Because data changes the minute you pull it, SecureSheet has tools available for you to manage data before and after go-live – from complete data refreshes and updating specific column values to adding new employees. Using the various import/export capabilities in SecureSheet, SecureSheet administrators can accommodate and manage your changing data scenarios. Here are some considerations around preserving audit history :


Before go-live:

  • Import/Export refreshes to your data as many times as desired or needed.
  • The unique ID value in Column A on the main tab in your SecureSheet is how cell history is tracked.
  • The main consideration for preserving cell history after go-live is to accommodate tracking the status of an employee in the structure of your SecureSheet at go-live.
    • For example, an Employee Status column can track "Termed" status. If an employee terminates during the open planning period, changing the employee status to "Termed" preserves the history of the data from the time of go-live.
      • If needed, employees with "Termed" status can be filtered out of end user views such that they do not hit the budget during the process.
  • If you have minor data adjustments to make, you may update the data values in any value-based column in the .All Data (Edit) or the Administration views in SecureSheet. When you click Save Changes, your updates will be effective immediately.


After go-live:

  • SecureSheet tracks all cell level data changes (before and after go-live). Think of SecureSheet as a big grid with a lock on each and every cell in the SecureSheet structure. This means that SecureSheet knows the cell based on its value and the correlated unique ID in Column A.
  • In the scenario where you have to add additional rows after go-live, adding rows online. The SecureSheet Support Team will setup an Add New Row(s) view for you to do this. This allows you to keep the sheet active for end users without having to lock it.

NOTE: If you choose to import additional rows, you must put the SecureSheet on Maintenance Lock first before importing.

  • If an employee terms during the planning cycle, change the employee status column and consider not deleting the row so you have auditability of the entire data set from the time planning began.
  • If you have minor data adjustments to make, you may update the data values in any value-based column in the .All Data (Edit) or the Administration views in SecureSheet. When you click Save Changes, your updates will be effective immediately.


Tools for managing data:


Video Resources: