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creating Maintenance checklist

  1. #1
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    creating Maintenance checklist

    I have a Maintenance checklist that was created in excel for us to print out and people to check off what they have done. What I want to do is make it electronic so it is filled out on the computer. I need a way for it to tell who is doing the checklist, I want reminders of what needs do be done daily, weekly and monthly. I also want to be able to click on each maintenance item and it is able to either show by picture or text on what and how to do it. Can I do this excel or any other program?

    Thanks in advance!

  2. #2
    Forum Expert Paul's Avatar
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    Re: creating Maintenance checklist

    Hi Eyeman,

    Perhaps take a look at Microsoft Project? It was designed to handle people, tasks and timelines. It's not free, of course, but why re-invent the wheel in Excel? If you want to go the Excel route, I'd suggest building the workbook and then asking specific questions along the way (not one big post asking how to do everything).

    Hope that gets you going in the right direction!

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    Re: creating Maintenance checklist

    thanks Paul for the help. I created it in Excel for it to be printed out but have no idea how to make it a electronic version with the capabilities I mentioned.

  4. #4
    Forum Expert Paul's Avatar
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    Re: creating Maintenance checklist

    If you already have something built, then I'd suggest posting the workbook in a new thread and asking specific questions about how to do things if you aren't sure how to do them yourself. Usually it's a good idea to show your current layout, and an "after" layout of how you'd like it to look/function.

    Most of the volunteers here don't mind helping those who have tried to do things for themselves but fall a bit short, so let us know what you've tried when asking questions. Threads that ask too much or don't show any effort are sometimes passed over, so I wouldn't want that to happen here.

    Also remember the forum rules when posting - especially pertaining to accurate thread titles.


  5. #5
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    Re: creating Maintenance checklist

    ok thanks, my main concern was maybe Excel is not capable of doing what I want it to do and I should work with a different program.

  6. #6
    Forum Expert Paul's Avatar
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    Re: creating Maintenance checklist

    Many things are possible, the only obstacle is determining how much effort (or $$) you want to put into creating something in Excel that might be easier done with software specifically designed for the purpose.

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