Business Document Essentials

About this course

It is also designed to meet the requirements for people wishing to complete both BSBITU314 Design and produce spreadsheets and BSBITU313 Design and produce digital text documents.

The course is built around:

Easy to follow, step by step exercises to help you develop the relevant skills and knowledge
A series of practice exercises so that you can try out your new skills
An integrated assignment so that you can show how competent you have become

Prerequisites

To be successful in this course, you should be familiar with using personal computers and you should have used the mouse and keyboard. You should be comfortable in the Windows environment and be able to use Windows to manage information on the computer. Specifically, you should be able to launch and close programs; navigate to information stored on the computer; and manage files and folders.

Course Outline

1: Document Standards

Types of Business Documents
Understanding Word Processing
Types of Word-Processed Documents
Understanding How Spreadsheets Work
The Appropriateness of Spreadsheets
Choosing Appropriate Software
Who Prepares Business Documents?
Speeding Up Document Production
Establishing Document Standards
Document Standards
Document Standards

2: Getting To Know Microsoft Word

Starting Word
The Word Screen
How Microsoft Word 2010 Works
Using The Ribbon
Using Ribbon KeyTips
Minimising The Ribbon
Understanding The Backstage View
Accessing The Backstage View
Using Shortcut Menus
Understanding Dialog Boxes
Launching Dialog Boxes
Understanding The Quick Access Toolbar
Adding Commands To The QAT
Understanding The Status Bar
Exiting Safely From Word
Understanding How Help Works
Accessing The Help Window
Browsing For Help
Searching Using Keywords
Other Sources Of Help

3: Creating A New Document

Creating Documents In Word
Using The Blank Document Template
Typing Text
The Save As Dialog Box
Saving A New Document
Typing Numbers
Inserting A Date
Document Proofing
Checking Spelling And Grammar
Making Basic Changes
Saving An Existing Document
Printing A Document
Safely Closing A Document
Creating a New Document

4: Working With A Document

The Open Dialog Box
Opening An Existing Document
Navigating With The Keyboard
Scrolling Through A Document
Page Zooming
Viewing The Ruler
Showing Paragraph Marks
Counting Words

5: Multiple Documents

Opening Multiple Documents
Switching Between Open Documents
Arranging All
Viewing Side By Side
Resetting The Window Position

6: Working With Text

Techniques For Selecting Text
Selecting Text Using The Mouse
Selecting Text Using The Keyboard
Editing Text In Insert Mode
Editing Text In Overtype Mode
Deleting Text
Using Undo
Using Redo
Inserting Symbols And Special Characters
Understanding Find And Replace
Finding Words
Replacing Words
Understanding Cutting And Copying
Cutting And Pasting
Copying And Pasting
Using The Clipboard Task Pane
Using Paste Special

7: Font Formatting

Understanding Font Formatting
Changing Fonts
Changing Font Size
Making Text Bold
Italicising Text
Highlighting Text
Changing Case
Using The Format Painter
Clearing Font Formatting

8: Paragraph Formatting

Understanding Paragraph Formatting
Understanding Text Alignment
Changing Text Alignments
Changing Line Spacing
Changing Paragraph Spacing
Indenting Paragraphs
Outdenting Paragraphs
Starting A Bulleted List
Adding Bullets To Existing Paragraphs
Starting A Numbered List
Numbering Existing Paragraphs
Shading Paragraphs
Applying Borders To Paragraphs
Using The Paragraph Dialog Box

9: Page Layout

Changing Page Margins
Setting Custom Margins
Changing Page Orientation
Changing Paper Sizing
Inserting Page Breaks
Inserting Page Numbers
Understanding Section Breaks
Next Page
Continuous
Even And Odd Page
Inserting A Next Page Section Break
Inserting A Continuous Section Break
Inserting An Even Page Section Break
Inserting An Odd Page Section Break
Understanding Headers And Footers
Inserting Headers And Footers
Inserting A Blank Header
Inserting A Blank Footer
Switching Between Headers And Footers
Editing Headers And Footers
Inserting Page Numbering
Inserting Date Information
Inserting Document Properties
Formatting Header And Footer Text

10: Styles

Understanding Styles
Applying Paragraph Styles
Applying Character Styles
Creating A Quick Style
Creating A Paragraph Style
Creating A Character Style
Applying Custom Styles

11: Tables

Understanding Tables
Creating A Table
Adding Data To A Table
Selecting In Tables
Selecting Using The Mouse
Inserting Columns And Rows
Deleting Columns And Rows
Changing Column Widths
Changing Row Heights
Autofitting Columns
Shading Cells
Modifying Borders
Modifying Border Styles
Choosing A Table Style
Notes:

