Solution Code: 1IBF
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In response to a simulated business case study and a scenario, you will design and develop templates and standard text for two types of business documentation in accordance with business requirements and style guidelines. These documents include:
? Draft Letter template
? Draft expense report template
You will submit templates to others for feedback, then you will improve and resubmit your final templates. You will also prepare a written reflection in which you will demonstrate knowledge of the document production process.
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In response to a simulated business case study and a scenario, you will design and develop templates and standard text for two types of business documentation in accordance with business requirements and style guidelines. You will submit templates to others for feedback, then you will improve and resubmit your final templates. You will also prepare a written reflection in which you will demonstrate knowledge of the document production process.
As a new member of the administration team, with a responsibility for team leadership and document design and development, you will need to lead and manage template development.
One of the most common tasks undertaken by the administration team is writing letters to both internal and external customers. To conform to business requirements, such letters need to adhere to Adept Owl house styles and use Microsoft Word. The team and organisation require easy-to-use templates to facilitate letter writing and editing for a range of purposes and associated information content, for example marketing mail-outs and internal communication. Macros may be useful for a range of editing functions such as:
Currently, letters are created from scratch. Mass mail-outs present a problem for efficiency as letters are created individually. This practice presents a problem with respect to consistency and wastage of resources.
In particular, a letter template for production delays is sorely needed to standardise the organisation’s communications with affected customers. See Appendix 1 for content requirements and audience needs.
Another type of document the organisation currently lacks standard templates or processes for is expense reporting. Staff use a range of methods to report expenses. There are several problems associated with this arrangement. Staff filling out reports complain about the time needed to input expenses. Administration staff complain about the lack of consistency, including incorrect or incomplete coding of expenses.
There are several business needs associated with expense reporting. For example, allowable expenses codes are:
See Appendix 1 for details on information and formatting needs for both the letter and spreadsheet templates.
Finally, according to recent staff feedback, an expense report template that takes advantage of time-saving macros is required. For example, macros could save time by clearing fields or calculating totals.
You must provide:
Your assessor will be looking for templates and a written reflection that demonstrate:
Client ID number:
Purchase or estimated amount, value or cost:
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