Assessment Guide for Unit Standard 114978
Assessment Guide for Unit Standard 114978
Assessment Guide
Use a word processing package to produce business documents
NQF Level 3
3 Credits
Learner’s Name:
……………………………………………………….
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ASSESSMENT GUIDE
Assessment Details
Programme Use a word processing package to produce business documents
SAQA ID 114978: Use a word processing package to produce business documents
Unit Standard NQF Level 3, 3 Credits
Learner Name
ROBERT SESINYI
Home address 5752 MAIMANE DRIVE, KAGISO 2, 1754
Designation SES Highest qualification M.A. PUBLIC Mgt
Company GDE Home Language SETSWANA
[Link]@[Link].
Email Address Gender MALE
za
Contact Number 0839417768 Fax no
Assessor Name
NADAH THABATHA
Assessor Number
Assessment Date
Assessment
Competent Not Yet Competent
Judgement (1st) X
Feedback Date
1st Reassessment
Date Set for
Assessment
Competent Not Yet Competent
Judgement (2nd)
Feedback Date
2nd Reassessment
Date Set for
Moderator Name
Moderator Number
Moderation Date
2
SECTION 1: ASSESSMENT STRATEGY
Assessment Approach
- Formative assessment is done through several activities in class
- Summative assessment is done through observation of practical
demonstration/s
Assessment Instruments
Indirect
Supplementary
Assessment Conditions
Classroom or boardroom
Assessment Team
See Assessment Project Plan
3
Identify possible problems and describe how to deal with them
Assessment Team
Assessor availability
Have an alternative assessor on stand-by
Re-schedule, advise learner and line manager. Obtain written
confirmation of availability of all parties for future assessment date
Assessment Guides not available
Re-schedule, advise learner and line manager. Obtain written
confirmation of availability of all parties for future assessment date
Using different assessment guides for same Unit standard
Ensure standardised guides (with version control) available to all
Contingencies
Assessors
4
Assessment Process
What: How:
Compile a plan Identify learner.
for assessment Select relevant unit standard and most cost effective assessment instruments.
Review assessment instruments and validate the instrument against the unit
standard.
Develop an assessment plan for the learner and identify possible problems in
order to plan contingencies.
Prepare the Identify and prepare the venue to ensure fair assessment practice.
workplace and Identify and prepare all the role-players.
the learner
Consult with learner and agree on assessment activity.
Conduct Review assessment plan with Learner.
assessment Gather, record and make judgments on all the evidence.
Provide feedback to learner on every assessment activity.
Make Make assessment decision and discuss the results with the learner.
assessment Handle any disputes and identify matters that require contingency planning.
decision
Record and submit final results to assessment co-ordinator.
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SECTION 2: LEARNER PREPARATION
PRE-ASSESSMENT MEETING
Dear Learner,
As we decided the pre-assessment meeting will be held on 3 Feb 2015 (date) at
10:00 (time) in DoE District Office (venue).
Please confirm your attendance. If you have any problem or need any more
information, please do not hesitate to contact me.
Regards
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Declaration of Authenticity
I, _________________________________________________________________
Declare that the contents of this POE is entirely my own work with the exception of
the following:
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SECTION 3: ASSESSMENT APPROACH
Plan Assessment
Prepare Candidate
for Assessment
Conduct Assessment
Make assessment
J udgement
Provide feedback
Review
Candidate and assessor agree on dates and times for assessment activities
All assessments conducted may be subjected to moderation at the discretion of the provider
requirements.
Learners being assessed are not allocated a percentage (for example 55%) on completion of
the learning. Rather, they are either deemed competent or not yet competent.
8
Training is delivered using an outcome-based style of teaching and learning. Learners drive
the process of learning and educators need to facilitate the creation of learning opportunities.
Once a learner has demonstrated his/her competence through an assignment, task, exam or
performance, then s/he is awarded the credits related to that competence.
However, learners deemed not yet competent, are either given another chance to prove
competence, or they are re-trained, or they are encouraged to move into a different field of
learning.
Each unit standard indicates the requirements or standards of competence. These are
written as assessment criteria. In an outcome-based system learners need to meet ALL
these requirements before being deemed competent. However, SAQA has recommended
that assessments be weighted according to the purpose of the qualification toward which the
learner is learning.
Assessments are therefore designed around the requirements that are stated in the
assessment criteria, and are therefore criterion-based. In a curriculum-based system,
assessments were made around the norm of a group and were therefore norm-referenced.
A criterion-based assessment can only be performed using evidence that has been
generated by the candidate. Types of evidence include direct evidence, indirect evidence
and historic evidence:
Direct – this is evidence that is collected directly by the assessor, for instance an
assessor finding out whether you can bake a cake will watch you while you do it.
Indirect – this is evidence that you have collected, signed off as authentic and
submitted for assessment. For instance, a video of you baking a cake.
Evidence has to meet certain criteria. These criteria are summarised as VARCS:
V is for Valid: the unit standard or qualification being assessed must require evidence
that is submitted for assessment. Otherwise it is not important and cannot be used to
find out whether you are competent or not.
A is for Authentic: evidence that you submit must be your own work. Group work
cannot be submitted as your own work because not only you worked on it.
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C is for Current: the evidence must demonstrate that your competence is current. It
doesn’t help that you were able to run a 12 km race 5 years ago – can you still do it
today? Currency is also related to the technology that is used to demonstrate
competence. It does not help that you are able to boil water using a pot on a stove
when electric kettles are the current method used to boil water.
S is for Sufficient: the unit standards have several assessment criteria that need to
be satisfied. The evidence must satisfy all the criteria or else it is not sufficient.
However, evidence is collected using some kind of instrument. These instruments take
different forms. Some instruments include questionnaires, interview schedules, simulations,
role-play, observation checklists and products.
RPL Policy
Administrative Procedure
1) If you have special needs (e.g. language, physical impairment, dyslexia, or any other
special need) you need to indicate the need to the assessor before you start the
assessment.
2) You have three months after attending the course to submit your portfolio of evidence
(POE) for assessment.
3) Hand in your POE to your company’s Skills Development Facilitator (SDF) before or
on the agreed submission date.
4) Please communicate with your SDF if there are circumstances that prevent you from
submitting your POE on time.
6) Remember that you have the right to appeal if you disagree with the assessor’s
decision. The relevant form is included in this assessment pack.
7) Also complete the Individual Development Plan, and sign all the pages where you
need to sign.
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8) Your POE will be assessed by the authorised assessor. At least 10% of the POEs will
be internally moderated. The moderator may overturn the decision of the assessor.
9) Thereafter the assessment results will be submitted to the ETDP SETA, who in turn
will arrange for an external verification site visit. After the external verifier’s report, the
quality control department will evaluate the report and ratify the recommendation if
they are satisfied that all requirements have been met. Thereafter statement of results
will be published by the SETA’s ETQA Dept.
10) The SETA’s ETQA Dept will upload the outcome of the results onto the SAQA’s
database.
12) The outcome of the assessment results are confidential. Your company’s SDF will
inform each learner of the outcome of the assessment. It is your own prerogative to
tell your colleagues of the outcome if you wish to do so.
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SECTION 4: LEARNER ASSESSMENT PLAN
Assessment Instruments
Written questions, POE, Observation
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Unit Standard
13
• The differences between Save and Save As include, but are not limited to changing
destination, file types, properties and file names.
• Setting up a document includes, but is not limited to, tabs, margins, headers, footers,
justification, alignment, numbering, bullets, paragraph and page settings, line spacing,
fonts and styles.
• Presentation of information in a table includes, but is not limited to, insert, delete, copy,
format, move, paste, borders and shading, inserting columns and rows and formatting
a table.
• Graphics include, but are not limited to, clipart, files (logos) and photographs.
• Editing a document includes spell check, grammar check and thesaurus.
• Sequencing information includes move, copy, cut and paste.
• Checking for suitability includes, but is not limited to, headers, footers, page numbers,
paragraphs, page orientation, margins, bullets, numbers, indentation and paper size.
• The document may be distributed printed or emailed.
SPECIFIC OUTCOME 1
Demonstrate the basic functions of a word processing package.
1.1. The basic concept of word processing is explained with reference to the
manipulation of information in a document.
1.2. A word processing document is accessed and an indication is given of the
information contained on the screen.
1.3. The default options are explored and changed to suit own preferences.
1.4. The help function is demonstrated for a specific task.
1.5. An existing template is accessed and adapted for a specific purpose.
SPECIFIC OUTCOME 2
Manage files in a word processing package.
