Worksheet

Tracker health check

A short checklist for your current sheet: who edits it, when it was last reconciled, how DSC expiry is tracked and where SRNs are kept. Add how fee follow-ups are logged. Mark each line as working or not. Several lines marked not working suggest the sheet has been outgrown.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Excel Tracker or Compliance Software: A Choice for CS Practices”, www.gullysystem.com/blog/excel-tracker-or-compliance-software-for-cs-practices