Cheri Mays was kind enough to share her job information spreadsheet on the "old" NCRA forum in January 2007. Here is how Cheri described the sheet:
As I was formatting all my worksheets and things for the new year, it
occurred to me that someone else out there might be able to use my job
info spreadsheet. It requires a basic knowledge of Excel, I think, but
is pretty self-explanatory. The first step is to create a copy of the
file with the name of the current year and maintain the blank for
future years.
What I do is right-click on the blank sheet
before each job, choose Move or Copy, click the box next to Create a
copy, and choose OK. I then right click on the new sheet (named
blank(2)), click on Rename, and then name the sheet with the current
date. Tomorrow's will be named 1-2, for example. Slashes aren't allowed
in the sheet names. The sheets can be named using another system
(witness name, case name, etc.) if you prefer. I now have the sheet to
use for that day's job, while always preserving the blank. To complete
each sheet, simply click in the box you want to enter information into.
Using the arrow keys to navigate works for some cells, but others are
text boxes and cannot be reached without clicking into them in order to
type information into them. Those text boxes will hold many lines of
text.
My personal method of keeping it organized is that I
keep the current, outstanding jobs on the left side of the blank. Once
a job is done and gone, I move that day's sheet to the right of the
blank. This serves two purposes. I can always see at a glance which
jobs are still out, and the blank sheet is always close enough to make
a copy of without having to scroll to the right to find it.
At
the end of each year, I'll have hundreds of sheets in my workbook, and
the size of the file has gotten fairly large. It's for this reason that
I start with a new, fresh workbook at the beginning of each year. I can
and do maintain the previous years on my computer for easy access if
needed.