Business Documentation

Overview

Framework:
RQF
Level:
Level 2
Unit No:
F/618/3395
Credits:
3
Guided learning hours:
24 hours

Assessment Guidance

Portfolio of Evidence

Aim

The aim of this unit is to consider different types of business documentation and how they are used. It also gives learners the opportunity to review different house styles and the importance of them.

Unit Learning Outcomes

1

Know about types of business documentation. 

The use of business documentation may include:

  • policies and procedures - ensure consistency across the company, everyone works to the same goals
  • forms - methods of recording different types of actions, e.g. use of equipment, annual leave
  • financial records - auditing purposes, invoices for customers
  • HR records - contact details, performance reviews

The advantages of using templates may include:

  • ensuring documents look like they belong to a suite
  • time-saving
  • providing a professional image of the organisation to the customer
  • ensuring all information required is included or gathered
  • gathering the same information over a period of time that may be used for marketing purposes, financial forecasting

Assessment Criteria

  • 1.1

    Explain the uses of different kinds of business documentation. 

  • 1.2

    Explain the advantages of using templates for written business documentation. 

2

Understand why businesses develop a house style.

Reasons for using house styles may include: 

  • a uniform approach
  • consistency 
  • customer recognition 

Examples of the purpose of using visuals and images in business documentation may include: 

  • allowing all readers to access information
  • easier to read information 
  • being a more powerful way to share information 
  • branding

Assessment Criteria

  • 2.1

    Explain why some businesses use a house style. 

  • 2.2

    Explain the purpose of visuals and images in business documentation, for example in logos, newsletters, publicity. 

  • 2.3

    Compare the house style of two different organisations. 

3

Be able to produce business documentation. 

Learners must provide sufficient and valid evidence to achieve this outcome. 

Audience examples may include colleagues, customers, managers, the board, investors

Routine documents may include emails, letters and reports.

Purposes may include to advise of sales data, invite to an interview, launch a new product, advice of change in price, arrange a meeting, invite to a conference. 

Assessment Criteria

  • 3.1

    Describe how register, tone and style will change according to audience and purpose of written business documents. 

  • 3.2

    Produce a range of routine business documents for different purposes. 

  • 3.3

    Use appropriate ICT to produce documentation for different purposes. 

  • 3.4

    Check documentation for appropriate layout, accurate spelling and grammar.