Managing and Reporting Audits with an Excel .xls spreadsheet

[Jennifer Kirley]

I've reviewed software for managing audits and found them wanting. This business of reporting "Number of audits performed" seems worthless to me--where's the data showing how the system is actually performing?

When Crusader provided us with a spreadsheet for objectively reporting audit results, I jumped right on it because I've been wishing for a better tool for recordig results than percent pass/fail based on counts of questions asked. I figure it's better to monitor against elements covered, believing it would better reflect systemic conformance.

I've attached the tool that Crusader invited me to alter, and a little paper describing its use.

[Crusader]

In Reply to Parent Post by Jennifer Kirley

I've attached the tool that Crusader invited me to alter, and a little paper describing its use.

Holy Moly! How long did this take??? I'm glad that I could provide a stepping stone for another tool!

[Jennifer Kirley]

It took a few days. It was worth the time invested, though I could have saved myself some time if I had moved the banks of accruing weighted scores earlier. I fooled around with formulas for awhile before giving up the fight and separating out those lines. Keeping them was important to me though, so I could compare the year-to-date performance in all the audits.

[Crusader]

In Reply to Parent Post by Jennifer Kirley

I've reviewed software for managing audits and found them wanting. This business of reporting "Number of audits performed" seems worthless to me--where's the data showing how the system is actually performing?

When Crusader provided us with a spreadsheet for objectively reporting audit results, I jumped right on it because I've been wishing for a better tool for recordig results than percent pass/fail based on counts of questions asked. I figure it's better to monitor against elements covered, believing it would better reflect systemic conformance.

I've attached the tool that Crusader invited me to alter, and a little paper describing its use.

Have you made any more changes? Modifications, etc?

[Jennifer Kirley]

This version allows us to enter the number of times an element has been audited versus only counting each element once.

Reporting is by dicrepancy only, for those of whom "No news is good news" is the preferred reporting method.

There are spreadsheets for 2007 and 2008. If you want to use the spreadsheet tool past that point, two methods work:

1. Copy and paste the "Original" into a new workbook. Change the names on the tabs, then save the new workbook with a new name. Caution!!! In the new worksheets, the graphs' source data fields must be updated to draw from the proper workbook. This has already been done in this version's 2008 workbook.

2. Save the entire spreadsheet under a new name, then change the workbook tabs' titles. This might be the simplest (therefore best) approach. I haven't tried it.

[stephen pearce - 2008]

Wow

Thank you for your contribution here it will make life easier for me.

[Frank T.]

Much Thanks to Jennifer and Crusader......

[antoine.dias]

I had missed that last one a couple of months ago.

Thanks Jennifer and best regards,

Antoine