6411 – Computer Applications ISummer 2008Unit B Overview
COURSE / 6411Computer Applications I / Unit B / Software Applications for Business
COMPETENCY / 3.00 / B2 / 30% / Understand documents and publications used in business.
OBJECTIVE / 3.01 / B2 / 20% / Understand business documents.
ESSENTIAL QUESTIONS / •Why is formatting applied to fonts, paragraphs, and pages?
•What documents are commonly used in a business setting?
•What are appropriate formatting guidelines for business documents and why is formatting important?
•Which business document is the most appropriate means of communication in a given business situation and why?
Computer Applications I
6411
Unit B Overview
Software Applications for Business
6411 – Computer Applications ISummer 2008Unit B Overview
Unit B carries a course weight of ninety percent. It is presented in three competencies and six objectives. The point of these objectives is to teach understanding of the components, characteristics, and uses of business documents and publications, spreadsheet formulas and functions, charts, and database objects, and methods of multimedia presentation delivery and development.
Competency 3.00 – Understand documents and publications used in business
Objective 3.01: Understand business documents. The purpose of this objective is for students to be able to differentiate between different types of documents used in business and determine the most appropriate document for a given situation. In the first part of the objective, students will learn text, paragraph, and page formatting techniques and why they are applied to documents. In the next part of this objective, students will learn the uses and components of common business documents. Students will determine which document is appropriate in a given situation and apply appropriate formatting to produce professional quality documents. In the last part of this objective, students will learn about support tools and features. They will learn how and why to use the following: mail merge, macros, track changes, search and replace, styles, format painter, thesaurus, comments, and templates and wizards.
Objective 3.02: Understand business publications. In this objective students will examine common types of publications used in business and the purposes of each. The will also learn about design principles as they apply to business publications and how to tailor a publication to the characteristics of the target audience.
Competency 4.00 – Understand spreadsheets, charts, and graphs used in business
Objective 4.01: Understand spreadsheets used in business. In this objective, students will learn how and why to format a spreadsheet as well as how to manage and communicate data through the application of formulas and functions.
Objective 4.02: Understand charts and graphs used in business. In this objective, students will examine common charts used in business. Based on their understanding of the characteristics of each chart and how each chart is used to convey data, students will be able to explain which charts are the most appropriate means of data representation.
Competency 5.00 – Understand databases used in business.
Objective 5.01: Understand database tables used in business. In this objective, students will examine the characteristics of database tables, which are the fundamental building blocks of all databases. The will learn how data is classified and formatted within tables and how tables are arranged within databases to organize information. Students will also examine the functions and characteristics of database relationships. Finally, students will learn how raw data can be imported into a database table.
Objective 5.02: Understand database queries, forms, and reports. These objects are examined and compared through student activities to enable understanding of their functions in a business setting.
Competency 6.00 – Apply procedures to use presentation software in business
Objective 6.01: Understand uses of presentation software and methods of distribution. In this objective, students will categorize appropriate and inappropriate uses of multimedia presentations and methods of presentation delivery and distribution.
Objective 6.02: Apply procedures to develop multimedia presentations used in business. In this objective, students will learn the step-by-step procedures for developing a multimedia presentation using presentation software.
6411 – Computer Applications ISummer 2008Unit B Overview
COURSE / 6411Computer Applications I / Unit B / Software Applications for Business
COMPETENCY / 3.00 / B2 / 32% / Understand documents and publications used in business.
OBJECTIVE / 3.01 / B2 / 22% / Understand business documents.
ESSENTIAL QUESTIONS / •Why is formatting applied to fonts, paragraphs, and pages?
•What documents are commonly used in a business setting?
•What are appropriate formatting guidelines for business documents and why is formatting important?
•Which business document is the most appropriate means of communication in a given business situation and why?
6411 – Computer Applications ISummer 2008Unit B – 3.01 – page 1
Student goalsfor this objective:
•Format fonts, paragraphs, and pages consistently and in accordance with current formatting guidelines
•Use business documents to effectively communicate information
•Decide which document is appropriate in a given situation and format the document using the appropriate components and with a professional appearance that is consistent with the policies set forth by the business or industry for which the document is prepared
•Note: Because organizational preference dictates specific placement of components, emphasis in this objective is placed on students’ ability to differentiate between documents and their inherent components and to format them with a professional appearance free of grammar and spelling errors
I.Introduction to Formatting, Alignment, and Page Setup
A.Font formatting – appearance, size, and attributes of text. The format chosen for font is important for communication purposes
- Bold – used to emphasize a specific word
- Italics –used to indicate book titles and other published works
- Underline – used to indicate links to web pages and should be reserved for that purpose in most cases
- The accentsymbol, such as in the word résumé is used to indicate emphasis during pronunciation
- Style – a format tool used to apply global font formats to text
- Subscripts and superscripts – used respectively in chemical definitions, such as H2O, and for footnotes or reference purposes, such as in Webster’s Dicitonary1
- Smallcaps may be used to format titles or headings in a document
- A seriffont is one that has small attributes at the tips of each letter
- The most commonly used serif font is Times New Roman.
