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Create Meeting Data Audit and Reconciliation Spreadsheet
Rabia Shaikh edited this page Jun 22, 2023
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60 revisions
Copy the following block of instructions into a new comment on your issue and select the green Comment
button to create the comment. Follow the instructions in the comment you just created.
## Create Meeting Data Audit and Reconciliation Spreadsheet
### Purpose
In this step, you will create an audit spreadsheet for your project/CoP using a template.
### Task Outline
You will open the template in a new tab, use it to create the audit spreadsheet and move it into the Org Level Audit folder for your project/CoP.
### Task Details
- [ ] Close the wiki page you just opened
- [ ] Use the template to create a new document for your audit
- open the [Template for Meeting Audit](https://docs.google.com/spreadsheets/d/1Y30RJ0aseNriuZFr3OIlL9oR2BCMlMZXAQsleU1uWls/template/preview) in a new tab
- select `USE TEMPLATE` button
- rename file by replacing `[Replace PROJECT NAME]` with the project or CoP name you are performing the audit for
- add the newly created document's name and link to resource 1.0
- [ ] Move File to the `Org Level Audits` folder in the project's or CoP's drive
_Start with Option 1 and if the `Org Level Audits` folder is not in `Starred` use Option 2_
- Option 1
- choose `move icon` or `file menu item, Move` in the spreadsheet
- use back arrow (top left)
- choose `Starred`
- open the project's or CoP's `Org Level Audits` folder (indicated by the project or CoP initials)
- choose `Move here`
- choose `Move`
- Option 2
- choose `move icon` or `file menu item, Move` in the spreadsheet
- use back arrow (top left)
- choose `Shared Drives`
- open project drive
- open folder inside project or CoP drive (with same name as project or CoP drive)
- open the `Org Level Audits` folder
- choose `Move here`
- choose `Move`
- [ ] Close Out this Task
_You are done with all the steps in this task. Close it out in the main body of the issue_
- check the box for `Create Meeting Data Audit and Reconciliation Spreadsheet` in the Action items of this issue
- remove `status: needs audit spreadsheet` label
- close the tab you just opened (spreadsheet)
- hide this comment as RESOLVED, you are finished with this step
TO DELETE
## Create Meeting Data Audit and Reconciliation Spreadsheet
### Create meeting data audit spreadsheet
- [ ] Use the template to create a new document for your audit
- open the [Template for Meeting Audit](https://docs.google.com/spreadsheets/d/1QX6abgqoYONsX29gtTj5wf43HjWvlGt-_Q02OmeB_H4/template/preview) in a new tab
- select `USE TEMPLATE` button
- rename file by replacing `[Replace PROJECT NAME]` with the project or CoP name you are performing the audit for
- add the newly created document's name and link to resource 1.0
- [ ] Move File to the `Org Level Audits` folder in the project's or CoP's drive
_Start with Option 1 and if the `Org Level Audits` folder is not in `Starred` use Option 2_
- Option 1
- choose `move icon` or `file menu item, Move` in the spreadsheet
- use back arrow (top left)
- choose `Starred`
- open the project's or CoP's `Org Level Audits` folder (indicated by the project or CoP initials)
- choose `Move here`
- choose `Move`
- Option 2
- choose `move icon` or `file menu item, Move` in the spreadsheet
- use back arrow (top left)
- choose `Shared Drives`
- open project drive
- open folder inside project or CoP drive (with same name as project or CoP drive)
- open the `Org Level Audits` folder
- choose `Move here`
- choose `Move`
### Close Out this Task
- [ ] You are done with all the steps in this task. Close it out in the main body of the issue
- check the box for `Create Meeting Data Audit and Reconciliation Spreadsheet` in the Action items of this issue
- remove `status: needs audit spreadsheet` label
- close the tabs you just opened (wiki, spreadsheet)
- hide this comment as RESOLVED, you are finished with this step