Excel-based QA Procedures Governance Tracker

Task: Build a Professional QA Documents Governance Tracker with Dashboard in Excel Objective: Develop a structured, automated Excel tool that provides centralized visibility, governance tracking, and an executive-level summary of QA controlled documents. The output must be clean, reliable, scalable, and suitable for senior management review. --- 1. FILE STRUCTURE Create: - Sheet 1: “Tracker” - Sheet 2: “Dashboard” --- 2. TRACKER SHEET (MAIN DATA) Columns (exact order): 1. Document Type (Procedure / Policy / Manual/ALL) 2. Document ID (if available) 3. Document Name 4. Revision 5. Published date 4. Function 5. Individual Responsible 6. Criticality (Dropdown: High, Medium, Low) 7. Last Review Date 8. Next Review Date 9. Status (Automated) 10. Days Overdue (Automated) 11. Remarks 12. Action Owner 13. Target Closure Date --- 3. DATA REQUIREMENTS - All date fields must be true Excel dates (DD/MM/YYYY format) - No text-based dates - No formula errors (#VALUE, #NAME, etc.) - File must support adding new rows without breaking formulas or formatting --- 4. STATUS AUTOMATION Based on “Next Review Date”: - If Next Review Date < TODAY → “Overdue” - If Next Review Date within next 60 days → “Due Soon” - Otherwise → “Valid” Formula must be compatible with regional Excel settings --- 5. DAYS OVERDUE - If overdue → calculate number of days overdue (TODAY – Next Review Date) - If not overdue → return 0 --- 6. DROPDOWNS Create dropdown lists: - Criticality → High, Medium, Low - Function → Supplier Audit, Internal Audit, QC/QS, QA Programs (editable) - Document Type → Procedure, Policy, Manual --- 7. CONDITIONAL FORMATTING Apply automatically: Status column: - Overdue → Red - Due Soon → Orange - Valid → Green Additional rule: - Highlight rows where Criticality = High AND Status = Overdue • Highlight high criticality + overdue together (strong visual) --- 8. TABLE STRUCTURE - Convert dataset into Excel Table (Ctrl + T) - Enable filters on all columns - Freeze header row - Auto-fit column widths - Apply clean, professional formatting --- 9. DASHBOARD SHEET (EXECUTIVE VIEW) Include: A. Summary Metrics: - Total Documents - Overdue Count - Due Soon Count - Valid Count - High Criticality Overdue Count B. Percentages: - % Overdue - % Due Soon - % Valid C. Visuals: - Simple bar or column chart showing status distribution - Optional: breakdown by Criticality Design must be minimal, clear, and suitable for leadership Add the following section to the Dashboard: Document Type Breakdown Include a clear and simple breakdown of total documents by type: - Procedures Count - Policies Count - Manuals Count Display this either as: - A small summary table, or - A simple bar chart --- Additionally, include: Overdue by Document Type Show number of overdue documents for each type: - Procedures Overdue - Policies Overdue - Manuals Overdue This should be clearly visible and easy to interpret. --- Requirements: - Must update automatically based on Tracker sheet - Must not require manual updates - Keep design clean and minimal - Avoid clutter or excessive visuals --- Purpose: This section provides visibility on distribution of documents and highlights where governance gaps exist across document types. Add the following section to the Dashboard: Document Type Breakdown Include a clear and simple breakdown of total documents by type: - Procedures Count - Policies Count - Manuals Count Display this either as: - A small summary table, or - A simple bar chart --- Additionally, include: Overdue by Document Type Show number of overdue documents for each type: - Procedures Overdue - Policies Overdue - Manuals Overdue This should be clearly visible and easy to interpret. --- Requirements: - Must update automatically based on Tracker sheet - Must not require manual updates - Keep design clean and minimal - Avoid clutter or excessive visuals --- Purpose: This section provides visibility on distribution of documents and highlights where governance gaps exist across document types. --- 10. KEY INSIGHT SECTION Include a clearly visible section titled: “Key Observation” Example: - Overdue high-criticality documents require immediate governance action This section must be editable --- 11. GOVERNANCE INTENT (IMPORTANT) The tracker must support governance, not only tracking: - Clear ownership per document - Defined review cycles - Visibility of overdue items - Support escalation and follow-up --- 12. USABILITY REQUIREMENTS - Adding new rows must automatically extend formulas and formatting - Dashboard must update automatically - No manual recalculation required - Simple and intuitive to use --- 13. QUALITY EXPECTATION - No errors - Consistent alignment and spacing - Clean and professional layout - Suitable for direct presentation to senior management --- 14. DELIVERY - Excel file (.xlsx) - Fully functional - Ready for immediate use --- 15. PRIORITY Accuracy, clarity, and governance value. Avoid unnecessary design complexity. Focus on usability and structured visibility. Add a “Review Health” indicator based on Last Review Date. Purpose: Highlight documents that have not been reviewed within an acceptable timeframe and identify aging governance risks. --- Tracker Requirement: Create a new column: “Review Health” Logic based on Last Review Date: - If reviewed within last 2 years → “Current” - If between 2 and 3 years → “Due Soon” - If more than 3 years → “Overdue” (Optional: mark >3 years as “Critical Overdue” if design allows) --- Apply conditional formatting: - Current → no color - Due Soon → Yellow - Overdue → Orange - Critical Overdue → Red --- Dashboard Requirement: Add summary metrics: - Documents not reviewed in last 2 years - Documents not reviewed in last 3 years These must update automatically from Tracker data. --- Design Note: Keep this clean and easy to interpret. This is intended to highlight governance gaps and aging documents at a glance. --- If any assumption is required, propose a simple, practical, and maintainable solution. Documents names/revision/published date will be shared upon awarding the project

Project ID: 40345396