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LEARNER’S GUIDE
OPERATE A WORD PROCESSING APPLICATION (BASIC)
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TABLE OF CONTENTS
PAGE
Introduction.......................................................................................................................... 1
Welcome ................................................................................................................... 1
This Competency Unit.................................................................................................... 1
Before You Start ............................................................................................................. 2
Planning Your Learning Programme ............................................................................. 2
Self-Assessment Checklist ............................................................................................. 3
How To Use This Learner’s Guide ................................................................................ 5
Using the Computer and other Resources...................................................................... 6
Method of Assessment.................................................................................................... 7
LG-ITICOR0241A
OPERATE A WORD PROCESSING
APPLICATION (BASIC)
INTRODUCTION
Welcome
Welcome to the Learner’s Guide for Unit of Competency “Operate a Word Processing
Application (Basic)”. This is just one of a number of Learner’s Guides produced for the
Information Technology stream of the Information Technology Industry, and it is designed to
guide you, the learner, through a series of learning processes and activities that will enable you to
achieve the specified learning outcomes for the competency unit.
The content of this guide was developed from the Competency Standard ITICOR241A, which is
one of the basic building blocks for the National Vocational Qualification of Jamaica (NVQ-J)
certification within the industry. Please refer to your Learner’s Handbook for a thorough
explanation of standards and competencies, and how these relate to the NVQ-J certification.
You are also advised to consult the Competency Standard and assessment instrument for a better
understanding of what is required to master the competency.
“Operate a Word Processing Application (Basic)” addresses the knowledge and skills
requirements to effectively operate a word processing application. There are six main areas or
elements:
As you go through each element, you will find critical information relating to each one. You are
advised to study them carefully so that you will be able to develop the necessary knowledge,
skills and attitudes for operating a word processing application.
a. Obtain a Learner’s Logbook. You will use it to record evidence of your new
skills/competence. As you demonstrate your new skills, record your activities and have your
learning facilitator sign off on them. This will allow you to provide evidence of your
competence when you are being assessed against the competency standard.
b. Ensure that you have access to the facilities and equipment necessary for learning.
d. Ensure that you are wearing suitable clothing, that tools and equipment are safe, and that the
correct safety equipment is used.
The self-assessment checklist on the following page will assist you in planning your training
programme and it will help you to think about the knowledge and skills needed to demonstrate
competency in this unit. As you go through the checklist you will be able to find out what
elements you have already mastered and which ones you will need to pay more attention to as
you go through the learning process.
To complete the self-assessment checklist, simply read the statements and tick the ‘Yes’ or ‘No’
box. You should do this exercise now.
Self-Assessment Checklist
Operate A Word Processing Application (Basic)
If you ticked all or most of the ‘Yes’ boxes then you might not need to go through the entire
guide. Ask your learning facilitator to assist you in determining the most appropriate action you
should take.
If you ticked a few of the ‘Yes’ boxes or none at all then you should work through all of the
guide, even though some of the material may be familiar to you.
Plan your learning based on your answers. Be sure to involve your learning facilitator in the
planning process.
This Learner’s Guide is designed to assist you in working and learning at your own pace.
• Check your progress at each checkpoint to ensure that you have understood the material
• Observe the icons and special graphics used throughout this guide to remind you of what you
have to do and to enhance your learning. The icons and their meanings are as follows:
Definition Box
Words/phrases are defined or explained in this box. The
words/phrases being explained are in bold print.
Checkpoint
This denotes a brain teaser and is used to check your
understanding of the materials presented. No answers are
provided for the questions asked.
Activity
This denotes something for you to do either alone or with
the assistance of your trainer/supervisor.
Reference
Points you to the reference materials and other support
documents or resources used in compiling the unit content.
• Ask your learning facilitator for help if you have any problems with the interpretation of the
contents, the procedures, or the availability of resources.
• Complete each activity as you come to it. If the activity requires you perform an actual task,
be sure to tell your learning facilitator when you get to that activity so that he/she can make
any arrangements, if necessary.
• Get your learning facilitator to sign and date the Learner Logbook when you have completed
an activity.
When you have worked through all elements of the guide, and when you can tick every ‘Yes’
box, you are ready for assessment and should ask your learning facilitator to assist you in making
the arrangements to have your performance assessed.
Where your activities refer you to the library, computer and Internet resources, ask your learning
facilitator to assist you with locating these resources. If you are getting your training in an
institution, there may be a library and a computer laboratory. If this is not the case, visit the local
library and find out what resources are available.
If you are new to the computer and the Internet, someone in the computer room should be able to
show you how to use these resources.
Please note that in many of your activities you have been referred to information on the Internet.
This is because the Internet has a vast amount of information that can help you in acquiring the
particular competencies. We would like to advise you, however, that we cannot guarantee that
all the sites will be available when you need them. If this happens, ask your learning facilitator
to assist you with locating other sites that have the information you require.
