Organise Meetings

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STUDENT ASSESSMENT BOOKLET Information and Communication Technology Cluster BSBADM405 Organise Meetings BSBITU306 Design and Produce Business Documents BSBITU402 Develop and Use Complex Spreadsheets SIT40416 Certificate IV in Hospitality SIT50416 Diploma of Hospitality Management
This section records the outcome of each task/assessment requirement so that the final assessment outcome can be determined for the Information and Communication Technology cluster, being the three (3) units: BSBADM405 Organise meetings, BSBITU306 Design and Produce Business Documents, and
BSBITU402 Develop and Use Complex Spreadsheets.
Student must achieve a satisfactory outcome in each of the assessment tasks listed in the table following to be deemed competent in the three (3) units. There is space to record up to three attempts at each assessment task..
A not satisfactory result for any discreet assessment task (after the student has had three (3) attempts), will result in the student being deemed not yet competent.
Assessment Tasks
Unit Outcome
Satisfactory (S)Not satisfactory (NS)
Date
Assessor initials
Assessment Task 1: Written Questions
Attempt 1
   
 
 
Attempt 2
   
 
 
Attempt 3
   
 
 
Assessment Task 2: Project Role Play and Observation
Attempt 1
   
 
 
Attempt 2
   
 
 
Attempt 3
   
 
 
Final Assessment Results
Result (C/NYC)
BSBADM405   Organise Meetings BSBITU306      Design and Produce Business Documents BSBITU402      Develop and Use Complex Spreadsheets
Competent □   Not Yet Competent □
Student Name: AMANPREET KAUR
Student ID: CI20200111
Qualification: SIT50416 Diploma of Hospitality Management / SIT40416 Certificate IV in Hospitality
Does the student wish to appeal the result?     □ YES   □ NO
Assessor Name:  
Assessor Signature:  
Date:           /       /

The following outlines the requirements of your final assessment for this unit. You are required to satisfactorily complete all tasks to demonstrate competency for this unit.
Your Trainer / Assessor will provide you with the due dates for each assessment task. Write them in the table below and keep a note of the due dates for your reference.
Assessment Requirements
Due date
Written Questions
 
Project and Role Play – Parts A & B
 
 
 
 
Agreement by the student
Read through the assessments in this booklet before you fill out and sign the agreement below. Make sure you sign this before you start each assessment task.
 
Have you read and understood what is required of you in terms of assessment?
¨   Yes
¨  No
 
Do you agree that the assessment process is clear?
¨   Yes
¨  No
 
Do you understand your rights to appeal then decisions made in an assessment?   Do you have any special needs or considerations to be made for this assessment? ¨  No        ¨   Yes   If yes, what are they?   
¨   Yes       ¨  No    
¨  No                  
 
 
       
 
 

Student Name:  AMANPREET KAUR____________________________________________________________________________________________
Student Signature:  AMANPREET KAUR___________________________________________________ Date: _____________________________
Assessor Name: ________________________________________________________________________________
Assessor Signature: ___________________________________________________  Date: _____________________
Assessor Note: If the student ticks ‘NO’ for any item except the reasonable adjustment, the assessor must not commence the assessment activity until the matter has been resolved and records of the resolution have been entered into the Student Management System (SMS).
If a student identifies any specific needs or considerations, assessors must provide a detailed record of how the situation was managed in the assessment outcome record for this assessment.
Version control
Version No.
Date
Dept.
Change
1.0
 
Training
Original
2.0
13/06/2019
Training
Updated template
2.1
24/7/2019
Training
Revised questions & model answers
3.0
25/08/2019
Training
New template, revision to questions
4.0
20/11/2019
Training
Replaced superseded unit BSBITU301 with BSBADM405 and updated content
4.1
3/2/2021
Training
Validation outcomes, new layout & results records
 
 
 
 
Copyright Statement
© Copyright Clinton Institute
Disclaimer  
All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage retrieval system without permission in writing from Clinton Institute. No patent liability is assumed with respect to the use of information used herein. While every effort has been taken in the preparation of this publication, the publisher and authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of information contained herein.

ASSESSMENT PLAN.. 3
CONTENTS. 5
INTRODUCTION.. 6
ASSESSMENT TASK 1: WRITTEN QUESTIONS. 13
ASSESSMENT TASK 2: PROJECT and ROLE PLAY. 35
INTRODUCTION
Unit code
Title
Training Package
BSBADM405
Organise Meetings
Business Services Training Package
BSBITU306
Design and Produce Business Documents
Business Services Training Package
BSBITU402
Develop and Use Complex Spreadsheets
Business Services Training Package
For further information regarding assessment criteria including-
Application of unit
Elements and performance criteria
Assessment requirements
Modification History
Performance Evidence
Knowledge Evidence
.
Please refer to:
https://training.gov.au/Training/Details/BSBADM405.
https://training.gov.au/Training/Details/BSBITU306.
https://training.gov.au/Training/Details/BSBITU402.
Understanding assessment terminology
Describe: Give a detailed account by recounting, characterising, outline and relating, in sequence, an event, situation, theory or point.
Discuss/Explain: Clarify or elaborate on the facts.  Focus on reasons how and why things happen or a why a particular point is important in the relevant context.
List: Using dot points, list a series of points, steps or stages that relate to the question.
Outline: Leaving out minor details, give an account of thing or a process outlining the main points of a topic.
Review: Provide a summary while analysing and commenting on the evidence, argument or other relevant points.
Summarise: Identify and interpret the most relevant features of a theory, discuss issue or detail, leaving out the finer details.
Develop: Involves the creation of the materials/activities/procedures to achieve the outcome.  This is about designing and creating.
Implement: After materials/activities/procedures are developed, test all materials/procedures to determine if they are functional and appropriate for the intended audience.
Evaluate: ensures that the materials/activities/procedures achieve their desired goals and involves a detailed review including any recommendations for change and reasons.
Plagiarism
While cooperative effort and the sharing of information are encouraged, you must ensure your assignments and assessments are representative of your own effort, knowledge and skills. You must not take the work of others and present it as your own. Plagiarism may result in the assignment/assessment being deemed to be “not yet competent” by the assessor.
Students accused more than once of academic misconduct, including plagiarism, may be dismissed or cancelled from their course at the discretion of the Clinton Institute Director of Studies.
Plagiarism can take several forms.
Quoting from a book or an article without acknowledging the source
Handing in someone else’s work as your own
Stealing and passing off another person’s words or ideas and claiming them as your own
Giving incorrect information about the source of a quotation or idea
Downloading information from the internet without acknowledging the source
Copying a section of a book or article and submitting it as one’s own work
Presenting something as a new and original idea or producing something which was derived from an existing source.
Referencing Materials
If you are unfamiliar with how to reference, we recommend that you review http://www.citethisforme.com/harvard-referencing. Two types of citations are included:
In-text citations are used when directly quoting or paraphrasing a source. They are located in the body of the work and contain a fragment of the full citation. Depending on the source type, some Harvard Reference in-text citations may look something
“After that I lived like a young rajah in all the capitals of Europe…” (Fitzgerald, 2004).

Reference lists are located at the end of the work and display full citations for sources used in the assignment. Here is an example of a full citation for a book found in a Harvard Reference list:
Fitzgerald, F. (2004). The great Gatsby. New York: Scribner.*

National Training prefers that students utilises Harvard Style referencing.  Generally, Harvard Reference List citations follow this format:
Books: Last name, First Initial. (Year published). Title. City: Publisher, Page(s).
Journals/publication: Last name, First initial. (Year published). Article title. Journal, Volume (Issue), Page(s).
Websites: Website name, (Year published). Page title. [Online] Available at: URL [Accessed Day Mo. Year].

Understanding your results
The great thing with competency-based training is that you are either deemed ‘competent’ (you can demonstrate the required skills and knowledge) or ‘not yet competent’ (at this time, you haven’t been able to demonstrate required skills or knowledge). The key word is “YET”.
Your trainer will provide you with feedback on your assessments so that you know what you have done well in your assessment and what you need to improve upon or fix. An “NYC” result does not mean that you have failed and that is it. You have the opportunity to try again.  It could be that one question in your assessment was deemed not yet satisfactory (NS) and this is the only question that will require review.
Assessment outcomes
Each assessment task will be given an outcome of either Satisfactory (S) or Not Yet Satisfactory (NYS). You must complete all tasks satisfactorily to achieve an overall outcome of Competent (C) for a unit. If one or more of tasks are assessed as not yet satisfactory, you will be given an overall outcome for the unit of Not Yet Competent (NYC).
You will be allowed up to two (2) reassessments attempts to complete each task and achieve a satisfactory outcome. You will be given a timeframe for resubmission and advised what you must include in the resubmission.
There is an Assessment Task # – Outcome Record incorporated within an Assessment Cover Sheet at the beginning of each discreet assessment activity. Assessors will complete the Outcome Record section for each assessment activity. The summary of the outcomes will be transferred to the Overall Unit – Record of Assessment Outcomes located on the reverse of the first page Cover sheet of this Student Assessment Booklet..
Assessors Note -the Overall Unit – Record of Assessment Outcomes will become the first page of the submitted work when completed (by reversing the first page Cover sheet of this Student Assessment Booklet.)
Results legend
C
Competent
You have successfully completed unit and met the minimum competency criteria and demonstrated the required skills and knowledge.  
NYC
Not Yet Competent
You have not met minimum competency criteria for the unit. Certain section/s require review due to not meeting the requirements and, therefore, your work is deemed not yet competent.   Note: If you have had an initial assessment, a first reassessment and then a final reassessment, you will no longer have an opportunity to resubmit.  You will receive a “NYC” and have to re-enrol in the unit.  
S
Satisfactory
Individual assessment/question is satisfactory.
NYS
Not Satisfactory
Individual assessment/question is not a satisfactory result for a specific assessment activity.
Assessment attempts and resubmissions
You will have up to three (3) attempts to achieve a satisfactory outcome for each assessment. If after three (3) attempts you cannot achieve a satisfactory result for any assessment activity, the overall outcome with be Not Yet Competent (NYC) for the unit.  
Resubmission
You will be given the opportunity to resubmit a Not Yet Satisfactory (NYS) assessment task up to two (2) times. Following the assessment outcome, you will be given appropriate feedback on previous attempt. This will enable you to have a total of three (3) attempts.
Timeframe
You will be provided with an appropriate timeframe by your trainer to resubmit your work. For example, you may be given 14 days to resubmit incorrect responses to written tasks or projects. Should you be required to complete a roleplay or presentation, your assessor will make an appointment time, which suits both of you.
 Records
The Assessment Task # – Outcome Record at the start of each assessment activity, includes a space to record the details of any reattempts and resubmissions. Assessors must ensure that this is comprehensively detailed so that anybody reviewing the assessment record can tell exactly what occurred, when it occurred, how it occurred, who was involved and where any further evidence is located. Assessors must also make reference to ensuring that any reattempt or resubmission has been assessed in accordance with the model responses and performance descriptors included in the Assessor’s Marking Guide.
Assessment task cover sheet
At the beginning of each individual assessment task, you will find an Assessment Task Cover Sheet. Please fill out your student  details  on each cover Sheet and make sure you sign the student declaration.
Your assessor will complete the Outcome Record section and give you feedback about how well you went in each task. This will be written on the Assessment Task Cover Sheet.
Assessment appeals
You have the right to appeal an assessment decision. To make an appeal about an assessment decision, you must follow the process outlined in the Student Handbook.
Note that the Overall Unit – Record of Assessment Outcomes contains a section which says “Does the student wish to appeal the result?     □ YES   □ NO” 
Assessors must ensure that the appropriate box is ticked, after conferring with the student if necessary.
ASSESSMENT OVERVIEW
This Student Assessment Booklet includes all your tasks for assessment of Information and Communication Technology cluster, which s the three (3) units: BSBADM405 Organise Meetings, BSBITU306 Design and Produce Business Documents & BSBITU402 Develop and Use Complex Spreadsheets.
About your assessments
There are two (2) assessment tasks for this unit. You must satisfactorily complete all tasks to achieve competency in this unit.
Assessment Task
About this task
Assessment Task 1: Written questions
You must correctly answer all eighteen (18) questions to show that you understand the knowledge required for this unit.
Evidence Required All completed questions. 
Assessment Task 2: Project and Role Play
You must complete the Assessment tasks: Part A – Design two business documents + role play in organising and running a  meeting Part B – Design and use complex and linked spreadsheets for an inventory management system
Evidence Required Part A: Activity 1: Role Play Observation Checklist ( your Assessor will complete this checklist)  Answers to Questions 3 to 5 Activity 2: Answers to Questions 1 to 3   Customer Details form draft (from Activity 2.4) Activity 3: Meeting Notice (email)  (from Activity 3.2)   Meeting Agenda (from Activity 3.2)   Answers to Questions 3 to 5 Activity 4: Meeting Minutes (from Activity 4.7)   Answers to Questions 8 & 9   Customer Details form final (from Activity 4.10)   Screen Shot of Customer Details form file path (from Activity 4.11) Activity 5: Answers to Questions 1 to 3, 5 & 6   Weekly Beverages Sales form  draft (from Activity 5.4)   Weekly Beverages Sales form  final (from Activity 5.9)   Screen Shot of Weekly Beverages Sales form file path (from Activity 5.10) Part B: Activity 1:  Answers to Questions 1 to 3, 5, 6 Activity 3: Answers to Questions  1, 4 to 11   Weekly Sales Qty  report (from Activity 3.12) Activity 4: Answers to Questions 2 to 7,  10 to 13, 16 to 19  Weekly Sales $ report (from Activity 4.8)   Pie Chart comparing Weekly Sales by Category for Week 1 (from Activity 4.14)   Pie Chart comparing Weekly Sales by Category for Week 2 (from Activity 4.20) Activity 5: Answers to Questions 2 to 6   Detailed Inventory Management System report (from Activity 5.10) Activity 6: Screen shot of Inventory Management System file path (from Activity 6.2)    Observation Checklist ( your Assessor will complete this checklist)
How to submit your assessments
When you have completed each assessment task you will need to submit it to your assessor.
Instructions about submitting your work can be found at the beginning of each assessment task.
Make sure you photocopy your written activities before you submit them. Your assessor will put the documents you submit into your student file. These will not be returned to you.
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Student: Please fill out this cover sheet clearly and accurately.  Keep a copy of your submissions.
Student Name
AMANPREET KAUR
Student ID
CI20200111
Date of submission
11/04/2021
Course / Qualification
SIT40416 Certificate IV in Hospitality
Unit(s)
BSBADM405 Organise Meetings BSBITU306 Design and Produce Business Documents BSBITU402 Develop and Use Complex Spreadsheets
Student declaration
I <Insert your name>AMANPREET KAUR____________________   declare that these tasks are my own work and:
□ None of this work has been completed by any other person.
□ I have not cheated or plagiarised the work or colluded with any other student/s.
□ I have correctly referenced all resources and reference texts throughout these assessment tasks.
□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student Signature:  AMANPREET KAUR_______________________________________________________
Assessor to complete
Assessment requirements
Satisfactory/Not satisfactory
  Attempt (pls circle)
Written questions completed
 
1    2    3
Overall Outcome for Assessment Task 1:
 
