I will organise training records and build an excel renewal tracker
Business admin, enquiry tracking and training records
About this Gig
Bring scattered training records into one clear Excel tracker.
I will tidy up to 100 employee/course records supplied in CSV or XLSX format. One record means one employee and one course entry.
You will receive:
A cleaned working file
An Excel tracker for course, completion, expiry and renewal dates, with clear status labels
A list of missing or inconsistent records
A short summary of the work and items needing your review
I use only dates and renewal rules that you supply and approve. Missing information is flagged for review. Please use reference IDs and omit unnecessary personal information.
You remain responsible for verifying the records and renewal rules. This service does not verify qualifications or certificates, certify compliance, provide legal advice, or contact employees.
Includes delivery in 7 days and one revision within the agreed scope. This is a one-off setup. If you have more than 100 records or a complex source file, please message me before ordering.
FAQ
What counts as one record?
One record is one employee/course entry. For example, 20 employees with five course entries each equals 100 records. The package covers up to 100 records supplied in CSV or XLSX format.
How are expiry and renewal dates handled?
I use the dates and renewal rules you supply and approve. Missing dates or unclear rules are flagged for your review. I do not invent expiry rules or verify certificates, qualifications or compliance. You must verify the final records and rules.
What is included in the revision?
One revision covers corrections or adjustments within the original agreed scope and supplied records. Additional records, new source files or ongoing updates require a separate agreement. This package is a one-off setup.