SPECIFIC OUTCOME 3
Create a document using a word processing package.
3.1 The layout of different documents is explored with reference to written language
conventions.
3.2 A new document is set up for a specific purpose.
3.3 Formatting is adapted for a specific purpose.
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3.4 The presentation formats available in a word processing package are identified and
an indication is given of when it is appropriate to use each.
3.5 The symbol and character function is applied where applicable in a document.
3.6 The mail merge facility is used to create letters, envelopes and labels.
3.7 Graphics are inserted into and manipulated in a document.
SPECIFIC OUTCOME 4
Edit and present a document.
4.1 The language tools in a word processing package are used to edit a document.
4.2 Information in a document is sequenced correctly.
4.3 The layout and format of a document are checked for suitability.
4.4 The document is previewed and distributed in its final format.
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SECTION 5: ASSESSMENT INSTRUMENTS
Assignment 1
.1 Explain the basic concept of word processing with reference to the manipulation of
information in a document. (SO 1.1)
1.2 Access a word processing document and give an indication is given of the
information contained on the screen. (SO 1.2)
16
This is a letter from a training company called Kwapele Learning &
Consulting (Pty) Ltd to Services SETA to amend the list of accredited unit
standards. The document is dated 17 Oct 2011 and is addressed to
NikiweMdliva.
1.3 Explore and change the default options to suit own preferences. (SO 1.3)
1.4 Demonstrate the help function for a specific task. (SO 1.4)
1.5 Access and adapt an existing template for a specific purpose. (SO 1.5)
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Adapted template document:
2.1 Save a file with reference to type, format and version. (SO 2.1)
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2.2 Import text from at least two other sources into a word processing
document. (SO 2.2)
ii) The accreditation of bodies responsible for the monitoring and auditing of the quality of
the teaching and learning provision for the achievement of registered standards and
qualifications, that is Education and Training Quality Assurance bodies (ETQA’s).
• To oversee the implementation of the NQF which includes:
i) Registering SGB’s, NSB’s, and standards and qualifications
ii) Accrediting ETQA’s.
• To ensure international comparability of registered standards and qualifications.
In order to enable SAQA to carry out these functions within a regulatory framework,
SAQA
has formulated and published the following regulations:
ii) The accreditation of bodies responsible for the monitoring and auditing of
the quality ofthe teaching and learning provision for the achievement of
registered standards andqualifications, that is Education and Training
Quality Assurance bodies (ETQA’s).
19
In order to enable SAQA to carry out these functions within a regulatory
framework, SAQAhas formulated and published the following regulations:
As a paste special
20
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2.3 Create and save a template into a default folder. (SO 2.3)
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2.5 Explain the difference between Save and Save As with examples. (SO 2.4)
The first time you save a document you will most probably use the save
function.
3.1 Explore the layout of different documents with reference to written language
conventions. (SO 3.1)
bold
[or both]
headings and sub-headings used to create logical organisation
indentation and spacing is used to present lists and diagrams
The learner will explore issues mentioned above in at least three different
documents.
The learner will explore at least three different types of documents e.g. fax,
memo, letter, restaurant menu, etc.
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which points are emphasized, and whether the document is aesthetically
pleasing.
The conventions of layout for most writing (printed or written) are designed
to make comprehension easier for readers. They are as follows:
The learner can give examples such as function invitations (different font
type), fax (the word FAX will most probably be in Arial Black, Training
Manual numbering and paragraph headings)
When setting up a new document you can modify the following aspects:
i. Home Tab
a. Font
b. Paragraph
c. Styles
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ii. Page Layout Tab
a. Page Setup
i. Margins
ii. Orientation
iii. Size
You can use section breaks to change the layout or formatting of a page or
pages in your document. For example, you can lay out part of a single-
column page as two columns. You can separate the chapters in your
document so that the page numbering for each chapter begins at 1. You
can also create a different header or footer for a section of your document.
The learner can for example use section breaks to have one page in
landscape format, whilst the rest of the pages can be in portrait format:
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Read mode – to read on the screen
Print layout mode: - to see how the document will look like when it is being
printed.
