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NCFE Principles of Business
Administration
Level 2 Certificate
Waterside
Tutor: Michelle Walsh
mwalsh@accross.ac.uk
01254 354413
Induction
 Fire evacuation
 Toilets
 Smoking
 Phone calls / appointments
 Commitment = 70%
 Absences – To be reported
 Brews – 25p per session
 Questions?
Learning objectives – Session 4
Unit 2 – Principles of business
document production and
information managementLO 1 - Understand how to prepare business documents
1. 1.1 Describe different types of business documents that may be produced and
the format to be followed for each
2. 1.2 Explain the use of different types of information communication technology
(ICT) for document production
3. 1.3 Explain the reasons for agreeing the use, content, layout, quality standards
and deadlines for document production
4. 1.4 Explain the importance of document version control and authorisation
5. 1.5 Explain how the requirements of security, data protection, copyright and
intellectual property legislation may affect the production of business documents
6. 1.6 Explain how to check the accuracy of business documents
LO 2 - Understand the distribution of business documents
1. 2.1 Explain how the requirements of security, data protection, copyright and
intellectual property legislation may affect the distribution and storage of
business documents
2. 2.2 Describe different types of distribution channels
LO 1 - Understand how to
prepare business documents
In pairs – discussion/research activity to find appropriate
answers (notes) for;
1. 1.1 Describe different types (at least 3) of business documents
that may be produced and the format to be followed for each
2. 1.2 Explain the use of different types (at least 3)of information
communication technology (ICT) for document production
3. 1.3 Explain the reasons for agreeing the use, content, layout,
quality standards and deadlines for document production
4. 1.4 Explain the importance of document version control and
authorisation
Take notes to help you with your assignment
1.1 Describe different types of
business documents that may be
produced and the format to be followed
for each Types of document: short eg memo, email, letter,
order form, invoice, agenda, minutes;
 extended eg article, newsletter, report, user guide;
 graphical eg illustrations, charts, flow charts,
diagrams;
 promotional eg advertisement, leaflet, web page;
informal documents eg texting, email, creative
writing; formal documents eg agenda, report
 Purpose: to meet the needs of the audience eg to
inform, to query, to advertise, to record
 Audience: types eg commercial customers,
individual adults, internal staff, children, friends, the
public at large
 Using a good software for high quality word processing that can
support all popular formats and that is versatile for document
creation. Most software will help us to create attractive
documents by having a choice of fonts, page layout etc.
 Using a good scanner that can copy originals. If you have a
quality scanner you can create electronic images and printed
copies that look as good as the original picture or document.
 Using a good quality printer that can create high resolution
documents and neat prints.
 Using good quality paper for a nice finish.
To make the documents more attractive and more reader
friendly we can use pictures and a clear font. We can present
lists using numbers, letters or bullets. Structure the information
into topics, with headings and subheadings for sections.
We can use tables to display information laid out in two
1.2 Explain the use of different types
of information communication
technology (ICT) for document
production
1.2 Explain the use of different types of
information communication technology
(ICT) for document production
 Applications: text based eg text editors, word
processors; graphics based eg graphic tools in
packages, standalone graphic packages;
presentation based eg desk top publishing,
PowerPoint; other software eg text on mobile
phones, email, multimedia
 Features: speakers’ notes, different file formats;
automated procedures, eg wizards, short cuts, use
of templates, mail merge
 Information: types eg text, numbers, images,
graphics, charts, tables; structured and unstructured
information
1.3 Explain the reasons for agreeing
the use, content, layout, quality
standards and deadlines for document
production
 The audience of a document is the group of people for whom it was written.
Documents should be designed to meet the needs of the expected audience.
The purpose of a document can be to:
• Inform – letters, memos, emails, texts, invoices, agendas, newsletters, user
guides, illustrations, charts and diagrams all provide information for the
audience.
• Query (i.e. to ask questions) – order forms, surveys and questionnaires
capture information from the audience.
• Advertise – letters, emails, leaflets, posters and web pages can be used to
promote goods and services.
• Record – letters, emails, news items, minutes and reports can all give an
account of something that has happened.
A document can only communicate information if it is written and presented in
a way that makes sense to the reader. You should ask ‘Will my audience
understand what I am trying to tell them?’
If we don’t establish and agree on purpose, style, content quality standards
and deadlines, It will be pointless to produce a document because we will
waste our time and fail and we will duplicate work by having to produce
another document again.
1.4 Explain the importance of
document version control and
authorisation
 Version control is the means by which different
versions and drafts of a document (or file or record or
dataset) are managed.
 Version control involves a process of naming and
distinguishing between a series of draft documents
which lead to a final (or approved) version, which in
turn may be subject to further amendments.
 It provides an audit trail for the revision and update of
draft and final versions.
To sum up, a functionality that is as easy as versioning
could mean the difference between working and
working twice as much to get the same results.
