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> create excel tools records checklist
create excel tools records checklist
Planning
Identify key stakeholders
Define the scope of the tool
Set a timeline for completion
Design
Outline the data requirements
Determine the layout of the tool
Decide on any necessary formulas or calculations
Consider any potential data validation rules
Build
Create the necessary worksheets
Input data into the tool
Add formulas and calculations
Test the tool for accuracy
Review
Have stakeholders review the tool
Make any necessary revisions
Ensure all data is accurate and up-to-date
Double-check formulas and calculations
Finalize
Save a final version of the tool
Archive any previous versions
Create a user guide or manual
Train stakeholders on how to use the tool
Maintenance
Establish a schedule for updating data
Set reminders for reviewing formulas
Keep track of any changes made to the tool
Monitor user feedback for improvements
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