BSBTEC40-Design and Produce Complex Assessment

Organisational requirements	Examples of practices you can incorporate into your workplace.
Ergonomic standards	Click or tap here to enter text.
Work organisation including time worked and breaks	Click or tap here to enter text.
Conservation	Click or tap here to enter text.

Document purpose	Click or tap here to enter text.
Audience and presentation requirements	Click or tap here to enter text.
Relevant personnel (who you should work with)	Click or tap here to enter text.

From: hughbrown@cacitycafe.com.au
To: Click or tap here to enter text.
Subject: Business Case Report Requirements (for CCRG)
Message: Click or tap here to enter text.

Style guide purpose	Click or tap here to enter text.
Style guide requirements (3)	1. Click or tap here to enter text.
2. Click or tap here to enter text.
3. Click or tap here to enter text.

Question 5
You have identified the organisational requirements of the task from Matt. You now need to work out how to fulfil these requirements. Complete the table below by evaluating the software options that are available to you and matching them to your task requirements.

Task 2

Question 1

a) You now need to design your document structure and purpose. Create the main parts of the report (e.g. the skeleton). Consider your audience, purpose, and requirements of the task. Make sure to give the report a title.

Save this document as ‘Last Name First Initial_TEC401_Report_v0.1’ and upload this to your ‘assignments’ section on your student portal. This ‘draft’ will form part of your assessment.

Hint: Your document at this stage is simply a series of headings and a table of contents that helps determine the structure and make sure it meets the purpose of the report.

b) How does your design document structure and layout suit your audience and purpose?

| Click or tap here to enter text. |

c) Does your document address the information requirements of the task?

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Matt has provided you with the content of the report (less the opening summary, conclusion, and Kurt’s financial information). Remember you will need to leave a place for the information from Matt and Kurt (leave a heading and not a space or series of blank...).

Question 2

a) You are now ready to complete your document. Complete the table below by explaining how you will address each feature when creating your report and its style layout.

Question 3

Open ‘Last Name First Initial_TEC401_Report_v0.1’ and save it as ‘Last Name First Initial_TEC401_Report_v0.2’ . Place the content given to you by Matt in your document.

a) You are to insert page numbers at the bottom right corner of each page using the ‘page number/footer’ function of Microsoft Word. Note these page numbers must be in the correct order.

b) You are to insert a header that reads ‘Expansion of CA Edibles report’ . This is to be on every page except the first page .

c) You are to insert a page break (using the appropriate function) before the conclusion section (as some content is still to come from Matt) to ensure this section begins on a new page.

Ensure you use all the following complex software functions in your completed document:

• Proper alignment

• Fonts (size and colour)

• Document styles

• Table of contents

• Appropriate line spacing

• Appropriate image placement and text wrapping

Your assessor will be looking for each of these and how they helped you with efficient document design and manipulation of data.

Question 4

a) You have been asked to add a footnote to the report to increase the credibility of the content. Find how to do this using the ‘help’ function in Microsoft Word.

In the space below, explain in your own words how to insert footnotes based on the information you found.

Click or tap here to enter text.

b) Matt has instructed that he wants the footnote to be inserted in the ‘the product’ section of the report, specifically at the end of the following text:

Product available in 500 gm jars and catering packs of 2kg. There is potential for future retail sales. Before making our own Chutney, we paid $23.15 wholesale for 2 kg, the café uses 9 of these in a month for our various dishes. This is a saving for the café.

The footnote should be titled ‘CA City 20XX Financial Report’

Task 3

Kurt Washington has provided the following information. You are to use this data to answer the questions for this task.

Financial information from Kurt Washington

The financial assessment of the project is based on the following areas already conducted as a preliminary trial. We have analysed our:

• Wholesale customers

• Café for internal use

Retail sales through the café for customers of the café: recommended retail price (RRP) for 500 gm jars is $24.95. Introducing a bulk pack for use in the café and catering 2kg cost $132.90. Wholesale price $191.85, RRP $425.75.

The below images demonstrate figures for each area of the business:

A1 – Cash flow forecast (to be created as a table)

(Table shown in the image with monthly figures)

Headings to input line. Secondary headings:

• Opening cash balance

• Add cash receipts

• Fewer cash payments

• Total cash payments

• Closing cash balance

A2 called – Budget/Actual sales. To be inserted as an image

(Budget vs. Actual sales chart shown in the image)

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Question 1

Open your document named ‘Last Name First Initial_TEC401_Report_v0.2’ to add the financial data given.

Create table one with the information given to you by Kurt Washington ( add in the above document ).

You are now required to add a table of figures (underneath the table of contents).

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Question 2

You need to format all rows and columns to meet with requirements for the task. See your style guide for specifications for borders, shading etc.

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Question 3

Insert the CA Café logo into table one as specified. Create borders to finalise the table. Save this document as ‘Last Name First Initial_TEC401_Report_v0.3’ and make sure it is uploaded to the ‘assignments’ section. There should now be a total of 3 versions of the report that are uploaded (v0.1, v0.2, v0.3).

