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BSBADM506 Student Assessment Booklet Jan 2020
BSBADM506 Student Assessment Booklet Jan 2020
Student Name:
BSBADM506 Manage business document design and development
Table of Contents
Table of Contents 2
Assessment Information 3
Assessment Instructions 5
Student Assessment Agreement 6
Assessment Task 1 Cover Sheet 7
Assessment Task 1: Develop templates 8
Assessment Task 1 Instructions 10
Assessment Task 1 Checklist 14
Assessment Task 2 Cover Sheet 15
Assessment Task 2: Develop standardised documentation 16
Assessment Task 2 Instructions 18
Assessment Task 2 Checklist 21
Assessment Task 3 Cover Sheet 22
Assessment Task 3: Ensure the correct use of standard documentation 23
Assessment Task 3 Instructions 24
Assessment Task 3 Checklist 26
Assessment Task 4 Cover Sheet 27
Assessment Task 4: Monitor use of documentation 28
Assessment Task 4 Instructions 29
Assessment Task 4 Checklist 31
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Assessment Information
The assessment tasks for BSBADM506 Manage business document design and development are
included in this Student Assessment Tasks booklet and outlined in the assessment plan below.
To be assessed as competent for this unit, you must complete all of the assessment tasks satisfactorily.
Assessment Plan
Assessment Task Overview
1. Manage business documents You are required to manage business document design and
project development for a case study company.
2. Business documents testing project You are required to ensure that the business documents
function as expected.
3. Business documents training You are required to write instructions and then give a
project training session to the company staff who will be using the
templates.
4. Business documents monitoring You are required to evaluate feedback on the use of the
project templates that you have developed and make some
improvements to these.
Assessment Preparation
Please read through this assessment thoroughly before beginning any tasks. Ask your assessor for
clarification if you have any questions at all.
When you have read and understood this unit’s assessment tasks, print out the Student Assessment
Agreement. Fill it out, sign it, and hand it to your assessor, who will countersign it and then keep it on file.
Keep a copy of all of your work, as the work submitted to your assessor will not be returned to you.
Assessment appeals
If you do not agree with an assessment decision, you can make an assessment appeal as per your RTO’s
assessment appeals process.
You have the right to appeal the outcome of assessment decisions if they feel they have been dealt with
unfairly or have other appropriate grounds for an appeal.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Additional Resources
You will be provided with the following resources before you begin each Assessment Task.
Assessment Task 1
Briefing Report Template
Project Proposal Template Text
Logo
Style Guide
Assessment Task 2
Conference Program Text
Project Proposal Text
Strategic Plan Text
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Assessment Instructions
The Assessment Task Cover Sheet will be returned to you with the outcome of the assessment, which will
be satisfactory (S) or unsatisfactory (U). If your work has been assessed as being not satisfactory, your
assessor will include written feedback in the Assessment Task Cover Sheet giving reasons why. Your
assessor will also discuss this verbally with you and provide advice on re-assessment opportunities as per
your RTO’s re-assessment policy.
Copy and paste each task’s instructions into a new document and use this as the basis for your assessment
task submission. Include this document’s header and footer.
If you are submitting electronically, give the document a file name that includes the unit identification
number, the task number, your name and the date.
Checklist
This will be used by your assessor to mark your assessment. Read through this as part of your preparation
before beginning the assessment task. It will give you a good idea of what your assessor will be looking for
when marking your responses.
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BSBADM506 Manage business document design and development
Make sure you read through the assessments in this booklet before you fill out and sign the agreement
below.
If there is anything that you are unsure of, consult your assessor prior to signing this agreement.
Have you read the assessment requirements for this unit? Yes No
Do you understand the requirements of the assessments for this unit? Yes No
Do you agree to the way in which you are being assessed? Yes No
Do you have any specific needs that should be considered? Yes No
If so, explain these in the space below.
Student name
Student number
Student signature
Date
Assessor name
Assessor signature
Date
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Student Declaration
To be filled out and submitted with assessment responses
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name
Student ID number
Student signature
Date
Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Task summary
You are required to develop templates for three documents for a case study company.
