level 2) - to produce wordprocessing documents
Please refer to the Assessment Guidelines for advice on how to use the Key Competencies
The Evidence Guide identifies the critical aspects, knowledge and skills to be demonstrated to confirm competency for this unit. This is an integral part of the assessment of competency 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
Knowledge of simple word processing functions
Knowledge of standard document layout
Knowledge of simple document design principles
Knowledge of organisational requirements for simple wordprocessed documents
Underpinning Knowledge*
* At this level the learner must demonstrate basic operational knowledge in a moderate range of areas.
The 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
Knowledge of the purposes of and the uses and function of wordprocessing software.
Organisational requirements for ergonomics, work periods and breaks, and conservation techniques.
Formatting styles and rules of the organisation's style guide
Effect of formatting on readability and appearance of documents
Underpinning Skills
Keyboarding and technology skills
Literacy skills for reading and understanding the organisation's procedures; using basic models to produce a range of correspondence; using page layout to support text structure
Proofreading and editing skills for checking own work and re-reading for accuracy against original
Communication including questioning and clarifying
Problem solving skills to solve routine problems
Ability to relate to people from a range of social, cultural and ethnic backgrounds and physical and mental abilities
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
Resource Implications
The learner and trainer should have access to appropriate documentation and resources normally used in the workplace. These may include:
workplace reference materials such as style guides
computer equipment with wordprocessing software
English dictionary
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 meet organisational requirements
Communicating ideas and information (Level 2) - through well-designed business documents
Planning and organising activities (Level 2) - to meet designated timelines
Working with teams and others (Level 2) - to determine document purpose and audience
Using mathematical ideas and techniques (Level 2) - to determine spatial design requirements
Solving problems (Level 2) - using manuals and on-line help
Using technology (Level 2) - to produce wordprocessing documents
Please refer to the Assessment Guidelines for advice on how to use the Key Competencies