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 OVERALL UNIT – RECORD OF ASSESSMENT OUTCOMES: 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 TasksUnit OutcomeSatisfactory (S)Not satisfactory (NS)DateAssessor initialsAssessment Task 1: Written QuestionsAttempt 1 Attempt 2 Attempt 3 Assessment Task 2: Project Role Play and ObservationAttempt 1 Attempt 2 Attempt 3 Final Assessment ResultsResult (C/NYC)BSBADM405 Organise Meetings BSBITU306 Design and Produce Business Documents BSBITU402 Develop and Use Complex SpreadsheetsCompetent □ Not Yet Competent □Student Name: AMANPREET KAURStudent ID: CI20200111Qualification: SIT50416 Diploma of Hospitality Management / SIT40416 Certificate IV in HospitalityDoes the student wish to appeal the result? □ YES □ NOAssessor Name: Assessor Signature: Date: / / ASSESSMENT PLAN 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 RequirementsDue dateWritten Questions Project and Role Play – Parts A & B Agreement by the studentRead 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 controlVersion No.DateDept.Change1.0 TrainingOriginal2.013/06/2019TrainingUpdated template2.124/7/2019TrainingRevised questions & model answers3.025/08/2019TrainingNew template, revision to questions4.020/11/2019TrainingReplaced superseded unit BSBITU301 with BSBADM405 and updated content4.13/2/2021TrainingValidation outcomes, new layout & results records Copyright Statement© Copyright Clinton InstituteDisclaimer 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. CONTENTS ASSESSMENT PLAN.. 3 CONTENTS. 5 INTRODUCTION.. 6 ASSESSMENT TASK 1: WRITTEN QUESTIONS. 13 ASSESSMENT TASK 2: PROJECT and ROLE PLAY. 35 INTRODUCTIONUnit codeTitleTraining PackageBSBADM405Organise Meetings Business Services Training PackageBSBITU306Design and Produce Business DocumentsBusiness Services Training PackageBSBITU402Develop and Use Complex SpreadsheetsBusiness Services Training Package For further information regarding assessment criteria including- Application of unitElements and performance criteriaAssessment requirementsModification HistoryPerformance EvidenceKnowledge 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 sourceHanding in someone else’s work as your ownStealing and passing off another person’s words or ideas and claiming them as your ownGiving incorrect information about the source of a quotation or ideaDownloading information from the internet without acknowledging the sourceCopying a section of a book or article and submitting it as one’s own workPresenting 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 like this:“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 CCompetentYou have successfully completed unit and met the minimum competency criteria and demonstrated the required skills and knowledge. NYCNot Yet CompetentYou 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. SSatisfactoryIndividual assessment/question is satisfactory.NYSNot SatisfactoryIndividual 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 TaskAbout this taskAssessment Task 1: Written questionsYou 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 PlayYou 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 systemEvidence 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. this page intentionally blank ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD– ASSESSMENT TASK 1 Student: Please fill out this cover sheet clearly and accurately. Keep a copy of your submissions. Student NameAMANPREET KAURStudent IDCI20200111Date of submission11/04/2021Course / QualificationSIT40416 Certificate IV in HospitalityUnit(s)BSBADM405 Organise Meetings BSBITU306 Design and Produce Business Documents BSBITU402 Develop and Use Complex Spreadsheets Student declaration I 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 completeAssessment requirementsSatisfactory/Not satisfactory Attempt (pls circle)Written questions completed 1 2 3Overall 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: _________________________________________________________________________________ This page intentionally blank ASSESSMENT TASK 1: WRITTEN QUESTIONS 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 APPLICATIONFUNCTIONSFEATURESWordPressWordPress 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 satisfactoryGoogle DriveGoogle Drive allows users to store files on their servers, synchronize files across devices, and share files. □ Satisfactory OR □ Not yet satisfactoryMicrosoft Word □ Satisfactory OR □ Not yet satisfactoryAPPLICATIONFUNCTIONSFEATURESNotepadNotepad 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 satisfactoryTextEditA 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 satisfactoryGoogle DocsGoogle 