Required
Access to textbooks and other learning materials
Computer with Microsoft Office and internet access
Style Guide
Briefing Report Template
Project Proposal Template Text
Logo
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Email with Briefing Report attached
Email with the following attached:
o Project Proposal Template
o Strategic Plan Template
o Conference Program Template
o Presentation Template
Email with amended template(s) attached
Email with screen shot attached
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all
of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete
further assessment to demonstrate competence.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
To assist with having a more corporate and standardised approach to documentation, you have been
contracted by the company to design and develop a number of business documents that are produced by
Grow Management Consultants. They have also recently commissioned a design company to produce a
new logo and a Style Guide, and it will be your responsibility to use these to ensure that the company’s
documentation has a similar, modern look.
You will begin the process by designing and developing templates for the following documents as these
have been identified as key documents used by the company and that are reviewed by customers:
Project Proposals
Conference Program
Newsletter
Strategic Plan
As a first step, you will be meeting with the company’s Operations Manager, Margaret Burns, who will
discuss what the company expects from you over the next few weeks.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
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BSBADM506 Manage business document design and development
9. Send an email to the Operations Manager and the administrative staff (your assessor).
The text of the email should be in grammatically correct English, written in an appropriate (polite,
business-like) style.
It should summarise the changes that you have made to the templates.
The email text should also include your evaluation of whether the current technological
limitations allow for this to be done.
contents of the attachment(s) and seek their approval to move forward with the project.
Attach your amended template(s) to the email.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Completed
Did the student: successfully Comments
Yes No
During the meeting, demonstrate effective communication
skills including:
Speaking clearly and concisely
Using non-verbal communication to assist with
understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm
understanding
Identify the company’s requirements for information entry,
output, and the quality of their documents’ design and
production?
Identify the relevant legislative requirements for
information content and storage?
Evaluate Grow Management Consultants’ current
information technology capability and how that will impact
on the documents’ design and production?
Identify the types of documents that are required by the
organisation?
Establish what the company’s documentation and design
standards are in accordance with their budget and
technology requirements?
Ensure that the templates that they create suit each
document’s purpose, audience and information
requirements?
Ensure that their templates enhance readability and
appearance, as well as meeting the company’s
requirements as set out in the Style Guide?
Obtain feedback on their templates from the Operational
Manager and administration staff who will be using the
templates, and make amendments as necessary?
Assessor name
Date
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name
Student ID number
Student signature
Date
Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Task summary
You are required to ensure that their templates function as expected, testing them with the text supplied.
You are expected to create macros for the documents and ensure that they are functioning correctly.
Required
Access to textbooks and other learning materials
Computer with Microsoft Office and internet access
Conference Program Text
Project Proposal Text
Strategic Plan Text
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Email with the following attached:
o Project Proposal
o Strategic Plan
o Conference Program
o Template Presentation
o Any revised versions of your templates that you have amended due the testing.
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all
of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete
further assessment to demonstrate competence.
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BSBADM506 Manage business document design and development
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.
Cass Training Pty Ltd t/a Cass Training International College RTO No. 90309 CRICOS Provider No. 00956C Page | 17
© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Shortly after submitting your amended templates, you receive the following email from Grow Management
Consultants’ Operations Manager:
Dear contractor.
Thanks for the amended templates that you sent to me and the administrative staff. They are
looking really good.
Before we start using them, however, I want to make sure that they are working correctly. In
particular, I want you to have the opportunity to evaluate whether the software that we use is
capable of the complex technical functions that we are demanding of it to automate our production
of documents.
In order for you to test the templates and the software, I would like you to produce a document for
each template using the text that I have provided to you. It is only by doing this that you can really
evaluate the templates’ functionality.
There is another thing, which I hope is not too much of a bother for you. We have had some
discussions about whether it is better to have the text in our documents aligned left, as stated in the
Style Guide, or whether it should be justified. It seems that the older members of our team grew up
with justified text but left aligned is more modern. To make it easier for the administrative staff to see
what alignment is more appropriate in documents, I would like you to create a macro for the Word
documents that allows the user to change text from left aligned (standard) to justified (old school). I
am sure that after a short time the most appropriate form of text alignment will become apparent.
I have also found that the most common function that I use when creating presentations is adding a
text box to a slide. I think that it would be very helpful if you could create a macro for the
presentation template that would do this for us.
Regards,
Operations Manager.
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BSBADM506 Manage business document design and development
Ensure that the resulting document is well spaced and easy to read.
As part of this Assessment Task, you are required to demonstrate your ability to create macros
in documents. For this document, create a macro that will change highlighted text from left
aligned into justified. The macro should be accessed via a symbol in the document’s tool bar.
Test the macro to ensure that it works correctly.
While you are creating the project proposal from the text that you have been given, if you find
that your template needs to be altered in order to make more useful for users, make the
alterations and save the template as Revised Project Proposal Template.
Ensure that the resulting document is well spaced and easy to read.
Test the macro that you created for the Project Proposal with this document too.
While you are creating the Strategic Plan from the text that you have been given, if you find that
your template needs to be altered in order to make more useful for users, make the alterations
and save the template as Revised Strategic Plan Template.
Ensure that the resulting document is well spaced and easy to read.
Test the macro that you created for the Project Proposal with this document too.
While you are creating the Conference Program from the text that you have been given, if you
find that your template needs to be altered in order to make more useful for users, make the
alterations and save the template as Revised Conference Program Template.
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BSBADM506 Manage business document design and development
To ensure that the training session is successful, you are required to create a presentation using
your Presentation Template that will demonstrate to the attendees how to use the templates.
You are also required to demonstrate the use of macros to the meeting attendees.
To do this, create a macros icon that will create a text box on a slide. Your presentation should
include at least one slide that demonstrates the use of this macro. You should also describe the
use and creation of macros in general.
Your presentation should also outline the company’s Style Guide and give the attendees some
instruction in how to use it.
While you are creating the template presentation, if you find that your template needs to be
altered in order to make more useful for users, make the alterations and save the template as
Revised Presentation Template.
It should introduce and summarise the contents of the attachments and seek their feedback and
approval to move forward with the project.
The email text should also give a short introduction on how to use the documents’ macros for
the reader.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Student’s name:
Completed
Did the student: successfully Comments
Yes No
Evaluate the technical functions of the software being
used for the templates to ensure that they function
adequately when text is added?
Match the requirements of each template with the
software functions that allow for the efficient
production of documents?
Create and test macros to ensure that they meet the
requirements of each document as set out in the
activity instructions?
Develop a training presentation on the use of
templates and macros at a level of detail to suit the
users?
Assessor name
Date
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name
Student ID number
Student signature
Date
Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Task summary
You are required to ensure that their templates are used correctly by the staff. This will involve writing
instructions and then giving a training session to the company staff who will be using the templates.
Required
Access to textbooks and other learning materials
Computer with Microsoft Office and internet access
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Email with Template and Macros Instructions attached.
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all
of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete
further assessment to demonstrate competence.
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
The document should also describe what macros are and how to use them.
Make sure that you use simple, easily understandable language that would suit a reader who
has little understanding of templates and macros.
Create a new Word document for this activity and save it as Template and Macros Instructions.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
It is important that you give your presentation using language that is appropriate for the
audience. Assume that the staff members attending the presentation have no experience
working with templates.
Print out one copy of each of your Word templates to take with you to the training that you can
pass around to the attendees. Ensure that they are printed in accordance with the Style Guide
instructions.
Print out a copy of your Template Instructions for each attendee at your training session.
At the end of the presentation, you must also provide the opportunity for your audience to
answer questions.
During and after the presentation you will be required to demonstrate effective communication
skills including:
Speaking clearly and concisely
Using non-verbal communication to assist with understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm understanding
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Completed
Did the student: successfully Comments
Yes No
Prepare explanatory notes for the use of templates and
macros using language to suit existing and future users?
Carry out training on the use of templates and macros
using language and at a level of detail that suits the
audience?
Describe document production processes?
Introduce and outline the Style Guide and how it relates to
document production?
