BSBADM506 Manage business document design and development Learner Assessment Workbook INFORMATION REGARDING THIS ASSESSMENT TOOL 1. General Information 2. Instructions for Students 3. Instruction for Assessors 4 Unit Outline 5. Assessments 6. Student Declaration 1. General Information about this Assessment Workbook Development of this Assessment Tool A Training and Assessment Strategy has been developed for the qualification that contains this unit. This Training and Assessment Strategy outlines the delivery and assessment methodology to ensure consistency with our scope and requirements under NVR regulations and legislations. Furthermore all assessments are written in line with the assessment guidelines of the relevant training package. A professional approach is applied to ensure that these assessment resources are current, valid, fair and flexible assessment tools that accurately relate to the elements and performance criteria to meet competency standards. This Assessment Tool has been reviewed to ensure it meets with the unit of competency evidence requirements. All resources comply with the appropriate training packages, released on www.training.gov.au To ensure they are kept current and fair they undergo several types of formal validation processes. These include: • Industry validation of our programs via an Industry Consultation committee • Industry validation of our assessment tools via an Industry Consultation committee • Trainer/ Assessor validations as scheduled in our programs register • Feedback from our clients and students is also encouraged to maintain currency and reflect any changes within the industry. General information about Assessment There is a combination of formative and summative approaches to assessment designed for a learning environment that enables simulation in workplace environments or employment seeking activities when required. The timeframe for assessment is outlined in each Training Program Outline that is issued and discussed at enrolment; and each student must complete the 'Student Declaration' to verify both their understanding of the unit assessment requirements and their readiness to proceed with the assessment process. Assessment needs to include the full expression of competency which includes assessment of knowledge, understanding, application and performance reliability. Formative/Summative definitions: Formative Assessment: Provides feedback to both trainer and student about progress both of the course program and the individual. It does not necessarily contribute to formal outcomes, e.g. certification. Summative Assessment: Summative assessment is by contrast a high value function that evaluates against a standard; it does contribute to formal outcomes. Resources needed for the assessment The assessments are designed for general classroom delivery with access to: • A relevant simulated environment for the purposes of practical demonstration • Business technology and organisational processes where required - a computer with access to the internet, an email function and a word processing application will generally be provided for the completion of all assessments as required. Assessment process overview When you have completed all Assessments, and you have (if required) made a copy of your completed Assessments; it is time to submit the completed Assessment Workbook to your Assessor. Your Assessor will provide you with feedback, whether this is verbal or written responses, and a judgment of competency will be made. Reasonable Adjustment Students must apply for special consideration and make reasonable adjustment to assessment, as appropriate. Information regarding reasonable adjustment can be found in both the relevant program Training and Assessment Strategy (TAS) Reassessment Process Incomplete Assessments will result in Assessment Workbook being handed back to the student and marking of the respective Assessment(s) will not commence until the Assessment is completed. If there is a Not Satisfactory assessment outcome, the Assessor will discuss and provide feedback to the student on the area/s for improvement and confirm further requirements. At this time a mutually agreed future date for re-assessment will be set. Reassessment Process: • Each student is entitled to 2 assessment attempts at no additional cost • Each re-assessment attempt must be completed within a 48-96 hour maximum timeframe from the previous attempt. • Trainer/Assessor will provide direction to the student on the further learning required for next assessment attempt. • Assessor may apply reasonable adjustment to the subsequent assessment attempts if required • These 2 assessment attempts should be across a maximum period of 2 weeks • At the end of the second unsuccessful assessment attempt, a formal student/trainer counseling session will occur, to discuss the student's suitability to the learning program or fees for re-assessment may apply   2. Instructions to Students How you will be assessed / able to demonstrate competency for this unit To demonstrate competence in this unit you must satisfactorily meet the requirements of this Assessment Workbook. The Assessment Workbook represents 1 (one) complete record of evidence. The Assessment Workbook consists of several different Assessments that may include further pieces of evidence to be developed by the student. Each Assessment is reviewed by an Assessor and an outcome determined for each completed Assessment submission. Assessment Instructions for Code & Title Four Assessment Tasks in this workbook must be completed for competency to be achieved in the unit Assessment 1- Case Study For this task you are required to review the scenario provided and develop standards and guidelines for producing documents. You will also be required to apply the standards you develop to an existing document. Assessment 2 – Case Study You are required to review the scenario and sample policy and procedure documents provided, identify the forms required by the organisation, and produce template documents for the forms identified. Assessment-3- Observation You