Help me build an Excel Spreadsheet for tracking training

SGquality

Quite Involved in Discussions
#1
I have been tasked to develop an Excel based training tracker to track training to procedures with their revision# (see attached). For each cell, I am thinking of options like "N" (for Notified i.e. when notification to the employee for the required training is issued; and "T" (for Training complete).

In your opinion, would any other statuses be required? Additionally, when the procedure's rev. A changes to rev B, we will have to overwrite and hence the earlier data is lost. How do others handle this situation.

Thank you so very much!
 
Elsmar Forum Sponsor

SGquality

Quite Involved in Discussions
#3
Unfortunately the management has decided to go with Excel Spreadsheet for the moment. LMS is considered at a later stage.
 

Stijloor

Leader
Super Moderator
#4
I have been tasked to develop an Excel based training tracker to track training to procedures with their revision# (see attached). For each cell, I am thinking of options like "N" (for Notified i.e. when notification to the employee for the required training is issued; and "T" (for Training complete).

In your opinion, would any other statuses be required? Additionally, when the procedure's rev. A changes to rev B, we will have to overwrite and hence the earlier data is lost. How do others handle this situation.

Thank you so very much!
You should add “C” for competent, indicating that the person has successfully demonstrated that they can perform the tasks described in the procedure.
 
Last edited:

qualprod

Trusted Information Resource
#5
It would help
I have been tasked to develop an Excel based training tracker to track training to procedures with their revision# (see attached). For each cell, I am thinking of options like "N" (for Notified i.e. when notification to the employee for the required training is issued; and "T" (for Training complete).

In your opinion, would any other statuses be required? Additionally, when the procedure's rev. A changes to rev B, we will have to overwrite and hence the earlier data is lost. How do others handle this situation.

Thank you so very much!
It would help a column to have what the need came from (cover gap of competence, Corrective action, annual revision,NC)
 

mattador78

Quite Involved in Discussions
#6
You should add “C” for competent, indicating that the person has successfully demonstrated that they can perform the tasks described in the procedure.
We use that here to ensure that only competent personnel perform certain tasks, because of visual inspection we even record eye tests and colour blindness as part of competency recorded on the training matrix we have here
 

rogerpenna

Involved In Discussions
#7
Consider a LMS software. It would be more flexible and easier to use.
Every such software I found on Google seems to be about creating courses and giving them, all online.

The features about having a list of employees and their functions, what functions should receive what sort of training, and then based on that, track what training does each employee needs, as well as assigning the correct trainings to that employee... seem to be either absent or just not mentioned.
 

DrTBurns

Starting to get Involved
#8
SG, It sounds more like a database, where you track all the changes for each employee, as well as the overall current view.
 

mattador78

Quite Involved in Discussions
#9
Another good tip is to break it down into departments and tasks related to each department, for example we have separate spreadsheet pages for aerospace, commercial and office areas and then broken down inside them for tasks.
 
Thread starter Similar threads Forum Replies Date
L Can you help me build the perfect Quality Room? Quality Manager and Management Related Issues 27
R First Time Managing Calibration and Measurement System. Need Help. General Measurement Device and Calibration Topics 11
M Can someone help me with this CMM programming question? Manufacturing and Related Processes 2
C Need help in determining applicable clause for an audit finding (based on AS9120B) ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 4
M Attempting to Poke Yoke a wire crimping process...need help Design and Development of Products and Processes 3
marmotte Help with Surgical Class I + 510(k) exemption US Food and Drug Administration (FDA) 0
T Help with updating procedures ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 18
P Looking for help with an Ansys Workbench problem Manufacturing and Related Processes 0
C I need your help to find the action plan for these quality objectives Misc. Quality Assurance and Business Systems Related Topics 23
O New metal detector, ccp -help! Food Safety - ISO 22000, HACCP (21 CFR 120) 1
J PFMEA/control plan question- PLEASE HELP ! IATF 16949 - Automotive Quality Systems Standard 8
J Help needed on clauses identification ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 12
S HELP in setting-up QMS Quality Tools, Improvement and Analysis 4
R Need help on calibration result analysis Measurement Uncertainty (MU) 17
S Help in SMART goals AS9100, IAQG, NADCAP and Aerospace related Standards and Requirements 8
Vader22 IATF 16949 extended manufacturing site help IATF 16949 - Automotive Quality Systems Standard 4
G Need Help with Run @ Rate for Medical Devices ISO 13485:2016 - Medical Device Quality Management Systems 0
F Need help in IMS management review Management Review Meetings and related Processes 3
A Please Help With EOQ Calculation Manufacturing and Related Processes 2
S Help needed in choosing the method of calculating the minimum sample size Internal Auditing 12
D IATF 16949 Certification and Letter of Conformance expiry (Help!!!) IATF 16949 - Automotive Quality Systems Standard 8
S I need help in corrective action plan Nonconformance and Corrective Action 15
S Help in document control procedure Document Control Systems, Procedures, Forms and Templates 8
D Weird spec sheet - need help Measurement Uncertainty (MU) 3
Edward Reesor ISO 19223 Discussion (Help) Other Medical Device Related Standards 1
J Help to understand and response to API AAR during the re-certification audit Oil and Gas Industry Standards and Regulations 17
S NC and Deviation approach - please help Pharmaceuticals (21 CFR Part 210, 21 CFR Part 211 and related Regulations) 12
K Need Help With Auditing Suppliers Against ISO 9001 ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 50
R Lead auditor scenario (Need help) is this non conforming to ISO13485 Manufacturing and Related Processes 2
J HELP NEEDED ! Risk Management Exercise ISO 14971 - Medical Device Risk Management 12
D Help Me. Non conformitty in External Audit IATF 16949 - Automotive Quality Systems Standard 13
U Need Help With API Q2 Quality Manual Oil and Gas Industry Standards and Regulations 8
A Nonconformity help IATF 16949 - Automotive Quality Systems Standard 5
J ISO 9001:2015 Clause 8.5.1 Control of Production and service provision - Help with Work Instruction Access ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 13
Azaarus Help with CAPA for an IATF finding regarding inspection documentation IATF 16949 - Automotive Quality Systems Standard 10
A Help needed with locating conector Design and Development of Products and Processes 0
Y CER: can "state of the art" help to make up for literature search on equivalant devices? EU Medical Device Regulations 1
D Need some Help on 8D fault tree analysis Problem Solving, Root Cause Fault and Failure Analysis 6
B Can someone help me explain P-Value with a simple word please? Capability, Accuracy and Stability - Processes, Machines, etc. 11
M Help on formulating a LP minimization problem Manufacturing and Related Processes 2
N Help with understanding Process Controls Manufacturing and Related Processes 7
K Screen printing ink and machine selection_ Need help Manufacturing and Related Processes 6
J Need Help with FPY Data in Assembly Process Manufacturing and Related Processes 7
S Need help on "Country of Origin" Medical Device and FDA Regulations and Standards News 0
M Need Help With Information Security Asset Risk Register IEC 27001 - Information Security Management Systems (ISMS) 2
T Help with BS EN ISO - IEC 80079-34 2020 (Explosive atmospheres QMS) Other ISO and International Standards and European Regulations 0
J Help settle a disagreement: Should external providers of preventive maintenance be on your ASL? AS9100, IAQG, NADCAP and Aerospace related Standards and Requirements 5
N Help with basic understanding of Competence requirements ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 3
C ISO/ IEC 17021 Resource requirement (need help) Document Control Systems, Procedures, Forms and Templates 5
D Supplier Quality level category help - high level ISO 13485:2016 - Medical Device Quality Management Systems 6

Similar threads

Top Bottom