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Web layout mode: - to see how it would look like on the Internet
3.5 Apply the symbol and character function where applicable in a document.
(SO 3.5)
Examples:
√, ±, ©, π, ¾
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3.6 Use the mail merge facility to create letters, envelopes and labels. (SO 3.6)
Sample letter
To: MsLungiMbokazi
P O Box 447
Kew
2153
Dear MsMbokazi
I am happy to announce that you have been chosen in our lucky draw as a
winner of a weekend for two at the Magaliespark Resort. Please call our
office …
27
To: MsLungiMbokazi
P O Box 447
Kew
2153
Dear MsMbokazi
I am happy to announce that you have been chosen in our lucky draw as a
winner of a weekend for two at the Magaliespark Resort. Please call our
office …
To: MsLungiMbokazi
P O Box 447
Kew
2153
Dear MsMbokazi
I am happy to announce that you have been chosen in our lucky draw as a
winner of a weekend for two at the Magaliespark Resort. Please call our
office …
Agency’ proposals
Venue contacts
Supplier contacts
Follow-up and
feedback meetings
Event details:
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3.8 Insert and manipulate graphics into in a document.(SO 3.8)
4.1 Use the language tools in a word processing package to edit a document.
(SO 4.1)
Unedited paragraph:
Edited paragraph
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audience is a company’s employees, members of the board of directors,
shareholders, long-time clients, prospective customers, or the media,
corporate communication must transmit messages effectively to the
different target audiences and produce the desired results. A consistently
high-quality message that is meaningful to the audience can build trust, win
respect, garner favour, create understanding, and reap [Link]
communication has long been recognized as an external necessity in the
areas of corporate public relations and marketing of goods or services.
However at a time when many companies are facing economic uncertainly
and downsizing, published literature notes that the corporate
communicator’s role is coming to be viewed as even more critical.
4.3 Check the layout and format of a document for suitability. (SO 4.3) Difficult
to give an exact model answer. Look for margins top, bottom, left & right.
Look at spacing between paragraphs as well as line spacing
4.4 Preview and distribute the document in its final format. (SO 4.4)
5 Feb 2015
Date
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Assessor Learner
_______________________________ ________________________
Signature Signature
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PERFORMANCE CRITERIA
The Performance Criteria can also be used as your check sheet. Did the learner demonstrate
the skills required to prove his/her knowledge in facilitating a programme of learning?
Specific Outcome 1:
Demonstrate the basic functions of a word processing package.
1.1 Did the learner explain the basic concept of word processing with
reference to the manipulation of information in a document?
1.2 Did the learner access a word processing document and give an
indication is given of the information contained on the screen?
1.3 Did the learner explore and change the default options to suit own
preferences?
1.4 Did the learner demonstrate the help function for a specific task?
1.5 Did the learner access and adapt an existing template for a specific
purpose?
Specific Outcome 2
Manage files in a word processing package
2.1 Did the learner save a file with reference to type, format and version?
2.2 Did the learner import text from at least two other sources into a word
processing document?
2.3 Did the learner create and save a template into a default folder?
2.4 Did the learner explain the difference between save and save as with
examples?
Specific Outcome 3:
Create a document using a word processing package
3.1 Did the learner explore the layout of different documents with
reference to written language conventions?
3.2 Did the learner set up a new document up for a specific purpose?
32
Performance Criteria Yes No
3.4 Did the learner identify the presentation formats available in a word
processing package and give an indication of when it is appropriate
to use each?
3.5 Did the learner apply the symbol and character function where
applicable in a document?
3.6 Did the learner use the mail merge facility to create letters,
envelopes and labels?
3.7 Did the learner present and manage information in a simple table?
3.8 Did the learner insert and manipulate graphics into in a document?
Specific Outcome 4
Edit and present a document
4.1 Did the learner use the language tools in a word processing package
to edit a document?
4.3 Did the learner check the layout and format of a document for
suitability?
4.4 Did the learner preview and distribute the document in its final
format?
Assessor Learner
NADAH THABATHA ROBERT SESINYI
_______________________________ ________________________
Name Name
_______________________________ ________________________
Signature Signature
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VARCCS Evaluation
As the assessor that completed the assessment, please evaluate the learner’s evidence and the
assessment tools as they relate to VARCCS:
Valid YES
The alignment matrix shows that the evidence covers all of the specific outcomes,
assessment criteria, embedded knowledge and critical cross field outcomes of the unit
standards in this qualification.
