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Lesson Plan: Module 5, Lesson 1

Overview
In this lesson, the students will add footnote and endnote references to a document. Then, students
will learn to create and modify a Table of Contents.

Objectives
Topic objectives MOS exam objectives

Insert and modify endnotes and footnotes  OD 4.1.1: Insert footnotes and endnotes
 OD 4.2.2: Modify footnote and endnote
properties

Create and update a Table of Contents  OD 4.2.1: Insert tables of contents


 OD 4.2.2: Customize tables of contents

Table 1: Topic objectives mapped to MOS exam objectives

Resources
Student Guide Student_Guide_M5.docx
Teaching Guide Teaching_Guide_M5.docx
Lesson presentation Presentation_M5L1.pptx
Warm-up None
Topic 1: Activity Starter/supporting files:
 L1_T1_act_company_overview.docx

Topic 1: Try-It 1 Starter/supporting files:


 L1_T1_try1_quarterly_report_starter.docx

Topic 1: Try-It 2 Starter/supporting files:


 L1_T1_try2_quarterly_report_starter.docx

Topic 2: Activity Starter/supporting files:

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Module 5: Managing references and finalizing documents

 L1_T2_act_company_overview.docx

Topic 2: Try-It Starter/supporting files:


 L1_T2_try _quarterly_report_starter.docx

Wrap-up None
Table 2: Resources for this lesson

a.

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Lesson step-by-step instructions


Topic 1: Insert and modify endnotes and footnotes, Activity
1. Open L1_T1_act_company_overview.docx.
1. On page 4, find the section headed Marcos Serna: Farm General Manager.
2. Cut the last sentence in the paragraph; the sentence begins, His treasured and hard-working….
3. With your cursor still at the end of the paragraph, select the References tab, and then, in the
Footnotes group, select Insert Footnote.
4. Paste the sentence you cut from the end of the paragraph.
5. On page 5, find the section headed Hilary Brennan: Greenhouse Manager.
6. Cut the last sentence in the paragraph; the sentence begins, Despite the rootless feeling….
7. With your cursor still at the end of the paragraph, select the References tab, and then, in the
Footnotes group, select Insert Endnote.
8. Paste the sentence you cut from the end of the paragraph.
9. Select Next Footnote in the Footnotes group to navigate to the footnote.
10. In the Footnotes group, select the down arrow (Next Footnotes) beside Next Footnote and
select Next Endnote to navigate to the endnote.

Topic 1: Insert and modify endnotes and footnotes, Try-It 1


1. Open L1_T1_try1_quarterly_report_starter.docx.
2. On the second page of the document, under the heading Concord Grapes, position the cursor at
the end of the last sentence in the first paragraph; the sentence ends with …providing nutrients
other colored fruits are lacking.
3. Select the References tab, and then, in the Footnotes group, select Insert Footnote.
4. Enter the text Blue and purple fruits are often high in pigments called anthocyanins.

Topic 1: Insert and modify endnotes and footnotes, Try-It 2


1. Open L1_T1_try2_quarterly_report_starter.docx.
2. On the third page of the document, locate the section headed Romaine Lettuce. Position the
cursor at the end of the first line of the section, which reads Part of the Lactuca genus.
3. Select the References tab, and then, in the Footnotes group, select Insert Endnote.
4. Enter the text This genus includes well over 50 species, including daisies.
5. On the third page of the document, locate the section headed Growing pumpkins. In the Timing
subsection, position the cursor at the end of the only sentence.

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6. Select the References tab, and then, in the Footnotes group, select Insert Endnote.
7. Enter the text Allow three to four months for pumpkins to mature.
8. In the Footnotes group, select the down arrow (Next Footnote) beside Next Footnote and select
Next Endnote to navigate to the next endnote. Repeat, to navigate to the other endnote.

