Project/Validation Preparation

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Project/Validation Preparation

Project planning is essential for the successful execution of any validation exercise. This is particularly true when embarking on spreadsheet validation.

It is likely that a large number of spreadsheets will be involved and therefore efficiency and repeatability are critical factors in the validation process; the key to the efficiency and minimizing the validation costs is to keep the process simple.

This is achieved by introducing streamlined processes throughout the validation lifecycle, and the use of a generic yet adaptable set of documentation.

It is essential that the validation process is documented and commonly this may require a formal Validation Plan to satisfy local procedures.

Alternatively it may be possible to document your process in other project documents such as Standard Operating Procedures (SOP) or the Spreadsheet Specification.

However, one of the biggest strengths of a Validation Plan (and subsequent Validation Report) is that it presents an excellent “condensed” document set to present for an inspection.

It demonstrates you have a well thought through and controlled validation process, and the Report summarizes the outcome and validated status of your spreadsheets.

For any project with more than a few spreadsheets a Validation Plan is highly recommended. A formal validation plan should where possible cover all spreadsheets in the company/department.

This can be achieved by cross-referencing the spreadsheet inventory as a separate ‘living’ document. The production of separate validation plan for each spreadsheet should be avoided – this is simply duplicated work and additional documentation.


 “Trust but Verify “ Ronald Reagan

 

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Data Integrity App


 

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