8D Gate

Measurement · Excel

MSA study plan and tracker: free Excel

One row per planned measurement system study: which gauge, which characteristic, which study type, who owns it, when it is planned and done, the acceptance rule you set, the result you recorded and when the next study is due. Past-due studies are flagged.

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Own structure and wording. Tested in LibreOffice. Advisory only.

A plan and a record, not a calculator

  • The file does no study maths and holds no acceptance limits. You write your own rule (your customer's or your plant's) and the result you recorded.
  • Run the study itself in your own study sheet or in our Gage R&R calculator, then put the file name in Report ref.
  • The gauge calibration log tracks calibration due dates per gauge. This file tracks the separate studies of the measurement system.

What is in the file

  • Settings: an as-of date (blank means today).
  • Log: study ref, gauge ID, characteristic measured, study type (Repeatability and reproducibility, Attribute agreement, Bias, Linearity, Stability, Other), owner, planned date, study date, your acceptance rule, result recorded, outcome (Meets your rule, Does not meet your rule), action or 8D ref, report ref, next study due, notes.
  • 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), rows per study type and rows per outcome. No score and no ranking.

How the status is worked out

In this order; the first match wins. A row only reads Done when every step before it is filled:

StatusWhen
Enter study refThe row has an entry but no study ref. It still counts.
Enter gauge IDGauge ID is blank.
Enter characteristicCharacteristic measured is blank.
Enter study typeStudy type is blank.
Enter ownerOwner is blank.
Enter planned datePlanned date is blank.
Study past dueNo study date, result, outcome or report, and the as-of date is after the planned date.
PlannedNot done yet.
Enter study dateA result, outcome or report is entered, the study date is blank.
Enter your acceptance ruleYour acceptance rule is blank.
Enter resultResult recorded is blank.
Enter outcomeOutcome is blank.
Enter action or 8D refOutcome is Does not meet your rule, action or 8D ref is blank.
Enter report refReport ref is blank.
Enter next study dueNext study due is blank.
Next study past dueThe as-of date is after the next study due date.
Done, does not meet your ruleEvery step above is filled, outcome Does not meet your rule.
DoneEvery step above is filled, outcome Meets your rule.

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

  • Study past due, not done
  • Done after the planned date
  • Result, outcome or report entered, study date blank
  • Outcome entered, result blank
  • Result entered, acceptance rule blank
  • Study date after the as-of date
  • Next study due not after the study date
  • Next study past due
  • Does not meet your rule, action or 8D ref blank
  • Planned date blank

Example (fictional)

Made-up gauges and dates, extract, as of Thursday 22 October 2026:

Study refGaugeStudy typePlannedDoneOutcomeNext dueStatusCheck
M-01G-101Repeatability and reproducibilityMon 12 Oct 2026Wed 14 Oct 2026Meets your ruleMon 12 Apr 2027DoneDone after the planned date: worth a check
M-02G-102BiasTue 20 Oct 2026Study past dueStudy past due, not done: worth a check
M-03G-103Attribute agreementThu 29 Oct 2026Planned
M-04G-104StabilityThu 15 Oct 2026Enter study dateResult, outcome or report entered, study date blank: worth a check
M-05G-105LinearityTue 13 Oct 2026Tue 13 Oct 2026Does not meet your ruleWed 13 Jan 2027Enter action or 8D refDoes not meet your rule, action or 8D ref blank: worth a check
M-06G-106Repeatability and reproducibilityTue 13 Oct 2026Fri 16 Oct 2026Does not meet your ruleFri 15 Jan 2027Done, does not meet your ruleDone after the planned date: worth a check
G-107StabilityFri 9 Oct 2026Enter study refStudy past due, not done: worth a check
M-08G-108BiasTue 14 Apr 2026Tue 14 Apr 2026Meets your ruleFri 16 Oct 2026Next study past dueNext study past due: worth a check
M-09G-109Repeatability and reproducibilityMon 19 Oct 2026Mon 19 Oct 2026Enter your acceptance ruleResult entered, acceptance rule blank: worth a check
M-10G-110BiasMon 26 Oct 2026Enter owner

Worth a check each month

  • Studies past due and next studies past due (marked in red).
  • Results with no acceptance rule written next to them.
  • Outcomes that do not meet your rule with no action or 8D ref.

The outcome is what you recorded against your own rule. The file does not judge whether a rule or a result is right; see Gage R&R and MSA basics.

Related

Advisory template, in English. Not a customer decision.