 
ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements
(if more space is required, continue on reverse of this page)
Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….
Assessor Name: _________________________________________________________________________________
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Task Summary
There are eighteen (18) questions to answer in this task. You must answer all questions.
You will have four (4) hours to complete this assessment, which may be undertaken in mor than one session..
Resources and Equipment Required to Complete This Task
Access to textbooks and other learning materials.
Access to a computer, printer and the Internet.
Note: Clinton Institute provides students with access to learning materials, a computer and internet.
When and Where Do I Complete This Task?
This task is to be completed in the classroom. Your assessor will advise on the date(s) and time(s) of the assessment.
What Do I Need to Submit and Do?
What do you need to do?
What evidence is required?
Complete all eighteen (18) questions.
You will need to submit your answers to all eighteen (18) questions.
Decision Making Rules
Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance component listed.
You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.
What Happens If I Get Something Wrong?
If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly .
Instructions
This is an open book assessment  – you can use your learning materials as reference.
You need to answer all questions correctly.
You must answer the questions by writing in the space provided and/ or you may complete using softcopy tasks or templates electronically when provided.
If you need more space, you can use extra paper. Make sure you write on each extra piece of paper your name and the question number/s you are answering.
Assessor will tick either □ Satisfactory OR □ Not yet satisfactory for each question and sub-questions.
Assessment Task 1: Written Questions
Question 1
List the four (4) key documents that an organisation may have available internally to use to instruct their employees on how ensure document design is consistent with company and/or client requirements.
Style guide: A style guide or manual of style is a set of standards for the writing, formatting and design of documents. It is often called a style sheet, although that term also has other meaningsBranding document: are essentially an instruction manual and rule book on how to communicate your brand.Templates: a shaped piece of rigid material used as a pattern for processes such as cutting out, shaping, or drilling.Policies and procedures: policy is a statement of intent, and is implemented as a procedure or protocol.                                                                    □ Satisfactory OR □ Not yet satisfactory
What is the main document an external client would use to provide information about particular design elements they require  in document design and production?
DESIGN BRIEF:  A design brief is a document created by an individual or team in collaboration with the client/customer for a design project. They define the project’s deliverables and scope, including any goods or works, as well as the timeline and budget. □ Satisfactory OR □ Not yet satisfactory
What are the essential elements of the document you identified in (b) above?
Objectives and goals of the document Budget and schedule Target audience or Main user ScopeAvailable materials/required materialsOverall style Any definite “Do nots”   □ Satisfactory OR □ Not yet satisfactory
What are the 6 basic principles of document design?
BalanceProportionOrderContrastSimilarityUnity    
Outcome for question 1:  □ Satisfactory OR □ Not yet satisfactory
Question 2
Research the following eight (8) software applications that businesses may use to assist in document design, production and storage, and list their functions and features in the tables following
APPLICATION
FUNCTIONS
FEATURES
WordPress
WordPress is a powerful publishing platform which allows both users with no coding experience and developers alike to create and share content quickly and easily.
          □ Satisfactory OR □ Not yet satisfactory
Google Drive
Google Drive allows users to store files on their servers, synchronize files across devices, and share files.
              □ Satisfactory OR □ Not yet satisfactory
Microsoft Word
 
            □ Satisfactory OR □ Not yet satisfactory
APPLICATION
FUNCTIONS
FEATURES
Notepad
Notepad is a generic text editor included with all versions of Microsoft Windows that allows you to create, open, and read plaintext files. If the file contains special formatting or is not a plaintext file, it cannot be read in Notepad
            □ Satisfactory OR □ Not yet satisfactory
TextEdit
A text editor is program that allows you to open, view, and edit plain text files. Unlike word processors, text editors do not add formatting to text, instead focusing on editing functions for plain text. Text editors are used by a wide variety of people, for a wide variety of purposes.
            □ Satisfactory OR □ Not yet satisfactory
Google Docs
Google Docs is a very powerful real-time collaboration and document authoring tool. Multiple users can edit a document at the same time, while seeing each other’s changes instantaneously. Users can produce text documents, slide presentations, spreadsheets, drawings, and surveys.
            □ Satisfactory OR □ Not yet satisfactory
Adobe Indesign
Adobe InDesign is a software tool used to create extensive print and digital projects, including things like newspapers, books and brochures. InDesign is typically used by graphic designers, though it’s not uncommon for marketers to use the tool as well.
            □ Satisfactory OR □ Not yet satisfactory
Adobe Creative Cloud
Adobe Creative Cloud is a set of applications and services from Adobe Inc. that gives subscribers access to a collection of software used for graphic design, video editing, web development, photography, along with a set of mobile applications and also some optional cloud services.
              □ Satisfactory OR □ Not yet satisfactory
Outcome for question 2:  □ Satisfactory OR □ Not yet satisfactory
Question 3
For each of the applications in the preceding Question 2, list in the following most direct source of help available if you encounter basic design difficulties in the design, and in the  production, of business documents using that particular application.
APPLICATION
DESIGN DIFFICULTIES HELP
PRODUCTION HELP
WordPress
 https://en.support.wordpress.com
 https://en.support.wordpress.com/ □ Satisfactory OR □ Not yet satisfactory
Google Drive
https://support.google.com/  Google Drive Community □ Satisfactory OR □ Not yet satisfactory
   https://support.google.com/  https://support.google.com/drive/answer □ Satisfactory OR □ Not yet satisfactory
Microsoft Word
 https://support.office.com/en-us/word □ Satisfactory OR □ Not yet satisfactory
https://support.office.com/en-us/word □ Satisfactory OR □ Not yet satisfactory
Notepad
 https://notepad-plus-plus.org/online-help/ □ Satisfactory OR □ Not yet satisfactory
https://notepad-plus-plus.org/online-help/ □ Satisfactory OR □ Not yet satisfactory
TextEdit
 https://support.apple.com/en-au/guide/textedit □ Satisfactory OR □ Not yet satisfactory
https://support.apple.com/en- au/guide/textedit/welcome/mac   □ Satisfactory OR □ Not yet satisfactory
Google Docs
https://support.google.com/  Google Drive Community □ Satisfactory OR □ Not yet satisfactory
   https://support.google.com/  https://support.google.com/drive/answer □ Satisfactory OR □ Not yet satisfactory
Adobe Indesign
  https://helpx.adobe.com/support/indesign.html  □ Satisfactory OR □ Not yet satisfactory
https://helpx.adobe.com/support/indesign.html   □ Satisfactory OR □ Not yet satisfactory
Adobe Creative Cloud
 https://helpx.adobe.com/support/creative- cloud.html    □ Satisfactory OR □ Not yet satisfactory
https://helpx.adobe.com/support/creative- cloud.html   □ Satisfactory OR □ Not yet satisfactory
Question 4
In addition to the software applications identified in Question 2 above, what are the three (3) typical office equipment technologies a business can use to produce business documents in-house? Provide a brief outline of each.
Printers: Produces paper copyOriginal is a soft copy document varies in speed varies in costs varies in quality Scanners  Produces a digital version Original is a hard copy document Can edit and resize scans  Photocopier  Produces paper copy Original is a hard copy document varies in speed varies in costs varies in quality □ Satisfactory OR □ Not yet satisfactory
Question 5
How often is a document auto-saved by default when using Microsoft Word?
Every ten minutes □ Satisfactory OR □ Not yet satisfactory
b) What are the two (2) methods within Microsoft Word that you can use to try to retrieve a version of a document you created in Microsoft Word if your computer ‘crashes’?
  Auto Recover optionRecent/Open functions □ Satisfactory OR □ Not yet satisfactory
Outcome for question 5:  □ Satisfactory OR □ Not yet satisfactory
Question 6
Outline what are organisational plans and their purpose.
Process of identifying an organization’s immediate and long-term objectives,Formulating and monitoring specific strategies to achieve the objectivesStaffing and resource allocationOne of the most important responsibilities of a management team   □ Satisfactory OR □ Not yet satisfactory
Outline what an organisational policy is and its purpose.
a set of guidelines and best practicesPut in place to protect the company, employees, and customersDefine what is or is not permitted within the organization.Establish expectations and limitations related to      Practices      Behaviour   □ Satisfactory OR □ Not yet satisfactory
Outline what an organisational procedure is and its purpose.
Provide specific guidelines for completing a taskNormally based on organisational policy   □ Satisfactory OR □ Not yet satisfactory
Outcome for question 6:  □ Satisfactory OR □ Not yet satisfactory
Question 7
An organisation will typically have its own particular requirements relating to how data is captured and input into or converted into electronic records, how the data is stored and how it is presented. What are the common key features that every organisation should aim to achieve through those requirements?
Protecting the data From corruptionFor privacy/confidentialityReducing mistakes or errorsProviding consistency and efficiencies in data o capture o reliability o naming o storage o access o presentation   □ Satisfactory OR □ Not yet satisfactory
Question 8
Describe how each of the following formatting and design techniques may impact on the presentation and readability of data and information-

