Expense claim form
Document templates
Submission details
Candidate’s name Phone No. Assessor’s name Phone No. Assessment site Assessment date/s Time/s The Assessment Task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
Candidates must demonstrate the ability to identify documents used by an organisation and develop templates according to information requirements.
Assessment description
You are required to review the scenario and sample policy and procedure documents provided, identify the forms required by MacVille, and produce template documents for the forms identified.
Procedure
Review the scenario provided in Appendix 1 of this Assessment Task.
Review the policy and procedure documents provided in Appendix 2 of this assessment task.
Identify three forms required by the organisation.
Create templates for each of the forms. You must:
Use appropriate software to create the template.
Incorporate a range of formulas, functions and macros where appropriate.
Provide explanatory notes for each of the templates, detailing how information is to be managed or input and how the form is to be stored or submitted when completed. Explanatory notes should also indicate any sections of the form that should be checked prior to use (e.g. check that department list reflects current organisational structure). Include reference to the use of at least one macro.
Adhere to the MacVille guidelines for electronic documents and data entry in Appendix 3
Ensure the templates are appropriately named and stored.
Submit the templates electronically (in a template format and printed out).
Have someone complete the forms (following your explanatory notes), and provide written feedback on the usability of each form. Provide users with enough information such as incident details, etc to be
Submission details
Candidate’s name Phone No. Assessor’s name Phone No. Assessment site Assessment date/s Time/s The Assessment Task is due on the date specified by your assessor. Any variations to this arrangement must be approved in writing by your assessor.
Submit this document with any required evidence attached. See specifications below for details.
Performance objective
Candidates must demonstrate the ability to identify documents used by an organisation and develop templates according to information requirements.
Assessment description
You are required to review the scenario and sample policy and procedure documents provided, identify the forms required by MacVille, and produce template documents for the forms identified.
Procedure
Review the scenario provided in Appendix 1 of this Assessment Task.
Review the policy and procedure documents provided in Appendix 2 of this assessment task.
Identify three forms required by the organisation.
Create templates for each of the forms. You must:
Use appropriate software to create the template.
Incorporate a range of formulas, functions and macros where appropriate.
Provide explanatory notes for each of the templates, detailing how information is to be managed or input and how the form is to be stored or submitted when completed. Explanatory notes should also indicate any sections of the form that should be checked prior to use (e.g. check that department list reflects current organisational structure). Include reference to the use of at least one macro.
Adhere to the MacVille guidelines for electronic documents and data entry in Appendix 3
Ensure the templates are appropriately named and stored.
Submit the templates electronically (in a template format and printed out).
Have someone complete the forms (following your explanatory notes), and provide written feedback on the usability of each form. Provide users with enough information such as incident details, etc to be