Overview

Microsoft Word is used by over 90% of companies worldwide. It is used in almost every industry and for any job that requires good communication skills. The effective use thereof is essential to all users in an attempt to be more productive. This course will focus on the appropriate formatting techniques for reports that will ultimately save time.

By attending this course, learners will gain great knowledge and skills in the use of Microsoft Word. This course will focus on the creation, protection, and formatting of a professional report.

Why Should an Individual Attend?

This course not only aims at improving the learner’s Microsoft Word skills but will also provide:

• Basic concepts that are required to produce an advanced business report or document.
• Increased complexity of a document by adding customised heading numbering, table of figures, diagram captions, cross-references, reference lists, and much more.
• Improved quality of work by customising and automating some aspects of Microsoft Word.
• An effective way of working in Microsoft Word.
• Improved digital literacy that enables learning and working in a digital world.
• Enhanced versatility, as the training provides transferable skills that can be invaluable as you progress in your professional career.

Outcomes

On completion of this course, the delegate will be able to:

• Understand the basic structure to use for formal and informal reports.
• Understand the required page numbering, layout, and formatting required for formal reports.
• Customise a dictionary to apply the correct spell checker.
• Format the page setup of documents.
• Apply built-in or custom styles to headings.
• Create multi-level heading numbering with styles.
• Use the Navigation pane of a document.
• Understand and use footnotes and endnotes.
• Use section breaks to improve the layout of documents.
• Format headers and footers easily.
• Present diagrams with captions.
• Apply the correct numbering convention to diagrams.
• Understand and apply cross-references.
• Create, format, and insert references and bibliography correctly.
• Insert and format a table of contents, figures, tables, and equations effortlessly.
• Add appendix and title pages effortlessly.
• Protect a document from editing.

Program Outline

• Introduction
  
  • Create a basic structure of reports
• Preferred format settings
  
  • Page numbering and heading formatting convention
• Customise the dictionary
  
  • Enable custom dictionaries
  • Add an existing custom dictionary
  • Add, delete, or edit words in a custom dictionary
  • Change the language associated with the custom dictionary
  • Change the default custom dictionary to which the spell checker adds words
  • Microsoft editor
  • Immersive reader in word
• How to format page margins
  
  • Change units used for margin measurement
  • How to set page margins
  • Create custom margins
  • Make the page setup the default
• Using styles
  
  • How to apply styles
  • Customise or create new styles
  • How to format paragraphs
  • How to add sections, sub-sections, or chapter headings
  • Apply themes
• Using the navigation pane
  
  • Browse by headings
  • Browse by page
  • Search in your document
  • Reorganise your document
• Protect your document
  
  • Protect with a password
  • Mark the parts that can be changed
  • Unlock a protected document
  • Make changes in a restricted document
• Using footnotes and endnotes
  
  • Add a footnote
  • Add an endnote
  • Customise your footnotes and endnotes
  • Delete a footnote or an endnote
• Using section breaks
  
  • Insert a section break
  • Delete a section break
  • Change the layout or formatting in a section
• Using headers and footers
  
  • Open headers and footers
  • Close headers and footers
  • Insert content using style galleries
  • Insert content manually or use quick parts
  • Using the insert alignment tab
  • Edit document properties
  • Insert page numbers and use ‘page x of y’ formatting
  • Format page numbers or change the starting number
  • Insert date and time
  • Insert a filename and path
  • Insert an art logo into a header or footer
  • Change the header or footer position on the page
  • Create varying headers and footers for document sections
  • Add different headers and footers on odd and even pages
  • Remove page numbers, headers, and footers
  • Creating a summary area
  • Change page orientation
• Bullets and numbered lists
  
  • Create a one-level bulleted or numbered list
  • Spread out the items in a list
  • Move an entire list to the left or the right
  • Change bullet indent
  • Turn a one-level list into a multilevel list
  • Choose a multilevel list style from the gallery
  • Define a new multilevel list
  • Define a new list style
• Presenting diagrams/equations
  
  • Basic guidelines
  • Presenting figures and tables
  • Presenting equations
  • Diagram numbering convention
• Cross-references
  
  • Insert a cross-reference field
  • Update cross-references
• Inserting references/bibliography
  
  • Referencing guidelines
  • Referencing/citation styles to use
  • Creating a reference
  • Create a bibliography/reference list
  • Add bibliography and reference lists in the same document
• Insert a Table of Contents (ToC)
  
  • General guidelines
  • Create the table of content
  • Update the ToC
  • Format or customise a ToC
  • Remove a ToC
• Insert a table of figures
  
  • Insert the table of figure
  • Update a table of figures
  • Delete the table of figures
• Indexes
  
  • Mark index entries
  • Mark words or phrases
  • Create the index
  • Edit or format an index entry and update the index
• Using Artificial Intelligence (AI)
  
  • ChatGPT
• Annexure A: MS Word shortcut keys

Who Should Attend?

• Everyone responsible for submitting business reports
• Engineers
• Technicians and technologists
• Executives or senior managers
• Middle management
• Administrators and support staff
• Project or construction managers
• Scientists
• Natural scientists
• Industry professionals
• Quantity surveyors
• Architects
• Contractors/ Subcontractors