Macquarie Park RTO 90222

Competency Assessment Task

Course Name

Business Services

Cluster

B

Cluster Name

Working Effectively

Qualification Code

BSB20115

Qualification Name

Certificate II in Business

Units of Competency

BSBITU202

Create and Use Spreadsheets

1. Select and prepare resources

2. Create simple spreadsheets

3. Produce simple charts

4. Finalise spreadsheets

BSBINM201

Process and maintain workplace information

1. Collect information

2. Process workplace information

3. Maintain information systems

BSBITU201

Produce simple word processed documents

1. Prepare to produce documents

2. Produce documents

3. Finalise documents

Student Name

Date of Issue

2.8.2016

Due Date(s)

12.8.2016

Assessor Name

Peter Ford

Pre-requisite units

Nil

Foundation Skills

Literacy

Numeracy

Employability Skills

Teamwork

Learning

Planning and organising

Self-management

Technology

Initiative and enterprise

Problem Solving

Communication

Cross Cultural Understanding

Assessment method

Part A: Practical Techniques

Part B: Practical Techniques

Part C: Written Assignment

Student Name

Date of Issue

2.8.2016

Due Date

12.8.2016

STUDENT ACKNOWLEDGEMENT

Students must complete knowledge and skills development activities which prepare for and may contribute to assessment of competence.

I understand the requirements of the assessment task and assessment methods.

I understand what is being assessed and can perform the tasks described in this assessment.

I have been provided with information about RPL, Credit Transfer and Assessment Appeals.

I have notified the assessor of any special needs to be considered during this assessment

I declare that the work submitted is my own and has not been copied from another person or source

Student signature

Date

TEACHER/ TRAINER USE ONLY: N/A

Additional requirements for students with special needs and /or EALD for the completion of this task.

Providing Support staff __________________________________

Providing tutorial sessions ____________________________________

Altering assessment methods __________________________________

Simplifying and rephrasing language ____________________________

Provide additional time to complete the task _______________________

Further Assistance provided: ___________________________________

PART A: Practical Assignment

You are employed at Swaggies and have been asked to prepare a spreadsheet using the results of a survey on the types of fizzy drinks people prefer. 3000 people were asked what their favourite fizzy drink was, and what their next preference would be if their favourite was not available. Create a spreadsheet using the following information. Save your spreadsheet as Fizzy Drinks in your (surname) Cluster B folder.

a) Enter the data on page 4 into your saved spreadsheet.

b) Apply appropriate number formats to your numbers.

c) Centre your spreadsheet horizontally and vertically on the page.

d) Give your spreadsheet an appropriate title and centre it across your spreadsheet. Choose an appropriate font in 20pt font and bold. Shade this cell.

e) Select the best page orientation for your spreadsheet.

f) Adjust the column width and row height to suit the layout you have selected.

g) Choose an appropriate font for your sub-titles and text. Sub-titles in 14pt font, bold and text in 12pt font.

h) Insert a new column in between 1st preference and 2nd Preference. Call this column 1st Preference Percentage.

i) Create formulas to calculate the percentage of the total number of people surveyed that preferred each specific fizzy drink as their first preference.

j) Insert a new column to the right of 2nd preference. Call this column 2nd Preference percentage.

k) Create formulas to calculate the percentage of the total number of people surveyed that preferred each specific fizzy drink as their second preference.

l) Create a header with the following information. Left align (your name), centre align (insert file name), right align (insert date).

m) Insert a page number for this spreadsheet and place it in the footer and centre aligned.

Drink

1st Preference

2nd Preference

Pepsi

342

403

Coca Cola

359

367

7Up

238

290

Lift

215

190

Mountain Dew

321

311

Fanta

103

80

Ginger Beer

180

380

Leed Lemonade

217

120

Lemonade

215

105

L&P

425

414

Vanilla Coke

203

67

Undecided

182

273

n) Use the data from your spreadsheet to create a 2D Clustered Column Chart with the following requirements:

a) Drink name and both preference percentages

b) Create an appropriate Centred Overlay Title for your chart.

c) Create a primary Horizontal Axis Title and a Primary Vertical Axis Title - Rotated.

d) The created Legend must be maintained

o) Save the chart on the same page as your data. Please ensure that all information is clearly visible and fits on one page.

Please Note: the data represented here is made for assessment purposes and in no way represents any market research on these products.

Part B : Practical Technique

Each month Swaggies produces a newsletter focusing on the achievements of the business. It is your job to create the page focusing on a member of staff. The staff are asked to give a brief outline of themselves and their likes. The local surf shop has also offered a discount for all staff from Swaggies.