Topic 2: Create and update a table of contents, Activity


1. Open L1_T2_act_company_overview.docx.
2. Position the cursor on the second page of the document, which is blank.
3. Select the References tab, and then, in the Table of Contents group, select Table of Contents.
4. Select Automatic Table 1.
5. On page 6 of the document, find the section headed Danielle Gousse: Agricultural technologist.
Select the entire paragraph, including the heading.
6. Select Cut.
7. On page 5, position the cursor at the beginning of the section heading Eugenia Austin: Soil
Scientist.
8. Select Paste.
9. Navigate to page 2 and select the Table of Contents.
10. Select Update Table.
11. On the Update Table of Contents dialog box, select Update entire table.

Topic 2: Create and update a table of contents, Try-It


1. Open L1_T2_try_quarterly_report_starter.docx.
2. Position the cursor on the second page of the document, which is blank.
3. Select the References tab, and then, in the Table of Contents group, select Table of Contents.
4. Select Automatic Table 2.
5. On the last page of the document, find the section headed Guests. Select the entire page of
content, including the Guests section heading.
6. Select Cut.
7. On page 3 of the document, position the cursor at the start of the section heading Special
Produce.
8. Select Paste.
9. With the cursor still positioned at the start of the line with the section heading Special Produce,
select the Insert tab, and then, in the Pages group, select Page Break.
10. Navigate to page 2 and select the Table of Contents.
11. Select Update Table.
12. On the Update Table of Contents dialog box, select Update entire table.

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Module 5: Managing references and finalizing documents

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Module 5: Managing references and finalizing documents

13. Select the Table of Contents on page 2.


14. Select the Table of Contents button at the top of the Table of Contents.
15. Select Automatic Table 1.

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Module 5: Managing references and finalizing documents

Lesson Plan: Module 5, Lesson 2

Overview
In this lesson, the students will create and manage bibliography sources by using the Source
Manager, and they'll insert in-text references to their sources. Finally, the students will add a
bibliography to a document.

Objectives
Topic objectives MOS exam objectives

Create and modify bibliography citation sources  OD 4.1.3: Create and modify bibliography
citation sources

Insert bibliography citations  OD 4.1.4: Insert citations for bibliographies

Insert bibliographies  OD 4.2.3: Insert bibliographies

Table 3: Topic objectives mapped to MOS exam objectives

Resources
Student Guide Student_guide_M5.docx
Teaching Guide Teaching_guide_M5.docx
Lesson presentation Presentation_M5_L2.pptx
Warm-up None
Topic 1: Activity Starter/supporting files:
 L2_T1_act_company_overview.docx

Topic 1: Try-It Starter/supporting files:


 L2_T1_try_quarterly_report_starter.docx

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Topic 2: Activity Starter/supporting files:


 L2_T2_act_company_overview.docx

Topic 2: Try-It Starter/supporting files:


 L2_T2_try_quarterly_report_starter.docx

Topic 3: Activity Starter/supporting files:


 L2_T3_act_company_overview.docx

Topic 3: Try-It Starter/supporting files:


 L2_T3_try_quarterly_report_starter.docx

Wrap-up None
Table 4: Resources for this lesson

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40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Lesson step-by-step instructions


Topic 1: Create and modify bibliography citation sources,
Activity
1. Open L2_T1_act_company_overview.docx.
2. Select the References tab, and then, in the Citations & Bibliography group, select Manage
Sources.
3. In the Source Manager dialog box, select New.
4. In Type of source, select Web site.
5. Select the check box for Show All Bibliography Fields.
6. Select Name of Web Page and enter About the Farm.
7. Select Name of Web Site and enter Munson's Pickles and Preserves Farm.
b. Select Year and enter 2019.
c. Select Month and enter April.
d. Select Day and enter 6.
8. Select URL and enter https://www.munsonspicklesandpreservesfarm.com.
9. Select OK.
10. In the Source Manager dialog box, select the source Farm Information (2019).
11. Select Edit.
12. Select Author and enter Marcos Serna.
13. Select OK.
14. Select Close.

