Program for monitoring the execution of orders. Creation of an effective system for monitoring the execution of instructions

Application Control execution of orders is a great tool that will help you control the execution of orders in the organization. Despite its simplicity, the program is very effective. The Order Execution Control utility was written in Microsoft Excel, so the main working environment of this program is tables. The structure of the order tables is configured by the user as it is convenient for him.

The program is multi-user, with the ability to determine access rights. For example, for an ordinary employee, only the function of creating a report for managers will be available. Access rights are configured by the administrator. For any field of the table, you can connect directories that provide additional information. Task statuses (completed, in progress, not completed) are calculated automatically. The program generates reports on its own, you can create templates. It is possible to export reports in electronic form. For more rapid development users in this program, a learning system has been added. Although using this utility will not be difficult, especially for someone who has worked in Excel.

Country support:
Operating system: Windows
Family: Universal Accounting System
Purpose: Business automation

Program for notification and reminder

The main features of the program:

You will form a single database of customers and suppliers with all the necessary contact information

In order not to forget anything, for each client it will be possible to mark any planned or completed work

You can easily control your every order

For each order, it will be possible to track the stage of execution and the employees involved

You will be able to keep records of any services

You will be able to sell any product. The program can work with any number of departments and warehouses. All branches will work in a single database via the Internet

Various contracts and forms can be filled in automatically by the program

All employees will be under your control

Our program will remind you of all important matters

You can view the list of cases for any date for each of your specialists

Each of your marketing decisions will be taken into account and analyzed by the number of new customers and payments

All payments made will be under your full control

The report will show which of the customers have not fully paid for their purchases or with which of the suppliers you have not yet fully paid

All financial movements will be under your complete control. You can easily track what you spend the most money on for any period

Your managers can be easily compared according to various criteria: the number of applications, profits and productivity

Application statistics will help you easily analyze the activities and profitability of the company

All financial relationships with your service providers will be under full control

Integration with the latest technologies will allow you to shock customers and deservedly gain a reputation as the most modern company

You can order to on a separate big screen summaries from all your outlets were displayed. So that you can control in real time: your income, the execution of tasks by employees or the deadlines for the delivery of orders

Conclusion
on the screen

Communication with payment terminals so that customers can pay for their orders not only in the store, but also in the nearest terminal. Such payments will automatically be displayed in the program.

Payment
terminals

If you fill out contracts and other documents, we can customize them automatic completion so that one of your employees using the program does the same amount of work as several other employees manually

filling
documents

You can implement customer performance appraisals. After the purchase, the client will receive an SMS in which he will be asked to evaluate the work of the manager. The manager will be able to view the analysis of SMS voting in the program

Grade
quality

The necessary data can be uploaded to your website to control the status of an order, display the balance of goods in a warehouse or branch and prices - there are many possibilities!

Integration
with the site

The ultra-modern function of communication with the PBX will allow you to see the details of the caller, shock the client by immediately addressing him by name, without wasting a second searching for information

The scheduling system allows you to set up a backup schedule, receive important reports strictly at a certain time and set any other actions of the program

Special Program saves a copy of all your data in the program on a schedule without the need to stop working in the system, automatically archives and notifies you of readiness

Reserve
copying

Reliable control will be ensured by integration with cameras: the program will indicate sales data, payment received and other important information in the captions of the video stream

Ultra Advanced trade organizations can even order "face recognition". The program will recognize the buyer at the entrance to the store or at the checkout

You can quickly enter the initial data necessary for the program to work. For this, convenient manual entry or data import is used.

The interface of the program is so easy that even a child can quickly figure it out.

We have completed business automation for many organizations:

Language of the basic version of the program: RUSSIAN

You can also order the international version of the program, in which you can enter information in ANY LANGUAGE of the world. Even the interface can be easily translated by yourself, since all the names will be placed in a separate text file.

One of the most important advantages of automation is the saving and control of working time. To fully perform these two functions, you need a notification program that will not allow you to miss something important or forget to complete an urgent order. It can also remind the client that it is time to make a payment or send closing accounting documents.

The due date control program will become your unified work organizer, automatically arranging tasks according to their importance and urgency. For this, some put a regular reminder program on a computer. Professional Program to control the timing in the performance of its task is more perfect. It not only automatically builds the structure of your employment, but also has a system of alerts and reminders.

The company "Universal Accounting System" has developed software that easily copes with all possible functions of planning and controlling workflows. The reminder program can be tested by you in test mode for free. The just-in-time accounting system will let you know about the need to complete a particular task.

Additional motivation and control gives employees a program for tracking deadlines. In addition, such a system means providing correct information to customers about the dates of their orders. The program for reminding cases increases the productivity of the use of working time, disciplining the team. In some industries, such a system is vital, for example, control of construction time is often able to determine the fate of the facility under construction. Because even the slightest delay will cost the developer a lot of money. For some companies important task is the accounting of expiration dates, which is also subject to automation.

Also among the relevant functions are: a program for notifying about events - provides customers with information about promotions, discounts, special offers, changes in the price list, etc.; a program for monitoring the timing of the execution of documents - monitors the workflow; a program for notifying employees - informs about meetings, changes in work schedule, new tasks; a program for accounting for the expiration date - controls the compliance of products with the requirements for operation.

You can download the reminder program on our website in a demo version, and to purchase the full version of the system, contact us by phone or e-mail.

The program can be used by:

Video programs for alerts and reminders

After watching the following video, you can quickly get acquainted with the capabilities of the USU program - the Universal Accounting System. If you can't see the video uploaded to YouTube, be sure to email us, we'll find another way to show the demo!

Anatoly Wasserman presents a new version 5.0 of the USU program

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Anatoly Wasserman was born on December 9, 1952. Graduated from the Odessa Technological Institute of the Refrigeration Industry as an engineer. After graduation, he worked as a programmer. Then - the system programmer. For the first time he appeared on the screen in 1989 in the club “What? Where? When? ”, Then - on the“ Brain Ring ”. In the television "Own Game" he won fifteen victories in a row in 2001-2002 and became the best player of the decade in 2004. Five-time champion of Ukraine in the sports version of "Own Game". Four-time champion of Moscow in the sports version of "Own Game", bronze medalist of the same competition, silver 2017. Silver medalist "Znatokiada" - World Games connoisseurs - 2010 on "Own game".

Alexander Druz about the Universal Accounting System

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Alexander Druz - the first master of the intellectual game "ChGK". Six times he was awarded the "Crystal Owl" prize as the best player of the club. Winner of the "Diamond Owl" - a prize for the best player. Champion of the television version of "Brain Ring". In the television program “Own Game” he won the “Line Games”, “Super Bowl”, won the “III Challenge Cup” with the team, set an absolute performance record in one game. Author and presenter intellectual games and educational programs on various TV channels.

Maxim Potashev on the effectiveness of the USU program

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Maxim Potashev - master of the game “What? Where? When?”, four-time winner of the Crystal Owl prize, two-time world champion, three-time champion of Russia, six-time champion of Moscow, three-time winner of the Moscow Open Championship in the game “ChGK”. According to the results of the general audience vote in 2000, he was recognized as the best player in all 25 years of the elite club's existence. 50 thousand viewers of the program voted for the candidacy of Maxim Potashev. He received the "Big Crystal Owl" and the main prize of the anniversary games - the "Diamond Star" of the master of the game. Member of the Board and since 2001 - Vice President International Association clubs. By profession - a mathematician, marketer, business coach. He graduated from the Faculty of Management and Applied Mathematics, taught at the Department of General and Applied Economics at the Moscow Institute of Physics and Technology. In August 2010, he was elected President of the All-Russian public organization Federation of Sports Bridge of Russia. Leads a consulting company that helps various organizations solve problems related to sales, marketing, customer service and optimization of business processes.