Method of Assessment
Competency will be assessed while you are actually performing the tasks related to this
competency. This may be in a real workplace or a simulated situation that accurately relates to
the work situation. You are advised to consult the associated competency standard for further
details relating to the assessment strategies.
You may now start your learning. Have fun while you work!
LEARNING OUTCOMES
As you go through this element you need to ensure that you acquire the necessary knowledge,
skills and attitudes to create documents. Your learning facilitator is there to assist you through
the different activities, so that on completion you will be able to:
1. Open document and add text and symbols according to information requirements
2. Add, select, copy, delete or move paragraphs within a document
3. Check and amend text in accordance with organisational and task requirement
4. Use manuals, user documentation and on-line help to overcome problems with document
production presentation
5. Save document to correct directory/folder
The way in which a document is prepared is an essential part of effective communication in any
business. A document is usually one of the most effective means of passing information to
employees, employers and clients.
Always remember that every document (whether for internal or external communication), is an
opportunity for you to promote a good image of your company.
Word processing software, also called a word processor, allows you to create, save, edit and
format documents in preparation for output. Document output includes printing, displaying on a
monitor, e- mailing, faxing or posting on the Internet.
• Letters
• Memos
• Reports
• Newsletters
• Web pages
Word processing software has many features to make documents look professional and visually
appealing. You can:
NB: The information in this Learner Guide assumes a Windows operating system. If you
have another system, please consult with your learning facilitator.
The first step in creating a document is to open a blank page so you can begin typing. With most
applications, a blank page will automatically appear when you start the application. If you are
using Microsoft Word, for example, double clicking on the Word icon, will start the programme
and a blank page will appear on the screen. You are now ready to add text and other symbols as
required.
You should note, however, that the creation of a document involves several sequential steps:
1. Planning - This first step involves understanding the purpose of your document and
its contents.
2. Entering - Having planned your document, you can begin entering the contents by
typing in the text and other symbols as noted above.
3. Editing -- Making changes to your document is known as editing. This is the stage at
which you correct spelling and or grammatical errors and otherwise revise the content
of your document by adding or deleting information.
4. Formatting - Making your document visually appealing and more readable is called
formatting. This can be done during entering or close to when you are completing the
document.
5. Printing - The final step is to print a hard copy of the document. It includes
previewing the document on screen as it will appear when printed. Previewing the
document allows you check the document’s overall appearance and to make any final
changes needed before printing.
Here are some important points that you must note when creating a document:
ACTIVITY
For you to effectively manipulate paragraphs within a document there are some very important
word processing skills which you must master:
TIP: The placement of the cursor is very important when manipulating a paragraph.
ACTIVITY
CHECKPOINT
ACTIVITY
CHECKPOINT
You will need to use different sources to help you overcome problems when preparing a
document, for example:
1. Microsoft manuals – these usually come with the software and provide details of
2. Websites – Many search engines are available for your assistance. Ask your learning
facilitator to guide you.
3. The office assistant - This feature is accessed by selecting Help from the Menu Bar and
selecting the office assistant. Follow the instructions provided thereafter.
ACTIVITY
CHECKPOINT
The organising of files into directory/folder is very critical in the storage of files. This usually
allows the easy retrieval of these files for future use.
CHECKPOINT
ACTIVITY
Refer to:
Cashman Vermatt, Shelly, Microsoft Word 2000, Thomson Learning, Project
WD1.27-1.28
Now that you have completed this element, see whether you have fully grasped all the components by doing
the following Self Assessment.
Checklist 1 Yes No
Checklist 2 Yes No
LEARNING OUTCOME
As you go through this element you need to ensure that you acquire the necessary knowledge,
skills and attitudes to customize basic settings to meet page layout conventions. Your learning
facilitator is there to assist you through the different activities, so that on completion you will be
able to:
1. Change font type, size and colour to enhance the appearance of the document
2. Apply alignment and justification options and line spacing according to document
formatting requirements
3. Modify margin sizes to suit the purpose of the documents
4. Demonstrate how to view multiple documents at any one time
Every Word document is based on a document template which is a document file that includes
predefined settings that can be used as a pattern to create many common types of documents.
Software comes from the manufacturers with default settings. Default settings are the settings
automatically used by a programmee unless the user specifies otherwise, thereby overriding
them. For example, most word processing programmes will automatically prepare a document
single-spaced, left-justified, with 1-inch right and left margins unless you alter these default
settings.
It was pointed out earlier that planning is an essential part of creating a document. Depending on
the nature of the document that you will be creating, it may be necessary for you to change the
default (basic) settings to be consistent with the conventional page layout for that particular
document. For example, the format of a resume would be different from the format of a report.