are required to conduct a training session for the class, demonstrating the instructions for using and completing one of the templates you have designed. Assessment 4 –Written Questions The test will be of 60 minutes (Maximum) duration and comprises of short answers questions. This is an open book test, reference papers, notes, student workbook, past assignments can be used. The criteria to be applied in grading test papers will be the accuracy of submitted answers and demonstrated understanding of the subject matter covered in the unit It is your responsibility to be aware of the requirements for this course and understand that you will have to answer all questions to arise competency in this test You will need to be deemed satisfactory in all the given assessments and you must answer 75% of this test correctly to be deemed satisfactory in this assessment Rules for Completing Assessments This Assessment Workbook must be completed in Black or Blue pen. White out must not be used. If you need to amend written information cross it out and rewrite the correct information. Additional sheets maybe attached if required. Assessment Length Where space/lines have been provided for responding to an Assessment you should not see the size of the space provided as a guide to the length of your answer. If you require extra room for a response, attach a separate page to this Assessment Workbook with the following points included – your name, date the response/s were made, the unit code and Assessment clearly indicated. How are the Outcomes for Assessments Assessed? Each Assessment within this Assessment Workbook will be given an outcome of either Satisfactory or Not satisfactory. What does this mean? Satisfactory Outcome: • The Assessor has reviewed the Assessment Workbook against the requirements of the Assessment and is satisfied that all requirements have been met. Not Satisfactory Outcome: • The Assessor has reviewed the Assessment Workbook against the requirements of the Assessment and is not satisfied that all requirements have been met. If you receive a Not Satisfactory outcome you will be given an opportunity to discuss and review with your Assessor the area/s for improvement and resubmit the individual Assessment as per Assessor's instructions. If you receive a Satisfactory outcome for the individual Assessment, then this outcome forms one part of the requirement used to form a final judgement of competency for this unit. How is Competency Achieved? Competency is achieved when you have (4) four satisfactorily completed Assessments within this Assessment Workbook. The Assessor, understanding the rules of evidence, is also able to make a determination of competency for you the individual student factoring the need for reasonable adjustment as required. Student Please Note: • There is zero tolerance for cheating and plagiarism • If you the student are found to have cheated on any forms of assessment, including plagiarism of another's work, you will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • You must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. You can make and keep copies of all work that you submit. (Optional) Evidence provided by you is retained for our records and not returned to you. 3. Instruction for Assessors Evidence Gathering/Collection required Assessment of a Unit of Competency is based on the review of the Assessments contained within this Assessment Workbook. This Assessment Workbook has been mapped to cover the specifics of the Unit of Competency as per the contents of the Training Package and includes: • Performance Evidence • Knowledge Evidence • Assessment Conditions It is also essential that assessment is conducted with the rules of evidence as a primary focus: • Authentic • Valid • Current • Sufficient How to make a judgement of competency using the Assessments Competency is achieved when you have a combination of (4) four satisfactorily completed Assessments within this Assessment Workbook. The Assessor, understanding the rules of evidence, is also able to make a determination of competency for you the individual student factoring the need for reasonable adjustment as required. Unit Application This unit describes the skills and knowledge required to manage all aspects of recruitment selection and induction processes in accordance with organisational policies and procedures. It applies to individuals or human resource personnel who take responsibility for managing aspects of selecting new staff and orientating those staff in their new positions. It is not assumed that the individual will be directly involved in the selection processes themselves, although this may well be the case. Element Elements describe the essential outcomes Performance Criteria Performance criteria Describe the performance needed to demonstrate achievement of the element. 1 Establish documentation standards 1.1 Identify organisational and legislative requirements for information entry, storage, output, and quality of document design and production 1.2 Evaluate organisation's present and future information technology capability in terms of its impact on document design and production 1.3 Identify types of documents used and required by organisation 1.4 Establish documentation standards and design tasks for organisational documents in accordance with information, budget and technology requirements 2 Manage template design and development 2.1 Ensure standard formats and templates suit the purpose, audience and information requirements of each document 2.2 Ensure document templates enhance readability and appearance, and meet organisational requirements for style and layout 2.3 Test templates, obtain organisational and user feedback, and make amendments as necessary to ensure maximum efficiency and quality of presentation 3 Develop standard text for documents 3.1 Evaluate complex technical functions of software for their usefulness in automating aspects of standard document production 3.2 Match requirements of each document with software functions to allow efficient production of documents 3.3 Test macros to ensure they meet the requirements of each document in accordance with documentation standards 4 Develop and implement strategies to ensure the use of standard documentation 4.1 Prepare explanatory notes for the use of standard templates and macros using content, format and language style to suit existing and future users 4.2 Develop and implement training on the use of standard templates and macros and adjust the content and level of detail to suit user needs 4.3 Produce, circulate, name and store master files and print copies of templates and macros in accordance with organisational requirements 5 Develop and implement strategies for maintenance and continuous improvement of standard documentation 5.1 Monitor use of standard documentation templates and macros, and evaluate the quality of documents produced against documentation standards 5.2 Review documentation standards against the changing needs of the organisation, and plan and implement improvements in accordance with organisational procedures Foundation Skills This section describes language, literacy, numeracy and employment skills incorporated in the performance criteria that are required for competent performance. Skill Performance Criteria Description Learning 4.2  Actively reinforces own knowledge and skills by training others Reading 1.1-1.4, 2.1- 2.3, 3.1-3.3, 4.2, 4.3, 5.1, 5.2  Evaluates information from complex texts, including organisational policies and procedures  Extracts and evaluates information from a range of support sources to extend understanding Writing 1.4, 2.1, 2.3, 3.3, 4.1-4.3, 5.1, 5.2  Selects text type, subject matter and language to suit a specific audience and purpose  Organises content to support the purposes and format of the product Oral Communication 2.3, 4.3  Participates in verbal exchanges to gain information  Uses listening and questioning techniques to clarify and confirm understanding  Presents complex technical information adjusting presentation style and vocabulary to suit audience Numeracy 1.4  Recognises and interprets numerical information related to budgets Navigate the world of work 1.1, 1.4, 2.2, 4.3, 5.2  Recognises and adheres to organisational and legislative requirements Interact with others 2.3, 4.2, 4.3  Actively identifies requirements of important communication exchanges, selecting appropriate channels, format, tone and content to suit purpose and audience Get the work done 1.1-1.4, 2.1-2.3, 3.1-3.3, 4.2, 4.3, 5.1, 5.2  Applies formal processes when planning complex tasks, producing plans with logically sequenced steps, reflecting an awareness of time constraints  Systematically gathers and analyses all relevant information and evaluates options to make informed decisions  Utilises a broad range of complex features within digital applications to improve productivity, optimising software functions for specific purposes Performance Evidence Evidence of the ability to: • identify the organisational needs, requirements and information technology capabilities relevant to the design and production of documents • establish documentation standards to meet organisational requirements • design, test and amend document templates • develop and implement documentation and training to support use of standard templates and macros • monitor the implementation of standard documentation templates and macros and make improvements in line with organisational requirements. Note: If a specific volume or frequency is not stated, then evidence must be provided at least once. Knowledge Evidence To complete the unit requirements safely and effectively, the individual must: • describe document production processes • identify costs involved with the implementation of standard documentation • explain the software applications relevant to document design and development in the organisation • identify key provisions of relevant legislation and regulations, codes and standards affecting document production • outline organisational policies and procedures relating to document production • list sources of expertise available externally to the organisation or workgroup. Assessment Conditions Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the general administration field of work and include access to: • computer hardware and other document production equipment • software applications appropriate to the task • media for production of documents • samples of high quality standard documents. Assessment One -Document standards Submission details Candidate's name Phone No. Assessor's name Phone No. Assessment site Assessment date/s Time/s The Assessment Task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details. Performance objective You must demonstrate the ability to identify organisational requirements and establish standards for producing documents. Assessment description For this task you are required to review the scenario provided below, and develop standards and guidelines for producing documents. You will also be required to apply the standards you develop to an existing document. Scenario The Human Resource department of MacVille is responsible for the management of personnel. Two key functions of the department are induction of new staff, and ongoing communication with existing staff, regarding company policies, procedures and expectations. Currently, the department manages a small number of policy documents which are periodically created as required. They are often poorly formatted. The HR department has a shared network drive for storage of documents, however files are often not named so that they will be easily retrievable in the future. As MacVille grows, so will the level of documentation required, so it is important that a system be implemented to streamline this process. As a new member of the team, you have been asked by the HR manager to devise and develop a replacement system to ensure that policy and procedure documents are created according to standard guidelines. Procedure Your assessor will provide you with a text file, 'MACVILLE Disciplinary Dismissal Policy', for use in Step 4 of this procedure. 