Sergey Karyakin about tactics in business

In addition to the opinions of ordinary users about the USU program, the opinions of experts are now presented to your attention. Sergei Karyakin. At the age of 12, he became the youngest grandmaster in the history of mankind. Listed in the Guinness Book of Records. Won the Candidates Tournament. FIDE World Cup Winner. World Rapid Chess Champion, World Blitz Champion. Honored Master of Sports of Ukraine. Honored Master of Sports of Russia, Grandmaster of Russia. He was awarded the Order of Merit, III degree. Member Public Chamber Russian Federation VI composition. Repeated winner of children's and youth championships of the world and Europe. Winner and prize-winner of a number of major tournaments. Champion of the XXXVI World Chess Olympiad as a member of the Ukrainian team, silver medalist of the Olympiad as a member of the Russian team. He showed the best result on his board and got the first individual prize (on the 4th board). Champion of Russia with the best result on the 1st board. World champion in the Russian team. Semi-finalist of the World Cup. Winner of several international tournaments.

Opportunities to control and manage alerts and reminders

An automated notification program controls the timing of tasks;
The time control program uses in its work a system of automatic notifications and reminders;
The program for control of terms quickly processes even large volumes of information;
The notification program ensures the implementation of the control function;
The timing control program can operate in multi-user mode;
The system controls the document flow;
The program clearly regulates the time frame for the implementation of tasks;
An automated program for monitoring deadlines allows you to analyze the work by generating reports;
Automated software works quickly and concisely;
The notification program has a convenient and simple interface;
The timing control program allows you to track all the actions performed in the system by the company's employees;
The system provides for the differentiation of access rights between users;
The program can interact with other electronic data storage formats;
An automated program for timing control is more efficient due to the wide possibilities of working with the information base;
The system has a convenient system of quick search, as well as filtering and sorting data;
Enterprise management with automated system simplifies and improves the workflow.

Download alert and reminder software

Below are the download links. You can download the presentation for free software in PowerPoint format and demo version. Moreover, the demo version has certain limitations: in terms of time of use and functionality.

Order automation alerts and reminders

To purchase this program, just call us on the phone numbers or skype indicated in the contact details, or just write a letter. Our specialists will agree with you a suitable configuration, prepare an agreement and an invoice for payment.

Published in the collection of programs: 06/02/2012

Operating system: Windows All Platform
Size of the program (distribution kit): 10Mb
License type: freeware

A simple tool for monitoring the execution of instructions in your organization, with the ability to manually configure the structure of the table of instructions and connect directories. The program allows you to restrict access rights to the instructions of ordinary performers and prepare the necessary reports for the management of the organization.

Capabilities:
A simple tool for monitoring the execution of instructions;
Possibility to manually adjust the order table structure;
Connection of directories;
Tools for restricting access rights to the program;
Creation of reports necessary for management, etc.

When adding the program to the catalog of our website, the link to Order Execution Control was checked by an antivirus, but since the file is located on the server of the software developer or publisher, it can be changed, we recommend that you scan the files in the mode before downloading the software to your computer. On-Line antivirus - will open in a new window and be checked!

You can leave your opinion about the program Order execution control or comments, as well as report a broken download link.
If you have a question about working with the Order Execution Control program, you can ask it here, as many program authors and publishers track messages on this site!
All advertising messages off topic, as well as links and phone numbers will be deleted!

An automated control system easily allows you to view all tasks not only by deadlines, but also by executors, and thus see the load of each, issue lists of unfulfilled documents with an expiring deadline that have not yet been taken into account by the executor. The program allows you to differentiate access rights, prepare the necessary reports for management...
The configuration is easily and quickly configured by the user.

The program includes the following reports:
- List of tasks expiring on the date
- Certificate of performing discipline
- Tasks completed with violations of deadlines
- Tasks under control

The program "Automated control of execution of tasks" provides users with the following features:
Leaders:
. create (register) new task cards;
. to control summary state current tasks for all performers and statistics of performing discipline;
. control the progress of execution of specific tasks for any of the performers, accounting for the postponement of execution;
. carry out textual exchange of information with performers in the course of the task;
. fix the fact of completion (“close” tasks);
. search for tasks by various criteria;
. view the archive of closed tasks;
. print, export to MS Word and MS Excel a separate task;
. print, export to MS Word and MS Excel lists of tasks according to various criteria;

. formation of reports on the execution of tasks and performance discipline.

