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Document Control Register Excel Template | ISO 9001 Review Tracker & Dashboard, Google Sheets

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Original Price: $11.04

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Highlights

  • Digital download
  • Digital file type(s): 1 File

Document control register Excel template that chases its own reviews. Keep every controlled document, revision and review date in one workbook. Enter the issue date and review frequency and the next review date, days to review and a red, amber or green status work themselves out from today's date.

FEATURES
Built for the documented-information requirements (clause 7.5) of ISO 9001, ISO 45001 and ISO 14001, and useful for any small business that needs a proper document register before an audit. Automatic next review date (EDATE), days to review and review status: Overdue (red), Due in 30 days (amber), In date (green); Draft and Withdrawn documents show in grey. Duplicate document numbers are highlighted in red. Works in Excel and Google Sheets.

WHAT'S INCLUDED (9 sheets)
• Start here: 8 numbered steps, what each sheet does, how to clear the sample data, colour key
• Master register: room for 200 documents with 45 realistic sample documents: doc number, title, type, ISO clause reference, owner, approver, revision, issue date, review frequency, status and location
• Dashboard: 6 headline totals, documents by type, approval status counts, reviews due by month and a chart
• Revision history: 300 rows with 30 sample entries; pick the document number from a drop-down and the title fills in
• Distribution: 300 rows with 40 sample entries: holder or role, controlled or uncontrolled copy, issue date, acknowledged yes or no, and a Chase flag when a controlled copy is not acknowledged after 14 days
• Review due list: builds itself from every document with Approved status that is overdue or due in the next 90 days, soonest first (up to 60)
• Obsolete log: 100 rows with 5 sample entries: reason withdrawn, replaced by, retain-until date, and a check against the Master register status
• Lists: drop-downs for document types, statuses and owners

DELIVERY
Instant digital download after purchase. Nothing is posted.

COMPATIBILITY
Excel (.xlsx) and Google Sheets. Desktop recommended for the register and dashboard.

USAGE RIGHTS
Licensed for use inside your own organisation. Not for resale or redistribution. [Confirm against the licence line on the Start here sheet.]

QUESTIONS
Message the shop with the standard you are working to and I will say which columns to fill first. Replies within one working day.

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Listed on Oct 1, 2026
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