Mobile apps and field work
How do I turn an Excel tracker into a secure multi-user app?
Document the data fields, formulas, workflow rules, users, and reports the tracker supports. Move the data into a database-backed application with named accounts, permissions, history, and validation. Preserve only the spreadsheet logic that is still needed.
What to check
- Which spreadsheet fields and formulas are essential?
- What access levels do different users need?
- Which changes should be recorded in history?