Legal documents, such as leases and sales agreements, have a different format to a letter.
The following list highlights some of the changes you may have to make to the default settings to
customize your document.
• Font Style
• Font type
• Font Size
• Text colour
• Borders and patterns
Refer to: Williams Delize and Delroy, CXC lecture series MSWord 2000 and
Windows, LMH Publishing House, pages 37-41
CHECKPOINT
ACTIVITY
It is important to understand that the setting of page layout conventions will enhance the
presentation of a word processing document.
To do this you must know the types of alignment and line spacing options that meet the
convention of the document you are preparing. The following options are available:
Alignment Options
• Align right
• Align left
• Center
• Justify
• Single
• 1.5 lines
• Double
• At least
• Exactly
• Multiple
CHECKPOINT
ACTIVITY
Setting appropriate margins is said to be the most important feature in preparing a word
processing document. This is so, because it gives your document a balanced look thereby
enhancing the presentation of your document. Once again, you must be mindful of the type of
document that you are preparing as this is an important consideration when setting your margins.
In order to effectively select margin settings within a document there are some very important
word processing features, which you must know:
• Page setup
• Increase or decrease margin
Refer to: Cashman Vermatt , Shelly, Microsoft Word 2000, Thomson Learning,
Project WD1.29-1.31
CHECKPOINT
ACTIVITY
You will have many instances when you will need to view multiple documents at any one time.
Mastering this procedure gives you the advantage of being able to manipulate and manoeuvre
between documents for cutting, copying and pasting as well as to see reference material in other
documents. Your computer’s memory may limit the number of documents you can have open.
The techniques available include the following:
NB: Although you can have multiple document windows at the same time, only one can be
active. The active window is the window that you are working in and is the only one
affected by the commands you use.
ACTIVITY
Note: Multiple windows can be viewed from the desktop (See object below)
Now that you have completed this element, check to see whether you have fully grasped all the components
by doing the following self assessment.
Checklist 1 Yes No
Checklist 2 Yes No
1. Font type, size and colour are changed to enhance the appearance
of the document ( ) ( )
LEARNING OUTCOMES
As you go through this element you need to ensure that you acquire the necessary knowledge,
skills and attitudes to format documents. Your learning facilitator is there to assist you through
the different activities, so that on completion you will be able to:
1. Use toggle keys and hyphenation as required and within organization guidelines
2. Use various tools correctly throughout the drafting of a document
3. Save and close documents to disk following correct procedures
Formatting a document means determining its appearance to make it more readable and
attractive. You have several choices. The use of toggle keys (icons used to change the format of
text), and hyphenation tools will help you to create documents that are balanced and professional
in appearance.
Read up and make notes on hyphenation and toggle keys in the following text:
Refer to: Cashman Vermatt , Shelly, Microsoft Word 2000, Thomson Learning,
Project WD1.29-1.31
CHECKPOINT
In addition to bold, italics and underline, there are many other text formatting tools available for
you to add interest or emphasis to your document. These include:
• Strikethrough
• Superscript
• Subscript
• Hidden
• Small Caps
• All Caps
• Colour
• Bullets and Numbers
• Indents
Use the following reference to help you understand these formatting tools:
Refer to: O’Leary Timothy and Linda (1996), Windows 95, McGraw Hill,
WP 84-WP95
CHECKPOINT
ACTIVITY
Note: Other tools are also available through the use of the insert option
(See object below)
In addition to saving your document as you work, you will also need to save the finished
document to disk. Saving your document to disk in addition to the hard drive is to “back-up”
your work. This means that should your hard drive crash, you would not lose your information
because you had it stored on disk.
ACTIVITY
CHECKPOINT
The object to the left shows how to close a window. The object to the right shows how to
save to a disk
Now that you have completed this element, check to see whether you have fully grasped all the
components by doing the following Self Assessment.
Checklist 1 Yes No
Checklist 2 Yes No
LEARNING OUTCOMES
As you go through this element you need to ensure that you acquire the necessary knowledge,
skills and attitudes to create tables in a document. You learning facilitator is there to assist you
through the different activities, so that on completion you will be able to:
1. Insert basic table into a word processing document using the correct procedures
2. Appropriately customise cell attributes to meet formatting and data requirements
3. Insert and delete columns and rows as necessary
4. Appropriately use formatting tools according to organizational requirements
A table displays information in rows and columns. Rows run horizontally and columns run
vertically. The place at which a row and column intersects is called a cell and its position a cell
address. Data or other information is entered in these cells.
Cell A1
Cell B2
Cell C3
Cell D4
Tables are a very effective tool for presenting information. The table layout organises the
information for the reader and significantly reduces the number of words he/she have to read to
interpret the data. You should use tables whenever it is appropriate so as to make your
documents easier to read.