Authentic YES
The learner signed a declaration of authenticity that states that he / she submitted their own
work.
The learner signed and dated every page of the learner workbook and PoE.
In line with the principles of assessment, the assessor is satisfied that the work being
assessed belongs to the learner being assessed.
Reliable YES
The assessor is satisfied that this performance can be repeated consistently with the same
results.
Evidence submitted is from a reliable source, e.g. references provided, letterheads, email
printouts, etc.
Consistent results will be obtained with different assessors by making use of these
assessment tools.
Current YES
The learner signed and dated every page of the learner workbook and PoE guide
Consistent YES
The same assessor would make the same judgement again in similar circumstances.
The judgement made is similar to the judgement that would be made by other assessors
Sufficient YES
The learner has provided enough evidence (as per the requirements in the range
statements) to show that the learner has met the criteria and specific outcomes required to
be found competent against this unit standard.
The assessment tools selected for this assessment provides enough evidence to show that
the learners have met the criteria and specific outcomes required to be found competent
against these unit standards in the qualification
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SECTION 6: COMPETENCE JUDGEMENT
EVIDENCE SUMMARY
Types of Assessment Feedback Requirements met
evidence methods Yes No
Direct Completed
assignments
ASSESSMENT DECISION
The learner is not yet competent in the The following items need some corrective
following criteria action or improvement
_______________________________ _______________________________
_______________________________ _______________________________
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Declaration by Learner
I, ROBERT SESINYI declare that I am satisfied that the feedback given to me by the
Assessor was relevant, sufficient and was done in a constructive manner. I accept the
assessment decisions and have no further questions relating to this particular assessment
process.
5/2/15 5/2/15
Learner Date Assessor Date Moderator Date
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RE-ASSESSMENT DECISION
The learner has submitted additional evidence that was required. The
evidence is valid, relevant, sufficient and authentic against the listed specific
outcomes and covered all range statements (Yes/No)
Declaration by Learner
37
APPEALS APPLICATION
Signature of Date
Learner
Signature of Date
Moderator
Signature of Date
External Moderator
38
INDIVIDUAL DEVELOPMENT PLAN
An individual development plan (IDP) is a tool to assist learners in career and personal
development. Its primary purpose is to help you to reach short and long-term career goals,
as well as improve current job performance.
To the extent that any of your career goals involve acquiring some new skills or expertise, an
IDP is very helpful. Follow the IDP process to begin drafting your IDP by incorporating your
current and or future goals.
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
2. What are my current strengths for pursuing these interests? What do I need to do to
reposition my career so that I can get involved in these new developments?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
4. Of all the things I have done in the last 5 years (work and non-work related), what
specific activities and functions have energized me the most? What developmental
activities—work experiences, learning, skill building – would help me grow in or
increase these energizing functions?
__________________________________________________________________
__________________________________________________________________
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5. Other things I would like to learn are...
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
6. What non-work related issues do I need to consider that will likely impact my career
plans(e.g., health, family, financial, and social)?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
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10. What barriers or obstacles might prevent me from accomplishing my goals on time
(e.g., time, money,and other commitments)?
__________________________________________________________________
__________________________________________________________________
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ASSESSMENT REVIEW
I am aware of the moderation process and understand that the moderator could declare the
assessment decision invalid.
6/2/15 6/2/15
Learner Date Assessor Date Moderator Date
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Assessor’ and Moderator’s Review of the Assessment
Programme Use a word processing package to produce business documents
Moderator name
Date
9 Feb 2015
Venue
7. Special needs of the learner were identified and the assessment plan Agree Agree
was adjusted (if required) Disagree Disagree
8. Feedback to the learner was constructive against the evidence Agree Agree
required Disagree Disagree
9. The learner was made aware of the opportunity to appeal against the Agree Agree
outcome of the assessment Disagree Disagree
Agree Agree
10. The evidence was recorded in the assessment process Disagree Disagree
11. Did you find any problems with the assessment instruments and assessment guide that you have
used in this assessment? Please provide recommendations.
12. Did you find any problems with regards to the performance of the learners from the same
organisation in this assessment?
9/2/15 9/2/15
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SECTION 7: RECORD OF LEARNING
PROVIDER VERIFICATION
Signature
Date
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