Performers:
. receive new tasks from management;
. monitor the summary status of their current tasks;
. carry out textual exchange of information with management and co-executors in the course of completing tasks;
. record the fact of the task completion;
. search for your tasks by various criteria;
. view the archive of completed tasks;
. automatic marking of overdue tasks;
. print, export to Word and Excel individual or lists of tasks according to various criteria.

For informational purposes you can, which has a time limit: 50 days, and has no functional restrictions. At the end of the demo period, you will need to purchase a license. After payment, you will receive a personal license code for the program by email. It must be entered when starting the program in the "Activation" dialog box and your demo version will become full version without time and functional restrictions, the license code is not limited in time.

Buyers Information:

1. By purchasing one of the proposed licenses for the program, you can install the license code on an unlimited number of computers (network workstations).

2. Network license without restrictions, the ability to use the version and license that you bought forever.

3. Ability to download software updates for free for 1 year.

5. You can use the purchased program in your commercial activities.

Benefits of this program

Flexible database structure
You can create new tables and fields in them (stored and calculated), set drop-down lists, assign sub-tables, create views and reports, and much more. The system is configured for any subject area without special knowledge.

Generation of office documents with data from the database using templates
You can create templates Word documents, Excel formats with static text, pictures, and also with bookmarks, which will be filled with actual data from the database when generating a document.

Storing images in the database and links to documents of various formats
Each table entry can be associated with pictures stored in the database itself, as well as links to files stored somewhere on the file server, while all the necessary information will be in the database for easy searching, filtering and classifying documents.

Convenient and highly customizable user interface
You can sort, filter, search for records by any field, change the order and width of fields, line heights, set rules for color highlighting lines, cells, formulas for calculating totals, build a tree based on specified fields. You can make entries both directly in the table (Excel style), and through a separate form, which is flexibly configured.

Filters, sorting, calculated fields, views
Maximum flexible data filtering conditions, many preset values ("starts with", "contains", "today", "yesterday"...). Different sets of filters can be saved in files for reuse. The ability to set formulas for calculated fields (including SQL expressions) and build view tables that display fields from different tables and calculated fields.

Creation and configuration of reports, reminders for various conditions
You can set reminder rules, according to which a form with a reminder will be shown to one or another user.

Network and multiplayer mode
When using the multi-user mode, access rights are flexibly configured for each user according to the following parameters: visibility and availability of menu items, main tabs, tables, fields and records for viewing and editing.

Data import and export
Supports import of tabular data from Excel, Access files. Export is possible in Word, Excel, HTML.

Standard DBMS Microsoft Access or Microsoft SQL Server
No "black boxes". We have a standard data storage format - MS Access or client-server MS SQL Server. Both of these DBMS are highly reliable, are recognized standards and leaders in their class. This gives advantages over closed formats: the ability to administer, refine, optimize, integrate with other systems... In the program, you can add custom buttons that, when selected, will perform the necessary actions (for example, some work directly with the database, launching third-party applications, etc.).

To begin with, let us recall the rules for monitoring the execution of instructions, which we will later begin to automate using the standard features of MS Excel.

Allocate control on the merits of the solution of issues and control over the timing of the execution of tasks.

substantive control

Substantive control is an assessment of how correctly, successfully, and completely the issue is resolved. Such control is carried out by the head (of an institution or department) or a specially authorized person. Responsibility for the correct and timely resolution of issues reflected in the documents lies with the heads of structural units and employees who are entrusted with the execution of the document. The performer is usually:

indicated in the resolution of the head on the document (for example, on the incoming letter, on the employee's statement) or
it is written directly in the text of the instruction (usually in the order / protocol, individual instructions are drawn up in the form of independent paragraphs of the text and formulated so that it is immediately clear what, to whom and when needs to be done; accordingly, each item is put under control separately - the task / instruction) ,
when the performer is not directly indicated, it is determined in accordance with the distribution of responsibilities in the organization.

If several executors are indicated in the resolution/instruction of the head, the person named first in the resolution is responsible for the execution of the document/instruction and, accordingly, organizes its execution.