Read the text noted below for information on how to insert a basic table into a document using
the correct procedures.
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000, Thomson Learning
Project WD3.52-53
CHECKPOINT
Can you list the procedures for inserting a table into a word
processing document?
ACTIVITY
Having inserted a basic table into your document you may have to customize the cell attributes to
meet formatting and data requirements. For example, a cell that holds someone’s full name
would need more space than the column holding his age.
ACTIVITY
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000 Thomson Learning,
Project WD4.53&4.50
In constructing a table many manipulations may be necessary. As in other applications you will
also have to edit your table which means you may have to add or delete cells in your table. You
may find that you need or no longer need a row or column. This means that you must learn the
mechanics of manipulating rows and columns very well in order to function efficiently. You
must know how to:
ACTIVITY
Note: The object below will assist you in inserting and deleting rows or columns.
Several formatting tools are available to enhance the readability and clarity of your document.
These features give you the advantage of deciding how best to present a table in a document.
The applications available are:
• Borders
• Shading
• Auto format
ACTIVITY
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000, Thomson Learning,
Project WD4.51
NOTE: The object below show how to use borders and other formatting tools
CHECKPOINT
If you did not use the Table Wizard, describe the process you
would use to create and design a table. Ask your learning
facilitator to verify the accuracy of your answer.
Now that you have completed this element, check to see whether you have fully grasped all the
components by doing the following Self Assessment.
Checklist 1 Yes No
Checklist 2 Yes No
LEARNING OUTCOMES
As you go through this element you need to ensure that you acquire the necessary knowledge,
skills and attitudes to add images to a document. You learning facilitator is there to assist you
through the different activities, so that on completion you will be able to:
1. Insert images and/or graphics into a word processing document and customise according
to requirements
2. Ensure that mages and /or graphics are positioned and resized to meet the word
processing document formatting needs
TIP: Add graphics to your documents to help the reader understand concepts, to add
interest and to make your documents outstanding.
A graphic object can be a simple drawing object comprising shapes, such as lines and
boxes that can be created using the Drawing toolbar.
A picture is an illustration created by combining lines, arcs, circles and other shapes.
Pictures can be created by using graphic applications such as ‘Paint’ or by using the
features on the Drawing toolbar. Pictures using other applications are stored as graphic
files.
A graphic can be added to your document by copying it to the Clipboard and then pasting a copy
of it into the document. You can also add a graphic by importing the file into the document.
You can also place a graphic object anywhere on a page just as you would text. The graphic
object can then be manipulated and customized as required.
ACTIVITY
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000, Project WD1.43-461
Having placed a graphic image into your text, you can re-size it by scaling the object, that is,
changing its proportions, or by cropping (cutting off any part of the picture). You can also
change the location of the image in the document, align it with the margins; add captions or a
border. You can also add borders and shading to add special effects.
If you want to be able to move the image freely on the page, you need to add a frame around the
graphic.
CHECKPOINT
ACTIVITY
Note: Use the control boxes around the image to resize and position the image.
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000, Thomson Learning
Project WD1.46-48
Now that you have completed this element, check to see whether you have fully grasped all the
components by doing the following self-assessment.
Checklist 1 Yes No
Checklist 2 Yes No
LEARNING OUTCOMES
As you go through this element you need to ensure that you acquire the necessary skills and
attitudes to print a word processing documents. You learning facilitator is there to assist you
through the different activities, so on completion you will be able to:
PREVIEW DOCUMENT
The preview of a document shows multiple pages (of the document) in a reduced size. This view
allows you to check its layout before it is printed. You are then able to make any editing and
formatting changes while previewing and then print from the preview screen before printing.
ACTIVITY
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000, Thomson Learning
Project WD3.24-26
Most word processing software gives you several options for printing. For example, you can
print several copies of a document. You can print individual pages or a range of pages. (See table
below).
The Print icon on the Standard toolbar will allow you to send the document directly to the printer
or you can access this function through the File Menu. To check the print settings, you need to
use the Print command on the File menu.
The print option gives you the following range options
Option Action
All Prints the entire document
Current page Prints selected page or the page the insertion point is on
Pages Prints the pages you specify by typing page numbers in
text box
Selection Prints selected text only, e.g. odd or even pages
ACTIVITY
Refer to: Cashman Vermatt, Shelly, Microsoft Word 2000, Thomson Learning,
Project WD3.24-26
Understanding how to select the installed printer is important. Since most organisations’ printer
is on a network it gives the user the choice of printing the document from a printer of the user’s
choice. Having done all of the above you are ready to print your document.
ACTIVITY:
Ask your training facilitator to assist you
to select the print option and print your document.
Now that you have completed this element, check to whether you have fully grasped all the
components by doing the following self-assessment.
Checklist 1 Yes No
Checklist 2 Yes No