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 satisfactoryAdobe IndesignAdobe 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 satisfactoryAdobe Creative CloudAdobe 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. APPLICATIONDESIGN DIFFICULTIES HELPPRODUCTION HELPWordPress https://en.support.wordpress.com https://en.support.wordpress.com/ □ Satisfactory OR □ Not yet satisfactoryGoogle Drivehttps://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 satisfactoryMicrosoft Word https://support.office.com/en-us/word □ Satisfactory OR □ Not yet satisfactoryhttps://support.office.com/en-us/word □ Satisfactory OR □ Not yet satisfactoryNotepad https://notepad-plus-plus.org/online-help/ □ Satisfactory OR □ Not yet satisfactoryhttps://notepad-plus-plus.org/online-help/ □ Satisfactory OR □ Not yet satisfactoryTextEdit https://support.apple.com/en-au/guide/textedit □ Satisfactory OR □ Not yet satisfactoryhttps://support.apple.com/en- au/guide/textedit/welcome/mac □ Satisfactory OR □ Not yet satisfactoryGoogle Docshttps://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 satisfactoryAdobe Indesign https://helpx.adobe.com/support/indesign.html □ Satisfactory OR □ Not yet satisfactoryhttps://helpx.adobe.com/support/indesign.html □ Satisfactory OR □ Not yet satisfactoryAdobe Creative Cloud https://helpx.adobe.com/support/creative- cloud.html □ Satisfactory OR □ Not yet satisfactoryhttps://helpx.adobe.com/support/creative- cloud.html □ Satisfactory OR □ Not yet satisfactory Outcome for question 3: □ 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 satisfactoryOutcome 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- 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 MACROS 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 satisfactoryOutcome 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 satisfactorythe Owners Corporations Act 2018 Regulation 9 – Membership Committee □ Satisfactory OR □ Not yet satisfactoryprovisions within the organisation’s constitution or Articles regarding: notice of meetings conduct of meetings quorums voting proxies □ Satisfactory OR □ Not yet satisfactoryOutcome 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 **** ASSESSMENT TASK COVER SHEET and TASK OUTCOME RECORD– ASSESSMENT TASK 2 Student: Please fill out this cover sheet clearly and accurately. Keep a copy of your submission. Student NameAMANPREET KAURStudent IDCI2020111Date of submission11/04/2021Course / Qualification Unit(s)BSBADM405 Organise Meetings BSBITU306 Design and Produce Business Documents BSBITU402 Develop and Use Complex Spreadsheets Student declaration I 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 completeAssessment requirementsSatisfactory/Not satisfactory Attempt (pls circle)Part A: design two (2) business documents (all evidence required completed) 1 2 3Part B: design an Inventory Management System (all evidence required completed) 1 2 3Overall 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: _________________________________________________________________________________ this page intentionally blank ASSESSMENT TASK 2: PROJECT and ROLE PLAY 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 accessBusiness software packagesPrinterMarino 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? SectionWhat you need to do:What evidence is required:Part AActivity 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 marketinga Weekly Beverage Sales form -to be used internally to input into an Inventory Management system 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, andHandout – 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 requirementsformats for naming document fileswhere soft copies of the documents should be storedthe software application(s) you propose to use for each documentformats for naming document fileswhere soft copies of the documents should be storedUse open-ended question(s) to interact effectively and obtain/clarify requirementsUse 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 designerAMANPREET KAURLocation: CAMPUSName of Assessor: Roleplay as business owner Other roles played:no other participants requiredAssessors 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: This page intentionally blank 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- NameMobile NoHome Suburb and postcodeEmail addressPreferred 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*** This page intentionally blank 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 ProcedureHandout – 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 meetingConfirms 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 This page intentionally blank Best Bite Café Meeting agenda Purpose