Assessor Resource

BSBITU314
Design and produce spreadsheets

Assessment tool

Version 1.0
Issue Date: May 2024


This unit describes the skills and knowledge required to develop spreadsheets through the use of both cloud-based and non-cloud based spreadsheet applications.

It applies to individuals employed in a range of environments who tend to be personally responsible for designing and working with spreadsheets under minimal supervision. These individuals are generally required to have intermediate knowledge and understanding of a number of spreadsheet applications.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)


Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.
Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Identify spreadsheet task purpose and audience 
Identify task requirements in relation to data entry, storage, output, timeline and presentation format 
Select most appropriate application to produce spreadsheet, in accordance with available resources and organisational policies 
Ensure spreadsheet design suits purpose, audience and information requirements of task 
Ensure spreadsheet design enhances readability and appearance, and meets organisational and task requirements for style and layout 
Use available application functions to ensure consistency of design and layout, adhering to organisational and task requirements 
Enter data, check and amend to maintain consistency of design and layout, in accordance with organisational and task requirements 
Format spreadsheet using application functions to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements 
Ensure formulae are tested and used to confirm output meets task requirements, in consultation with appropriate personnel as required 
Use relevant help functions to overcome intermediate-level issues with spreadsheet design and production 
Select chart type and design that that offers analysis of numerical data, and meets organisational and task requirements 
Create charts using appropriate data range in spreadsheet 
Modify chart type and layout using formatting features, adhering to organisational and task requirements 
Review and edit final spreadsheet and any accompanying charts, and prepare for delivery in accordance with task requirements 
Deliver document to relevant audience within designated timelines and in accordance with organisational requirements for speed and accuracy 
Name and store spreadsheet appropriately in accordance with organisational requirements and exit application without data loss/damage 

Forms

Assessment Cover Sheet

BSBITU314 - Design and produce spreadsheets
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:


Assessment Record Sheet

BSBITU314 - Design and produce spreadsheets

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: