A certificate tracker for your employees in Excel. Track expiry dates for your employee’s certificates. Conditional format dates that are 60, 90 and more than 90 days away. This is designed for managers, safety managers and education departments of firms. A copy of this sheet is available upon request by email.
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Great work Dear, Thanx for video.
Hi Barb. I know nothing about xl but need to set up a table like this to keep track of training dates for staff who do 3 monthly refreshers. How do I even begin to to set this up. The majority of staff will have different dates of when they done the training and when their Refresher is due.
Wow thx been struggling with this
Thank you for the video. this is what I've been looking for. I do have a problem when coloring the cells. when I go to the manage rules, there is no rules…. the box is blank and I can't add rules in.
Thank you very much, exactly what I was looking for without any bulky software. Cheers!
When I apply the formula to the whole data everything turns into 1 color ? What should I do ?
How do I get a copy of this excel spreadsheet?
Did you format each cell separately? or is there a way to format them in one go, please ?
Thank you for this video! My director asked me today if this feature is possible in Excel. So, let me get busy, and thank you for posting your extremely helpful video!!
Hi there, It has been very helpful but for some reason I can't get the yellow 90 days to work for me. If you could please help – I have followed the video but it just goes white (using a MAC)
How do I make the cells that are blank (have no information in them yet) remain white
5 years later and you're still helping people Miss Barb. Thank you
Hi Barb,
I had sent you an email yesterday if you can please help.
Thanks
Lmao this is why i left corp.
Just came across this video and is very helpful but the problem I am having all the cells are same colour cant figure out where im wrong
For single cell it works in my sheet🙄
Hi Barb, good content and i do learn from the video. I have a request aka help.. i manage medicine at my place, and it is very troublesome for me to track medicine that is almost expired within 6 months without complete stock check.. i do work alone at my place thus i have time issues in solving everything.. my question is, is there any function to help me in tracking this thus making a list automatically at another sheet or tab of near expired items starting from 6 months?
Thanks for any attention given..
Thanks
This is wonderful, thanks
Good evening, I came across this very instructional video for a project that I want to do, which is tracking expiration dates of student CPR/AED/1st Aid certifications. This looks like it will fit the bill, however, as Augustine Benny asked 1 year ago, is there a way to get email notifications of expiring documents in any of the 'time periods' (30 days, 60 days, etc)?
Thanks so much for your assistance on this topic Barb. You went above and beyond to help out my unique issues on this topic. I have happily subscribed to your channels and I will be sending friends, and colleague's your way.
THANK YOU THAT WAS GREAT EXPLAINED. YOU ARE AN AWSOM TEACHER
How to add new rules
Just what I was after for all the crew's certs. Is there a way to copy and paste the conditional formatting, so I dont have to enter for each date in manually. I have tried format painter and special paste (format). These don't pickup the same today() cells each time.
I made this sheet and it works great, but what is the formula for making the cells with no info in them stay white? as I just made a table with all formulas
How do you make this work with employees with multi different expiration dates?
This is exactly what I am looking for! Thank you so much for posting and I am subscribing!
Is there any way I can get a copy of this to use for tracking my guys certifications? I run a 5 guy tower climbing crew and this would be excellent for tracking their safety and training certifications, as well as give me heads up as to when they need training review or re certification.
Good Day thanks for the video but I am struggling to get the 90 to show yellow, if I type the formula get error message from excel
Is there any way you could then link ONLY the expired certificates to show up in a sort of 'summary' worksheet? i.e. your "Sheet2".
Thanks for the video. It's really helpful. Just wondering how to set up a email notification for the expiring documents.
Awesome video, but what if i have multiple specific dates instead of today. How do i go about it?