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Macquarie Park RTO 90222

Competency Assessment Task


Course Name
Cluster
Cluster Name

Business Services
B
Working Effectively

Qualification Code

BSB20115

Qualification Name

Certificate II in Business
BSBITU202

Create and Use Spreadsheets

1.
2.
3.
4.

Units of Competency

Select and prepare resources


Create simple spreadsheets
Produce simple charts
Finalise spreadsheets
Process and maintain workplace
BSBINM201
information
1. Collect information
2. Process workplace information
3. Maintain information systems
Produce simple word processed
BSBITU201
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
Foundation Skills

Employability Skills

Nil
Literacy

Numeracy

Teamwork

Learning

Planning and organising

Self-management

Technology

Initiative and enterprise

Problem Solving

Communication

Cross Cultural Understanding

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Public Schools NSW, Macquarie Park RTO

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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: ___________________________________

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Public Schools NSW, Macquarie Park RTO

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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.

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Public Schools NSW, Macquarie Park RTO

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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

Drink

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.

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Public Schools NSW, Macquarie Park RTO

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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.

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Public Schools NSW, Macquarie Park RTO

Macquarie Park RTO 90222

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

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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

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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.

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Public Schools NSW, Macquarie Park RTO

Macquarie Park RTO 90222


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

Student Name
Units of competency
being assessed
BSBITU202 Create and
Use Spreadsheets

Date
Assessment Outcome
Competent

BSB20115 BS Task Cluster B May 2016


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Not yet competent

If NYA - Refer
to shaded

Public Schools NSW, Macquarie Park RTO

Macquarie Park RTO 90222


BSBITU201 Produce
simple word processed
documents
section below
BSBINM201 Process and
maintain workplace
information
If you have been deemed NOT YET COMPETENT the following further action is required:
Date of
BSBITU202 Create and
Reassessmen
use spreadsheets
t /Date
BSBITU201 Produce
Achieved
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

BSB20115 BS Task Cluster B May 2016


90222

Date

Page 10 of 10 Public Schools NSW, Macquarie Park RTO