Description:

Knowledge Test – This is a research-based task. Students should research the following
questions from the resources provided and online resources and answer in their own words.

Q1. Identify, list and briefly describe at least TEN typical business documents (Tax Invoice is one
such example) commonly used across an organization in various departments
Answer
Invoices
Invoice is a list that records products or services provided by a company to the customer
which provide the information of total amount, method of payments, and date of purchase.
Debit and credit note
Debit and credit notes are accounting documents. Debit note is a document is used by a
company to notify the customer of current debt obligations. This document helps to tract the
transaction for documentation purposes. Credit note is used by a company to notify customer
that credit is being applied to their account.
Employment agreements
Employment agreements lay out the rules, rights and responsibilities of both side employer
and the employee. The agreement may include specific obligation in specific hiring situation.
Contracts
Contracts is any formal and informal written document which lay out about deals made
between two side, for example the company and the partner.
Report
Report is a document that provide factual information, statistical data, research findings
which is relevant to the company.
Price/Product list
Price/product list is a document which organize all of the company’s goods, stocks, price
provided.
Purchase order
Purchase order is a document of written confirmation of an order being placed which is
issued by customer to company. The document indicates type, quantities and agreed prices.
Delivery order
Delivery order is any information which give detail explanation regarding a delivery.
Receipt
Receipt is a documentation of proof of payment for goods or services purchased by a
customer.
Business records
Business records may include meeting minutes, contracts, and documentations. The business
records are used for multiple purposes and will be reviewed when required.

Q2. Describe the computer software or platforms that could be used to produce the documents identified
in Question1.
Answer
To produce the documents identified for the business, some computer software or platforms can be used,
such as:
- Microsoft Word
Microsoft word can be very useful in managing documents related to contracts, agreements, reports
and letters.
- Microsoft Excel
 Microsoft excel is recommended in a business in managing invoices, accountability and financial
statements, reports, marketing plans, business plans.
- Microsoft Project
Microsoft Projects can be very helpful to manage marketing duties and business plans.
- Microsoft OneDrive
Microsoft OneDrive is useful in sharing documents.
- Microsoft Access
Microsoft Access is recommended for managing information, such as personal contacts, customer
contacts and potential clients contacts.
- Microsoft Outlook
Microsoft Outlook is very helpful in communication within the company, it provides calendar and
meetings and appointments reminder.

Q3. What are document standards? Provide examples of some of the standards that may be required in
producing a company brochure
Answer
Document standards are specifications that should be considered in creating specific documents. This define
the process that should be taken in creating the documents. By having document standards, it helps the
company to have consistency and standards of information quality in their message and the tone is set. The
company usually produce similar letter, this same letter should be created based on a style that has been
produced before. Some company might have different or similar standard for their company brochure,
some of the examples are as follows:
- Product or services descriptions
- Identification of target market or target customers
- Identify the purpose of the brochure
- Choose the font
- Check the paper stock
- Check the photos resolution will be used
- Include the contact information and call-to-action

Q4. List at least five legislative or regulatory requirements that may be applicable in creation and
distribution of business documents.
Answer
There are legislatives or regulatory requirements that may be applicable in creation and distribution
of business documents, such as:
- Privacy Act 1998
- Freedom of Information Act 1982
- Crimes Act 1914
- Digital Transaction Policy
- Public Service Act 1999

Q5. What are MACROS? Write the steps to record a MACRO in MS Excel.
Answer
Macro is a programming code that runs in Microsoft Excel which help to automate a routine task. This
programming system is recording the routine steps in Excel which can be applied by using a single step.
There are steps to record a macro in Microsoft Excel:
- Open the document that we want to use with macro
- Click View Tab and click Macros
- When the Macros dialogue box shows up, set the macro name. (Add shortcut key
or description if needed)
- Record Macros
- Stop recording when the action done are finished
- To run macro, Click Macros
- When the dialogue open, click macros that we want to run
- Cluck Run button