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

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:

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
U Need Help With API Q2 Quality Manual Oil and Gas Industry Standards and Regulations 5
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
D Amendment Class II - Please confirm if the submission is by email (Canada) - Help Canada Medical Device Regulations 0
T ISO/IEC 17065 certification scheme Help Other ISO and International Standards and European Regulations 7
T Help to Suggest name for a new certification and inspection company Coffee Break and Water Cooler Discussions 7
SocalSurfer AS9100 new certificate, but need QMS software, help Quality Assurance and Compliance Software Tools and Solutions 2
L Manufacturing Process Audit Help IATF 16949 - Automotive Quality Systems Standard 6
M Case study help as per ISO 9001: 2015 ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 18
M Case study solution help required as per ISO 9001 : 2015 ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 1
A Beginners help with ISO3951-2 Combined control s-method n>5 what is Phi ?? Inspection, Prints (Drawings), Testing, Sampling and Related Topics 0
MDD_QNA Medical Device Software - Is a Help Button required? IEC 62304 - Medical Device Software Life Cycle Processes 1
S Need help with analysing a survey on minitab Using Minitab Software 1
M Help me improve the definition for internal PPM Manufacturing and Related Processes 3
I Help: QFD House of Quality Quality Tools, Improvement and Analysis 1
C New to Site - Request Help with API Q2 Implementation Oil and Gas Industry Standards and Regulations 9
O Please, help with document on ISO/ TS 17758 and (IDF 87: 1979). Thank you. Manufacturing and Related Processes 1
A Class medical device (MDD) - Classification help EU Medical Device Regulations 1
K A proposal for the model Quality Management - I need help for the project ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 3
A Help with Drawing Review - ISO 9001:2015 ISO 9000, ISO 9001, and ISO 9004 Quality Management Systems Standards 6
Q % Study variation low, % tolerance high - GR&R Interpretation help Gage R&R (GR&R) and MSA (Measurement Systems Analysis) 3
R Probability - Need a help to solve the below question Statistical Analysis Tools, Techniques and SPC 5
M Thanks for the help Coffee Break and Water Cooler Discussions 0
Judy Abbott Can any one help me with an urgent BIOCOMPATIBILITY Impact assessment? Internal Auditing 9
A Help establishing regulatory requirements - Plastic dental cartridge syringe US Food and Drug Administration (FDA) 0
A Medical Device Contract Manufacturing Requirements and Information - Help wanted ISO 13485:2016 - Medical Device Quality Management Systems 5
8 Need Help - Runout - Function Gage Inspection, Prints (Drawings), Testing, Sampling and Related Topics 7
T Burn out - Tips to help combat QC burnout Career and Occupation Discussions 19
Emran.mi Measurement system analysis - Can you help me about implementation MSA for CMM device Manufacturing and Related Processes 2
S New to FAIR, need help in filling it out AS9100, IAQG, NADCAP and Aerospace related Standards and Requirements 8
M Informational From RAPS: Danish Regulators Seek to Help Smaller Companies With EU MDR Compliance Medical Device and FDA Regulations and Standards News 0
M Reliability Testing - Weibull Analysis Help Reliability Analysis - Predictions, Testing and Standards 4
L Help me to decide which test to use - If each proportion belongs to the same population Using Minitab Software 7

Similar threads

Top Bottom