1. Review the scenario provided. 2. Review the policy and procedure documents provided in Appendix 1 and 2 of this Assessment Task. 3. Develop a one-page style guide outlining the standards for designing policy and procedure documents. The style guide should: a. ensure format of documents is appropriate to purpose and intended audience for document b. displays information in a way that enhances readability c. outline how documents should be named and stored d. address: i. font ii. spacing iii. bullet and numbering standards iv. headings v. margins. 4. Use the text file 'MACVILLE Disciplinary Dismissal Policy' and format it in MS Word according to the style guide you have established. Submit the reformatted policy as an example to illustrate your style guide. Specifications You must provide: • A one-page style guide addressing the requirements outlined in the procedure. • A sample policy formatted according to the style guide. • Your assessor will be looking for: • A one-page style guide submitted in paper copy. • A paper-copy of the 'Disciplinary Dismissal Policy' formatted according to the style guide. Appendix 1 Affirmative Action Policy Introduction An affirmative action programme means a programme designed to ensure that: Appropriate action is taken to eliminate any employment discrimination against women; and Measures are taken to promote equal opportunity for women. Reverse discrimination against men is not involved. Promotion and other employment decisions will continue to be based on merit. There are no quotas. Legislation This policy complies with the Commonwealth Affirmative Action (Equal Employment Opportunity for Women) Act 1986. A series of objectives will be developed as part of an Affirmative Action programme. Procedures for monitoring and evaluating the implementation of the programme will be designed and an assessment will take place of the achievement of these objectives. Responsibility for the affirmative action programme for women It is the responsibility of the business manager, along with all levels of supervisory staff to see that the Affirmative Action Programme for Women is properly developed and implemented. Management will ensure that the personnel policies and practices that operate within the organisation are reviewed. The review will identify any practices which are discriminatory or which may be necessary to achieve equal employment opportunity for women. Staff participation is strongly encouraged. Expenses Policy Purpose of this policy is to ensure you are properly reimbursed for out of pocket expenses related to direct expenses for work-related activities, and that Macville is able to claim on taxable expenses. Meals and entertainment As a general rule, meals and entertainment necessary for the conduct of business should not be lavish, extravagant or unreasonably costly. The business meal/drink A meal is classed as a business meal and is reimbursable when the purpose of the meal is a business discussion in line with business goals. One employee may not entertain another except when a client is present or: when one employee is away from home when the discussion cannot, for reasons of privacy or other pertinent business purposes, be conducted on business premises. In order to qualify for business use, the entertainment must: be fully documented and explained in the expense report be for a business purpose and not just general goodwill. Reimbursement of small expenses/temporary cash advance In some situations, it may be necessary to use cash and claim the reimbursement of these expenses via a cheque requisition or your cash. always obtain a tax invoice or we may not be able to reimburse you parking expenses incurred while working will be reimbursed against receipts until previous cash advances have been accounted for, further cash advances are not allowed. You must reconcile all cash advances and attach appropriate receipts with an expense statement you will be required to sign for the advance before it is issued An Expense Reimbursement Form must be completed and submitted with receipts to claim reimbursement. The form must detail: • employee name • date of purchase • department • expense type • description • client ID number • purchase amount. Occupational Health and Safety Policy Macville cares about the safety of our people and recognises that injuries result in needless suffering to individuals and their families. We are committed to providing a safe and healthy work environment for our employees, contractors and visitors. All Macville employees, whatever their role, carry the primary responsibility to ensure that the work they undertake or supervise is carried out safely and without injury. Our first priority must always be the well-being of our employees. No task is so important that a person's safety is put at risk. We believe that all accidents are preventable and are therefore, committed to the goal of 'No Injuries'. In the event of a workplace hazard or injury, an Incident/Hazard Report form must be completed and submitted to the Workplace Health and Safety Office. The form must detail: • incident date • name of person submitted report • time of incident/hazard • location of incident/hazard • incident/hazard type • description of incident/hazard • persons involved • witnesses • injuries sustained • description of injuries • actions taken to minimise hazard or reduce risk post incident. Professional development policy Macville recognises that organisational and individual excellence are best attained by training, development and educational activities, which build upon individual strengths and are forward looking. It also recognises that responsibility for performance and development lies jointly with the individual staff member and Macville. The individual staff member's responsibilities are to: • take ultimate responsibility for their own career • seek and use opportunities for development. Macville responsibilities are to: • identify human resource requirements • discuss development needs with individual staff member • establish training and development of