Excel Automation: Action Feed + Logic
Budget: $200 – $400 AUD
I am seeking an Excel automation specialist to implement action-feed automation and core logic across an existing WHS register system.
⚠️ Critical Instruction:
The architecture, file structure, and column layouts are LOCKED in WHS_Action_Plan_MASTER.xlsx. This project focuses on automation and alignment only, not system redesign. Supporting registers may require limited updates to their Action Plan sheets to align with automation into the MASTER — but only where required and without changing the MASTER structure.
Files in Scope:
- WHS_Action_Plan_MASTER.xlsx (locked architecture)
- Supporting registers:
- Risk Assessment Action Plan
- Incident Register
- Training Register
- Contractor Register
(others only if agreed)
Scope of Work:
1. Supporting Register Alignment
- Review Action Plan sheets in supporting registers.
- Update/align columns only where required so actions can auto-feed into the MASTER.
- No new fields unless strictly necessary for automation.
2. Action Feed Automation
- Ensure actions entered in supporting registers automatically populate the MASTER.
- Avoid duplicate data entry while keeping the MASTER read-only for action creation.
3. Action ID Logic
- Auto-generate Action IDs using a source-based format (e.g., RA-2026-001, INC-2026-004).
4. Status Logic
- Implement status driven by Completion Date and Due Date with values: Open / In Progress / Closed / Overdue.
5. Stability
- Prefer Power Query or structured formulas over macros (macros only if approved).
- Ensure clear, simple logic that an admin user can maintain.
Out of Scope:
- Dashboards or charts.
- KPI reporting.
- Column or architecture redesign in MASTER.
- ISO framework additions.
Deliverables (Milestones):
1. Supporting Register Alignment: Action Plan sheets aligned for automation; MASTER structure unchanged.
2. Action Feed Automation: Verified auto-population into MASTER.
3. Action ID & Status Logic: IDs and status logic tested with sample data.
4. Review & Handover: Bug fixes and short written handover notes.
⚠️ Critical Instruction:
The architecture, file structure, and column layouts are LOCKED in WHS_Action_Plan_MASTER.xlsx. This project focuses on automation and alignment only, not system redesign. Supporting registers may require limited updates to their Action Plan sheets to align with automation into the MASTER — but only where required and without changing the MASTER structure.
Files in Scope:
- WHS_Action_Plan_MASTER.xlsx (locked architecture)
- Supporting registers:
- Risk Assessment Action Plan
- Incident Register
- Training Register
- Contractor Register
(others only if agreed)
Scope of Work:
1. Supporting Register Alignment
- Review Action Plan sheets in supporting registers.
- Update/align columns only where required so actions can auto-feed into the MASTER.
- No new fields unless strictly necessary for automation.
2. Action Feed Automation
- Ensure actions entered in supporting registers automatically populate the MASTER.
- Avoid duplicate data entry while keeping the MASTER read-only for action creation.
3. Action ID Logic
- Auto-generate Action IDs using a source-based format (e.g., RA-2026-001, INC-2026-004).
4. Status Logic
- Implement status driven by Completion Date and Due Date with values: Open / In Progress / Closed / Overdue.
5. Stability
- Prefer Power Query or structured formulas over macros (macros only if approved).
- Ensure clear, simple logic that an admin user can maintain.
Out of Scope:
- Dashboards or charts.
- KPI reporting.
- Column or architecture redesign in MASTER.
- ISO framework additions.
Deliverables (Milestones):
1. Supporting Register Alignment: Action Plan sheets aligned for automation; MASTER structure unchanged.
2. Action Feed Automation: Verified auto-population into MASTER.
3. Action ID & Status Logic: IDs and status logic tested with sample data.
4. Review & Handover: Bug fixes and short written handover notes.