Expense claim form

Topics: Affirmative action, Injury, Theory of Forms Pages: 9 (3457 words) Published: October 23, 2014

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 able to complete forms. To allow you to monitor the effectiveness of the templates you have designed, leave users free to make errors in using the template, especially if the templates or explanatory notes are unclear or deficient. Provide a written reflection on monitoring the use of templates, evaluation of effectiveness of templates and continuous improvement that: Evaluates the quality of documents produced by users against MacVille guidelines. Describes the use (or misuse) of standard templates and macros by users. Describes possible amendments you could make to each form, in response to feedback provided and to ensure better quality outcomes for MacVille documentation. Review scenario and justify your possible amendments by referring to organisational plans and future requirements for the HR department with respect to output, document quality, budgetary constraints, etc. Specifications

You must provide:
A printed blank copy of the three forms developed.
A printed completed copy of the three forms developed.
Statement of feedback for each form.
A written reflection on monitoring, evaluation and continuous improvement The forms as electronic documents, saved in template format. Explanatory notes for each of the 3 templates
Your assessor will be looking for:
A sample (blank) form submitted, with a completed copy, feedback statement and amendments statement, submitted in paper copy for each of the three forms developed. An accompanying electronic form saved and submitted in a standard template format, for each of the three forms developed. A secondary worksheet in the template for each form, including clear instruction for: how to provide information for the document

how and where to save the completed e-form
how and where to submit the completed printed form
particular sections of the form that should be checked prior to use. Adjustment for distance-based learners
This Assessment Task can be adjusted for distance learners. Recommended adjustments are...
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