Create a document from the handwritten notes below called Swaggies Whos Who and save it into your (surname) Cluster B folder. The picture of Steve Parsons will be shared with you by your assessor.

Style guide:

Choose a suitable border for the page (page border)

Choose your own style, e.g. font, colour etc, for the staff profile, appropriate for a business environment.

Style Guide

Discount advertisement:Heading centred, underlined, 20pt, bold, Broadway

Body 14pt, Chaparral Pro Light

Choose a suitable image for the advertisement

Spacing 1.5

Background colour - blue

PART C: Written Assignment

Instruction

Create a word processed document called Workplace Information and save in your (surname) Cluster B Folder.

1. Explain how the following types of technology and business equipment assist in the effective collection of information. An example has been provided for you:

e.g. Photocopier copying of urgent correspondence, scanning of paperwork, emailing from a photocopier.

Email

Computers

Internet

Telephone

2. In your Workplace Information document, outline procedures that Swaggies could use when dealing with confidential information.

3. Create a memorandum addressed to all staff, from yourself, informing them of these procedures. Save this document as Memo in your (surname) Cluster B folder. Use a Memo template from your word processing package to complete this task. Make use of the copy and paste feature on your computer.

4. In your Workplace Information document, place the following names in the correct filing sequence.

John Jones

Raymond Watson

Brendon Johnson

Design 66 Manufacturing Co

Tony Walters

Steven Johnstone

The Rose and Thistle Tea Rooms

Troy le Roux

Rosemount, Perry & Pride Pty Ltd

Patti Lestrange

S R Richards Electrical Services

Melanie Le Tissier

Roseberry, Smith and Assoc

The Old Snowball Co Pty Ltd

Richardson Clocks and Watches Inc

Frank Van De Velde

Ian von Rechenberg

Mandy Van Diemen

Tina von der Lippe

Eric MacTavison

The Department of Industry, Technology & Commerce

Essendon City Council

100 Odd Jobs Cleaning

1066 and All That

Capt E D Prince

Mrs L O Gorton

Princess Daisy Caterers

5. In your Workplace Information document answer the following questions:

a) Describe the difference between inactive and dead files.

b) Identify three reasons why new files need to be created at Swaggies.

c) Describe three classifications of filing

6. In your Workplace Information document create a table and identify these methods of records storage and discuss the WHS considerations of its use.

Example

Method: Rotary Filing System

WHS Considerations:

Use an approved step ladder to access files on the top shelf.

Evenly stack files to ensure Rotary File does not topple over.

Do not overload filing system.

Use only approved folders.

Store filing system in a safe accessible area.

Upload your (surname) Cluster B Folder to your assessors share drive.

Student Checklist

Task

Completed - date

Part A

1. Spreadsheet created

2. Data entered into spreadsheet

3. Formulas created

4. Graph created

Part B

1. Swaggies Whos Who page created

2. Information on Steve Parsons added

3. Discount advertisement created

Part C

1. Workplace information document created

2. Business technology question answered

3. Procedures for dealing with confidential information created

4. Memorandum created

5. Filing sequence completed

6. Questions answered

7. Filing methods identified and WHS consideration identified

(surname) Cluster B folder uploaded to Assessors share drive

ASSESSOR FEEDBACK TO STUDENTS

Assessors Name Peter Ford

Cluster

B

Student Name

Date

Units of competency being assessed

Assessment Outcome

BSBITU202 Create and Use Spreadsheets

Competent

Not yet competent

If NYA - Refer to shaded section below

BSBITU201 Produce simple word processed documents

BSBINM201 Process and maintain workplace information

If you have been deemed NOT YET COMPETENT the following further action is required:

BSBITU202 Create and use spreadsheets

Date of Reassessment /Date Achieved

BSBITU201 Produce simple word processed documents

BSBINM201 Process and maintain workplace information

Assessor general comment:

I declare that I have conducted a fair, valid, reliable and flexible assessment with this student and have provided appropriate feedback

Assessor Signature

Date

Assessors: the completed student assessment task and assessor feedback sheets must be securely retained for six months after the completion of the course. Also retain any other evidence that demonstrated how the student was deemed competent eg written tasks, photographs, videos.

Student Feedback (to be completed after student receives assessor feedback)

I agree with the outcome of this assessment

I do not agree with this assessment outcome and will speak with assessor re appeals process

What did I learn from this Task?

Student Signature

Date

BSB20115 BS Task Cluster B May 2016Page 10 of 10Public Schools NSW, Macquarie Park RTO 90222