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  Presentation and readability will be improved by a maximum of two (2) font-typesFor content using at least an 11-point font size for headings using a larger font size, and/or bold and/or  capitalisation  using short headings                     □ Satisfactory OR □ Not yet satisfactory

      Numerical data can be understood more clearly with tables and graphics       □ Satisfactory OR □ Not yet satisfactory

      numbered lists indicate that the order is important       □ Satisfactory OR □ Not yet satisfactory

      Bulleted lists indicate that the order is not sequenced     □ Satisfactory OR □ Not yet satisfactory

      The gaps in justified text inhibit the flow of readingLeft-aligned text and data is easier to read               □ Satisfactory OR □ Not yet satisfactory

    Italicised text and numbers are harder to read       □ Satisfactory OR □ Not yet satisfactory

  Ensuring a natural flow of information down each worksheet improves readability Having to move around a worksheet to follow information makes readability harder.                   □ Satisfactory OR □ Not yet satisfactory

        Blank rows in the top of spreadsheets can assist in- o viewing totals instead of having to scroll downo using database functions and filter features         □ Satisfactory OR □ Not yet satisfactory
□ Satisfactory OR □ Not yet satisfactory
Question 9
Outline the steps to take when closing a file on an external hard drive or USB to ensure you can exit the application without data loss or damage of data)
within the application click File/Save ii. close the file iii. click on the Safely Remove Hardware and Eject Media icon iv. if a dialogue box message appears indicating the device is currently in use- a. closes the dialogue box b. check if any other files are open in the software application c.  save and close any open files in the same application v. repeat from iii above until a dialogue box appears indicating it is safe to remove the hardware device                              □ Satisfactory OR □ Not yet satisfactory
Question 10
By referring to best practices, explain what should be included in typical organisational requirements for each of the following:

Avoiding radiation from computer screensChair height, seat and back adjustmentFootrestKeyboard and mouse positionLightingNoise minimisationPostureScreen positionWorkstation height and layout                           □ Satisfactory OR □ Not yet satisfactory

  Avoiding more than 4 hours without a break Avoiding long periods at a computer Ensuring regular breaks Taking exercise breaks               □ Satisfactory OR □ Not yet satisfactory

    Switch electronics off when not using them, even if it’s just a breakTturn the brightness of computer monitors downDon’t leave equipment on standby modeUse efficiency-rated equipmentUnplug equipment when not in usePlug devices into a power stripUnplug the power strip at the end of the day                 □ Satisfactory OR □ Not yet satisfactory
□ Satisfactory OR □ Not yet satisfactory
Question 11
An organisation may have specific policies governing the transfer and security of data. What are the eight (8) key features that should be included in a data or cyber security policy according to business.gov.au?
  Password requirementsEmail standardsHandling of sensitive dataLocking computers and devicesHandling of removable devicesHandling of technology Social media and internet access standardsManaging incidents       □ Satisfactory OR □ Not yet satisfactory
Question 12
Explain the following advanced Microsoft Excel/Access/Google Sheets spreadsheet functions-
SUMPRODUCT FUNCTION
  Multiplies corresponding items in arraysThen returns the sum of the results       □ Satisfactory OR □ Not yet satisfactory
INDIRECT FUNCTION
Used to return a reference specified by a text string □ Satisfactory OR □ Not yet satisfactory
DATABASE FUNCTIONS
used to lookup data     □ Satisfactory OR □ Not yet satisfactory
ARRAY FORMULAS
can perform many different kinds of complex calculations     □ Satisfactory OR □ Not yet satisfactory
FORECAST FUNCTION
Returns a predicted future valueBased on known existing input values.         □ Satisfactory OR □ Not yet satisfactory
TREND FUNCTION
Gives the values along a linear trend,It fits a straight line           □ Satisfactory OR □ Not yet satisfactory
PIVOT TABLES
  used in the context of data processingtransforms columns into rows and rows into columnsused for data in a database to- summarise  sort  reorganises  group count total average           □ Satisfactory OR □ Not yet satisfactory
code that automates work  a set of stored functionscan be used to automate processes that are repeated often.written using Visual Basic         □ Satisfactory OR □ Not yet satisfactory
SCRIPTS
  Used to add into a spreadsheet- o custom menus o dialogs o sidebars  can manipulate arrays to interact with the elements in a spreadsheet.             □ Satisfactory OR □ Not yet satisfactory
Outcome for question 12:  □ Satisfactory OR □ Not yet satisfactory
Question 13
Describe what culturally appropriate communication is?
  Respecting cultural differencesAccepting cultural differencesWorking effectively within the influences of each other’s cultureDiscovering each other’s cultureRecognising/ being aware of each other’s cultureUnderstanding each other’s cultureNot assuming all people from a certain cultural background: o Share the same beliefs o Behave the same Accepting that all cultures are equalBeing aware of body language differences in different cultures                                   □ Satisfactory OR □ Not yet satisfactory
Question 14
In a meeting environment, list for each of the following options the most appropriate communication technique?
words that include or words that exclude?
INCLUDE □ Satisfactory OR □ Not yet satisfactory
when referring to women, use the word “ ladies” or the word “women”?
WOMEN □ Satisfactory OR □ Not yet satisfactory
Using gender specific or gender neutral pronouns when discussing hypothetical cases?
GENDER NEUTRAL □ Satisfactory OR □ Not yet satisfactory
Outcome for question 14:  □ Satisfactory OR □ Not yet satisfactory
Question 15
Using Best Bite Café a guide, outline organisational procedures for formal meetings.
  Have a Notice of Meeting which:Must be given within a specific timeInvitees must respond within to within a specific timeIncludes an AgendaHave an Agenda which must:list all items for discussionBe in the order for discussionMay also have meeting papersHave a Chair PersonHave a Minute TakerAre minute to recordStart timeAttendeesApologiesoutcomes of each agenda itemAny motions or recommendationsActionsEnd timeMinutes must be approved by Chair Person Minutes must be distributed within a specified time   □ Satisfactory OR □ Not yet satisfactory
Question 16
Using Best Bite Café a guide, outline how organisational procedures for informal meetings are different to organisational procedures for formal meetings.
Do not require a Notice of MeetingCan occur at short noticeMay not require an AgendaMay not require Meeting minutes recorded             □ Satisfactory OR □ Not yet satisfactory
Question 17
List below the key provisions of each of the following Australian legislation relating to meetings, including what provisions may be within constitutions or Article of Association.
the Corporations Act 2001 Part 2G.1 – Directors Meetings Part 2G.2 – Meetings pf members of a CompanyPart 2G.3 –Minutes and Members’ Access to MinutesPart 2G.4- Meetings of Members of Registered Schemes     □ Satisfactory OR □ Not yet satisfactory
the Owners Corporations Act 2018 Regulation 9 – Membership Committee □ Satisfactory OR □ Not yet satisfactory
provisions within the organisation’s constitution or Articles regarding:   notice of meetings conduct of meetings  quorums  voting proxies     □ Satisfactory OR □ Not yet satisfactory
Outcome for question 17:  □ Satisfactory OR □ Not yet satisfactory
Question 18
List below the ethical practices that should be followed when organising and running meetings.
HonestyTreating all participants with respectValuing a diversity of views and opinions.Communicating openlyCritiquing ideas rather than individuals.Refraining from behaviour that is Demeaning Discriminatory  Harassing Intimidating Being mindful of health and safety       Satisfactory OR □ Not yet satisfactory
**** END OF ASSESSMENT TASK 1 ****
Student: Please fill out this cover sheet clearly and accurately.  Keep a copy of your submission.
Student Name
AMANPREET KAUR
Student ID
CI2020111
Date of submission
11/04/2021
Course / Qualification
 