academic, technical and administrative effectiveness in Macville. Purpose To facilitate professional development opportunities for staff and faculty consistent with the individual's workplace function. Procedure Supervisors and/or individuals may identify relevant professional development opportunities. A Professional Development Application forms is completed and submitted to the director for funding. The following details must be provided: • application date • applicant name • department • professional development type • description of professional development activity • benefit for applicant of activity • benefit for organisation of activity • expected outcomes from activity • post-activity report from applicant • once approval is granted the individual engages in program. • once the program is completed a report is drafted and submitted to the director. Appendix 2 Data entry requirements for each of the fields used in this task should satisfy the criteria listed below. These lists should be treated as sample lists only, and are not to be interpreted as definitive lists for each field or type of data. Spreadsheet templates Dates • Data entry must be constrained to: date format only • Data entry must be formatted to: short date form. Department • Must be chosen from list: Sales and Marketing, Administration, Executive, Operations, Dispatch, Logistics. Expense types • Must be chosen from list: Food and Drink, Taxi, Printing and Stationary, Cleaning Airfares, Accommodation, Fuel, Books and Magazines, Phone. Item description • Data entry must be constrained to: text only • Data entry must be formatted to: italics. Client ID number • Must be chosen from list: NA, IBSA-2006-0046, IBSA-2006-0050, IBSA-2008-0049, IBSA-2009-0047, IBSA-2009-0051, IBSA-2009-0052, IBSA-2009-0053, IBSA-2010-0045, IBSA-2010-0054 Purchase or estimated amount, value or cost • Data entry must be constrained to: numbers only • Data entry must be formatted to: accounting. Receipt attached (query) • Must be chosen from list: Yes, No. Word-processed templates Dates • Data entry must be constrained to: date format only • Data entry must be formatted to: short date form. Time • Data entry must be constrained to: time format only, between 7:00 AM and 10:00 PM • Data entry must be formatted to: time. Department • Must be chosen from list: Sales and Marketing, Administration, Executive, Operations, Dispatch, Logistics. Names • Data entry must be constrained to: text only • Data entry must be formatted to: bold. Incident type • Must be chosen from list: Accident, Injury, Assault, Machine fault, Mechanical failure. Injury type • Must be chosen from list: Minor, Superficial, Moderate, Serious. Incident/injury description, action taken, description of professional development, benefits to person applying, benefits to organisation, expected outcomes of professional development: • Data entry must be constrained to: text only • Data entry must be formatted to: normal. Professional development type: • Must be chosen from list: Job specific, Updating skills, Up-skilling, New equipment, New systems, Information Technology, Personal Post-professional development reporting: • Must be chosen from list: Verbal report, Written report , Journal, Staff profile update, Staff information article, Group debriefing.   Assessment 1 – Case Study Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Assessment Two- Document templates Submission details Candidate's name Phone No. Assessor's name Phone No. Assessment site Assessment date/s Time/s The Assessment Task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details. Performance objective Candidates must demonstrate the ability to identify documents used by an organisation and develop templates according to information requirements. Assessment description 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. Procedure 1. Review the scenario provided in Appendix 1 of this Assessment Task. 2. Review the policy and procedure documents provided in Appendix 2 of this assessment task. 3. Provide procedures for the review of documentation standards and how improvements could meet organisational requirements 4. Identify three forms required by the organisation. 5. Create templates for each of the forms. You must: a. Use appropriate software to create the template. b. Incorporate a range of formulas, functions and macros where appropriate. c. Include an electronic section in the template, detailing how information is to be managed or input and how the form is to be stored or submitted when completed. This should also note any sections of the form that should be checked prior to use (e.g. check that department list reflects current organisational structure and refer to Appendices below). d. Ensure the templates are appropriately named and stored. 6. Submit the templates electronically (in a template format and printed out). Have someone complete the forms following your instructions, and provide written feedback on the usability of each form. 7. Provide a written statement of possible amendments you could make to each form, in response to feedback provided. 8. Provide procedures on how to monitor the use of standard templates and macros. 9. Provided procedures on how to evaluate the quality of documents produced against documentation standards. Specifications 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. • Statement of possible amendments for each form. • The forms as electronic documents, saved in template format. 