COURSE OVERVIEW:

A business cannot function without business documents. A business requires specific list of business documents to buy and sell products, to communicate, to understand how to be more efficient, to manage a business and to operate one. It is safe to say that a business cannot run properly without business documents.

Furthermore, every business should have a system to properly document their business documents. Lack of maintaining the records can delay processes, attract fines and sometimes even cancel a critical deal.

Business documents can be formally defined as all books, records, files, business records and plans, reports, correspondence, documentation in respect of agreements, and other financial and customer data, whether any such item is in the paper, electronic or other formats, used or held by the Transferring Company in connection with the Transferred Business.

This means that all contracts, agreements, minutes of meetings, documentation and more are business documents. Businesses often use data and documents to improve their business operations. Every successful business has a system to maintain these records.

Business documents are critical to a company's efficiency and productivity. Without them, many businesses would struggle to function. For instance, accountants use business sales documents to determine if a company is operating at a profit or loss. Companies also use their financial reports to calculate and keep track of taxes. In commercial settings, sales documents provide evidence of transactions and orders.

The exact format of a business document varies. However, most business documents contain clear and exact language to ensure that the reader understands what is written. Business reports typically begin with a clear statement that defines what the ensuring content will be about.

Official emails and memorandums are also business documents. Companies rely on these to share information between employees and clients. Business emails and letters differ from informal letters in their tone. Conversations and views are direct, and sentences are kept brief, precise and clear. Proper grammar, the use of correct English and correct spelling are also very important when constructing a business document.

This course will help you establish standards for the design and production of organisational documents and manage document design and production processes to ensure agreed standards are met.

This course starts by discussing how to establish documentation standards. Then explains how to manage template design and development. Also, explains how to develop standard text for documents. Then discusses how to develop and implement strategies to ensure the use of standard documentation. Finally, explains how to develop and implement strategies for maintenance and continuous improvement of standard documentation.

LEARNING OUTCOMES:

By the end of this course, you will be able to:

·       Produce business documents following organisational and legislative requirements

·       Display data accurately and clearly

·       Store data accurately and responsibly

·       Use different types of business software to enhance document design and production

·       List the different types of documents used and required by the organisation

·       Use different technologies to produce appealing and informative documents

·       Prepare and write documents based on the purpose and the recipient’s requirements

·       Display knowledge and awareness of the audience and their requirements through the documents produced

·       Produce appealing and readable templates

·       Use all the digital tools available to optimise the templates and end result

·       Use the organisations style guides when producing business templates

·       Create a selection of template concepts for testing

·       Use feedback to make changes and improvements to documents

·       Use advanced technical functions of software to produce business documents

·       Use the latest word processing and presentation programs to incorporate styles, create graphs and optimise images

·       Demonstrate technical knowledge by matching the requirements of each document with software functions

·       Create a macro/shortcut for the organisation of numerical data

·       Create explanatory notes providing information for the use of templates

·       Trial macros and various templates

·       Write notes using content, format and language to suit the individual learner

·       Carry out a training needs analysis to examine what skills employees already have and how much training they require

·       Plan and produce training materials to teach someone how to use templates and macros

·       Create and name master files to store templates and macros

·       Store print copies of templates and macros as a back-up if computer equipment fails or files are lost

·       Circulate and grant master file access to trusted technical staff

·       Trial document templates and macros to evaluate effectiveness

·       Implement any changes required to documents or produce new ones

·       Inform the relevant staff how to make updates and communicate any details of amendments with them

COURSE DURATION:

The typical duration of this course is approximately 2-3 hours to complete. Your enrolment is Valid for 12 Months. Start anytime and study at your own pace.

COURSE REQUIREMENTS:

You must have access to a computer or any mobile device with Adobe Acrobat Reader (free PDF Viewer) installed, to complete this course.

COURSE DELIVERY:

Purchase and download course content.

ASSESSMENT:

A simple 10-question true or false quiz with Unlimited Submission Attempts.

CERTIFICATION:

Upon course completion, you will receive a customised digital “Certificate of Completion”.