Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.

ELEMENT 

PERFORMANCE CRITERIA 

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Prepare to produce spreadsheets

1.1 Adjust workspace, furniture and equipment to suit own ergonomic, work organisation and work health and safety (WHS) requirements

1.2 Identify task purpose, audience and presentation requirements, and clarify with relevant personnel as required

1.3 Identify specific task requirements, including layout and delivery timeline, and clarify with relevant personnel as required

1.4 Select most appropriate application to produce spreadsheet, in accordance with available resources and organisational policies

2. Create simple spreadsheets

2.1 Ensure data is entered, checked and amended in accordance with organisational and task requirements, to maintain consistency of design and layout

2.2 Format spreadsheet using application functions; to adjust page and cell layout to meet information requirements, in accordance with organisational style and presentation requirements

2.3 Ensure formulae are used and tested to confirm output meets task requirements, in consultation with appropriate personnel as required

2.4 Use relevant help functions to overcome simple issues relating to spreadsheet design and production

3. Produce simple charts

3.1 Select chart type and design that enables valid representation of numerical data and meets organisational and task requirements

3.2 Create chart using appropriate data range in spreadsheet

3.3 Modify chart type and layout using formatting features

4. Finalise and present spreadsheets

4.1 Review and edit final spreadsheet and prepare for delivery in accordance with organisational and task requirements

4.2 Deliver document to relevant audience within designated timelines and in accordance with organisational requirements

4.3 Name and store spreadsheet appropriately in accordance with organisational requirements and exit application without data loss

Skill 

Description 

Reading

• Recognises numerical and textual information within a range of resources to determine and complete work according to requirements

Writing

• Enters and amends routine data into relevant digital applications using a format appropriate to requirements

Oral Communication

• Listens to short and specific instructions and uses questions to clarify understanding
• Uses simple mathematical language to confirm and convey requirements

Numeracy

• Uses basic mathematical skills to create and apply spreadsheet formulae

Navigate the world of work

• Recognises and follows explicit and implicit protocols and meets expectations associated with own role

Interact with others

• Recognises purpose of various communications directly relevant to own role and clarifies as required

Get the work done

• Uses key digital application features and functions in performing specific work tasks

Code and title  

current version 

Code and title 

previous version 

Comments 

Equivalence status 

BSBITU212 Create and use spreadsheets

BSBITU202 Create and use spreadsheets

Updates to elements, performance criteria and assessment requirements

Equivalent unit

Release 

Comments 

Release 1

This version first released with BSB Business Services Training Package Version 3.0.