of meeting:TRIAL A NEW FORMFormal or Informal meeting30/03/2021Venue:CAMPUSChair:AMANPREET KAURMinute taker:AMANPREET KAURInvitees: 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 This page intentionally blank 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 This page intentionally blank 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: RolePlayed by Outline of Roleplay Script Document designerStudent being assessedcarefully 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 AGENDAVenue:TRIAL A NEW FORMChair:AMANPREET KAURMinute Taker:AMANPREET KAURAttendees: Apologies: Agenda items and discussionsAction 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: This page intentionally blank Part A Activity 4 continued What is the time limit to ask for approval of the minutes? WITHIN ONE DAY □ Satisfactory OR □ Not yet satisfactory 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 documentA4 paperArial font with- o Heading 1 bold in 14pt and o Heading 2 bold 12pt o Text 11pt this page intentionally blank 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 2Make 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**** This page intentionally blank 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, andthat 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-InventoryWeekly Sales QtyWeekly Sales $$Orders and Deliveries Receivedweekly sales data from the Weekly Beverages Sales form you developed in Part A of this assessment be able to receive input of deliveries received databe 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 amountsweekly sales $ amounts by input of sale quantitiesweekly closing stock quantities and amountsrequired purchases needed ( top up qty) based on fixed minimum stock levels, andinclude macros to protect cells with formulaebe able to create graphs with labels and titles from the data in the spreadsheetconform 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:DescriptionUnit Selling PriceSales Qty for week 1Sales Qty for week 2Sales Values by Week printed report by Category and by Inventory Item Number showing:DescriptionUnit Selling PriceSales Qty for week 1Sales Qty for week 2Printed 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 beersDetailed 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 maintaineddata inputsoutput from calculationsreportingpresentation. Maintain values by item for: Unit costs o Unit opening quantities o Minimum stock levels □ Satisfactory OR □ Not yet satisfactoryAllow input of Weekly sales o Weekly deliveries □ Satisfactory OR □ Not yet satisfactoryOutput by calculating quantities and values for- Weekly Opening Stock o Weekly Closing Stock o Weekly ordering required □ Satisfactory OR □ Not yet satisfactoryReporting 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 satisfactoryReporting 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 satisfactoryPresentation 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 satisfactoryOutcome 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 weekCategoryInventory NumberDescriptionWeek 1Week 2SparklingSP1House Spklng1512 SP2Pinot NV63 SP3Brut NV810 SP4Spklng Burgundy2014 SP5Cienna44Total Sparkling Wine 5343Red WineRW1Rose85 RW2Pinot Noir203 RW3Merlot41 RW4Shiraz1522 RW5Cabernet60Total Red Wine 5331White WineWW1Chablis146 WW2Chardonnay186 WW3Pinot Grigio2215 WW4Riesling82 WW5Traminer42Total White Wine 6631TOTAL WINES172105BeersBR1Hite2212 BR2Asahi1210 BR3Corona3620 BR4Pure Blonde4832 BR5Tsingtao2515TOTAL BEERS 14389TOTAL ALCOHOLIC BEVERAGES262151 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 receivedWeek 2 receivedDescription12House Spklng270Pinot NV180Brut NV86Spklng Burgundy266Cienna40Rose140Pinot Noir236Merlot160Shiraz270Cabernet240Chablis260Chardonnay180Pinot Grigio226Riesling80Traminer40Hite3224Asahi1224Corona4224Pure Blonde600Tsingtao350 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 itemQty for each week for each wine category (Total Sparkling Wine, Total Red Wine, Total White Wine) Qty for each week for Total Wines and for Total BeersQty 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. the qty value calculated for total sales for Total Alcoholic Beverages for Week 1? 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*** This page intentionally blank 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*** this page intentionally blank 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 This page intentionally blank Part B Activities 1 to 6 – Observation Checklist – Assessor use only Name of Student being assessed: AMANPREET KAURLocation: CAMPUSName 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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