Topic 1: Create and modify bibliography citation sources,


Try-It
1. Open L2_T1_try_quarterly_report_starter.docx.
2. Select the References tab, and then, in the Citations & Bibliography group, select Manage
Sources.
3. In the Source Manager dialog box, in Current List, select Kuzbari, Kareem; Directions for
Growing Pumpkins (2018).
4. Select Edit.

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5. Select Year and edit the text to 2019.


6. Select OK.
7. In the Source Manager dialog box, select New.
8. In Type of source, select Book.
9. Select the check box for Show All Bibliography Fields.
10. Select Title and enter Grape Cultivation.
11. Select Author and enter Lucia Estevez.
12. Select Year and enter 2016.
13. Select Publisher and enter Nod Publishers.
14. Select City and enter Seattle, WA.
15. Select OK.
16. Select Close.

Topic 2: Insert bibliography citations, Activity


1. Open L2_T2_act_company_overview.docx.
2. Position the cursor at the end of the first paragraph on page 2, which ends …became very popular.
3. Select the References tab, and then, in the Citations & Bibliography group, select Insert
Citation.
4. Select the first source on the list: Far19.
5. On page 3, position the cursor at the end of the sentence before the Strategic Highlights heading.
The sentence ends …new agricultural ventures.
6. Select the References tab, and then, in the Citations & Bibliography group, select Insert
Citation.
7. Select the first source on the list: Far19.
8. Select the References tab, and then, in the Citations & Bibliography group, select Style. Choose
Harvard - Anglia.
9. Select the References tab, and then, in the Citations & Bibliography group, select Style. Choose
APA.

Topic 2: Insert bibliography citations, Try-It


1. Open L2_T2_try_quarterly_report_starter.docx.
2. Position the cursor at the end of the last item of the bullet list on page 4, which reads, They do not
want to be near trees or buildings.
3. Select the References tab, and then, in the Citations & Bibliography group, select Insert
Citation.
4. Select the second source on the list: Estevez, Lucia.

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Topic 3: Insert bibliographies, Activity


1. Open L2_T3_act_company_overview.docx.
2. Position the cursor after the last sentence on page 6. This positions the cursor at the very end of
the document.
3. Select the Insert tab, and then, in the Pages group, select Page Break.
4. Select the References tab, and then, in the Citations & Bibliography group, select Bibliography.
5. Select Bibliography.
6. Select the References tab, and then, in the Citations & Bibliography group, select Style. Choose
Harvard - Anglia.
7. Observe how the bibliography has updated to reflect your selection.
8. Select the References tab, and then, in the Citations & Bibliography group, select Style. Choose
APA.

Topic 3: Insert bibliographies, Try-It


1. Open L2_T3_try_quarterly_report_starter.docx.
2. Position the cursor at the top of page 7, which is a blank page at the end of the document.
3. Select the References tab, and then, in the Citations & Bibliography group, select Bibliography.
4. Select References.

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Module 5: Managing references and finalizing documents

Lesson Plan: Module 5, Lesson 3

Overview
In this lesson, the students will use a variety of proofreading tools and features, such as spelling and
grammar check with the Proofing pane, Thesaurus, and Word Count. Students will also send a
document as an email attachment from Microsoft Word.

Objectives
Topic objectives MOS exam objectives

Apply spelling and grammar check  Not mapped

Apply Thesaurus and word count  Not mapped

Share a document electronically  OD 1.3.4: Share documents electronically


Table 5: Topic objectives mapped to MOS exam objectives

Resources
Student Guide Student_guide_M5.docx
Teaching Guide Teaching_guide_M5.docx
Lesson presentation Presentation_M5_L3.pptx
Warm-up None
Topic 1: Activity Starter/supporting files:
 L3_T1_act_company_overview.docx

Topic 1: Try-It 1 Starter/supporting files:


 L3_T1_try1_quarterly_report_starter.docx

Topic 1: Try-It 2 Starter/supporting files:

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40566A: Microsoft Word associate 2019
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 L3_T1_try2_quarterly_report_starter.docx

Topic 2: Activity Starter/supporting files:


 L3_T2_act_company_overview.docx

Topic 2: Try-It Starter/supporting files:


 L3_T2_try_quarterly_report_starter.docx

Topic 3: Activity Starter/supporting files:


 L3_T3_act_company_overview.docx

Topic 3: Try-It Starter/supporting files:


 L3_T3_try_quarterly_report_starter.docx

Wrap-up None
Table 6: Resources for this lesson

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40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Lesson step-by-step instructions


Topic 1: Check spelling and grammar, Activity
1. Open L3_T1_act_company_overview.docx.
2. Select the Review tab, and then, in the Proofing group, select Spelling & Grammar to open the
Proofing pane.
3. Select Ignore Once to reject the recommended apostrophe.
4. Select the first suggestion (distinct) to correct the misspelled word.
5. Select the first suggestion (quickly) to correct the misspelled word.
6. Select the first suggestion (she’s) to add the recommended apostrophe.
7. Select Ignore All to ignore all recommendations to correct the last name Gousse.
8. Select the first suggestion (burgeoning) to correct the misspelled word.

Topic 1: Check spelling and grammar, Try-It 1


1. Open L3_T1_try1_quarterly_report_starter.docx.
2. Select the Review tab, and then, in the Proofing group, select Spelling & Grammar to open the
Proofing pane.
3. Select the first suggestion (most known) to correct the missing space between words.
4. Select the first suggestion (Sautéed) to add the accent to the word.
5. Select OK to close the dialog box notifying you that the check is complete.

Topic 1: Check spelling and grammar, Try-It 2


1. Open L3_T1_try2_quarterly_report_starter.docx.
2. Select the Review tab, and then, in the Proofing group, select Spelling & Grammar to open the
Proofing pane.
3. Select the Add to Dictionary to add Vitis to your custom dictionary.
4. Select the Add to Dictionary to add Lactuca to your custom dictionary.
5. Select the first suggestion (salad) to remove the extra period after the end of the sentence.
6. Select OK to close the dialog box notifying you that the check is complete.

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Topic 2: Use the Thesaurus and word count, Activity


1. Open L3_T2_act_company_overview.docx.
2. On page 3, identify the bullet list in the section headed Strategic Highlights.
3. In the second item, select the word industry.
4. Select the Review tab, and then, in the Proofing group, select Thesaurus to open the Thesaurus
pane.
5. Select the down arrow next to business and select Insert.
6. In the last item of the same bullet list, right-click or access the context menu for the word several.
On the context menu, select Synonyms, and then select Thesaurus.
7. In the Thesaurus pane, select the word numerous, taking care to avoid selecting the down arrow
(More Options command) beside it. This will cause the Thesaurus to look up the word numerous.
8. On this new results list, select the down arrow (More Options command) next to many and select
Copy.
9. In the main document window, right-click or access the context menu for the word several, and
then select Paste.

Topic 2: Use the Thesaurus and word count, Try-It


1. Open L3_T2_try_quarterly_report_starter.docx.
2. On page 4, identify the paragraph that begins, Grapes grow on vines and require support. It is
under the subheading Support the vines.
3. Select the word requires in the sentence that reads Each plant requires its own support.
4. Select the Review tab, and then, in the Proofing group, select Thesaurus to open the Thesaurus
pane.
5. Select the down arrow (More Options command) next to needs and select Insert.
6. In the following sentence, which begins If you are planting…, right-click or access the context
menu for the word connect. On the context menu, select Synonyms, and then select Thesaurus.
7. Select the down arrow (More Options command) next to attach and select Insert.

Topic 3: Electronically share a document, Activity


1. Open L3_T3_act_company_overview.docx.
2. Select File on the ribbon to display the Backstage view, and then select Share.
3. In the Share dialog box, select Email, and then select Send as Attachment. This will open a new
message window in Outlook. Enter the recipient’s email address in the To field.
4. In the message body, enter Here is the Company Overview.
5. Select Send.