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Task 4

You now need to finalise the document by formatting, previewing, adjusting, and printing as per the organisational and task requirements (including conservation and ergonomic requirements). Answer the following questions.

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Question 1

a) Why is it important to preview, adjust, print, and save as per organisational and task requirements?

Click or tap here to enter text.

b) Explain your answer by listing four (4) steps you should take when finishing your spreadsheet.

1. Click or tap here to enter text.

2. Click or tap here to enter text.

3. Click or tap here to enter text.

4. Click or tap here to enter text.

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Question 2

Your job involves many other activities. You need to manage your work to get this task done in time.

Matt has asked you to follow all task requirements for the café.

Complete the table below by explaining each process according to organisational tasks. Highlight why each process is important, ensuring you provide an example for each process.

Summary of Assessment Requirements

The BSBTEC401 – Design and Produce Complex Text Documents assessment required students to demonstrate competency in creating professional workplace documents using advanced functions of word processing software. The tasks were divided into multiple components:

1. Exam Component – Multiple choice, matching, and short-answer questions to test knowledge of organisational requirements, style guides, ergonomics, conservation, and document design.

2. Scenario Component – Students were to act as Hugh Brown, the manufacturing manager at CA City Café, tasked with preparing a professional report for the CCRG Board regarding the expansion of CA Edibles.

3. Document Development – Stepwise creation of the report across different versions (v0.1, v0.2, v0.3), integrating structure, content, formatting, tables, charts, logos, and financial data.

4. Organisational and Style Guide Compliance – Ensuring the report followed CA City Café’s style guide, used professional formatting, tables, images, and correct saving protocols.

5. Finalisation and Submission – Previewing, adjusting, printing, and saving as per conservation and ergonomic requirements, ensuring accuracy and readiness for board presentation.

Key pointers included:

• Cover page, table of contents, and structured report layout.

• Inclusion of project objectives, product details, partnerships, customers, and financial documentation.

• Professional formatting with page numbers, headers, footnotes, tables, and figures.

• Use of software functions for readability, navigation, and appearance.

• Adherence to organisational policies on privacy, conservation, and ergonomics.

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Step-by-Step Guidance by the Academic Mentor

The academic mentor approached the assessment by breaking down the complex requirements into manageable stages, guiding the student at each point:

Step 1 – Understanding the Requirements

The mentor first reviewed the scenario and clarified the role of the student (as Hugh Brown). Together, they identified the purpose (to persuade CCRG executives) and audience (board members and senior management). The mentor stressed that every section of the report must align with organisational standards and serve the persuasive purpose.

Step 2 – Organisational Policies and Preparation

Before drafting, the mentor walked the student through workplace policies: ergonomics, conservation, and style guide adherence. The student created a table of organisational requirements and matched them with practical practices (e.g., taking breaks, minimising printing, saving files using correct protocols).

Step 3 – Designing the Document Structure (v0.1)

The mentor guided the student in preparing a skeleton draft with:

• Title page and placeholder for cover design.

• Table of contents.

• Report sections (introduction, objectives, partnerships, financials, progress, conclusion).
  This stage focused on document navigation, ensuring the layout met audience expectations.

Step 4 – Developing Content (v0.2)

The student then inserted the content provided by Matt Hodgson (summary, benefits) while leaving placeholders for financial inputs from Kurt Washington. The mentor explained how to improve readability and appearance through:

• Appropriate headings and subheadings.

• Consistent font styles and alignment.

• Clear tables for partnerships and customers.

• Use of logos and images in line with the style guide.

Step 5 – Formatting and Advanced Features

The mentor demonstrated how to use complex MS Word features:

• Inserting page numbers and headers.

• Adding a page break before the conclusion.

• Creating a table of contents linked to headings.

• Inserting a footnote in the product section with proper citation.

Step 6 – Integrating Financial Data (v0.3)

With Kurt’s financial figures, the mentor showed the student how to:

• Create a formatted cash flow forecast table.

• Insert a budget vs actual sales chart as an image.

• Apply style guide rules for table borders, shading, and logo placement.

Step 7 – Finalisation and Compliance

The mentor emphasised the importance of final checks before submission:

• Previewing the report to check layout and consistency.

• Ensuring spelling, grammar, and punctuation accuracy.

• Saving files under correct naming protocols.

• Following conservation policies (print only when finalised).

Final Outcome and Learning Achievements

Through this step-by-step approach, the student successfully produced a professional, multi-versioned report that aligned with workplace standards and met the scenario requirements.

Outcomes achieved:

• A polished report ready for CCRG Board presentation.

• Proper integration of organisational style guide and formatting.

• Accurate use of advanced word processing functions (headers, footers, TOC, tables, charts, footnotes).

• Compliance with privacy, conservation, and ergonomic policies.

Learning Objectives Covered:

• Application of organisational requirements when producing documents.

• Structuring complex text documents to suit professional audiences.

• Using advanced software tools for readability, accuracy, and navigation.

• Managing document versions and maintaining quality control.

• Demonstrating competency in workplace-style reporting and communication.

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