Instructions may follow from the text of the document, or they may be “independent”, i.e. undocumented and yet subject to control over their execution. If the instruction is created on the basis of a document, it contains a link to the document-base (see filling in the first four columns in the table in Figure 1). Orders are issued by leaders of all levels. However, which documents/orders to put under control, each organization decides for itself. Usually these are all orders of the head of the organization and his deputies. The greater the number of documents in the organization, the more important it is to streamline the work of monitoring the execution of documents, and the more selectively the organization approaches the solution of the question “what will we control” - the golden mean is important here. So, the execution of instructions of the first person is usually put under control, the service of the preschool educational institution or the secretary is engaged in this.

Orders must be clearly and unambiguously formulated:

the order itself;
period of execution;
executor (it is possible to execute the order by several persons, then one is appointed as the responsible executor, and the rest are considered co-executors).

When forming orders, it is desirable to adhere to simple rules: the wording should be concise, concise, non-ambiguous, have a clearly defined and measurable result.

While the order is being executed, the following actions are possible:

the author can change the deadline for the execution of the assignment;
the author can change the responsible executor of the assignment;
performers create reports on the results of execution;
the author has the opportunity to return the order for revision or approve the result of execution.

If the task was divided between co-executors, then their performance reports are received by the responsible executor. It is he who forms the final single report on behalf and sends it to the author.

Control over deadlines

Control over the deadlines for the execution of documents / instructions is carried out by the service documentation support management (DOE), and in a small organization - the secretary.

The technology for monitoring the timing of execution can be divided into the following procedures:

fixation of all documents, instructions, instructions, assignments of the management put under control;
checking the timely delivery of the document to the contractor;
correction of data on controlled documents when the deadlines for execution change, the document is transferred from contractor to contractor, from division to division (we record this in the “Execution Status” field, see Figure 1);
reminder to executors and heads of departments about the presence of unfulfilled documents and instructions;
informing managers (divisions and organizations) about the status and progress of the execution of documents;
entering data on the execution of documents;
analysis of the state of affairs and the level of executive discipline in the organization as a whole, by structural divisions, specialists, types of documents and other aspects.

Deadlines documents can be defined:

As you can see, the deadline for the execution of the order is usually set by its author. At the same time, it is accepted that instructions containing an indication "urgently" are due within 3 days. The indication "promptly" provides for a 1-day period for the execution of the order. If a deadline is not specified in the order, it is subject to execution within a period of up to 1 month from the date of its signing (until the corresponding date of the next month, and if in next month there is no such number, then last day months). If the last day of the term for execution of an instruction falls on a non-working day, it shall be subject to execution on the preceding business day.

For documents containing difficult task, long terms of execution (several months, half a year, a year) can be established. In such a case, it is necessary Divide the task into stages and control the execution of the task in stages.

Time control can include:

current control,
precautionary and
final control.

The main types of control are current and preventive.

Under current control understand the daily preparation of information about documents that expire today. Current control is carried out by daily checking the progress of the document and reminding the performer about the expiration of the deadline and the need to complete the work on the document. Responsible for monitoring execution (in a small company - the secretary) daily, as a rule, at the beginning of the working day, identify and compile a list of documents, the deadline for which expires today.

Current control helps to plan the work for the day. It immediately shows what matters must be completed today (resolving an issue at a meeting, signing a document, sending a fax, etc.). Therefore, control over the timing of the execution of documents is a function that is necessarily provided for in job description head secretary. Every day, identifying documents that are due to expire, the secretary finds out the possibility of timely resolution of the issue, and in case of failure to meet deadlines, reports to the manager about this.

During preventive control summaries are compiled and executors are warned on documents that expire in 2-3 days (we in our organization do this in 4 calendar days). And then the employee still has time to timely resolve the issue.

The position of control is very important. Only the focus of control on helping employees, and not on identifying shortcomings, the desire to help, remind, and not convict, can ensure the greatest efficiency of the control service.

A systematic check of execution, skillfully and correctly carried out by an employee who tactfully reminds that the document is needed on time, that the prosperity of the company depends on the timely resolution of the issue, etc., emphasizes the need this employee and his efforts. In addition, the “term card file” helps in planning the manager’s working day, as it reflects the activities and tasks for a given number.