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Topic 3: Electronically share a document, Try-It


1. Open L3_T3_try_quarterly_report_starter.docx.
2. Select File on the ribbon to display the Backstage view, and then, select Share.
3. In the Share dialog box, select Email, and then select Send as Attachment. This will open a new
message window in Outlook. Enter the recipient’s email address in the To field.
4. In the message body, enter Here is the Company Overview.
5. Select Send.

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Module 5: Managing references and finalizing documents

Lesson Plan: Module 5, Lesson 4

Overview
In this lesson, the students will customize page backgrounds by changing background colors and
page borders, and by adding a watermark. They'll also add and modify headers and footers. Finally,
they'll configure a document for printing.

Objectives
Topic objectives MOS exam objectives

Customize pages  OD 1.2.4: Configure page background


elements

Insert and modify headers and footers  OD 1.2.3: Insert and modify headers and
footers

Setup your document for printing  OD 1.3.3: Modify print settings


 OD 2.3.3: Change page setup options for a
section
Table 7: Topic objectives mapped to MOS exam objectives

Resources
Student Guide Student_guide_M5.docx
Teaching Guide Teaching_guide_M5.docx
Lesson presentation Presentation_M5_L4.pptx
Warm-up None
Topic 1: Activity Starter/supporting files:
 L4_T1_act_company_overview.docx

Topic 1: Try-it Starter/supporting files:

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 L4_T1_try_quarterly_report_starter.docx

Topic 2: Activity Starter/supporting files:


 L4_T2_act_company_overview.docx

Topic 2: Try-it 1 Starter/supporting files:


 L4_T2_try1_quarterly_report_starter.docx

Topic 2: Try-it 2 Starter/supporting files:


 L4_T2_try2_quarterly_report_starter.docx

Topic 3: Activity Starter/supporting files:


 L4_T3_act_company_overview.docx

Topic 3: Try-it Starter/supporting files:


 L4_T3_try_quarterly_report_starter.docx

Wrap-up None
Table 8: Resources for this lesson

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Lesson step-by-step instructions


Topic 1: Customize pages, Activity
1. Open L4_T1_act_company_overview.docx.
2. Select the Design tab, and then, in the Page Background group, select Page Color.
3. Hover over different color choices to see them previewed on the document.
4. Select Dark Green, Accent 1, Lighter 80% or another light shade of color.
5. Select the Design tab, and then, in the Page Background group, select Page Borders to open the
Borders and Shading dialog box.
6. In the Borders and Shading dialog box, under Setting, select Box.
7. For Width, select 1 pt.
8. Select OK.
9. Select the Design tab, and then, in the Page Background group, select Watermark. From the
options available, select Urgent 1.
10. Remove the watermark by selecting the Design tab, and then, in the Page Background group,
selecting Watermark. From the options available, select Remove Watermark.
11. Configure a custom watermark by selecting the Design tab, and then, in the Page Background
group, select Watermark. From the options available, select Custom Watermark.
12. In the Printed Watermark dialog box, select Text watermark.
13. Select Text and enter DRAFT.
14. Select Color and select Black, Text 1, Lighter 50% or a similar gray color.
15. Select Apply to see a preview of the watermark to your document. Select a different Color if
necessary, for visibility.
16. Select Close.

Topic 1: Customize pages, Try-It


1. Open L4_T1_try_quarterly_report_starter.docx.
2. Select the Design tab, and then, in the Page Background group, select Page Color.
3. Select Dark Green, Accent 1, Lighter 80% or another light shade of color.
4. Select the Design tab, and then, in the Page Background group, select Page Borders to open the
Borders and Shading dialog box.

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5. In the Borders and Shading dialog box, under Setting, select Shadow.
6. Select OK.
7. Select the Design tab, and then, in the Page Background group, select Watermark. From the
options available, select Custom Watermark.
8. In the Printed Watermark dialog box, select Text watermark.
9. Select Text and enter your name.
10. Select Color and select Black, Text 1, Lighter 50% or a similar gray color.
11. Select Apply to display a preview of the watermark to your document. Select a different Color if
necessary, for visibility.
12. Select Close.

