Assessment Cover Sheet: S NYS
Assessment Cover Sheet: S NYS
Assessment Cover Sheet: S NYS
Observation / Demonstration
S NYS DNS
The Observation Checklist will be used.
Is the Learner ready for assessment?
Yes No DNS
Has the assessment process been explained?
Yes No DNS
Does the Learner understand which evidence is to be collected and how?
Yes No DNS
Have the Learner’s rights and the appeal system been fully explained?
Yes No DNS
Have you discussed any special needs to be considered during assessment?
Yes No DNS
I agree to undertake assessment in the knowledge that information gathered will only be used for professional
development purposes and can only be accessed by my manager and the RTO:
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
ASSESSMENT INFORMATION
STUDENTS: HOW YOU WILL BE ASSESSED:
The process you will be following is known as competency-based assessment. This means
that evidence of your current skills and knowledge will be measured against national and
international standards of best practice, not against the learning you have undertaken
either recently or in the past. (How well can you do the job?)
Some of the assessment will be concerned with how you apply the skills and knowledge in
your workplace, and some in the training room.
The assessment tasks utilized in this training have been designed to enable you to
demonstrate the required skills and knowledge and produce the critical evidence required
so you can successfully demonstrate competency at the required standard.
The table on the next page shows you how to achieve a satisfactory result (competent)
against the criteria for each type of assessment task.
What happens if your result is ‘Not Yet Competent’ for one or more assessment
tasks?
Our assessment process is designed to answer the question “has the desired learning
outcome been achieved yet?” If the answer is “Not yet”, then we work with you to see how
we can get there.
In the case that one or more of your assessments has been marked ‘NYC’, your trainer will
provide you with the necessary feedback and guidance, in order for you to resubmit your
responses.
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BSB40215- Certificate IV in Business
BSB- Business Service Training Package
You must be able to adequately demonstrate that you have the skills and experience to be
able to meet the Learning Outcomes of modules you are appealing against the assessment
of.
You can request a form to make an appeal and submit it to your trainer, the Course
Coordinator, or the Administration officer. The RTO will examine the appeal and you will
be advised of the outcome within 14 days. Any additional information you wish to provide
may be attached to this form.
TRAINER/ASSESSORS: Responsibilities
Assessors need to be aware of their responsibilities and carry them out meticulously. To
do this they need to:
• Ensure that students are competent in their units by following the guidelines from
moderation meetings.
• Request the manager/supervisor to determine that the student is ‘satisfactorily’
demonstrating the requirements for each unit. ‘Satisfactorily’ means consistently
meeting the standard expected from an experienced operator. Managers (or
designates) are to sign off on a ‘3rd. Party assessment sheet’ for each unit of training
by a student
• Ensure that participants are assessed fairly based on the outcome of the Language
Literacy and Numeracy completed on enrolment.
• Ensure that all documentation is signed by the student, trainer, workplace
supervisor and assessor as units and Certificates are completed which ensures there
is no follow-up required from an administration perspective.
• Ensure that the assessor’s own qualification Certificate for Training and Assessment
is current.
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
GUIDE FOR STUDENTS AND ASSESSORS
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
TASK ‘SATISFACTORY’ RESULT ‘NON SATISFACTORY’ RESULT
Lack of demonstrated
comprehension of the
All comprehension questions answered
underpinning knowledge (remove)
correctly; demonstrating an
Case Study required to complete the case
application of knowledge of the topic to
Comprehension study questions correctly.
the case study
and Associated One or more questions are
Questions answered incorrectly.
Answers address the question in full; Answers do not address the
referring to appropriate sources from question in full; do not refer to
your workbook and/or workplace appropriate sources.
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
WRITTEN ACTIVITY CHECKLIST
S NYS
For this assessment, you must complete the following written activity.
The written activity is a stand-alone activity that is assessed separately to the activities that form
the evidence portfolio. The written activity will allow the learner to display required knowledge
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
and skills that are essential when contextualising overall competency.
For details on how to complete and contextualise competency for the written activity, please refer
to the assessor guide.
Learner’s name:
Assessor’s name:
Performance Criteria
Meet
For this activity, the learner must complete activity 1.1
Yes No
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
Draft text according to document requirements and
genre
Feedback To Learner:
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
Task 1
You will need to produce 2 documents for submission, using business technology to apply
formatting, and incorporate at least one graphic per document. You will need to ensure you
complete each step listed below:
Plan your document
Draft the text
Prepare the final text
Produce the document
Scenario one
As the CEO of Facilitator Clothing Pty Limited [GPO Box 2107, Brisbane Qld 4001] you must
draft a letter to Mr T Jones [PO Box 31 Lockman Road, Wellington Qld 4023] to explain that
there will be a ten day delay in delivering the goods he ordered. Do your best with the
format, but the important thing here is the words you choose.
Scenario two
To complete this activity, you are required to plan a document relevant to a work environment
(suggested topics include: a budget report, marketing plan/report, safety report,
information/research report, risk assessment report, etc.)
Each step must be presented as part of your assessment for this unit for both documents.
After you have completed this activity you will have to hand it in.
Task 2
For this task you must research each of the following topics, and complete a basic report
on your findings. The research topics are:
Identify the enterprise style guide/house style
Outline formatting styles and their impact on formatting, readability and appearance of
documents
Explain rules and conventions for written English, as defined by general and specialist
sources
OBSERVATION CHECKLIST
Instructions for the Assessor:
You must observe the student writing complex documents in a workplace or simulated
environment.
For this task the student is required to demonstrate the following skills:
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
Plan, draft and finalise complex documents that require review and analysis of a range
of information sources
Use business technology to apply formatting, and incorporate graphics
Edit draft text to ensure accuracy and clarity of information, obtain feedback on the
draft and revise the draft
Apply enterprise style guide/house style to a document
The student will require access to the following for the observation task:
Office equipment and resources
Organisational policies and procedures
Organisational style guides
Feedback specific to the students’ performance must be noted and should include
information relevant to the student’s ability to complete the task, areas for improvement
and aspects achieved. This feedback is to be made available to the student to better
understand how to gain competence in this area of assessment.
S NYS
The observation checklist is used by the assessor to observe the learner demonstrating the
application of the required skills and knowledge. For details on how to conduct and contextualise
for competency, please refer to the section on contextualisation above.
*The assessor needs to ensure that they take detailed notes on the performance of the learner in
the comments section provided.
Learner Name:
Assessor Name:
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BSB40215- Certificate IV in Business
BSB- Business Service Training Package
appropriate formats for
documents
The student can establish means
of communication
The student can determine
requirements of documents
The student can determine
categories and logical sequences
of data, information and
knowledge to achieve document
objectives
The student can develop overview
of structure and content of
documents
The student can review and
organise available data,
information and knowledge
according to proposed structure
and content
The student can ensure data,
information and knowledge is
aggregated, interpreted and
summarised to prepare text that
satisfies document purposes and
objectives
The student can include graphics
as appropriate
The student can identify gaps in
required data and information,
and collect additional material
from relevant enterprise
personnel
The student can draft text
according to document
requirements and genre
The student can use language
appropriate to the audience
The student can review draft text
to ensure document objectives are
achieved and requirements are
met
The student can check grammar,
spelling and style for accuracy and
punctuation
The student can ensure draft text
is approved by relevant enterprise
personnel
The student can incorporate
revisions in final copy
The student can choose basic
design elements for documents
appropriate to audience and
purpose
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
The student can use word
processing software to apply basic
design elements to text
The student can check documents
to ensure all requirements are met
OBSERVATION CHECKLIST
For this assessment, you will need to exhibit your ability to write complex documents in a
workplace or simulated environment.
For this task you are required to demonstrate the following skills:
Plan, draft and finalise complex documents that require review and analysis of a range
of information sources
Use business technology to apply formatting, and incorporate graphics
Edit draft text to ensure accuracy and clarity of information, obtain feedback on the
draft and revise the draft
Apply enterprise style guide/house style to a document
Your trainer/assessor will provide you with access to the following:
Office equipment and resources
Organisational policies and procedures
Organisational style guides
Once you are ready you are going to need to:
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
Plan documents
Draft text
Prepare final text
Produce document
While you plan documents you will be assessed on the following points:
Your ability to determine the purposes of documents
Your ability to choose appropriate formats for documents
Your ability to establish means of communication
Your ability to determine requirements of documents
Your ability to determine categories and logical sequences of data, information and
knowledge to achieve document objectives
Your ability to develop overview of structure and content of documents
While you draft text you will be assessed on the following points:
Your ability to review and organise available data, information and knowledge
according to proposed structure and content
Your ability to ensure data, information and knowledge is aggregated, interpreted and
summarised to prepare text that satisfies document purposes and objectives
Your ability to include graphics as appropriate
Your ability to identify gaps in required data and information, and collect additional
material from relevant enterprise personnel
Your ability to draft text according to document requirements and genre
Your ability to use language appropriate to the audience
While you prepare final text you will be assessed on the following points:
Your ability to review draft text to ensure document objectives are achieved and
requirements are met
Your ability to check grammar, spelling and style for accuracy and punctuation
Your ability to ensure draft text is approved by relevant enterprise personnel
Your ability to incorporate revisions in final copy
While you produce document you will be assessed on the following points:
Your ability to choose basic design elements for documents appropriate to audience and
purpose
Your ability to use word processing software to apply basic design elements to text
Your ability to check documents to ensure all requirements are met
When you have successfully finished this assessment you will need to hand in the
assignment that you have completed.
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
QUESTIONING CHECKLIST
S NYS
The assessor needs to indicate whether they have conducted the questioning as written questions
or as verbal questions by circling the appropriate choice below:
2
Answer:
3
Answer:
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
Answer:
6
Answer:
7
Answer:
8
Answer:
Question: What are the steps involved in checking documents to ensure all
requirements are met
9
Answer:
Feedback to Learner:
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
WRITTEN/VERBAL QUESTIONS
1. What style does your workplace use for formal documents?
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package
6. Who might relevant enterprise personnel include?
9. What are the steps involved in checking documents to ensure all requirements are met
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BSBWRT401 - Write complex documents Version 2016.1
BSB40215- Certificate IV in Business
BSB- Business Service Training Package