Review the policy and procedure documents provided in Appendix 2 of this assessment task. Identify three forms required by the organisation.

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Review the policy and procedure documents provided in Appendix 2 of this assessment task. Identify three forms required by the organisation.

Assessment Type Document Templates (Project + Demonstration)
Due Date    Class Room Lecture Hall 6
Student Name:
Student ID No:
Qualification : BSB50215 Diploma of Business
Unit Code: BSBADM506
Unit Title: Manage business document design and development
Assessor’s Name  
Assessment Outcome          Satisfactory Not Satisfactory
Student Feedback  




Student Declaration: I declare that this work has been completed by me honestly and with integrity. I understand that the Sydney Metro College’s Student Assessment, Reassessment and Repeating Units of Competency Guidelines apply to these assessment tasks. Assessor Declaration:  I declare that I have conducted a fair, valid, reliable and flexible assessment with this student, and I have provided appropriate feedback. 
Name:   Name:




Date: Date:
Student was absent from the feedback session.



Assessment/evidence gathering conditions
Each assessment component is recorded as either Satisfactory (S) or Not Yet Satisfactory (NYS). A student can only achieve competence when all assessment components listed under procedures and specifications of the assessment section are Satisfactory. Your trainer will give you feedback after the completion of each assessment. A student who is assessed as NYS is eligible for re-assessment. Should the student fail to submit the assessment, a result outcome of Did Not Submit (DNS) will be recorded.
Resources required for this Assessment
  • All documents must be created using Microsoft Office suites i.e., MS Word, Excel, PowerPoint
  • Upon completion, submit the assessment printed copy to your trainer along with assessment coversheet.
  • Refer the notes on SMC eLearning (Moodle) to answer the tasks
  • Any additional material will be provided by Trainer
Instructions for Students
Please read the following instructions carefully·         This assessment is to be completed according to the instructions given by your assessor.

·         Students are allowed to take this assessment home.

·         Feedback on each task will be provided to enable you to determine how your work could be improved. You will be provided with feedback on your work within 2 weeks of the assessment due date.

·         Should you not answer the questions correctly, you will be given feedback on the results and your gaps in knowledge. You will be given another opportunity to demonstrate your knowledge and skills to be deemed competent for this unit of competency.

·         If you are not sure about any aspect of this assessment, please ask for clarification from your assessor.

·         Please refer to the College re-assessment and re-enrolment policy for more information.

Procedures and Specifications of the Assessment
You are required to review the scenario and sample policy and procedure documents provided, identify the forms required by MacVille, and produce template documents for the forms identified.  

You must provide:

·         A printed blank copy of the three forms developed.

·         A printed completed copy of the three forms developed.

·         Statement of feedback for each form.

·         A written reflection on monitoring, evaluation and continuous improvement

·         The forms as electronic documents, saved in template format.

·         Explanatory notes for each of the 3 templates

·         clear presentation and demonstration of instructions to use and complete your template

·         observe the participant who is using and completing your template

·         time for the participant to provide verbal feedback to you on the effectiveness of using the template.



Your assessor will be looking for:

·         A sample (blank) form submitted, with a completed copy, feedback statement and amendments statement, submitted in paper copy for each of the three forms developed.

·         An accompanying electronic form saved and submitted in a standard template format, for each of the three forms developed.

·         A secondary worksheet in the template for each form, including clear instruction for:

o   how to provide information for the document

o   how and where to save the completed e-form

o   how and where to submit the completed printed form

o   particular sections of the form that should be checked prior to use.



Assessment 2

  1. Review the scenario provided in Assessment1 of this Assessment Task.
  2. Review the policy and procedure documents provided in Appendix 2 of this assessment task.
  3. Identify three forms required by the organisation.
  1. Create templates for each of the forms. You must:
    • Use appropriate software to create the template.
    • Incorporate a range of formulas, functions and macros where appropriate.
    • Provide explanatory notes for each of the templates, detailing how information is to be managed or input and how the form is to be stored or submitted when completed. Explanatory notes should also indicate any sections of the form that should be checked prior to use (e.g. check that department list reflects current organisational structure). Include reference to the use of at least one macro.
    • Adhere to the MacVille guidelines for electronic documents and data entry in Appendix 3
    • Ensure the templates are appropriately named and stored.
  1. Submit the templates electronically (in a template format and printed out).
  2. Have someone complete the forms (following your explanatory notes), and provide written feedback on the usability of each form. Provide users with enough information such as incident details, etc to be able to complete forms. To allow you to monitor the effectiveness of the templates you have designed, leave users free to make errors in using the template, especially if the templates or explanatory notes are unclear or deficient.
  3. Provide a written reflection on monitoring the use of templates, evaluation of effectiveness of templates and continuous improvement that:
  • Evaluates the quality of documents produced by users against MacVille guidelines.
  • Describes the use (or misuse) of standard templates and macros by users.
  • Describes possible amendments you could make to each form, in response to feedback provided and to ensure better quality outcomes for MacVille documentation. Review scenario and justify your possible amendments by referring to organisational plans and future requirements for the HR department with respect to output, document quality, budgetary constraints, etc.
  1. Conduct training session in class, demonstrating how to use and complete your template. The training should not take more than 10 minutes.
  2. A participant should be selected to complete the template as per the demonstrated instructions.
  3. Selected participant to provide verbal feedback on use of template.




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