Procedure Index · Ownership and review log for Google Sheets™

Know where every procedure lives, and who last looked at it.

Every procedure the business runs on, the area it belongs to, the person who owns it, where it is actually written down and when it is due for another read.

$39 one time

Tax added at checkout.

Procedure Index dashboard in Google Sheets showing 3 procedures overdue review, 20 procedures, 4 owners, 12 reviewed this year, and a chart of procedures by area.
Procedure Index's Set up tab with the areas and owners that become the dropdowns on the Procedures tab.
The problem

It is in the handbook. Or the binder. Or somebody’s desk file.

Twenty procedures across six areas, living in eight different places. A binder in the office, a folder on the shared drive, two sections of the staff handbook, a wiki, a laminated card on the forklift and a folder in each van.

None of that is wrong. What’s missing is the one page that says which, and the date somebody last read the thing to see whether it still describes what you actually do.

What's inside

Last reviewed, plus how often, gives the next date.

Type each procedure once: the area, the owner, where it is written, when it was last reviewed and how many months between reviews. The file works out the next date, counts the days to it and marks anything that has gone past.

It holds no procedure text. This is the index, not the manual, so the writing stays wherever it already is.

  • Procedures. One row each, with the area, the owner, where it is written and how often it gets reviewed.
  • Next review. The last review date plus the months, with the days counted from today.
  • Overdue. A plain Yes on anything past its date, so what to read this month is a short list rather than a worry.
  • Who owns it. One name against each procedure, so there is a person to ask instead of a department.
  • The Dashboard. How many are overdue and which has waited longest, how many procedures across how many areas, how many owners, and how many were reviewed this year.
  • The chart. Procedures by area, current in gold and overdue in red, so the area that has stopped keeping up shows itself.
  • Red and gold. A review date already passed turns red. One inside thirty days turns gold.
  • Set up. Your own areas and owners, behind the dropdowns on Procedures.
  • Sample procedures. Twenty made-up ones across six areas, so the counts make sense before you type your own.
Procedure Index's Procedures tab listing 20 business procedures with the area, owner, where each is written and when it was last reviewed, and the next review worked out beside each.
What it looks like

Three tabs you'll actually use.

Procedure Index dashboard in Google Sheets showing 3 procedures overdue review, 20 procedures, 4 owners, 12 reviewed this year, and a chart of procedures by area.
Procedure Index's Procedures tab listing 20 business procedures with the area, owner, where each is written and when it was last reviewed, and the next review worked out beside each.
Procedure Index's Set up tab with the areas and owners that become the dropdowns on the Procedures tab.
After you buy

What happens after you buy.

1

We email you a link.

It goes to the address you paid with.

2

You make a copy.

It saves to your own Google Drive™ and stays private unless you share it.

3

You start using it.

It comes with sample entries already in it, so you can see how it works before you type in your own.

No surprises

The fine print, all of it.

  • You pay once, and the copy stays yours for good.
  • It opens in Google Sheets™ on a computer, or in the Sheets app on your phone.
  • You need a Google account. A free one works.
  • Changed your mind? Email us within 14 days for a refund. You don’t need a reason. The refund policy
Questions

Before you buy.

Does it hold the procedures themselves?

No. It records where each one is written, which might be a binder, a shared drive, a handbook section or a card taped to the machine. The writing stays there and nothing has to move.

What if two people own one?

One name per row, so there is always somebody to ask. If two people genuinely own different halves, that is two procedures.

How often should a procedure be reviewed?

Yours to set, row by row. A fire evacuation might run six months and a disciplinary process two years. The file counts whatever you put in.

S

Read the three that have gone stale, not all twenty.

No app to learn. No new account. No monthly anything.

$39 one time

Tax added at checkout.

If it isn’t right, email us within 14 days for a refund. The refund policy

You just get squared away.