Jamie DavisJamie Davis, VP, Quality and Education

It has been said before, but I think it is worth repeating: the best way to prepare for an exam is to define a series of processes to be performed on a daily, weekly, monthly, quarterly, and yearly schedule and follow this schedule religiously. With so many other duties to perform, a checklist will be the only way to know if each task has been completed when it comes time for an audit or exam. Otherwise, each year when an exam or audit occurs, you will most likely have that pit in the bottom of your stomach that says, “did I do everything I could to prepare?”

As this year draws to an end and another year approaches, take a couple of hours to prepare your “To Do” list. Create an Excel spreadsheet with places to check-off items as they are completed. Use this as documentation of current processes when you have your next exam. I have posted an example below. This is by no means an all-encompassing list, but instead is a starting point of items you might want to put on your spreadsheet.

**Excel training** If you want to put checkboxes in an Excel document, there are a few steps you must follow. These instructions explain how to do it in Office/Excel 2010. Previous versions may differ slightly so feel free to Google “Form Controls” or “ActiveX Controls” for instructions in your version. Click File, then Options. Select Customize Ribbon, select Developer in the left pane and click Add to move to right pane. The Customize the Ribbon (right hand pane) drop down should be set to Main Tabs. Click OK when complete. Now back on the document, select the Developer tab that has been added to your menu ribbon. On this tab, select “Insert” and you have several options to add here including checkboxes.

Download the sample checklist.

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