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: • how to provide information for the document • how and where to save the completed e-form • how and where to submit the completed printed form • particular sections of the form that should be checked prior to use. Adjustment for distance-based learners This Assessment Task can be adjusted for distance learners. Recommended adjustments are provided below, with two options available to learners. Option 1: Live video medium (online conference call). Option 2: Video-recorded presentation. A follow up interview may be required (at the discretion of the assessor). Documentation can be submitted electronically or posted in the mail.Appendix 1 Appendix 1 Scenario The policy and procedure documents managed by the Human Resources department at MacVille are designed to communicate important information to employees about rights and responsibilities, protocols, systems and expectations. The procedures will often require information to be collected or provided, and at times will reference specific forms. However, these forms do not exist in any set format, but are usually created by employees as required. The details required are generally outlined in the policy. Now that you have established the style guide for the policies and procedures, the HR manager has asked you to create templates for forms that can be used by all employees in the organisation. These can be electronic or paper-based, but you must keep in mind that the staff at MacVille have access only to standard MS Office programs. Appendix 2 Affirmative Action Policy Introduction An affirmative action programme means a programme designed to ensure that: Appropriate action is taken to eliminate any employment discrimination against women; and Measures are taken to promote equal opportunity for women. Reverse discrimination against men is not involved. Promotion and other employment decisions will continue to be based on merit. There are no quotas. Legislation This policy complies with the Commonwealth Affirmative Action (Equal Employment Opportunity for Women) Act 1986 A series of objectives will be developed as part of an Affirmative Action programme. Procedures for monitoring and evaluating the implementation of the programme will be designed, and an assessment will take place of the achievement of these objectives. Responsibility for the Affirmative Action Programme for Women It is the responsibility of the business manager, along with all levels of supervisory staff to see that the Affirmative Action Programme for Women is properly developed and implemented. Management will ensure that the personnel policies and practices that operate within the organisation are reviewed. The review will identify any practices which are discriminatory or which may be necessary to achieve equal employment opportunity for women. Staff participation is strongly encouraged. Expenses Policy Purpose of this policy is to ensure you are properly reimbursed for out of pocket expenses related to direct expenses for work-related activities, and that Macville is able to claim on taxable expenses. Meals and entertainment As a general rule, meals and entertainment necessary for the conduct of business should not be lavish, extravagant or unreasonably costly. The business meal/drink A meal is classed as a business meal and is reimbursable when the purpose of the meal is a business discussion in line with business goals. One employee may not entertain another except when a client is present or: when one employee is away from home when the discussion cannot, for reasons of privacy or other pertinent business purposes, be conducted on business premises. In order to qualify for business use, the entertainment must: be fully documented and explained in the expense report be for a business purpose and not just general goodwill. Reimbursement of small expenses / temporary cash advance In some situations, it may be necessary to use cash and claim the reimbursement of these expenses via a cheque requisition or your cash. always obtain a tax invoice or we may not be able to reimburse you parking expenses incurred while working will be reimbursed against receipts until previous cash advances have been accounted for, further cash advances are not allowed. You must reconcile all cash advances and attach appropriate receipts with an expense statement you will be required to sign for the advance before it is issued An Expense Reimbursement Form must be completed and submitted with receipts to claim reimbursement. The form must detail: • employee name • date of purchase • department • expense type • description • client ID number • purchase amount. Occupational Health and Safety Policy Macville cares about the safety of our people and recognises that injuries result in needless suffering to individuals and their families. We are committed to providing a safe and healthy work environment for our employees, contractors and visitors. All Macville employees, whatever their role, carry the primary responsibility to ensure that the work they undertake or supervise is carried out safely and without injury. Our first priority must always be the well-being of our employees. No task is so important that a person's safety is put at risk. We believe that all accidents are preventable and are therefore, committed to the goal of 'No Injuries' In the event of a workplace hazard or injury, an Incident/Hazard Report form must be completed and submitted to the Workplace Health and Safety Office. The form must detail: • incident date • name of person submitted report • time of incident/hazard • location of incident/hazard • incident/hazard type • description of incident/hazard • persons involved • witnesses • injuries sustained • description of injuries • actions taken to minimise hazard or reduce risk post incident. Professional development policy Macville recognises that organisational and individual excellence are best attained by training, development and educational activities, which build upon individual strengths and are forward looking. It also recognises that responsibility for performance and development lies jointly with the individual staff member and Macville. The individual staff member's responsibilities are to: • take ultimate responsibility for their own career • seek and use opportunities for development. Macville responsibilities are to: • identify human resource requirements; • discuss development needs with individual staff member; • establish training and development of academic, technical and administrative effectiveness in Macville. Purpose To facilitate professional development opportunities for staff and faculty consistent with the