Unit(s)
BSBADM405 Organise Meetings BSBITU306 Design and Produce Business Documents BSBITU402 Develop and Use Complex Spreadsheets
Student declaration
I <Insert your name> AMANPREET KAUR___________________   declare that these tasks are my own work.
□ None of this work has been completed by any other person.
□ I have not cheated or plagiarised the work or colluded with any other student/s.
□ I have correctly referenced all resources and reference texts throughout these assessment tasks.
□ I understand that if I am found to be in breach of policy, disciplinary action may be taken against me.
Student Signature: _______________________________________________________ AMANPREET KAUR
Assessor to complete
Assessment requirements
Satisfactory/Not satisfactory
  Attempt (pls circle)
Part A: design two (2) business documents (all evidence required completed)
 
1     2     3
Part B: design an Inventory Management  System (all evidence required completed)
 
1     2     3
Overall Outcome for Assessment Task 2:
 
 
ASSESSOR FEEDBACK – Detail any gaps identified and any reassessment requirements
(if more space is required, continue on reverse of this page)
Assessors: Please provide a copy of this cover sheet to the student with assessment results and feedback. The original copy must be supplied to the office and kept on the student’s file with the evidence.
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
Assessor Signature:  ………………………………………………………………………………………Date: ………………./…………………/…………….
Assessor Name: _________________________________________________________________________________
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Task Summary
You must complete the two (2) parts of this Assessment task:
Part A – design Business Documents
Part B – design an Inventory Management  System incorporating linked spreadsheets
You will have eight (8) hours to complete this assessment,  which may be undertaken in more than one session.
Resources and Equipment Required to Complete This Task
Student learner guide for this Unit.
Computer and Internet access
Business software packages
Printer
Marino Enterprises Style Guide
Note: Clinton Institute provides students with access to learning materials, a computer, printer, software and internet.
When and Where Should the Task be Completed?
This task is to be completed in the classroom. Your assessor will advise on the dates and times of the assessment.
What do I Need to Submit and Do?
Section
What you need to do:
What evidence is required:
Part A

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Activity 1: Activity 2: Activity 3: Activity 4: Activity 5:
Part B  
 
Activity 1: • Answers to Questions 1 to 3, 5, 6 Activity 3: •Answers to Questions  1, 4 to 11 •Weekly Sales Qty  report Activity 4: • Answers to Questions 2 to 7,  10 to 13, 16 to 19 • Weekly Sales $ report • Pie Chart comparing Weekly Sales for Week 1 • Pie Chart comparing Weekly Sales for Week 2 Activity 5: • Answers to Questions 2 to 6 • Detailed Inventory Management System report Activity 6: • Screen shot of Inventory Management System file path ( your Assessor will complete this checklist)  
Decision Making Rules
Assessors will compare student responses/performance with the model responses and performance descriptors contained in the Assessors Marking Guide. Your responses do not have to be verbatim (unless otherwise specified), but must convey the same meaning as each component listed. Similarly, you do not have to perform exactly as described in the marking guide (unless otherwise specified), but you must address each performance components listed.
You must achieve a satisfactory result for every question and component to achieve a satisfactory result for this assessment activity.
What Happens If I Get Something Wrong?
If your assessor sees that you have not completed all parts of this task satisfactorily, the details of resubmission will be advised by your Assessor in writing and discussed with you directly.
Instructions To Student
For Part A of this assessment, you are required to design and produce the following two (2) business documents for the Best Bite Café:
a Customer Details form –to be used as an external form to gather customer data for marketing

Note that you must use a different software/contemporary computer application for each document.
For Part B of this assessment, you are required to design an Inventory Management  System incorporating linked spreadsheets to track and control the alcoholic beverages inventory and sales.
Background to the Best Bite Café is provided below- 
The Best Bite Cafe
The Best Bite Cafe is a new trendy licensed cafe which is owned by Amy Lang and Travis Simpson, and it is located in rented space within the Marino Enterprises Complex. The Best Bite Cafe sells dine-in cafe meals, a selection wines and beers and other drinks as well as take-away coffees and other drinks.
The Best Bite Cafe has developed its own Style Guide but also chooses to follow the Marino Enterprises’ Style Guide wherever documents may also be relevant to or used by other businesses in the Marino Enterprises’ Complex.
The owners of The Best Bite also want all external documents to be professional and project an environmentally friendly image, using recycled materials wherever practical.
Part A – Design Business Documents
Activity 1
review style guides-
Review the Best Bite Café Style Guide and the Marino Enterprises Style Guide provided as-
Handout – Best Bite Café Style Guide, and
Handout – Marino Enterprises Style Guide
to familiarise yourself with the house / style guide requirements for this business.
For Part A of this assessment, you must conform to these style guides where relevant and wherever appropriate.
Meet with business owner (Roleplay)-
Your Assessor will role play as the owner of the business. When you have familiarised yourself with the style guides, review Questions 3 to 5 that follow, and the similar questions in Activity 5 which refer to the second document.
Before you complete your written answers to those questions, you are to meet with the business owner (role played by you Assessor) to discuss and clarify/confirm  your interpretation and understanding of the format and style requirements for each of the two (2) documents you have been asked to design and produce.
During the meeting you must:
Provide an adequate understanding of the Style Guide requirements relevant to the design and production of  the Customer Details form, including:
Provide an adequate understanding of the Style Guide requirements relevant to the design and production of  the Weekly Beverage Sales form, including:
the specific layout and/or style requirements
formats for naming document files
where soft copies of the documents should be stored
the software application(s) you propose to use for each document
formats for naming document files
where soft copies of the documents should be stored
Use open-ended question(s) to interact effectively and obtain/clarify requirements
Use a closed ended question to interact effectively and confirm requirementses 
Seek clarifications and respond appropriately through the use of questioning and active listening techniques
Your Assessor will complete the  following checklist whilst you discuss the document design requirements.
At the conclusion of the meeting, you are to complete Question  3 to 5 following the Roleplay checklist. You also need to keep notes from the meeting so that you can answer similar questions in Activity 5, relating to the second document.
Roleplay #1 – meeting with business owner
Observation Checklist
Name of Student being assessed: Roleplay as document designer
AMANPREET KAUR
Location:
CAMPUS
Name of Assessor: Roleplay as business owner
 
Other roles played:
no other participants required
Assessors are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts. Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point. Date:       Did the Student: Comment if required Attempt 1 Attempt 2 Attempt 3 f the Customer Details form? Customer Details form is a marketing document A4 Paper Best Bite Cafe logo must appear on the header of document   Arial font with- o Heading 1 bold in 14pt and o Heading 2 bold 12pt o Text 11pt Weekly Stock Sales Qtyform?   A4 paper  Arial font with- o Heading 1 bold in 14pt and o Heading 2 bold 12pt o Text 11pt Footer must contain left aligned o the file location o filename Footer must contain date centre aligned  Footer must contain page number right aligned  Footer must be o Arial size 8 o italicised which lead to clarification and confirmed understanding from the business owner       es  and responses required were one-word answers to confirm understanding with the business owner         ACCURACY CLEAR COMMUNICATION Appropriateness Outcome for Task:  □ Satisfactory OR □ Not yet satisfactory Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a satisfactory outcome for a specific item).           Assessors Signature:   Date:  
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Activity 1 continued
What are the specific layout and/or style requirements relevant to the design of the Customer Details form template as discussed and clarified with the business owner (your Assessor)?
Best Bite Cafe logo must appear on the header of documentA4 paper Arial font with-  Heading 1 bold in 14pt and  Heading 2 bold 12pt Text 11p   □ Satisfactory OR □ Not yet satisfactory
What filename will you use for your first draft of the Customer Details form?
  Best Bite Café/Student’s Name/Customer details form 1 st draft   □ Satisfactory OR □ Not yet satisfactory
Where will you save the file electronically?
Location – USB or a cloud-based storage service Folder – Best Bite Café  Subfolder – the Student name       □ Satisfactory OR □ Not yet satisfactory
Part A Activity 2
You are to design the template for the Customer Details form. Customers will be asked to complete this form so that the business can prepare and maintain a database of its customers for promotional purposes.
The data to be captured must include at a minimum-
Name
Mobile No
Home Suburb and postcode
Email address
Preferred drink*
* Each customer is to be asked to nominate their preferred alcoholic beverage on the form by choosing one of the 20 alcoholic beverages which Best Bite Café offer in their drinks’ menu.
The drinks’ menu is provided as
Handout  – Best Bite Beverages Menu
Word processing software  Microsoft Word  Google Docs  Adobe  iWork  Pages □ Satisfactory OR □ Not yet satisfactory
Nominate below which of three (3) of the basic design principles you will incorporate as you design the Customers Details form template
Balance Proportion  Order     □ Satisfactory OR □ Not yet satisfactory
Proof read the Beverages Menu following and list below any errors and layout issues. Note that you must not carry forward any errors into the documents you design.
“Spakling” Burgundy should be “Sparkling” Burgundy  Logo should be included     □ Satisfactory OR □ Not yet satisfactory
Complete the first draft of your Customers Details form template, and print it and, after you are satisfied that it meets style and layout requirements, save it electronically as a draft template
***insert your first draft of the Customers Details form here***
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Part A Activity 3
Canvas and reach agreement and consensus with 3 other students and your Assessor on a time to attend a meeting where you will present and test your Customer Details form. Best Bite Café do have a Meeting Policy or Procedure and templates for Agendas and Meeting Minutes, which are provided as-
Handout – Best Bits Café Meeting Policy and Procedure
Handout – Best Bite Café Agenda template (also provided below if you prefer to complete in this assessment book)
Handout – Best Bite Meeting Minutes template (also provided below if you prefer to complete in this assessment book)
Note: You must follow the relevant policy/procedures and use the templates for this activity.
Prepare the following meeting documents for distribution to organise the meeting. The Notice of Meeting  must be prepared electronically as an email.-
A Notice of the meeting which-
indicates whether it is a formal or informal meeting
 advises the purpose of the meeting
Confirms the time and venue

The Notice must be prepared electronically as an email
An Agenda which includes in the agenda items-
The Agenda may be prepared by hand using the template in this booklet or electronically using the Best Bite Café Agenda template handout
which include-
o Successful trialling of a new document
o Conclusions on appropriateness of layout
o Conclusion’s ion efficiency of data capture
o Recommended modifications to document if any)
o of the meeting
o attempt to complete the forms
o provide feedback
o offer recommendations if required
Best Bite Café Style Guide
Draft Customer Details form
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Best Bite Café Meeting agenda
Purpose of meeting:
TRIAL A NEW FORM
Formal or Informal meeting
30/03/2021
Venue:
CAMPUS
Chair:
AMANPREET KAUR
Minute taker:
AMANPREET KAUR
Invitees:
  Best Bite Café Style Guide  Draft Customer Details form    
Agenda items
 
Welcome
 
 
 
Topic
 
Reiterate purpose and ask if understood  Confirm willingness to participate
 
Topic
 
Draft Customer Details form – two (2) copies for each attendee  Best Bite Café Style Guide if requested by any attendee
 
Topic
 
Each attendee to enter the required information self Each attendee to enter the required information self
 
Topic
 
Request any feedback, difficulties or issues in completing the forms
 
Topic
 
Canvas suggestions/recommendations to improve the form
 
Topic
 
 
 
Topic
 
 
 
Meeting close
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Part A Activity 3 continued
How many days before the meeting must you send the Notice of meeting?
2 DAYS □ Satisfactory OR □ Not yet satisfactory
What must you send with the Notice of Meeting?
Agenda Meeting papers which include-  Best Bite Café Style Guide  Draft Customer Details form     □ Satisfactory OR □ Not yet satisfactory
How many days after receipt of the Meeting Notice must invitees conform attendance or advise inability to attend?
 1 DAY   □ Satisfactory OR □ Not yet satisfactory
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Part A Activity 4 – Role play
You are now to Chair the meeting at the allocated time as agreed with your Assessor and the other students attending the role play. You are also to take the Minutes of the meeting. 
Your Assessor will observe you whilst participating in this role play.
STUDENT ROLEPLAY INSTRUCTIONS
You will roleplay as the Best Bite Café staff member responsible for the design of business documents. You will chair a meeting with customers and the business owner to present the draft Customer Details form to customers and the business owner and test its appropriateness and efficiency.
Three (3) other students will roleplay as the customers of Best Bite Café who have been asked to attend the meeting to trial a new form, the Customer Details form. Your Assessor will roleplay as the business owner.
You will chair a meeting and be required to actively participate and answer questions where necessary and to observe and assess the appropriates and efficiency of the new form. You will also be required to produce Minutes of the meeting.
ASSESSOR ROLEPLAY INSTRUCTIONS
Roleplay Cast:
The following individuals will be at the meeting;
The table following provides general script for each role to be played.
General instructions for all role players include:
Specific instructions for role players include:
Role
Played by
Outline of Roleplay Script
Document designer
Student being assessed
carefully observe each participant as they complete the form ask each participant if they encountered any awkwardness or difficulties when completing the form ask the business owner if the form design is appropriate in style,  layout  and efficiency of input ask each participant for suggestions or recommendations for improvements to the design of the form
Student Note:  The script for specific role players is general in nature, so that the student being assessed can respond in real time, without notice. Role players are to ask different questions or raise different issues as far as possible.
Student instructions for conducting the meeting :
Prior to the meeting, print 8 copies of your draft Customer Details form to provide two (2) copies to each attendee. Also print four (4) copies of the Best Bite Café Style Guide to  provide one (1) to each attendee if required by them.
Open the meeting, distribute the papers and follow the Agenda.
At  Agenda item 4, ask the customers and the business owner to enter their details on one (1) of  the forms and to enter a relative or partner’s details on their second copy of the form.
Observe each attendee physically as they fill in the forms. You must note any apparent awkwardness or difficulties that the attendees experience whilst completing the form.
After the information has been entered onto the form, ask each attendee if they have any suggestions or recommendations to improve the form’s presentation/layout.
Determine if the form’s style and layout are appropriate for the task requirements and satisfactorily allow for efficient entry of the required information.
Write up and document Meeting Minutes as a formal record, using the Best Bite Café Meeting Minute template. Check your minutes for accuracy and then ask your Assessor (still role playing as the business owner) to approve the minutes.
The Meeting Minutes may be prepared by hand using the template following in this booklet or electronically using the Handout –Best Bite Meeting Minutes template
***complete the template following OR insert your Meeting Minutes here***
Best Bite Café Meeting Minutes
Purpose of meeting:
MUST BE A DATE AS AGENDA
Venue:
TRIAL A NEW FORM
Chair:
AMANPREET KAUR
Minute Taker:
AMANPREET KAUR
Attendees:
         
Apologies:
 
Agenda items and discussions
Action items/resolutions
  Welcome and purpose   Completing the forms   The Chair thanked the participants for their assistance            
All attendees confirmed their understanding of the purpose of the meeting and willingness to participate    Each attendee completed two (2) copies of the form.  Each attendee was given the opportunity to provide feedback, suggestions and recommendations        
Signed as an accurate record:
 