During the meeting, demonstrate effective communication
skills including:
Speaking clearly and concisely
Using non-verbal communication to assist with
understanding
Asking questions to identify required information
Responding to questions as required
Using active listening techniques to confirm
understanding
Assessor name
Date
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
I declare that this task is all my own work and I have not cheated or plagiarised the work or colluded
with any other student(s).
I understand that if I am found to have plagiarised, cheated or colluded, action will be taken against me
according to the process explained to me.
I have correctly referenced all resources and reference texts throughout these assessment tasks.
Student name
Student ID number
Student signature
Date
Assessor declaration
I hereby certify that this student has been assessed by me and that the assessment has been carried
out according to the required assessment procedures.
Assessor name
Assessor signature
Date
Feedback
Date
A copy of this page must be supplied to the office and kept in the student’s file with the evidence.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Task summary
You are required to evaluate feedback that they receive from the company on the use of the templates that
you have developed. You will then be required to make some improvements to their templates to reflect
changes in the company’s expectations.
Required
Access to textbooks and other learning materials
Computer with Microsoft Office and internet access
Timing
Your assessor will advise you of the due date of these submissions.
Submit
Email with the following attached:
o Updated Conference Program
o Updated Strategic Plan
o Updated Conference Program
o Updated Template Presentation
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all
of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete
further assessment to demonstrate competence.
Re-submission opportunities
You will be provided feedback on their performance by the Assessor. The feedback will indicate if you have
satisfactorily addressed the requirements of each part of this task.
If any parts of the task are not satisfactorily completed, the assessor will explain why, and provide you
written feedback along with guidance on what you must undertake to demonstrate satisfactory performance.
Re-assessment attempt(s) will be arranged at a later time and date.
You have the right to appeal the outcome of assessment decisions if you feel that you have been dealt with
unfairly or have other appropriate grounds for an appeal.
You are encouraged to consult with the assessor prior to attempting this task if you do not understand any
part of this task or if you have any learning issues or needs that may hinder you when attempting any part of
the assessment.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
It is one month since you completed the templates and held the training session for the staff of Grow
Management Consultants, and you have received the following email from the Operations Manager.
Dear consultant.
Thank you for the good work you did for us last month on our company’s document and presentation
Templates.
I would like to take this opportunity to give you some feedback on the documents that are being
produced.
Firstly, having the templates has speeded up some of our documentation processes, and they have
resulted in a more consistent quality of documents. They follow the standards as set out in our Style
Guide very closely.
The macros that you programmed into the Word documents are used rarely by the administrative
staff, but the text box macros in the Presentation Template is being used on a daily basis.
Unfortunately, the new company logo hasn’t met with as much enthusiasm as we had hoped. It
appears as though flowers are now “out”, and a more “modern” image is more appropriate. We have
commissioned the following new logo:
I would appreciate it is you could update the templates that you created for us to incorporate these
changes to the organisation’s needs.
I would appreciate it if you could send the revised templatea back to me within the week.
Please keep track of the amount of time that this task takes you and calculate what we owe you for
this. Naturally, we will be reimbursing you at the same rate as the original job. Just let me know the
figure in the covering email and I will arrange payment.
If you have any questions about this job, please do not hesitate to ask me.
Regards,
Operations Manager.
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BSBADM506 Manage business document design and development
It should summarise the changes that you will be making to the templates that you created for
Grow Management Consultants.
2. Update templates.
Make changes to the templates that you developed in Assessment Tasks 2 and 3 that reflect the
current needs of Grow Management Consultants.
Save each of these templates with the word “Updated” at the front of its name, as in Updated
Presentation Template, etc.
It should summarise the changes that you have made to the Templates.
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020
BSBADM506 Manage business document design and development
Student’s name:
Completed
Did the student: successfully Comments
Yes No
Monitor the use of the templates and macros against
documentation standards?
Plan and implement improvements to the templates to
reflect the changing needs of the organisation?
Produce, circulate, name and store files and
templates in accordance with organisational
requirements?
Assessor name
Date
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© RTO Works 2020 Student Assessment Booklet V 20 Jan 2020