15 MINS
Continue with the rest of the
criteria
LO 1 - Understand how to prepare business documents
1.5 Explain how the requirements of security, data protection,
copyright and intellectual property legislation may affect the
production of business documents
1.6 Explain how to check the accuracy of business documents
LO 2 - Understand the distribution of business documents
2.1 Explain how the requirements of security, data protection,
copyright and intellectual property legislation may affect the
distribution and storage of business documents
2.2 Describe different types of distribution channels
1.5 Explain how the requirements of security, data
protection, copyright and intellectual property
legislation may affect the production of business
documents
Intellectual property rights
 Intellectual property rights protect certain categories of information
and works that are the result of human intellectual endeavour. The
main types of intellectual property rights are:
 copyright,
 database rights,
 patents,
 trade marks,
 registered and unregistered design rights.
Ownership of copyright and database right
 UK law on copyright is defined in the Copyright, Designs and
Patents Act 19882. Databases are protected under UK law under
the Copyright and Rights in Databases Regulations 19973.
1.5 Explain how the requirements of security, data
protection, copyright and intellectual property
legislation may affect the production of business
documents
A basic guide for data publishers when publishing
data sets is to consider the following steps.
Data publishers should:
 1. Ensure that they consider, understand and take
appropriate measures to protect against misuse of
their information.
 2. Ensure that they acquire the necessary rights when
data is acquired from third parties.
 3. Ensure that they are not breaking any
confidentialities when publishing data.
How would all this affect the production of
documents?
1.6 Explain how to check the accuracy of
business documents
Think about the technical accuracy (Is it accurate?
Is it fit for the intended purpose?) as well as
spelling, grammar, etc
2.1 Explain how the requirements of
security, data protection, copyright and
intellectual property legislation may affect
the distribution and storage of business
documents
Using what you know from 1.5 – How does this
affect how you may distribute and store documents?
2.2 Describe different types of distribution
channels
Distribution channels may include:
• physical (post, hand delivered)
• electronic (email, file-sharing)
Learning outcomes – Session 3
DID YOU……?
LO 1 - Understand how to prepare business documents
 1.1 Describe different types of business documents that may be
produced and the format to be followed for each
 1.2 Explain the use of different types of information communication
technology (ICT) for document production
 1.3 Explain the reasons for agreeing the use, content, layout, quality
standards and deadlines for document production
 1.4 Explain the importance of document version control and
authorisation
 1.5 Explain how the requirements of security, data protection, copyright
and intellectual property legislation may affect the production of
business documents
 1.6 Explain how to check the accuracy of business documents
LO 2 - Understand the distribution of business documents
 2.1 Explain how the requirements of security, data protection, copyright
and intellectual property legislation may affect the distribution and
storage of business documents
 2.2 Describe different types of distribution channels
Unit 2 Assignment
Make a start on Unit 2 assignment – The
assignment is due to be completed by
13/12/2016
The assignment is set on ItsLearning (Our
VLE) Once you have completed the
assignment in a Word document, upload it to
the VLE
Any questions?
No session next week…..
You need to carry on with;
Unit 02
Principles of business document production
and information management
 LO 3. Understand how information is managed in
business organisations
 LO 4. Understand the essential requirements of
business documents

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BA Session 4 unit 02 nov 16

  • 1. NCFE Principles of Business Administration Level 2 Certificate Waterside Tutor: Michelle Walsh mwalsh@accross.ac.uk 01254 354413
  • 2. Induction  Fire evacuation  Toilets  Smoking  Phone calls / appointments  Commitment = 70%  Absences – To be reported  Brews – 25p per session  Questions?
  • 3. Learning objectives – Session 4 Unit 2 – Principles of business document production and information managementLO 1 - Understand how to prepare business documents 1. 1.1 Describe different types of business documents that may be produced and the format to be followed for each 2. 1.2 Explain the use of different types of information communication technology (ICT) for document production 3. 1.3 Explain the reasons for agreeing the use, content, layout, quality standards and deadlines for document production 4. 1.4 Explain the importance of document version control and authorisation 5. 1.5 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the production of business documents 6. 1.6 Explain how to check the accuracy of business documents LO 2 - Understand the distribution of business documents 1. 2.1 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the distribution and storage of business documents 2. 2.2 Describe different types of distribution channels
  • 4. LO 1 - Understand how to prepare business documents In pairs – discussion/research activity to find appropriate answers (notes) for; 1. 1.1 Describe different types (at least 3) of business documents that may be produced and the format to be followed for each 2. 1.2 Explain the use of different types (at least 3)of information communication technology (ICT) for document production 3. 1.3 Explain the reasons for agreeing the use, content, layout, quality standards and deadlines for document production 4. 1.4 Explain the importance of document version control and authorisation Take notes to help you with your assignment
  • 5. 1.1 Describe different types of business documents that may be produced and the format to be followed for each Types of document: short eg memo, email, letter, order form, invoice, agenda, minutes;  extended eg article, newsletter, report, user guide;  graphical eg illustrations, charts, flow charts, diagrams;  promotional eg advertisement, leaflet, web page; informal documents eg texting, email, creative writing; formal documents eg agenda, report  Purpose: to meet the needs of the audience eg to inform, to query, to advertise, to record  Audience: types eg commercial customers, individual adults, internal staff, children, friends, the public at large