individual's workplace function. Procedure Supervisors and/or individuals may identify relevant professional development opportunities. A Professional Development Application forms is completed and submitted to the director for funding. The following details must be provided: • application date • applicant name • department • professional development type • description of professional development activity • benefit for applicant of activity • benefit for organisation of activity • expected outcomes from activity • post-activity report from applicant • once approval is granted the individual engages in program • once the program is completed a report is drafted and submitted to the Director. Appendix 3 Data entry requirements for each of the fields used in this task should satisfy the criteria listed below. These lists should be treated as sample lists only, and are not to be interpreted as definitive lists for each field or type of data. Spreadsheet templates Dates • Data entry must be constrained to: date format only • Data entry must be formatted to: short date form. Department • Must be chosen from list: Sales & Marketing, Administration, Executive, Operations, Dispatch, Logistics. Expense types • Must be chosen from list: Food & Drink, Taxi, Printing & Stationary, Cleaning Airfares, Accommodation, Fuel, Books & Magazines, Phone. Item description • Data entry must be constrained to: text only • Data entry must be formatted to: italics. Client ID number • Must be chosen from list: NA, IBSA-2006-0046, IBSA-2006-0050, IBSA-2008-0049, IBSA-2009-0047, IBSA-2009-0051, IBSA-2009-0052, IBSA-2009-0053, IBSA-2010-0045, IBSA-2010-0054 Purchase or estimated amount, value or cost • Data entry must be constrained to: numbers only • Data entry must be formatted to: accounting. Receipt attached (query) o Must be chosen from list: Yes, No. Word-processed templates Dates • Data entry must be constrained to: date format only • Data entry must be formatted to: short date form. Time • Data entry must be constrained to: time format only, between 7:00 AM and 10:00 PM • Data entry must be formatted to: time. Department • Must be chosen from list: Sales & Marketing, Administration, Executive, Operations, Dispatch, Logistics. Names • Data entry must be constrained to: text only • Data entry must be formatted to: bold. Incident type • Must be chosen from list: Accident, Injury, Assault, Machine fault, Mechanical failure. Injury type • Must be chosen from list: Minor, Superficial, Moderate, Serious. Incident/injury description, action taken, description of professional development, benefits to person applying, benefits to organisation, expected outcomes of professional development. • Data entry must be constrained to: text only • Data entry must be formatted to: normal. Professional development type • Must be chosen from list: Job specific, Updating skills, Up-skilling, New equipment, New systems, Information Technology, Personal. Post-professional development reporting • Must be chosen from list: Verbal report, Written report, Journal, Staff profile update, Staff information article, Group de-briefing.  Assessment 2 – Case Study Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Assessment Three– Demonstration Submission details Candidate's name Phone No. Assessor's name Phone No. Assessment site Assessment date/s Time/s The Assessment Task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor. Submit this document with any required evidence attached. See specifications below for details. Performance objective Candidates must demonstrate the ability to present and clearly communicate instructions about use and completion of document templates. Assessment description You are required to conduct a training session for the class, demonstrating the instructions for using and completing one of the templates you have designed. Procedure 5. Conduct training session in class, demonstrating how to use and complete your template. The training should not take more than 10 minutes. 6. A participant should be selected to complete the template as per the demonstrated instructions. 7. Selected participant to provide verbal feedback on use of template. Specifications You must provide: 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. Adjustment for distance-based learners Fulfil the Specifications above, except that: candidates should submit a portable document format file (.pdf) in lieu of a paper-based printout. The presentation can be adjusted for distance learning. The presentation for this task can be varied to take place using an online conference tool (e.g. Skype). Option 1: Assessor as observer The learner should conduct the presentation as specified in the Assessment Task, but may require adjustment in reporting, presenting or interviewing, or other situations where the assessor and learner meet face-to-face. The presentation can be varied to take place using an online conference. If that is possible, the process followed does not need to be varied greatly. The student should email presentation material (PowerPoint slides) to the assessor prior to the presentation. Additional evidence (documents, photos, videos) may be required and can be electronic but must conform to the format guidelines provided to student. The assessor will use the template and provide feedback to the learner on the effectiveness of using the template. Option 2: Video the presentation The presentation may involve skills that are too active or complex for video conferencing. This might involve skills or demonstrations of complex tasks. In these cases, the learner may be able to video the presentation and send it to the assessor. The student should send presentation material (PowerPoint slides) and any additional evidence together with the presentation to the assessor. The assessor will use the template and provide feedback to the learner on the effectiveness of using the template.  