Sort and Containment Results Log (Free Excel)

How it differs from our other containment pages

The containment sorting instruction says how to sort one problem.
The quarantine and hold log tracks what is held and its release.
The controlled shipping log tracks shipments under extra checks.
This log keeps the sort counts per lot and per location in one file, with totals per location.

Settings: an as-of date (blank means today).
Log: sort ref, 8D or alert ref, part no, lot or batch, location (In-house, Warehouse, In transit, At customer, At supplier), qty in lot, sort due date, sort date, sorted by, qty checked, qty defective, defect type, decision (Release good parts, Scrap defective, Rework defective, Return to supplier, Hold for decision), decision recorded by.
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 totals, rows with defects found and rows per location. No score and no ranking.

In this order; the first match wins. A row only reads Closed when every step before it is filled and the quantities add up:

Status	When
Enter sort ref	The row has an entry but no sort ref. It still counts.
Enter part no	Part no is blank.
Enter lot or batch	Lot or batch is blank.
Enter location	Location is blank.
Enter qty in lot	Qty in lot is blank.
Sort past due	No sort date and no qty checked, and the as-of date is after the sort due date.
Waiting for sort	Not sorted yet.
Enter sort date	Qty checked is filled, sort date is blank.
Enter qty checked	Qty checked is blank.
Enter qty defective	Qty defective is blank (enter 0 when none found).
Enter defect type	Qty defective is above 0, defect type is blank.
Enter sorted by	Sorted by is blank.
Enter decision	Decision is blank.
Enter decision recorded by	Decision recorded by is blank.
Check quantities	Defective more than checked, checked more than in lot, or a qty below 0.
Partly sorted	Checked fewer than in lot.
Closed	Every step above is filled and the whole lot is checked.

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

Made-up parts and lots, extract, as of Thursday 22 October 2026. Qty shows in lot / checked / defective:

Sort ref	Location	Sort due	Sort date	Qty	Defect type	Status	Check
S-01	In-house	Mon 19 Oct 2026	Mon 19 Oct 2026	500 / 500 / 3	Leak at seal	Closed
S-02	In transit	Tue 20 Oct 2026		300 / - / -		Sort past due	Sort past due, not sorted: worth a check
S-03	At customer	Mon 26 Oct 2026		800 / - / -		Waiting for sort
S-04	Warehouse	Wed 21 Oct 2026	Wed 21 Oct 2026	1000 / 1000 / 12		Enter defect type
S-05	In-house	Thu 22 Oct 2026	Thu 22 Oct 2026	400 / 250 / 0		Partly sorted	Qty checked fewer than qty in lot: worth a check; Decision recorded on a partly sorted lot: worth a check
	At supplier	Fri 16 Oct 2026		600 / - / -		Enter sort ref	Sort past due, not sorted: worth a check
S-07	In-house	Fri 16 Oct 2026	Fri 16 Oct 2026	200 / 200 / 205	Burr	Check quantities	Qty defective more than qty checked: worth a check
S-08	In-house	Mon 19 Oct 2026	Tue 20 Oct 2026	150 / 150 / 0		Enter decision recorded by	Sorted after the due date: worth a check
S-09	At customer	Wed 21 Oct 2026	Wed 21 Oct 2026	90 / 90 / 2	Crack	Closed	Defective found, 8D or alert ref blank: worth a check
S-10	In-house	Thu 22 Oct 2026	Thu 22 Oct 2026	700 / 700 / 0		Enter sorted by

Lots past due (marked in red), at every location, including stock in transit and at the customer.
Rows marked Check quantities: a count that does not add up says little about the lot.
Defects found with no 8D or alert ref.

A clean sort result is containment only. It does not show the cause, or that the fix works; see the D3 containment evidence checklist.

Advisory template, in English. Not a customer decision.