CU685 Produce Documents in a Business Environment
1 Understand the purpose of producing high quality and attractive documents in a business environment
1.1 Outline different types of documents that may be produced and the different styles that could be used
A document is information produced in either printed or electronic format and may be one of many types such as: -
• Letter - A formal form of communication and record consisting of a standard structured format and should include the senders details and address, the recipients address, the date written, any reference details e.g. order number etc finally ending with a signature. • Email - These are replacing letters and faxes within the business environment and can be
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An example recently was a unit sent out had two valves and the actuator on the second valve had to be turned 90( for packaging purposes. A document was produced with text and photographs instructing the installer to return the actuator to its correct position once unpackaged.
3 Understand the purpose of following procedures when producing documents in a business environment
3.1 Explain the benefits of agreeing the purpose, content, style, and deadlines for producing documents
It is important to agree the purpose, content, style and deadline for any document, this is so the intended recipient will be able to understand the message they have received, and it must be produced in a acceptable timetable.
Recently at Thermaplate International Ltd I produced a new document, “Econoplate Specification Sheet For Sales Enquiry”. This has become necessary, as sales staff were not giving the complete information regarding our units on a sales enquiry, thus when a sales member now telephones a Specification Sheet has to be filled out. When I constructed this sheet it needed to contain all the technical information about the Econoplate but remain simple enough for all our staff to fill out.
3.2 Outline different ways of organising content needed for documents
There are many ways of presenting a document and the appropriate method will depend whom the document is produced for. Such ways of presentation may include:-
• Text –
Letters are used to let customers know of changes or asking them to call if necessary
Describe how to complete and maintain documentation in accordance with organisational procedures, in relation to:
The business must implement and maintain a good document discipline, i.e. no paper should be left laying around for unauthorised
Knowledge of requirements for formatting and preparing documents such as letters, reports, and presentation materials.
Agreeing aims and objectives regarding tasks will help you to do your work efficiently as they give a clear idea of what is needed and why.
Emails – You may find that a number of organisations could have a consist house style for email.
Correct The accepted ways in which in-house communications are organized, written, formatted and sent is referred to as
5. Explain the importance of full and up-to-date details of agreed ways of working (2.2.3)
2.3 explain the importance of full and up to date details of agreed ways of working
2. Can you suggest a suitable template to use and say what style / structure would be most appropriate for this document?
1. How would you describe what this document is? What was its purpose? What function did it serve?
2.3 Explain the importance of full and up to date details of agreed ways of working
There will be a number of documents that will need to be developed these will include;
Office workers and businesses are not limited to phone calls, meetings or mail to communicate with each other anymore. Electronic email can be used and not interrupt the recipient. The
A letter that introduces the report (transmittal letter) to the person or group that asked for it. The letter may list the reason for the report, point out specific items of interest in the report, describe problems with the data or thank people that contributed to the research.