If upon receipt of the document or in the course of its execution by the contractor it becomes clear that it is impossible to execute it in a timely manner, this is reported to the manager (the author of such an order), who has the right to postpone the execution of the document. If the leader extends the deadline, the secretary, in accordance with his instructions, enters into the registration form new term execution.

The question of postponing the deadlines for the execution of the document must be raised no later than 1 day before the expiration of the key date. Postponement of the due date is not allowed and, as a rule, is impossible in principle in automated systems.

For documents with a long (several months) execution period, intermediate stages of execution can be controlled with the entry of information about the progress of execution (we do this in the "Execution Status" field of the document's registration card).

Often the solution to the problem requires consistent work over the document of several executors or coordination of the document with several divisions. In these cases, the duration of the document at each performer should be controlled. When transferring a document, the fact of transfer must be recorded. Usually registration is carried out by the secretary of the unit transferring the document. We reflect the movement of the document and the date of its transfer in the "State of execution" field.

When there are expired documents their list is printed out on the same day and reported to the head.

If the right to register documents can be granted to a wide range of employees, then changes reflecting the progress of its execution, as a rule, are carried out by only one responsible employee: the assistant secretary or a specialist of the preschool educational institution.

Removing a document from control is carried out only after the complete execution of the document: the implementation of the resolution of the head, the preparation of a response document, the receipt of a response to the outgoing document or other documented confirmation of the fact of execution. The result of the execution of the document must be recorded in the registration card (for example, “an invitation was sent”, “a letter was sent from ... No ...”, etc.). The registration card also contains information about the date of execution of the document and indicates the number of the case according to the nomenclature in which the executed document is filed.

To final control refer analytical work to generalize the performance discipline and the results of the work of employees of the unit or organization as a whole. The final control is carried out by employees (service) responsible for monitoring the execution, or by the secretary of the organization with a given frequency (weekly, monthly, quarterly). The results of subsequent control are reflected in the final quantitative and list summaries of the state of execution of tasks (controlled documents). This allows management to know what this or that employee (department) is doing and how things are going in a particular area of activity (solving a particular issue).

The final control in a mandatory combination with preventive control is a stimulating factor in improving the discipline of employees.

An example of order control using MS Excel

Now let's show what can be automated using the standard features of MS Excel. To get started, open a new MS Excel workbook and create a table in it with the fields/columns/graphs shown in Figure 1. This is the main table that displays information on the time control of the execution of orders in our organization.

Next, in a separate cell, lay down the formula so that when you open this MS Excel sheet above the table, always current date is displayed(indicated by number 1 in Figure 1). Then it will be useful to us in daily work with a table. You can do this in two ways:

Figure 2

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In this table, you can filter rows (i.e. controlled orders) according to various criteria. But for this you need to enable the filter:

Figure 3

On-screen filter enable button in MS Excel 2007 and 2010

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Figure 4

Criteria for filtering table rows by column content in MS Excel 2007 and 2010

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The filtering criteria shown above appeared as a result of clicking on the gray square button for calling the filter in the "Performers" column (marked with the number 1). The cells of this column are filled with text, so the program offered us the following selection options:

2 - firstly, we can filter out one or more performers, leaving only "ticks" on them; we can also select only empty lines, leaving a “tick” only in the last item of the list; if we leave the “tick” in the “Select all” position, then there will be no filtering by this criterion (this is now shown in the Figure);

3 - secondly, you can filter by the text contained in the cells of the column, however, this criterion is more suitable when working with the column " Summary» document, etc. For example, if we don’t remember the title exactly, but we remember the keyword that should be in it, then we need to select the item “contains ...” and type this word without ending it, then as a result of the filter, only lines that have in the "Summary" field there is a word we typed with different endings.

You can remove the filter by selecting the command of the same name - indicated by the number 6. If you filtered rows by setting different selection criteria in several columns, then selecting this command once will remove the filter only in the column where you selected such a command, while the rest of the filters in other columns will remain valid - each of them must be removed individually. In those columns in which the filter is enabled, the filter call button changes its image to the enabled filter button .

