Lo 2
Lo 2
LEVEL III
Learning Guide-4
Unit of Competence: Design and Produce Business Documents
Cost savings:
Specific benefits
Establishing and maintaining control over files will bring specific benefits:
easier training of new personnel
expandability and flexibility to meet the needs of the office
standard procedures for disposal of obsolete records
improved service to clients/public
protection of vital records
compliance with legal and audit retention requirements
Develop a plan
A good filing system is developed through a basic file plan. Planning is important
because it establishes direction and control, ensures that everyone involved has a
common understanding of purpose and goals, provides guidelines, and identifies the
elements of a project.
Plan elements in logical order
1. Assign responsibility
2. Obtain support
3. Collect information: inventory records
4. Analyze records
5. Develop a filing system
6. Implement system
7. Train users
8. Monitor implementation, follow up and revise system
Assign responsibility
One individual should be assigned the responsibility for developing and coordinating the
new filing system. This task usually falls to the Records Coordinator. The Records
Coordinator may work in conjunction with the Records Authority or with a committee
established for that purpose. The Records Coordinator may implement the system or
may supervise others in its implementation.
The first step in developing or improving a filing system is to gain the support of both the
administration and the users of the system. Administrative support legitimizes the
project and ensures the cooperation of all members of the office.
Every member of the office must understand the purpose and scope of the project.
Everyone should be involved in the process. The creator of a record may provide
important insight useful during the analysis of the records. Office members can help
determine which features or aspects of the present system work well and should be
retained. Office members can also help identify specific problems within the present
system that must be changed. Most importantly, involving others in the process makes
them more amenable to using the system once it is implemented.
Designing document
Information Sheet-2
When you write code for a program, you usually will have clarified your requirements
and done a design/plan before you write the first line of actual code. Your products
from this stage in the programming world might include a TLR, SRS, Project Plan,
Customer Contract, or other similar items. The process for a SA should be somewhat
parallel to this, determining what the problem is and detailing how (technically, socially,
financially, politically, etc.) you can provide a solution that is appropriate for the
problem. Only after these details have been determined should you take the steps to
implement the solution.
What we have seen from previous classes is that instead of attacking the problem in
this manner, many students jump into the Implementation and think about these issues
as they go. This makes documenting the process much more difficult. In the case of
working at the level of a proposal, they have gone way beyond what would be
necessary. In the working world, it means if they get sick halfway through a project, it
may be impossible for someone else to step into that position and complete the job
because it may be impossible for the new employee to understand what the first one did
and why. Having the type of documentation that we are expecting in this course helps
ensure a number of things like: you are doing what the customer wants; that when you
are done, you actually did what you intended to do; that in case of personnel problems
you project continuity remains; etc.
Directions: Answer all the questions listed below. Use the Answer sheet provided in
the next page:
1, Explain the term Design Document?
- A design is the type of document a company might produce to be sent off for
bidding (i.e., the customer might produce)
- A plan is individual -- the order and way you solve and verify your solution might be
different from someone else, but
- If you just provide implementation steps without the plan, how will you know you
did
2,_____the picture that describes the end result (it often doesn't include product names.
3,______the type of document a company might produce to be sent off for bidding.
4_______ the work, possibly by someone who isn’t familiar with the design or plan.
Information Sheet-4
Operating input devices within designated requirement