Topic 2: Insert and modify headers and footers, Activity


1. Open L4_T2_act_company_overview.docx.
2. Select the Insert tab, and then, in the Header & Footer group, select Header. From the options
available, select Ion (Dark).
3. Select the Insert tab, and then, in the Header & Footer group, select Footer. From the options
available, select Blank (Three Columns).
4. In the left (first) column of the footer, select the placeholder text [Type here]. Delete the
placeholder.
5. On the Header & Footer Tools addition to the ribbon, select the Design tab, and then, in the
Insert group, select Date & Time.
6. From the Date and Time dialog box, select the first option from Available formats. Select OK.
7. In the center (second) column of the footer, select the placeholder text [Type here]. Delete the
placeholder.
8. On the Header & Footer Tools addition to the ribbon, select the Design tab, and then, in the
Header & Footer group, select Page Number. Select Current Position, and then select Plain
Number.
9. On the Header & Footer Tools addition to the ribbon, select the Design tab, and then, in the
Close group, select Close Header and Footer.

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Topic 2: Insert and modify headers and footers, Try-It 1


1. Open L4_T2_try1_quarterly_report_starter.docx.
2. Select the Insert tab, and then, in the Header & Footer group, select Header. From the options
available, select Integral.
3. Select the Insert tab, and then, in the Header & Footer group, select Footer. From the options
available, select Blank (Three Columns).
4. In the column on the left side of the footer (first column), select the placeholder text [Type here].
Delete the placeholder and enter your name.
5. In the center (second) column of the footer, select the placeholder text [Type here]. Delete the
placeholder.
6. In the column on the right side of the footer (third column), select the placeholder text [Type
here]. Delete the placeholder.
7. On the Header & Footer Tools addition to the ribbon, select the Design tab, and then, in the
Close group, select Close Header and Footer.

Topic 2: Insert and modify headers and footers, Try-It 2


1. Open L4_T2_try2_quarterly_report_starter.docx or continue with
L4_T2_try1_quarterly_report_starter.docx.
2. Select the Insert tab, and then, in the Header & Footer group, select Footer. From the options
available, select Edit Footer.
3. Position the cursor in the center (second) column of the footer. On the Header & Footer Tools
addition to the ribbon, select the Design tab, and then, in the Insert group, select Date & Time.
4. From the Date and Time dialog box, select the first option from Available formats. Select OK.
5. Position the cursor in the right (third) column of the footer. On the Header & Footer Tools
addition to the ribbon, select the Design tab, and then, in the Header & Footer group, select
Page Number. Select Current Position, and then select Plain Number.
6. On the Header & Footer Tools addition to the ribbon, select the Design tab, and then, in the
Close group, select Close Header and Footer.

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Topic 3: Set up your document for printing, Activity


1. Open L4_T3_act_company_overview.docx.
2. Select the File tab to open the Backstage view, and then select Print to activate Print Preview.
3. Select the right arrow at the bottom of the view to preview the next page.
4. Adjust the Zoom slider at the bottom of the page.
5. In Settings, select Print All Pages, and then select Custom Print.
6. In the Pages box, enter 3-4.
7. Select Custom Margins and note the different predefined and custom options.
8. Select Page Setup to activate the Page Setup dialog box. Note the available settings. Select OK.
9. Select the back arrow (Back) to return to the document.

Topic 3: Set up your document for printing, Try-It


1. Open L4_T3_try_quarterly_report_starter.docx.
2. Select the File tab to open the Backstage view, and then select Print to activate Print Preview.
3. Note the position of the Pumpkins section heading near the bottom of page 1.
4. Select the back arrow (Back) to return to the document.
5. Position the cursor at start of the Pumpkins section heading near the bottom of page 1.
6. Select the Insert tab, and then, in the Pages group, select Page Break.
7. Select the File tab to open the Backstage view, and then select Print to activate Print Preview.
8. Note the new position of the Pumpkins section heading at the top of page 2.

