Contents Before you begin vii Topic 1: Establish documentation standards 1 1A Identify organisational requirements for document design and production 2 1B Evaluate the organisation’s IT capability in terms of document design and production 8 1C Identify types of documents used and required by the organisation 14 1D Establish documentation standards and design tasks 16 Summary 24 Learning checkpoint 1: Establish documentation standards 25 Topic 2: Manage template design and development 31 2A Ensure standard formats and templates suit document requirements 32 2B Ensure templates enhance readability and appearance, and meet style and layout requirements 37 2C Test templates, obtain feedback and make necessary amendments 41 Summary 44 Learning checkpoint 2: Manage template design and development 45 Topic 3: Develop standard text for documents 49 3A Evaluate software functions for their usefulness in automating document production 50 3B Match document requirements with software functions 58 3C Test macros to ensure they meet document requirements 64 Summary 69 Learning checkpoint 3: Develop standard text for documents 70 Topic 4: Develop and implement strategies to ensure the use of standard documentation 77 4A Prepare explanatory notes for the use of templates and macros 78 4B Develop and implement training in the use of templates and macros 82 4C Manage master files 88 Summary 91 Learning checkpoint 4: Develop and implement strategies to ensure the use of standard documentation 92 © Aspire Training & Consulting v
BSBADM506 BSBADM506 Manage business document design and development 2 3 4 5 Manage design Manage template design and development (or consider audience, purpose, language, document layout, etc.). Develop standard text Develop standard text for documents (or evaluate and test macros and other software functions for their usefulness in reducing document production time). Implement strategies Develop and implement strategies to ensure the use of standard documentation (or prepare explanatory notes, implement training and store master files). Maintain and review Develop and implement strategies for the maintenance and improvement of standard documentation (or review document, template and macro use and make improvements where necessary). Design formats In many organisations, all documents, whether those being sent from the organisation or those for organisation personnel use only, will follow a format or template that is designed to meet the organisation’s criteria. Templates are established style models used to create documents. Make sure you understand all of the organisation’s requirements so you can maintain quality standards within your team and train new team members when needed. Learn the technical skills needed to manage design requirements and layouts.
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