- Krupp Consulting, Inc.
EHS Consulting - Information Technology - Management Systems
Table 1 - Additional Rules for Spreadsheet Columns (SIM) This table summarizes the types of information that must be entered in the columns of the SIM spreadsheet. Failure to follow the instructions in this table will cause the spreadsheet to be imported into ADL/Track incorrectly or not at all. Refer to the SIM spreadsheet and SIM Instructions for more information.
Col. Contains... Description A Finding Number or Categ: Subcat. for ‘heading’ rows Content: For finding rows, this number can be alphabetic or numeric and can be in any format. For ‘heading’ rows, this column must contain the category and subcategory in the special ‘Category: Subcategory’ format (see text).
Upon Import: For finding rows: The finding number will be put in parentheses and retained in ADL/Track (for reference) in the Finding: Text field. (Regardless of the number in this column, ADL/Track will create its own unique numbers for findings according to its own numbering scheme.) For ‘heading’ rows: The category and subcategory contained in this column will become the Finding: Category and Finding: Subcategory fields in ADL/Track for all findings that follow (until another ‘heading’ row is reached). The Categories feature will be updated if necessary.
B Finding Title Contents: This is the title of the finding, which can include any text, but should be kept to a few words or a short phrase (less than 60 characters).
Upon Import: The contents of this column will become the Finding: Title and Task: Name fields in ADL/Track. Since ADL/Track’s Title field is limited to 60 characters, if you write more than 60 characters in this column, it will be truncated when imported into this field. When used in the Task Name field, the title will be preceded with "Task for:" (if a different term is used for Task, that term will be used instead.
C Finding Text and Citation Contents: This is the text and citation of the finding. The citation for the finding should be put at the end of the text, in square brackets [ ], not in parentheses ( ).
Upon Import: The text will be separated from the citation; the text will be put in the Finding: Text field of ADL/Track, while the citation (without the brackets) will be put in the Finding: Cite field. If you do not put the citation in square brackets, the citation will remain in the Text field and the Cite field will be blank.
D Finding Type Content: This is the ‘type’ of finding, which should be either "Regulatory" or "GMP" (without the quotation marks). Be sure to use only standardized terms in this column.
Upon Import: The contents of this column will become the Finding: Type field. If the text entered in this column is not already one of the ADL/Track categories, the text will automatically be added to the list of categories.
E Recommendation Content: This is the auditor’s recommended corrective action(s) or descriptive text for the finding. Like the finding text, it can be any amount of text that the spreadsheet software allows in a cell.
Upon Import: The recommended corrective action will be put in the Finding: Recommendation field.
F Responsibility Content: This is the name of the person responsible for correcting the finding.
Upon Import: If this column is filled in, the contents of this column will become the Task: Person field. If the text entered is greater than 25 characters, the text will be truncated.
G Due Date Content: This is the due date for correction of the finding. If this column is filled in, the due date must be entered in one of the following formats: 4/24/97 or April 24, 1997.
Upon Import: If this column is filled in and the date is properly formatted, the date will become the Task: Due Date field.
H * Task Notes Content: This is notes for the task.
Upon Import: If this column is filled in the text will become the Task: Notes field.
I * Task Completion Date Content: This is the completion date for correction of the finding. If this column is filled in, the date must be entered in one of the following formats: 4/24/1997 or April 24, 1997.
Upon Import: If this column is filled in and the date is properly formatted, the date will become the Task: Completion Date field.
J * Task 'Certified By' Content: This is the name of the person certifying that the task is complete.
Upon Import: If there is a completion date entered (in column I), this text becomes the Task Certified By field. If there is not a completion date, this text is ignored.
* SIM version 2.0 only