Automate Skills Development (training) Checklist using Forms, Sheets, Excel
Budget: $30 – $250 AUD
At present, we use a Word document as a training checklist for our store team members, covering multiple areas such as company expectations, safety, customer service, and department-specific tasks. We also maintain a corresponding Excel spreadsheet to manually track and colour-code individual training progress.
We are seeking an expert to help us transition this system into a digital, automated solution using Microsoft or Google Forms, Sheets, Excel, and Power Automate (or other suitable tools).
Scope of Work:
1. Review our current training checklist (Word doc and Excel tracker)
2. Recreate the checklist as an online Form:
3. Connect Microsoft Form responses to an Excel workbook
4. Set up Power Automate flows to automatically log responses and generate training records
5. Provide documentation or a short video guide for ongoing internal use
We are seeking an expert to help us transition this system into a digital, automated solution using Microsoft or Google Forms, Sheets, Excel, and Power Automate (or other suitable tools).
Scope of Work:
1. Review our current training checklist (Word doc and Excel tracker)
2. Recreate the checklist as an online Form:
3. Connect Microsoft Form responses to an Excel workbook
4. Set up Power Automate flows to automatically log responses and generate training records
5. Provide documentation or a short video guide for ongoing internal use