- Often used in the body of a letter or report
- A sansseriffont does not include the attributes at the tips of each letter
- Arial is a sans serif font.
- Sans serif fonts are commonly used in title texts and serifs are commonly used for the body text
- While there is no steadfast rule that dictates a sans serif font must be used for titles and a serif for body, this practice is used more often than not in hard copy materials
- Serif fonts are said to propel the reader forward because of the natural right-sided slant of the letters
- Sans serif fonts are the preferred font for web-based content
B.Paragraphformatting–arrangement of text within paragraphs on a pageProperly and uniformly formatted paragraphs are also important for communication purposes
- Indents – used to indicate a new paragraph and offset long quotes
- Linespacing can be set for single, one and a half lines, double, or triple
- Bordersand shading are used together or separately to emphasize a specific textual element in a document
•For example, an introductory paragraph of people who contributed to a project might be shaded and a border added for emphasis
- Bullets/numbers are used to list items
•Bullets may be symbols or numbers
•Use bullets when the items are non-sequential
•Use numbers for procedural lists that must be accomplished in a specific order
- A hangingindent is most often used in reference materials
•The first line of a hanging indent begins at the left margin and all remaining lines of the paragraph are indented five spaces from the left margin
- Endnotes/footnotes – used to add reference and commentary information to textual content
- Endnotes are source references that are placed on a Notes page at the end of a document. Within the document, each reference is indicated by a superscripted number or symbol
- Footnotes are source references that are placed at the bottom (foot) of the same page and are indicated by a superscripted number or symbol within the document
- Cutandpaste is a tool used in paragraph formatting that allows the user to move text from one location to another
- Paragraphheadings are keyed at the beginning of a paragraph in bold font to give the reader a quick idea about the content of the paragraph
•The styles and headings feature in most software packages allows paragraph headings to be globally formatted and indexed
- Tabs are used to align and organize data into groups and subgroups
- A left justified tab allows text to be aligned on the left margin
- A right justified tab allows text to be aligned at the right margin
- A dot leader tab places a series of periods between two sets of tabs or a tab and a margin
- Wordwrap – automatic continuation of text from line to line
- Tables – used to arrange text in columns and rows and are helpful in presenting, organizing, and clarifying information
C.Pageformatting –arrangement of text on a page. The arrangement of text on a page is the culmination of text and paragraph formatting that presents the final picture and communicates a message to a reader
- Margin – the amount of white space around the sides of a document
- Pageorientation – used to enhance the appearance and improve readability of a document
•Page orientation may be landscape (wider than tall) or portrait (taller than wide)
- Headersandfooters add global information to a document, such as page numbers and document titles
- A document may contain more than one header and/or footer
- Books and manuscripts are often formatted with footers that change to reflect the titles of each chapter
- Section breaks control the flow of headers and footers
- Orphanandwidowprotection is usually a default feature in word processing software
•Orphan and widow protection means that a single line of a paragraph is not left alone at the bottom of a page (orphan) or at the top of a page (widow)
- Pagebreaks may be manual or automatic and are used to manage the content on a page
- A soft page break occurs automatically through the word wrap feature of the word processing software and text is simply continued to the next page when the space on the previous page is exhausted
- A hard page break is performed manually when a new page is needed for a break or change in content
- Columns are used to format text for documents such as newspapers and newsletters
•Text is arranged in columns with or without vertical lines between each
- Borders are used in page formatting to add lines around text or graphic images
II.Business Documents - Business documents are formats and methods of communication. In business, many documents are used and each has a specific purpose and consists of specific components
A.Résumé – a brief and accurate summary of educational and work experiences used when applying for a job. It is often the first impression that a prospective employee makes on an employer. It may be sent as an attachment to an email
- Margins– No less than .5 inches. Use white space uniformly to create a professional appearance and emphasize the content
- Components:
- Identifying information – name, address, phone number(s), email address
- Education
- Listed in chronological order beginning with the most recent
- If not graduated yet, list date of expected graduation
- Include courses enrolled that directly relate to the position sought
- Experience or Employment history - Listed in chronological order, beginning with most recent
- Use the term that is most descriptive on the content
(a)For example, someone who worked with his dad fixing cars would aptly describe their knowledge as experience
(b)Someone employed at Fast Lanes Auto Store would more aptly describe their knowledge as employment
- Include type of position, name and location of organization, dates of employment, and brief description of responsibilities
- Use action statements
- Experience may be keyed before education
- References – Listed with permission of the reference
- If included on the résumé, include name and contact information
- If not included on the résumé, a statement indicating that references will be provided upon request should be included
- Optional Information
- Objective – A concise statement of your purpose, usually addresses a specific job
- Activities and interests, such as reading, skiing, hiking, Boy Scouts, choir, and fishing, etc.
