Unit of competency Outline

Date retreived
22/07/2026 11:21 PM AWST

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Design and develop complex text documents

Design and develop complex text documents

Unit of competency
National Code
BSBITU401A
State Code
D0792
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
10/01/2013
Field of Education
080905 - Practical Computing Skills
Original Release Date
10/01/2013
Nominal Hours
70
Description
This unit describes the performance outcomes, skills and knowledge required to design and develop business documents using complex technical features of word processing software.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Prepare to produce word processed documents
  • 1.1. Use safe work practices to ensure ergonomic, work organisation, energy and resource conservation requirements are addressed
  • 1.2. Identify document purpose, audience and presentation requirements, and clarify with relevant personnel as required
  • 1.3. Identify organisational requirements for text-based business documents to ensure consistency of style and image
  • 1.4. Evaluate complex technical functions of the software for their usefulness in fulfilling the requirements of the task
  • 1.5. Match document requirements with software functions to provide efficient production of documents
2. Design complex documents
  • 2.1. Design document structure and layout to suit purpose, audience and information requirements of the task
  • 2.2. Design document to enhance readability and appearance, and to meet organisational and task requirements for style and layout
  • 2.3. Use complex software functions to enable efficient manipulation of information and other material, and ensure consistency of design and layout
  • 2.4. Use manuals, user documentation and online help to overcome problems with document design and production
3. Add complex tables and other data
  • 3.1. Insert a standard table into document, changing cells to meet information requirements
  • 3.2. Format rows and columns as required
  • 3.3. Insert images and other data, formatting as required
4. Produce documents
  • 4.1. Use complex operations in the development of documents, to achieve required results
  • 4.2. Preview, adjust and print documents in accordance with organisational and task requirements
  • 4.3. Name and store documents in accordance with organisational requirements and exit the application without information loss/damage
  • 4.4. Prepare documents within designated time lines and organisational requirements for speed and accuracy
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.
Ergonomic requirements may include:
avoiding radiation from computer screens
chair height, seat and back adjustment
document holder
footrest
keyboard and mouse position
lighting
noise minimisation
posture
screen position
workstation height and layout
equipment that is reasonably adjusted to meet personal needs, in appropriate circumstances
Work organisation requirements may include:
exercise breaks
mix of repetitive and other activities
rest periods
Energy and resource conservation requirements may include:
double-sided paper use
recycling used and shredded paper
re-using paper for rough drafts (observing confidentiality requirements)
using power-save options for equipment
Complex documents may include:
call outs
captions
concordance files
different odd and even pages
document protection
drawing
forms with fields
hyperlinks
linked and/or embedded objects
long documents
mail merge data documents
master documents
MS WordArt
multiple headers and footers
multiple sections
multiple users
primary mail merge documents
subdocuments
templates
Organisational requirements may include:
company colour scheme
company logo
consistent corporate image
content restrictions
established guidelines and procedures for document production
house styles
observing copyright legislation
organisation name, time, date, document title, filename, etc. in header/footer
templates
Complex technical functions may include:
alignment
data transfer
display features
embedding
exporting
fields
form fields
formulae
importing
index
linking
macros
merge criteria
page and section breaks
sort criteria
style sheets
table of contents
templates
Design choices may include:
balance
diversity
relative positioning of graphics and headings
simplicity
text flow
typography
Structure and layout may include:
boxes
colour
columns
drawing
graphics
headings
letter and memo conventions
page layout
photographs
typeface
white space
Consistency of design and layout may include:
annotated references
borders
bullet/number lists
captions
consistency with other business documents
footnotes/endnotes
indentations
page numbers
spacings
typeface styles and point size
Formatting rows and column may include:
auto distribute
fills/shading
lines and borders
merge cells
sorting contents
split cell
text direction
Other data may include:
clip art
data from other software applications
digital photographs
files
graphics
quotes
references
scanned photographs and logos
tables, graphs and charts
Formatting of other data may include:
colour
cropping
layout
position in relation to other text
size
Printing may include:
print merge
print to file
to fit specific number of pages
with comments
with drawing objects
with field codes
with hidden text
Naming and storing documents may include:
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
storage in folders/sub-folders
storage on hard/floppy disk drives, CD-ROM, tape back-up
Designated time lines may include:
time line agreed with internal/external client
time line agreed with supervisor/person requiring spreadsheet
organisational time line e.g. deadline requirements
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:
production of text documents using advanced software functions
application of document design principles.
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 complex text documents and style guides.
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 documents with complex design
demonstration of techniques
oral or written questioning to assess knowledge of word processing software functions.
Guidance information for assessment
Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended, for example:
BSBWRT401AWrite complex documents.
Replaced By
State Code National Code Title Type
AUK26 BSBITU401 Design and develop complex text documents Unit of competency