Controlled Shipping Log (Free Excel)

The sorting instruction says how; this log says what was found

The containment sorting instruction tells the checkers what to look for and how. Once your customer puts you on controlled shipping (CS1 is commonly your own team, CS2 an outside sorting company, or whatever your customer calls it), this log keeps the day-by-day record: one row per lot, the counts, the report and the run of clean lots.

What is in the file

Settings: an as-of date (blank means today); working days to send the report, used only on rows where report due by is blank (1 working day is our own default, not from a standard; set it to what your customer asks); and the clean lots in a row your customer asks for, if they gave a number.
Log: lot ref, date checked, part, lot or batch, level (CS1, CS2, Other), qty checked, qty OK, qty NOK, defect found, checked by, shipped on, report due by, report sent on, 8D ref.
Clean lots in a row: goes up by 1 on each lot with no NOK and counts that add up, and back to 0 on any other row.
A separate check column. The status never hides it, and a row can show several notes, joined with a semicolon.
Counts under the log: rows logged, rows per status, rows with a check note, rows past due (any status), a line that should read 0 (rows not in any status), qty checked and qty NOK, clean lots in a row at the last row, and clean lots still to go to your customer's number. No score and no ranking.

How the status is worked out

In this order; the first match wins:

Status	When
Enter lot ref	The row has an entry but no lot ref. It still counts.
Enter quantity checked	Qty checked is blank.
Check the counts	Qty checked is 0, or qty OK plus qty NOK differs from qty checked.
NOK found	Qty NOK is above 0.
Report past due	Report sent on is blank, and the as-of date is after report due by.
Clean, report open	Report sent on is blank.
Clean, report sent	None of the above.

Check column notes, each followed by "worth a check", on any row whatever its status:

Report past due, not sent
OK plus NOK differs from checked
NOK found, defect blank
NOK found, 8D ref blank
Shipped before the check date
Checked by blank
Level blank
Date earlier than the row above
Report sent before the check date
Check date after the as-of date
Quantity checked is 0
Date checked blank

So a lot with NOK found still shows in the check column when its report is past due.

Entry and exit are your customer's decisions. The clean lots still to go is arithmetic only; the file says nothing about what your customer will decide, and your customer's procedure comes first.

Example (fictional)

Made-up lots of one part, level CS1, extract, as of Thursday 22 October 2026, Settings 1 working day to send the report. Quantities shown as checked / OK / NOK:

Lot ref	Date checked	Qty	Report sent on	Status	Clean in a row	Check
L-01	Mon 12 Oct 2026	1200 / 1194 / 6	Tue 13 Oct 2026	NOK found	0
L-03	Wed 14 Oct 2026	1210 / 1208 / 2	Thu 15 Oct 2026	NOK found	0	NOK found, defect blank: worth a check; NOK found, 8D ref blank: worth a check
L-04	Thu 15 Oct 2026	1195 / 1195 / 0	Fri 16 Oct 2026	Clean, report sent	1
L-05	Fri 16 Oct 2026	1200 / 1190 / 0	Mon 19 Oct 2026	Check the counts	0	OK plus NOK differs from checked: worth a check
L-06	Mon 19 Oct 2026	1205 / 1205 / 0		Report past due	1	Report past due, not sent: worth a check
L-07	Tue 20 Oct 2026	1190 / 1190 / 0	Wed 21 Oct 2026	Clean, report sent	2	Checked by blank: worth a check
	Wed 21 Oct 2026	1200 / 1200 / 0	Thu 22 Oct 2026	Enter lot ref	3
L-09	Thu 22 Oct 2026	1185 / 1185 / 0		Clean, report open	4

Worth a check each day

Reports past due (marked in red), and any row whose check column says past due.
Counts that do not add up, and NOK rows with no defect or no 8D ref.
Lots shipped before their check date.

Containment, not the fix

Clean lots show the checking found nothing; the 8D still needs its root cause and a permanent action. For the D3 write-up, see the D3 containment evidence checklist.

Advisory template, in English. Not a customer decision.