- Community service such as volunteering at the local hospital or animal shelter, Big Brother, tutoring, etc.
- Awards and recognitions that indicate leadership ability, service to others, expertise
- Languages spoken – especially applicable when applying to companies with international holdings and interests or in communities with diverse cultures
- Guidelines for Keying
- Contact’s name is usually keyed in large font in the header section, followed by his/her contact information, usually keyed in smaller text
- The sections are commonly divided into columns – headings on the left and descriptive text on the right
- Limitone page as often as possible
- Must be free of any errors
- Format and text should be easy to read and attractively presented
- Do not use a font size less than 11 or 12 pt
- Never use relatives or peers as references
B.A businessletter is a form of communication used to convey a formal message to one or more parties
•Letters may be sent as an attachment to an email
- A higher level of seriousness is needed than just a simple email
- The document will be distributed to others
- The document will be printed
•Examples of uses:
- Company’scommunication to stockholders
- Superintendent’scommunication to parents
- Bank’s communication to customers
- Margins – Margins vary according to the amount of content
- In general, adjust the margins so that the letter has a uniform amount of white space at each margin and is slightly oriented to the top or centered
- Leave at least .5 inches below the letterhead
- Components (in order):
- Letterhead (optional) – preprinted information in the header and sometimes in the footer that usually contains the company name, address, email address, logo, and other contact information
- Dateline – the date the letter is written, spelled out, such as April 30, 2010, not 4-30-2010
- Attention line (optional) – keyed on the first line of the inside address and used to address a specific person or job (Sales Manager) within an organization
- Inside address – the name of the addressee, name of the business, street address, city, state abbreviation, and zip
- Salutation – the greeting, such as Dear Mr. Cox
- Subject line (optional)
i.Keyed below the salutation because it is considered part of the message
- Key the word Subject in all caps, followed by a colon and the topic, also in all caps
- Used to give the reader a quick overview of the topic
- Message – the letter content. Key paragraphs in single space format with a double space between
- Complimentary closing – the goodbye, such as Sincerely
- Company signature (optional) – the keyed name of the company in all caps, placed a double space below the complimentary close
- Writer’s signature block – the author’s name and title, which may be keyed on one or two lines, depending on length
- Reference initials – the initials of the typist of the letter and sometimes the author as well (keyed first)
- Example: bc/mw or BC/MW
- No punctuation is used with the initials
- Enclosure notation (optional) – indicates that another document is included with the letter. Sometimes the enclosures are identified. Example: Enclosure: Résumé
- Copy notation (optional) – indicates the names of other parties who have received copies of the letter. Example: cc Mrs. Dian Moon
- Punctuation styles
- Mixed punctuation (standard) means that a colon is keyed after the salutation (Dear Mrs. May:) and a comma after the complimentary close (Sincerely,)
- Open punctuation means that no punctuation is used after the salutation or the complimentary close
- Format
- In block style, all lines begin at the left margin
- In modified block style, the date and closure are keyed at center point (usually 6 tabs)
- Guidelines for keying
- A quadruple space follows the date line, leaving three blank lines between the date and the inside address
- A double space follows the inside address, leaving one blank line between the inside address and the salutation
- A double space follows the salutation, leaving one blank line between the salutation and the body
- The body of the letter is single spaced, with a double space between paragraphs
- A double space precedes the complimentary close
- If the company signature is included in the letter, it is keyed a double space below the complimentary close and a quadruple space (three blank lines) above the writer’s signature block
- If no company signature is included in the letter, the writer’s signature block is keyed a quadruple space below the complimentary close
- A double space separates the writer’s signature block from any remaining parts of the letter
- Reference initials, enclosure notation, copy notation, etc. are single or double spaced. Reference initials are not required when the writer is also the typist
C.Personalbusinessletter – correspondence between an individual and another individual or a corporate entity
- It can be sent as a hard copy or as an email attachment
- Examples of use:
- Formal thank you note
- Letter of complaint
- Letter of application to accompany a résumé
- Any communication you wish to express in a formal manner representing yourself, not your company
- A personal business letter is formatted according to the same guidelines as a business letterAND includes the return address of the author at the top of the document
D.A memo is a form of communication used within an office, business, or organization
•Since the advent of email, formal memos have almost become obsolete; however, they are used for interoffice communication that deals with subjects of permanent record, such as a policy notice or a change in office procedures. Emails, on the other hand, are considered temporary communication.