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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!
 

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

Staff member
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:
#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

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

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.
 
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