Assessment 3- Observation Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Assessment 4 – Written Questioning Instructions The test will be of 60 minutes (Maximum) duration and comprises of short answers questions. This is an open book test, reference papers, notes, student workbook, past assignments can be used. The criteria to be applied in assessing test papers will be the accuracy of submitted answers and demonstrated understanding of the subject matter covered in the unit It is your responsibility to be aware of the requirements for this course and understand that you will have to answer all questions to arise competency in this test You will need to be deemed competent in all the given assessments and the test to pass the unit Make sure you: • Answer all questions • Use a blue or black pen. Assessments written in pencil or other colours will not be accepted. • Ask your assessor if you do not understand a question. Whist your assessor cannot tell you the answer, she may be able to re-word the question for you Do not talk to your classmates as it will be assumed that you are asking for answers. If you are caught talking, you will be asked to leave and your assessment will not be marked. • Do not cheat. Anyone caught cheating or discussing the test will automatically be marked Not Yet Competent for this unit, and will be required to pay a monetary penalty to resist the unit. • There are NO EXCEPTIONS to this rule.   Assessment 4 – Written Questions Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Reassessment Date: Satisfactory Not Satisfactory Trainer/Assessor Initial Confirmation of verbal responses if required Assessor Declaration I declare that the student and I have verbally answered, clarified and provided the responses as listed above Date Trainer Assessor Signature Student Declaration That all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature If verbal assessment is required a written responses will be provided in RED pen where relevant. DO NOT amend dates if possible. If you write in the wrong section you need to cross it out and rewrite the correct information. White out must not be used. Please Note: • A zero tolerance to cheating and plagiarism is taken • If a student is found to have cheated on any forms of assessment, including plagiarism of another's work, they will be required to re-sit an alternative assessment under the supervision of an assessor to confirm competence in this unit. • A Student must satisfy the requirements for competency within this Assessment Workbook to achieve a competency outcome. • A Completed Assessment Workbook and any additional evidence provided by the student is retained for our RTO records and is not returned to the student. It is important that all areas of this Assessment Workbook are completed prior to submission to the administration department for final outcome recording. STUDENT ASSESSMENT DECLARATION  I have undertaken sufficient activities within this unit of competency and I am ready to attempt the assessment required to demonstrate competency.  I understand the assessment framework and requirements that will be used by an Assessor to make a formal judgement of my competency  The work that I have submitted in this Assessment Workbook is my own  I understand the re-assessment process that will be followed if I am unsuccessful in gaining a satisfactory result in the required Assessments Student Assessment Record- BSBADM506 Manage business document design and development This record sheet is to be completed for each student before the unit commencement and at the end of the unit. Where the student is not deemed satisfactory in an assessment, discuss the issues of the assessment with the student and allow them to be (reassessed at a different date). If the student does not meet satisfactory again, mark as NS and the student will be required to arrange reassessment with the RTO Coordinator. The record must be kept together with all assessments of the student and submitted to the RTO Coordinator as evidence. Student Name Trainer Name Student Number Term/Year Commencement Date Student Signature Trainer Signature Assessment Outline: All tasks must be completed and a competent result obtained If mark does not achieve competency a reassessment must be undertaken and results recorded. Assessment Type Result Date Reassess (circle) Result Date Satisfactory Not satisfactory Assessment 1 N Y Assessment 2 N Y Assessment 3 N Y Competent(C)/Not Competent(NC) (Enter relevant Unit result) Trainer Comments: PLEASE NOTE: There is an assessment appeals process available to students. Please discuss this with your Trainer or course coordinator Plagiarism, Copying, Cheating, Collusion Plagiarism Failure to acknowledge the work of others contravenes Australian and International Copyright Law. If Students NYC to acknowledge the work of others, they are plagiarising and will be dealt with as per Institute Policy Copying Copying the work of others is NOT ACCEPTABLE. Copying will result in an automatic NYC for the Unit. Cheating Cheating in any form is NOT ACCEPTABLE. Cheating will result in an automatic NYC for the Unit. Collusion Collusion (working with others) for an individual assessment will be regarded as cheating and will result in a NYC for the Unit The following details must be completed by trainer and student Declaration I hereby certify that all work undertaken is my own, and I have not participated in Plagiarism, Copying, Cheating or Collusion to achieve these recorded results. Student Signature (Unit Completion/Results) Date Assessor Signature (Unit Completion/Results) Date Reasonable Adjustment Information Reasonable Adjustment details applied to this student What reasonable adjustment was made Why this adjustment was made: Administrative use only Entered onto Student Management Database ________________ Date Initials   Feedback on this Assessment Workbook Feedback Form Instructions: In an effort to continuously improve our Assessment Workbooks, please feel free to document any feedback or suggestions you may have. Once completed, please remove this page and submit it to your Assessor at any time during your assessment process. This form will then be forwarded to our Program Manager for further review and consideration. Feedback: