Organisational requirements for conservation techniques when working with spreadsheets.

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This unit addresses the unit of competency, BSBITU304 Produce Spreadsheets from the nationally endorsed , FNS Financial Services Training Package.

By the end of this unit you will have covered the following competency elements:

Elements and Performance Criteria

Element

Performance cirteria

1. Select and prepare resources

1.1 Adhere to ergonomic, work organisation and occupational health and safety requirements

1.2 Use energy and resource conservation techniques to minimise wastage

1.3 Identify spreadsheet task requirements in relation to data entry, storage, output and presentation

2. Plan spreadsheet design

2.1 Ensure spreadsheet design suits purpose, audience and information requirements of task

2.2 Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout

2.3 Use style sheets and automatic functions to ensure consistency of design and layout

3. Create spreadsheets

3.1 Ensure data is entered, checked and amended to maintain consistency of design and layout, in accordance with organisational and task requirements

3.2 Format spreadsheet using software functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

3.3 Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required

3.4 Use manuals, user documentation and online help to overcome problems with spreadsheet design and production

4. Produce simple charts

4.1 Select chart type and design that enables valid representation of numerical data, and meets organisational and task requirements

4.2 Create charts using appropriate data range in spreadsheet

4.3 Modify chart type and layout using formatting features

5. Finalise spreadsheets

5.1 Preview, adjust and print spreadsheet and any accompanying charts, in accordance with task requirements

5.2 Ensure data input meets designated timelines and organisational requirements for speed and accuracy

5.3 Name and store spreadsheet in accordance with organisational requirements and exit application without data loss/damage

Foundation Skills

Skill

Performance

Criteria

Description

Reading

2.2, 3.1-3.4, 5.1

  • Recognises and interprets numerical and textual information to determine organisational and task requirements

Writing

2.1, 3.1-3.3, 4.2, 4.3, 5.1-5.3

  • Inputs numerical and key reporting information when creating and finalising spreadsheets and uses format, layout, style guides and standard naming conventions to organise data according to purpose and audience

Oral Communication

3.3

  • Participates in exchange of information to determine whether formulae utilised produce result required

Numeracy

4.1, 4.2

  • Uses mathematical equations to create simple formulae and validate numerical data

Navigate the world of work

1.1-1.3, 2.1-2.3, 3.1-3.3, 4.1, 5.1-5.3

  • Recognises and follows explicit and implicit protocols and meets expectations associated with own role

Interact with others

3.3

  • Collaborates with others to achieve joint outcomes

Get the work done

2.1-2.3, 3.1-3.4, 4.1-4.3, 5.1-5.3

  • Uses advanced features within applications to address routine and complex work tasks
Performance Evidence

Evidence of the ability to:

  • design spreadsheets that address a range of data and organisational requirements

  • use software functions, graphics and support materials to create spreadsheets

  • apply knowledge of formatting requirements for workplace documents.

Knowledge Evidence

To complete the unit requirements safely and effectively, the individual must:

  • describe formatting requirements of workplace documents

  • identify organisational guidelines on spreadsheet design and use

  • explain organisational requirements for ergonomic standards, work periods and breaks, and conservation techniques.