12: Mail Merging

Understanding The Mail Merge Process
Understanding Mail Merge Terminology
Understanding The Mail Merge Wizard
Selecting The Starting Document
Selecting A Recipient List
Inserting Mail Merge Fields
Previewing The Merged Documents
Completing The Merge

13: Creating Business Documents

Rules For Business Letters
Writing and Punctuation Standards
Letter Layout Suggestions
Creating a Business Letter
Creating a Confidential Letter
Creating a Memorandum
Creating Meeting Minutes

14: Getting To Know Microsoft Excel

Starting Microsoft Excel
The Excel 2010 Screen
How Microsoft Excel 2010 Works
Using The Ribbon
Using Ribbon Key Tips
Minimising The Ribbon
Understanding The Backstage View
Accessing The Backstage View
Using Short Cut Menus
Understanding Dialog Boxes
Launching Dialog Boxes
Understanding The Quick Access Toolbar
Adding Commands To The QAT
Understanding The Status Bar
Exiting Safely From Excel

15: Creating A New Workbook

Understanding Workbooks
Creating A New Workbook
Typing Text
Typing Numbers
Typing Dates
Typing Formulas
Saving A New Workbook
Easy Formulas
Checking The Spelling
Making Basic Changes
Printing A Worksheet
Safely Closing A Workbook
Notes:

16: Formulas And Functions

Understanding Formulas
Creating Formulas That Add
Creating Formulas That Subtract
Formulas That Multiply And Divide
Understanding Functions
Using The SUM Function To Add
Summing Non-Contiguous Ranges
Calculating An Average
Finding A Maximum Value
Finding A Minimum Value
More Complex Formulas
What If Formulas
Notes:

17: Font Formatting

Understanding Font Formatting
Working With Live Preview
Changing Fonts
Changing Font Size
Growing And Shrinking Fonts
Making Cells Bold
Italicising Text
Underlining Text
Changing Font Colours
Changing Background Colours
Using The Format Painter

18: Cell Alignment

Understanding Cell Alignment
Aligning Right
Aligning To The Centre
Aligning Left
Rotating Text
Indenting Cells
Notes:

19: Number Formatting

Understanding Number Formatting
Applying General Formatting
Formatting As Currency
Formatting Percentages
Formatting As Fractions
Formatting As Dates
Using The Thousands Separator

20: Printing

Understanding Printing
Previewing Before You Print
Selecting A Printer
Printing A Range
Printing An Entire Workbook
Specifying The Number Of Copies
The Print Options

21: Page Setup

Understanding Page Layout
Using Built-In Margins
Setting Custom Margins
Changing Margins By Dragging
Centring On A Page
Changing Orientation
Specifying The Paper Size
Setting The Print Area
Clearing The Print Area
Inserting Page Breaks
Using Page Break Preview
Removing Page Breaks
Setting A Background
Clearing The Background
Settings Rows As Repeating Print Titles
Clearing Print Titles
Printing Gridlines
Printing Headings
Scaling To A Percentage
Fit To A Specific Number Of Pages
Strategies For Printing Larger Worksheets

22: Creating Charts

Understanding The Charting Process
Choosing The Chart Type
Creating A New Chart
Working With An Embedded Chart
Resizing A Chart
Dragging A Chart
Printing An Embedded Chart
Creating A Chart Sheet
Changing The Chart Type
Changing The Chart Layout
Changing The Chart Style
Printing A Chart Sheet

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Learning Outcomes

After completing this course, students will be able to:

Demonstrate an understanding of document standards and the rules for the production of business documents
Use Word and Excel together as tools for business documents

Use Word to:

Apply font and paragraph formatting
Change page layout
Work with tables
Apply and modify Styles
Perform a Mail Merge

Create Excel worksheets using:

Various formatting techniques
Basic formulas
Charts
Page setup and printing techniques

A series of integrated assessment tasks is undertaken to demonstrate competency.

Student Information Handbook

Student Handbook

Forsythes Training recommends that you access our Student Information Handbook. If there is anything in the handbook where you require further clarification, please do not hesitate to call Forsythes Training on 02 4708 9593 and one of our friendly team members will be more than happy to assist you.

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The Student Information Handbook provides you with information about Forsythes Training and covers the following areas:

Welcome
Company profile
Student registration process including our refund policy and course cost information
Student Induction
Student records and information
The assessment process and policies

Rights, responsibilities and standards
Student Feedback
Recognised Prior Learning (RPL), Recognised Current Competency (RCC), Direct Credit Transfer (DCT)
Appeals Process
WHS Policies and Procedures
Forsythes Training Guarantee