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Module 5: Managing references and finalizing documents

Lesson Plan: Module 5, Lesson 5

Overview
In this lesson, students will learn how to add and edit data in Document Properties, and then use the
Document Inspector to find and remove hidden data and personally identifiable information. Then,
students will learn how to use the Compatibility Checker and the Accessibility Checker to ensure
that a document is accessible to as many people as possible.

Objectives
Topic objectives MOS exam objectives

View and edit basic document properties  OD 1.3.2: Modify basic document properties

Check for hidden data and personal information  OD 1.4.1: Locate and remove hidden
properties and personal information

Check for compatibility  OD 1.4.3: Locate and correct compatibility


issues

Check for accessibility issues  OD 1.4.2: Locate and correct accessibility


issues
Table 9: Topic objectives mapped to MOS exam objectives

Resources
Student Guide Student_guide_M5.docx
Teaching Guide Teaching_guide_M5.docx
Lesson presentation Presentation_M5_L5.pptx
Warm-up None
Topic 1: Activity Starter/supporting files:
 L5_T1_act_company_overview.docx

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Topic 1: Try-it Starter/supporting files:


 L5_T1_try_quarterly_report_starter.docx

Topic 2: Activity Starter/supporting files:


 L5_T2_act_company_overview.docx

Topic 2: Try-it 1 Starter/supporting files:


 L5_T2_try1_quarterly_report_starter.docx

Topic 2: Try-it 2 Starter/supporting files:


 L5_T2_try2_quarterly_report_starter.docx

Topic 3: Activity Starter/supporting files:


 L5_T3_act_company_overview.docx

Topic 3: Try-it Starter/supporting files:


 L5_T3_try_quarterly_report_starter.docx

Topic 4: Activity Starter/supporting files:


 L5_T4_act_company_overview.docx

Topic 4: Try-it Starter/supporting files:


 L5_T4_try_quarterly_report_starter.docx

Wrap-up None

Table 10: Resources for this lesson

24
40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Lesson step-by-step instructions


Topic 1: View and edit basic document properties, Activity
1. Open L5_T1_act_company_overview.docx.
2. Select the File tab to open the Backstage view, and then select Info to display Document
Properties.
3. Select the Title box and edit the text to Munson’s - Company Overview.
4. Select Show All Properties. Note that additional properties are now available.
5. Select the Company box and edit the text to Munson’s Pickles and Preserves Farm.
6. Select Properties, and then select the Advanced Properties to open the Document Properties
dialog box.
7. Select the Keywords box and edit the text to Munsons, farm, about.
8. Select OK.
9. Select the back arrow (Back) to return to the document.

Topic 1: View and edit basic document properties, Try-it


1. Open L5_T1_try_quarterly_report_starter.docx.
2. Select the File tab to open the Backstage view, and then select Info to display Document
Properties.
3. Select the Title box and edit the text to Munson’s - Quarterly Report.
4. Select Show All Properties. Note that additional properties are now available.
5. Select the Company box and edit the text to Munson’s Pickles and Preserves Farm.
6. Select Properties, and then select the Advanced Properties to open the Document Properties
dialog box.
7. Select the Keywords box and edit the text to report, quarterly, quarterlies.
8. Select OK.
9. Select the back arrow (Back) to return to the document.

25
40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Topic 2: Check for hidden data and personal information,


Activity
1. Open L5_T2_act_company_overview.docx. On the File tab, select Save As. Select Browse and
enter the file name L5_T2_act_company_overview_check.docx.
2. Select the File tab to open the Backstage view, and then select Info.
3. In Backstage view, select Check for Issues and choose Inspect Document to open the
Document Inspector.
4. Select Inspect.
5. When the results are ready, navigate to Document Properties and Personal Information, and
then select Remove All.
6. Select Close.

Topic 2: Check for hidden data and personal information,


Try-it 1
1. Open L5_T1_try1_quarterly_report_starter.docx. On the File tab, select Save As. Select Browse
and enter the file name L5_T2_try1_quarterly_report_check.docx.
2. Select the File tab to open the Backstage view, and then select Info.
3. In Backstage view, select Check for Issues and choose Inspect Document to open the
Document Inspector.
4. Select Inspect.
5. When the results are ready, navigate to Document Properties and Personal Information and
select Remove All.
6. Select Close.

26
40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Topic 2: Check for hidden data and personal information,


Try-it 2
1. Open L5_T1_try2_quarterly_report_starter.docx. On the File tab, select Save As. Select Browse
and enter the file name L5_T2_try2_quarterly_report_check.docx.
2. Select the File tab to open the Backstage view, and then select Info.
3. In Backstage view, select Check for Issues and choose Inspect Document to open the
Document Inspector.
4. Select Inspect.
5. When the results are ready, navigate to Comments, Revisions, and Versions and select Remove
All.
6. Select Close.

Topic 3: Check for compatibility, Activity


1. Open L5_T3_act_company_overview.docx.
2. Select the File tab to open the Backstage view, and then select Info.
3. In Backstage view, select Check for Issues, and then choose Check Compatibility to open the
Compatibility Checker.
4. Select Select versions to show. From those options, clear Word 97-2003 and Word 2007. Note
that the compatibility is not an issue.
5. Resume checking for older versions of Word by selecting Select versions to show. From those
options, select Word 97-2003 and Word 2007.
6. Select OK.
7. Navigate to the bottom of the document and select the table located after the last paragraph of
text.
8. Drag the table to the first page of the document, and position it behind the text box that contains
the same text as the table, beginning Munson’s goal.
9. Delete the text box.
10. In Backstage view, select Check for Issues, and then select Check Compatibility to open the
Compatibility Checker.
11. Note that the document now contains no compatibility issues.
12. Select OK.

27
40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Topic 3: Check for compatibility, Try-it


1. Open L5_T3_try_quarterly_report_starter.docx.
2. Select the File tab to open the Backstage view, and then select Info.
3. In Backstage view, select Check for Issues and choose Check Compatibility to open the
Compatibility Checker.
4. Select OK.
5. Navigate to the top of the document and select the WordArt with the text Special Produce. This
is the element causing the issue.
6. Delete the WordArt.
7. Navigate to bottom of the document and select the Special Produce image that will replace the
deleted WordArt. Select Cut.
8. Navigate to the top of the document and position the cursor above the heading Concord Grapes.
9. Select Paste.
10. Select the File tab to open the Backstage view, and then select Info.
11. In Backstage view, select Check for Issues, and then select Check Compatibility to open the
Compatibility Checker.
12. Select OK.

Topic 4: Check for accessibility issues, Activity


1. Open L5_T4_act_company_overview.docx.
2. Select the File tab to open the Backstage view, and then select Info.
3. In Backstage view, select Check for Issues and choose Check Accessibility to open the
Accessibility Checker pane.
4. Note the warning for Hard-to-read text contrast. Select the problem to navigate to the text box
with the issue.
5. Right-click or access the context menu for the text box, and then select Format Shape.
6. In the Format Shape pane, select Fill, and then select Color. Select the color Orange, Accent 2,
Lighter 80%. Note that the Accessibility Checker pane shows that no issues are found.

28
40566A: Microsoft Word associate 2019
Module 5: Managing references and finalizing documents

Topic 4: Check for accessibility issues, Try-it


1. Open L5_T4_try_quarterly_report_starter.docx.
2. In Backstage view, select Check for Issues and choose Check Accessibility to open the
Accessibility Checker pane.
3. Note the warning for Missing alternative text. Select the problem to navigate to the picture with
the issue.
4. Right-click or access the context menu for the picture, and then select Edit Alt Text.
5. In the Alt Text pane, enter the text Special Produce in large text with a drop shadow.
6. In the Accessibility Checker pane, note the warning for Hard-to-read text contrast. Select the
problem to navigate to the text with the issue.
7. Select the Home tab, and then, in the Font group, select Font Color.
8. Select Blue, Accent 1. Note that the Accessibility Checker pane shows that no issues are found.

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