  • 6.  Using a good software for high quality word processing that can support all popular formats and that is versatile for document creation. Most software will help us to create attractive documents by having a choice of fonts, page layout etc.  Using a good scanner that can copy originals. If you have a quality scanner you can create electronic images and printed copies that look as good as the original picture or document.  Using a good quality printer that can create high resolution documents and neat prints.  Using good quality paper for a nice finish. To make the documents more attractive and more reader friendly we can use pictures and a clear font. We can present lists using numbers, letters or bullets. Structure the information into topics, with headings and subheadings for sections. We can use tables to display information laid out in two 1.2 Explain the use of different types of information communication technology (ICT) for document production
  • 7. 1.2 Explain the use of different types of information communication technology (ICT) for document production  Applications: text based eg text editors, word processors; graphics based eg graphic tools in packages, standalone graphic packages; presentation based eg desk top publishing, PowerPoint; other software eg text on mobile phones, email, multimedia  Features: speakers’ notes, different file formats; automated procedures, eg wizards, short cuts, use of templates, mail merge  Information: types eg text, numbers, images, graphics, charts, tables; structured and unstructured information
  • 8. 1.3 Explain the reasons for agreeing the use, content, layout, quality standards and deadlines for document production  The audience of a document is the group of people for whom it was written. Documents should be designed to meet the needs of the expected audience. The purpose of a document can be to: • Inform – letters, memos, emails, texts, invoices, agendas, newsletters, user guides, illustrations, charts and diagrams all provide information for the audience. • Query (i.e. to ask questions) – order forms, surveys and questionnaires capture information from the audience. • Advertise – letters, emails, leaflets, posters and web pages can be used to promote goods and services. • Record – letters, emails, news items, minutes and reports can all give an account of something that has happened. A document can only communicate information if it is written and presented in a way that makes sense to the reader. You should ask ‘Will my audience understand what I am trying to tell them?’ If we don’t establish and agree on purpose, style, content quality standards and deadlines, It will be pointless to produce a document because we will waste our time and fail and we will duplicate work by having to produce another document again.
  • 9. 1.4 Explain the importance of document version control and authorisation  Version control is the means by which different versions and drafts of a document (or file or record or dataset) are managed.  Version control involves a process of naming and distinguishing between a series of draft documents which lead to a final (or approved) version, which in turn may be subject to further amendments.  It provides an audit trail for the revision and update of draft and final versions. To sum up, a functionality that is as easy as versioning could mean the difference between working and working twice as much to get the same results.
  • 11. Continue with the rest of the criteria LO 1 - Understand how to prepare business documents 1.5 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the production of business documents 1.6 Explain how to check the accuracy of business documents LO 2 - Understand the distribution of business documents 2.1 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the distribution and storage of business documents 2.2 Describe different types of distribution channels
  • 12. 1.5 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the production of business documents Intellectual property rights  Intellectual property rights protect certain categories of information and works that are the result of human intellectual endeavour. The main types of intellectual property rights are:  copyright,  database rights,  patents,  trade marks,  registered and unregistered design rights. Ownership of copyright and database right  UK law on copyright is defined in the Copyright, Designs and Patents Act 19882. Databases are protected under UK law under the Copyright and Rights in Databases Regulations 19973.
  • 13. 1.5 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the production of business documents A basic guide for data publishers when publishing data sets is to consider the following steps. Data publishers should:  1. Ensure that they consider, understand and take appropriate measures to protect against misuse of their information.  2. Ensure that they acquire the necessary rights when data is acquired from third parties.  3. Ensure that they are not breaking any confidentialities when publishing data. How would all this affect the production of documents?
  • 14. 1.6 Explain how to check the accuracy of business documents Think about the technical accuracy (Is it accurate? Is it fit for the intended purpose?) as well as spelling, grammar, etc
  • 15. 2.1 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the distribution and storage of business documents Using what you know from 1.5 – How does this affect how you may distribute and store documents?
  • 16. 2.2 Describe different types of distribution channels Distribution channels may include: • physical (post, hand delivered) • electronic (email, file-sharing)
  • 17. Learning outcomes – Session 3 DID YOU……? LO 1 - Understand how to prepare business documents  1.1 Describe different types of business documents that may be produced and the format to be followed for each  1.2 Explain the use of different types of information communication technology (ICT) for document production  1.3 Explain the reasons for agreeing the use, content, layout, quality standards and deadlines for document production  1.4 Explain the importance of document version control and authorisation  1.5 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the production of business documents  1.6 Explain how to check the accuracy of business documents LO 2 - Understand the distribution of business documents  2.1 Explain how the requirements of security, data protection, copyright and intellectual property legislation may affect the distribution and storage of business documents  2.2 Describe different types of distribution channels
  • 18. Unit 2 Assignment Make a start on Unit 2 assignment – The assignment is due to be completed by 13/12/2016 The assignment is set on ItsLearning (Our VLE) Once you have completed the assignment in a Word document, upload it to the VLE
  • 20. No session next week….. You need to carry on with; Unit 02 Principles of business document production and information management  LO 3. Understand how information is managed in business organisations  LO 4. Understand the essential requirements of business documents