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Excel quality register to SharePoint

Excel quality register to SharePoint migration

Move towards a shared register with clearer ownership and visibility. We start with the register your team uses, understand what it needs to do, then agree the configuration, migration and evidence package before implementation.

Book a discovery call

Make the register work for the team

Improve the everyday work around your quality register

When updates are inconsistent or responsibility is hard to see, it can be difficult to understand what needs attention. A register configured around agreed fields, owners, statuses and views can give the team a clearer shared way to work.

Consistent information

Agree the fields and controlled values that fit the register's intended use.

Visible responsibility

Set up owner and status information so people can see how work is progressing.

Useful working views

Agree views that help the team review the information relevant to its work.

The fields, views, access and change-history arrangements depend on the agreed design and your Microsoft 365 configuration. They are confirmed during scoping, not assumed.

A practical transition

From your current register to an agreed way of working

The work begins with fit and intended use. We agree what will move, how the destination will be configured, which checks and evidence are in scope, and what your team needs to review and accept.

  1. 1

    Understand the register

    Discuss intended use, users, information and the decisions it supports.

  2. 2

    Agree the scope

    Confirm fit, mapping, configuration, responsibilities and the evidence package.

  3. 3

    Configure and migrate

    Set up the agreed SharePoint list, transfer the scoped data and reconcile the result.

  4. 4

    Review and hand over

    Complete agreed checks, review discrepancies and hand over the configuration and evidence.

Validation sign-off pack

A reviewable pack for your validation sign-off

The agreed output is a customer-reviewable validation evidence pack, prepared for your authorised Quality or validation reviewer to assess and sign off. For the agreed scope, the pack includes:

  • intended use, requirements and risk rationale;
  • configuration, data-mapping and migration records;
  • traceability and agreed verification protocols with results;
  • discrepancy records, disposition and migration reconciliation; and
  • a validation summary with a section for customer review and sign-off.

The pack supports your validation review; it does not itself constitute your approval. Your organisation retains responsibility for reviewing the evidence, deciding whether it is sufficient, signing off, and maintaining ongoing control.

Scope and responsibilities

Agree what is included before implementation

The standard price applies only when the register is suitable for the agreed package. Additional registers, complex transformations, broader workflow design and other work outside the confirmed scope are assessed separately before you decide whether to proceed.

Your team provides

  • a named process or Quality owner and a prepared source register;
  • IT decisions and permissions needed for the agreed configuration; and
  • review, acceptance and approval by the appropriate people in your organisation.

Separate from the package

  • Microsoft licensing, which remains subject to your organisation's needs;
  • independent PharmOut review, if requested, which is separately quoted and subject to availability; and
  • any work that falls outside the agreed register, migration or evidence scope.

This is a QikSolve implementation service; an INQ subscription is not required. The service supports your validation work and does not itself constitute regulatory approval or a guarantee of compliance or audit outcomes.

Commercial steps

Start with fit, then agree the work

  1. Book a free discovery call of up to 30 minutes about one register.
  2. If needed, commission an optional AUD 950 + GST assessment.
  3. Confirm scope and quote before the standard AUD 9,950 + GST package begins.
  4. Review the implementation and evidence, then accept the handover.

If assessment outputs are reused for the migration, the AUD 950 + GST assessment is credited against the standard package. The remaining balance is AUD 9,000 + GST.

Book a discovery call

Talk through one register and its intended use

A short fit discussion is the first step. If migration is not the right answer, the assessment can point to a retain or remediate path instead.

Book a discovery call