If the column by the contents of which we want to filter the rows of the table is filled with dates, then instead of a text filter, the program will offer us another one - special for dates - indicated by the number 4: we can select not only a specific date, but also later or earlier than some date, or a limited period of time, yesterday, today or tomorrow, etc.

Our table has 3 columns with dates.

The numeric filter (indicated by the number 5) is specially sharpened to work with columns whose contents are numbers (in our case, this is the registration number of the document).

Figure 5

Criteria for filtering table rows by column content in MS Excel 2003

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In MS Excel 2003, the filter by column content is called by the same screen button as in later versions of the program, but as a result of pressing it, one general list opens to select a specific cell value or set more difficult condition filtering, which is already customized for text, dates or numbers - it starts in a separate screen window after selecting the item "(Condition...)" in the list.

Figures 4 and 5 clearly show By what criteria can we now filter table rows in MS Excel different versions. We will be able to filter instructions by executors, their authors, terms, controlled document data and any other information entered into the spreadsheet. Moreover, it will be possible to filter simultaneously by several criteria, for example:

for which instructions the deadline for execution expires today for a particular contractor:
to whom the leader we have chosen gave instructions this month:

And now we will teach you how you can configure the program so that when you open a file automatically receive information about which orders must be executed, for example, after 4 days to notify performers in advance. To do this, we provided for the presence in the table of a special column, which we called "Dispatch period". Now let's set it up:

select cell I6 (in the first row of the custom column) and type the “=” sign in it;
click the "mouse" on the adjacent cell J6 (in the same row, but in the "Due date" column) and you will see that it is included in the formula for calculating the contents of cell I6;
then continue to bookmark the formula by typing "-4" from the keyboard;
this completes the filling of the formula (her Current state can always be seen in the formula bar located above the Excel sheet, see below. symbol 1 in Figure 7, we get "=j6-4"). Now press on the keyboard Enter- and the result of the calculation of the embedded formula will appear in the table cell;
after that, the formula can be copied into the subsequent rows of the table, and then in the column “Dispatch period” the date will always be 4 days earlier than in the column “Due date”: point with the mouse to the lower right corner of cell I6 (with the pointer "mouse" should take the form of a black bold cross), press the left button of the "mouse" and, without releasing it, drag it down to the end of the column, then release the button. In column I you will see the dates of all required warnings (number 2 in Figure 7);
then you can make it so that in the column "Terms of mailing" the cells with the current ones are automatically highlighted in color, i.e. today's dates (October 1 these will be one cell, and October 2 - already others, etc.). To do this, you need to use the conditional formatting function. In MS Excel 2007 or 2010, this is done like this:
- select all the cells of the table of the column "Dispatch period", located below the "header";
- click the button Conditional Formatting in a group Styles tab home(See Figure 6), select command Cell selection rules, and in the panel that opens on the left or right, select the command the date. A dialog box of the same name will open, in which there are two lists (Figure 8): in the left one, you need to select the position Today, and on the right - a way to format cells that satisfy this condition, for example, Light red fill and dark red text. Next click Ok.

Figure 8 shows what the finished table looks like with conditional formatting. By opening this table, for example, on 08/13/2012, the specialist can easily determine which notifications are sent out.

You can provide for the presence in the table of the last "technical" column, in each row you need to put the number 1 in it. Then, when filtering by any one or more criteria, you will always quickly count the number of filtered rows. To do this, select the remaining cells on the screen with the mouse in this column - MS Excel will calculate the sum of their values and write it in the bottom reference line under the Excel sheet.

Figure 6

Conditional Formatting

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Terms of execution of documents can be interpreted in different ways. For example, from what moment to start calculating the term (from the date of issue of the order or the day following it)? Should it be calculated in calendar or business days? What about documents that are due on weekends? What if there is no deadline at all? Detailed answers are given to all these questions, a lot is explained with examples (there are 16 in total) in the article “How to determine the deadlines? » on page 12 of magazine No. 8" 2011

It is unrealistic to control the execution of all documents of the organization. Therefore, you will be helped by recommendations on determining the list of documents subject to execution control. You will learn what deadlines are usually set and how this is done, as well as how verbal orders can be controlled. See the article “What will we control? » on page 30 of magazine No. 7" 2011