Contents • • • • • • • Free Microsoft Office Tutorials Audit accelerator – Excel Audit Tool This template has been set up to enable you to quickly start progressing with the tutorials. It contains the 3 sheets List/Summary/Audit. On the audit sheet you will find 3 charts that are set to the correct data range. If you want more audit points or more or less questions then change the template before you start the project. This program will work just as well in Excel 2007 and Excel 2003. It is not hard to carry out an audit, in fact it is quite easy. What is difficult is to be able to identify the specific areas that need to change. It is even more difficult to be able to follow up to see if those changes do occur over time and that improvement is continually made in the area being audited. This audit tool identifies those specific areas very quickly and more importantly notifies the auditor of those weaknesses and then requests action. That action is then monitored to its completion. Click on the image to enable lightbox This Excel audit tool will help with: 1. Identifying weaknesses based on triggers 2. Allocating actions to those weaknesses 3. Monitoring those actions to completion 4. Notifying senior staff of the overall audit process after each audit 5. Tracking progress over time I think you’ll enjoy the creating this flexible audit tool. It’s based on a couple of audit tools that I created some time ago and that worked very well auditing within a hospital environment. You can adjust this to suit your needs and there are a number of variations available. What I’ve tried to do here is to show you how this Excel audit tool is assembled so that you can adjust the parameters to suit your specific needs, whatever they may be. Managers report Click on the image to enable lightbox I have supplied a template to start with that has all the formatting already accomplished. You can use this and get straight into the video tutorials. Audit tool template Download the free template to get you started. Note: This is not the completed project it is a template to help with the project. Audit accelerator-Excel Audit tool-Video 1 This video presents an overview of many of the features that you will be creating if you decide to participate in this project. I have similar audit tools in use and they are performing quite well. You may wish to take this to the next step and chart the Summary sheet as well. I have not included this in this project, but I reality we do identity trends over time. After viewing this video you should have a good idea what this project can do. Audit accelerator-Excel Audit tool-Video 2 Data validation is added to the audit sheet and formulas to count and average for our percentages are also added at this stage. We have a look at COUNTIF/IF/AND/AVERAGE functions. The data summary and charts are complete at the end of this tutorial. Audit accelerator-Excel Audit tool-Video 3 Conditional formatting is included in this tutorial. We finalised the report to the manager. Multiple conditional formatting is added into 2 areas of the audit tool to give a visual prompt. A key focus here is to set up the report to the manager that is emailed at the conclusion of each audit. Rental lease agreement template word – 19 images – doc Standard Operating Procedure Tips, Download these high-quality MS Word, Excel and Visio templates. You can download the Klariti Template Store app here. Legal Memo Template-10+ Free Word, Excel,pdf Documents Download. Legal Memo Format. You can download free audit report template here to. This Audit Report template is very good template. Audit reports are. In the template using Microsoft excel. This has a great effect. It shows the condition of the audit and what is being done to rectify the problems. Here you generate your recommendations for the audit. Your work will be noticed and the success of the audit now is taken to the next level of authority. Audit accelerator-Excel Audit tool-Video 4 If you decide that you want to make this a multi-audit tool where you can track and view audits over a period of time then you will need to watch this video. Here we add multiple sheets and summarise them on a summary sheet. I have set up the basics here. It is the summary sheet that you can really focus on. Show trends / compare with last year /identify specific areas that are flagged in multiple audits. At the end of this video I show a couple of programs where we have expanded on the summary sheet. Formulas Formulas for the audit sheet Yes% =IF(AND(AI11=0,AK11=0),',AI11/(AI11+AK11)) Count “Yes”=COUNTIF($H11:$AF11,'Yes') No% =IF(AND(AI11=0,AK11=0),',AK11/(AI11+AK11)) Count “No”=COUNTIF($H11:$AF11,'No') Count “N/A” =COUNTIF($H11:$AF11,'N/A') Count “ Possible action required”=COUNTIF(AN11:AN35,'Possible action required') Count “Urgent action required” =COUNTIF(AN11:AN35,'Urgent action required') Count “Complete”=COUNTIF($AP$12:$AP$36,'Complete') Count “Not actioned”=COUNTIF($AP$12:$AP$36,'Not actioned') Count “ In progress” =COUNTIF($AP$12:$AP$36,'In progress') Action Required =IF(AH11.
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