Project Details

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Project Overview

  • Published On: 5th Jul, 2025
  • Project Type: Data-Entry
  • Project Category: Spreadsheet Entry
  • Project Due: 4th July, 2025

Required Skills

  • No skills required

Project Description

Client Instruction for Case File Tracking Spreadsheet Project


Project Overview:
We are seeking a detail-oriented data-entry freelancer to help us build a structured spreadsheet to track case files for our administrative office. This tool will assist our internal team with monitoring case progress, officer assignments, and outcomes.


Objective:
Create a clear and accurate spreadsheet that organizes data from case summaries and intake forms into a consistent, easy-to-navigate format.


Spreadsheet Requirements:
The spreadsheet should include the following columns:

  • Case Number

  • Applicant Name

  • Case Type (appeal, review, complaint, request)

  • Assigned Officer

  • Date Opened

  • Date Closed

  • Final Decision (Approved, Denied, Deferred, Referred)


Data Entry Instructions:

  • Input all data accurately based on the provided case summaries and intake documents

  • Use consistent date formats (YYYY-MM-DD)

  • Standardize terminology across case types and decisions

  • Flag any missing or unclear data for follow-up

  • Maintain a professional and consistent layout throughout the spreadsheet


File Format:

  • Deliver in Excel (.xlsx) or Google Sheets format

  • Use frozen headers and filters for easier navigation

  • Optional: color-code or group by case status, if helpful


Quality Expectations:

  • High accuracy in transcription

  • Clean formatting for usability

  • Attention to sensitive information this data must be handled confidentially


Deliverables:

  • A completed spreadsheet of all case files provided

  • Clearly labeled and structured for internal review

  • A short note highlighting any entries that were incomplete or required clarification


Timeline:
Please complete the project within 24 hours after receiving the source files.


Confidentiality Notice:
This project contains sensitive information. A basic confidentiality agreement may be required upon hire.


Next Steps:
If you have experience working with legal, administrative, or government records, please mention it in your response. Feel free to include examples of past data-entry or case tracking work.

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