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Part A Activity 4 continued
What is the time limit to ask for approval of the minutes?
What is the time limit to dispatch the copies of the minutes?
WITHIN ONE MINUTE □ Satisfactory OR □ Not yet satisfactory
Make any amendments  to your Customer Details form if any identified in steps 4 and 6 above to ensure the form meets all of the task requirements.
Then finalise, print and save your Customer Details form template as the final version.
Best Bite Cafe logo must appear on the header of document
A4 paper
Arial font with-
o Heading 1 bold in 14pt and
o Heading 2 bold 12pt
o Text 11pt
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Part A Activity 5
You are to design the internal Weekly Beverages Sales formto record the weekly sales of the alcoholic beverages. This form will be used by staff to manually record the quantities of sales of each stock item each day for every week to enter into an inventory management system. 
Relevant details of the stock items are provided as:
 The sales quantities will be recorded manually on the form you design so that the sales quantities can be efficiently entered into an inventory management system.
The form may also be integrated electronically as part of the input process  for the inventory management system you will develop  in Part B of this assessment.
Read the instructions for Part B now so that you are aware of the requirements to integrate the for you are developing here.
Microsoft Excel  Numbers  Tables Mesa □ Satisfactory OR □ Not yet satisfactory
Proportion  Order     □ Satisfactory OR □ Not yet satisfactory
Weekly Beverages Sales form as discussed and clarified with the business owner (your Assessor)?
A4 paper Arial font with- o Heading 1 bold in 14pt and o Heading 2 bold 12pt o Text 11pt  Footer must contain left aligned o the file location o filename  Footer must contain date centre aligned  Footer must contain page number right aligned  Footer must be o Arial o size 8 o italicised       □ Satisfactory OR □ Not yet satisfactory
You may need to make amendments before you finalise your template when you complete later steps in this assessment.
Note that you will be required to submit both your draft and final versions.
***insert your first draft of the Weekly Beverages Sales form here***
Part A Activity 5 continued
Weekly Beverages Sales form?
Best Bite Café/Student’s Name/ Weekly Stocktake from template 1 st draft   □ Satisfactory OR □ Not yet satisfactory
Location -USB or a cloud-based storage service Folder – Best Bite Café  Subfolder – the Student name     □ Satisfactory OR □ Not yet satisfactory
Produce at least four (4) copies of your draft template and ask other students and your Assessor to fill one in each.
After the information has been entered onto the form, determine if the form’s style and layout allows for efficient entry of the required information.
Location name
 Folder: Best Bite Café
 Subfolder: Student’s Name
 Filename: Weekly Beverages Sales form draft
 Filename: Weekly Beverages Sales form final
 File Type must not be the same as in the screen shot submitted for Activity 2
Make any amendments identified in step 7 above to ensure the form meets all of the task requirements. Then finalise, print and save your form as the final version.
Do NOT override your saved draft version as you will be required to present and submit both your draft and final versions.
***insert your final version of the Weekly Beverages Sales form here***
**** END OF ASSESSMENT TASK 2 PART A****
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Part B – Design and Use a Spreadsheet for the Inventory Management System
Student Instructions for Part B
You will be observed by your Assessor whilst undertaking Activities 1 to 6 of this Part B of the Assessment to ensure that you-
use appropriate strategies to organise your work tasks and energy and resource conservation techniques, and
that you follow organisational and safe work practices including ergonomic requirements. 
Student Part B Task Instructions
You are to design an Inventory Management  System incorporating linked spreadsheets to track and control the alcoholic beverages inventory and sales.
The inventory information and initial relevant data is provided in the table below. You must use the same Category names, Inventory Numbers, and Descriptions information as shown in the table.  The selling prices must be taken from the Best Bite Beverages Menu already provided in Part A of this assessment.
inventory information and initial relevant data
The Inventory Management  System must:
contain at least the following four (4) linked spreadsheets-
Weekly Sales Qty
Weekly Sales $$
Orders  and Deliveries Received

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weekly sales data from the Weekly Beverages Sales form you developed in Part A of this assessment
 be able to receive input of deliveries received data
be able to calculate, using formulae with relative and/or absolute cell references, by item and category the relevant data to manage the alcoholic beverages inventory including:
weekly opening stock quantities and amounts
weekly sales $ amounts by input of sale quantities
weekly closing stock quantities and amounts
required purchases needed ( top up qty) based on fixed minimum stock levels, and

include macros to protect cells with formulae
be able to create graphs with labels and titles from the data in the spreadsheet
conform with any relevant requirements contained in the Best Bite Style Guide.
For the Inventory Management  System, you must use an appropriate software application. You may use or modify any existing templates available from an appropriate software application, or you may choose to design your own templates.
You must adhere to organisational requirements ensuring consistency of style, design and layout, as well naming and storage conventions.
The Inventory Management System reports that will be required as evidence of the output from the linked spreadsheets include:
Sales Qty by Week printed report by Category and by Inventory Item Number showing:
Description
Unit Selling Price
Sales Qty for week 1
Sales Qty for week 2

Sales Values by Week printed report by Category and by Inventory Item Number showing:
Description
Unit Selling Price
Sales Qty for week 1
Sales Qty for week 2
Printed pie charts illustrating
 the break- up of alcoholic beverages sales by wine category (Sparkling Wine, Red Wine, White Wine)
the break- up of alcoholic beverages sales by total wines and total beers
Detailed Inventory Management System printed report by Category and by Inventory Item Number with corresponding item description detailing:
If you encounter problems or difficulties in designing your spreadsheet, refer to user manuals and user documentation and/or online help to resolve them yourself rather than seeking your Trainer or Assessor’s assistance.
In addition to online help, the following User Guide is available electronically from your Assessor if required (note ir is available electronically as it is a voluminous document at 292 pages:
Handout  –  Microsoft Excel 2016 User Guide
Part B Activity 1
Research practices for inventory management systems for small businesses and analyse the requirements of the inventory management system described above to determine the specifications  for the Inventory Management  System spreadsheets you are going to develop.  List below the key specifications for:
values to be maintained
data inputs
output from calculations
reporting
presentation.
Maintain values by item for: Unit costs o Unit opening quantities o Minimum stock levels         □ Satisfactory OR □ Not yet satisfactory
Allow  input of     Weekly sales o Weekly deliveries             □ Satisfactory OR □ Not yet satisfactory
Output by calculating quantities and values for-   Weekly Opening Stock o Weekly Closing Stock o Weekly ordering required               □ Satisfactory OR □ Not yet satisfactory
Reporting data  for-   Opening Stock Qty Week 1 o Opening Inventory Value Week 1 o Week 1 Sales Qty o Week 1 Stock Received o Opening Stock Qty Week 2 o Opening Inventory Value Week 2 o Week 2 Sales Qty  o Week 2 Stock Received o Closing Stock Qty Week 2 o Week 2 Closing Inventory Value o Minimum Stock (qty) Level o Need to Purchase (Top up) Qty                   □ Satisfactory OR □ Not yet satisfactory
Reporting formats (rounding) for cells to be-     decimal points where any $ number is reported o Whole numbers where any unity quantity is reported       □ Satisfactory OR □ Not yet satisfactory
Presentation with graphs-   Weekly sales values using graphs o Graphs must have labels and titles o Graphs to be Bar or Pie Charts       □ Satisfactory OR □ Not yet satisfactory
Outcome for question 1:  □ Satisfactory OR □ Not yet satisfactory
Part B Activity 1 continued
Nominate below what software application you will use to design the Inventory Management  System spreadsheets.
Microsoft Excel Numbers Tables  Mesa   □ Satisfactory OR □ Not yet satisfactory
What are the specific layout and/or style requirements relevant to the Inventory Management spreadsheets?
NONE   Satisfactory OR □ Not yet satisfactory
Develop your Inventory Management  System and before entering any data and save it electronically as a draft copy.
What filename did you use for your first draft of the Inventory Management System spreadsheet?
  Best Bite Café/Student’s Name/ Inventory Management System draft □ Satisfactory OR □ Not yet satisfactory
Where did you save the file?
Location -USB or a cloud-based storage service  Folder – Best Bite Café Subfolder – the Student name     □ Satisfactory OR □ Not yet satisfactory
Part B Activity 2
inputting data from the completed Weekly Beverages Sales form you developed in Part A.
Enter the sales data into your linked spreadsheet for sales qty in your Inventory Management System
Sales Qty by week

Category
Inventory Number
Description
Week 1
Week 2
Sparkling
SP1
House Spklng
15
12
 
SP2
Pinot NV
6
3
 
SP3
Brut NV
8
10
 
SP4
Spklng Burgundy
20
14
 
SP5
Cienna
4
4
Total Sparkling Wine
 
53
43
Red Wine
RW1
Rose
8
5
 
RW2
Pinot Noir
20
3
 
RW3
Merlot
4
1
 
RW4
Shiraz
15
22
 
RW5
Cabernet
6

Total Red Wine
 
53
31
White Wine
WW1
Chablis
14
6
 
WW2
Chardonnay
18
6
 
WW3
Pinot Grigio
22
15
 
WW4
Riesling
8
2
 
WW5
Traminer
4
2
Total White Wine
 
66
31
TOTAL WINES

172
105
Beers
BR1
Hite
22
12
 
BR2
Asahi
12
10
 
BR3
Corona
36
20
 
BR4
Pure Blonde
48
32
 
BR5
Tsingtao
25
15
TOTAL BEERS
 
143
89
TOTAL ALCOHOLIC BEVERAGES
262
151
The table below shows the quantities of stock received for weeks 1 and 2.
Enter the stock received quantities into your linked spreadsheet for orders and deliveries in your Inventory Management System.

Week 1 received
Week 2 received
Description
1
2
House Spklng
27

Pinot NV
18

Brut NV
8
6
Spklng Burgundy
26
6
Cienna
4

Rose
14

Pinot Noir
23
6
Merlot
16

Shiraz
27

Cabernet
24

Chablis
26

Chardonnay
18

Pinot Grigio
22
6
Riesling
8

Traminer
4

Hite
32
24
Asahi
12
24
Corona
42
24
Pure Blonde
60

Tsingtao
35

Part B Activity 3
Evaluate the data entry tasks in Activity 2 above and identify at least two (2) tasks that could be automated to improve accuracy and efficiency.
Calculating the total weekly sales quantities by category and by sub category automatically rather than manually  Completing the Weekly Beverages Sales as an integrated linked spreadsheet rather than manually                 □ Satisfactory OR □ Not yet satisfactory
Modify your Inventory Management spreadsheets to incorporate automation of the task you identified above.
Use the “page set-up’ criteria to prepare the spreadsheets and then preview and produce and print the linked spreadsheet which details:
Weekly Sales Qty by Category and by Inventory Item Number and Description listing for each Week with:
Qty for each week for each item
Qty for each week for each wine category (Total Sparkling Wine, Total Red Wine, Total White Wine)
Qty for each week for Total Alcoholic Beverages

On the soft copy version of your spreadsheets, highlight in yellow the cell where you source each of the following response before you print the relevant report.
315 □ Satisfactory OR □ Not yet satisfactory
From your Weekly Sales Qty linked spreadsheets, what is the qty value calculated for total sales for Week 2?
194 □ Satisfactory OR □ Not yet satisfactory
172 □ Satisfactory OR □ Not yet satisfactory
Part B Activity 3 continued
        □ Satisfactory OR □ Not yet satisfactory
From your Weekly Sales Qty linked spreadsheets, what is the qty value calculated for Total Beers for Week 1?
143   □ Satisfactory OR □ Not yet satisfactory
What is the spreadsheet formulae you used to calculate the qty value calculated for Total Beers for Week 1?
= “Column number” “Cell number” + “Column number” “Cell number” + “Column number” “Cell number” + “Column number” “Cell number” +“Column number” “Cell number”OR each of the dot points following:= SUM ( “Cell Number”: [5 th consecutive] ”Cell Number” )             □ Satisfactory OR □ Not yet satisfactory
sales qty for week 1 for House Sparkling Wine?
15   □ Satisfactory OR □ Not yet satisfactory
    □ Satisfactory OR □ Not yet satisfactory
***insert the hard copy of this report^ here***
^Weekly Sales Qty by Category and by Inventory Item Number and Description listing for each Week
Part B Activity 4
1)       Use the “page set-up’ criteria to prepare the spreadsheets and then preview and produce the linked spreadsheet:
by Category and by Inventory Item Number showing:
On the soft copy version of your spreadsheets, highlight in yellow the cell where you source each of the following responses before you print the relevant report.
$5047 □ Satisfactory OR □ Not yet satisfactory
$7786   □ Satisfactory OR □ Not yet satisfactory
$270 □ Satisfactory OR □ Not yet satisfactory
           
$1001 □ Satisfactory OR □ Not yet satisfactory
EITHER each of the dot points following:  = “Column number” “Cell number” +  “Column number” “Cell number” +  “Column number” “Cell number” +  “Column number” “Cell number” + “Column number” “Cell number” OR each of the dot points following:  = SUM  ( “Cell Number”: [5 th consecutive] ”Cell Number” )       □ Satisfactory OR □ Not yet satisfactory
***insert the hard copy of this report^^ here***
^^Sales $’s by Week printed report by Category and by Inventory Item Number
Part B Activity 4 continued
$1230 □ Satisfactory OR □ Not yet satisfactory
$1262 □ Satisfactory OR □ Not yet satisfactory
$1554 □ Satisfactory OR □ Not yet satisfactory
$1001 □ Satisfactory OR □ Not yet satisfactory
***insert the hard copy of the 1st Pie Chart report* here***
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Part B Activity 4 continued
Week 2 sales for:
$996 □ Satisfactory OR □ Not yet satisfactory
$771 □ Satisfactory OR □ Not yet satisfactory
$736 □ Satisfactory OR □ Not yet satisfactory
$1001 □ Satisfactory OR □ Not yet satisfactory
***insert the hard copy of the 2nd  Pie Chart report* here***
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Part B Activity 5
the Detailed Inventory Management System printed report by Category and by Inventory Item Number showing:
On the soft copy version of your spreadsheets, highlight in yellow the cell where you source each of the following response for 5) to & 7) following before you print the relevant reports.
From your Inventory linked spreadsheets, what is the value calculated for the Opening Inventory for Week 1?
$2565 □ Satisfactory OR □ Not yet satisfactory
From your Inventory linked spreadsheets, what is the value calculated for the Opening Inventory for Week 2?
$3247.50 □ Satisfactory OR □ Not yet satisfactory
From your Inventory linked spreadsheets, what is the value calculated for the Closing Inventory for Total beverages for Week 2?
$2758 □ Satisfactory OR □ Not yet satisfactory
Part B Activity 5 continued
List below the order top up quantities “needed to purchase” at the end of Week 2 for each inventory item as calculated by your linked spreadsheets. You do not need to list items with zero values.
Brut NV 4  Sparkling Burgundy 2  Cienna 4  Shiraz 10Chardonnay 6 Pinot Grigio Riesling 2 Traminer 2  Pure Blonde 20  Tsingtao 5                           □ Satisfactory OR □ Not yet satisfactory
=IF     □ Satisfactory OR □ Not yet satisfactory
Present electronic copies of your report and graphs to your Assessor (who is role playing as the business owner) for feedback and make any changes requested before you finalise your assessment submission.
Submit a hard copy of your report to confirm the above calculation results.
***insert the hard copy of the final inventory report here***
Part B Activity 6
Save and close your spreadsheets as a new workbook as the “final” version in the appropriate location and format and file-naming conventions.
Note: you must be able to provide soft copies of this final version if requested by your Assessor
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Part B Activities 1 to 6 – Observation Checklist – Assessor use only
Name of Student being assessed:  
AMANPREET KAUR
Location:
CAMPUS
Name of Assessor:  
 
Assessors are to write “S” or “NYS” for each line item (row). If the student gets the item correct on the first attempt, the second and third attempt columns do not have to be completed. If a student gets the item correct on the second attempt, there will be a “NYS” on the first attempt, a “S” on the second attempt and the third attempt will be left blank. Students are allowed a total of three attempts. Note that to obtain a satisfactory outcome for this assessment activity, students must achieve a satisfactory outcome for every line item and each sub point. Date:       Did the Student: Comment if required Attempt 1 Attempt 2 Attempt 3 Demonstrate being prepared to determine and apply strategies to plan and organise the work to be completed for Part C Read each of the activities in order  Read each of the activities before commencing the work Prepare and maintain a tidy work area Confirm understanding of the requirements Turn off mobile phone Demonstrate awareness of and apply safe ergonomics practices where appropriate and within the student’s control  Proximity of computer monitor chair height, seat and back adjustment footrest if any keyboard and mouse position  lighting  posture screen position  workstation height and layout Demonstrate awareness of and apply energy and resource conservation techniques where appropriate and within the student’s control    Switch electronics off when taking a break Turn the brightness of computer monitor down Not leave equipment on standby mode Unplug equipment when not in use plug devices into a power strip unplug the power strip at the end of the activities Outcome for Task:  □ Satisfactory OR □ Not yet satisfactory Assessors Comments (Assessors must insert a comment to explain any instance where a student does not achieve a satisfactory outcome for a specific item).             Assessors Signature:   Date:  
**** END OF ASSESSMENT TASK 2 ***

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