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Excel Document 508 Checklist

Print this webpage to use as a checklist or keep at your desk for a handy reference.

If you are responsible for creating or signing off/clearing files, you can use this checklist as part of your process. You may find it helpful to review the checklist before you create your file, and also to print out the checklist and check off each item after you have created your file, or when you receive the file.

Last Updated: March 2013

Additional Resources:

 

ID

1.0.Master Requirements for all Documents

Yes (Pass)

No (Fail)

N/A

1.1

Does the document file name not contain spaces and/or special characters?

 

 

 

1.2

Is the document file name concise, generally limited to 20-30 characters, and does it make the contents of the file clear?

 

 

 

1.3

Have the Document Properties for Title, Author, Subject (AKA Description), Keywords, Language, and Copyright Status been applied per HHS guidance?

   

1.4

Does the document utilize recommended fonts (i.e., Times New Roman, Verdana, Arial, Tahoma, Helvetica, or Calibri)?

 

 

 

1.5

Have track changes been accepted or rejected and turned off?

 

 

 

1.6

Have comments been removed and formatting marks been turned off?

   

1.7

Does the document refrain from using flashing/flickering text and/or animated text?

   

1.8

Is the document free of background images or watermarks?

   

1.9

Do all images, grouped images, and nontext elements that convey information have meaningful alternative-text descriptions?

   

1.10

Do complex images (i.e., charts and graphs) have descriptive text near the image (perhaps as a caption)?

   

1.11

Do all URLs contain descriptive hyperlinks (i.e., avoid generic phrases like “Click here” and, instead, use phrases that let users know about the content of the linked page prior to selecting it)?

 

 

 

1.12

Are all URLs linked to correct Web destinations?

 

 

 

1.13

Are e-mail links accessible?

   

1.14

Has a separate accessible version of the document been provided when there is no other way to make the content accessible?

 

 

 

1.15

If there are tables, are blank cells avoided?

   

1.16

Is all of the text easy to read in comparison to the background of the document (i.e., has a color-contrast ratio of 4.5:1)?

   

1.17

Has the document been reviewed in Print Preview for a final visual check?

 

 

 

 

ID

2.0. General Layout and Formatting Requirements

Yes (Pass)

No (Fail)

N/A

2.1

Is the table free of merged cells? (If not, but the final format will be PDF or HTML, then merged cells are okay).

 

 

 

2.2

Do the active worksheets have clear and concise names that allow users (and assistive technology) to identify the table’s source and content?

 

 

 

2.3

Is each table prefixed (titled) with the table name and table number?

 

 

 

2.4

Does the table header repeat at the top of the table as it goes from one page to another?

 

 

 

2.5

If color is used to emphasize important text, is there is an alternate, compliant method used as well?

 

 

 

2.6

Have all extraneous comments have been removed?

 

 

 

2.7

Is the document free of text boxes? (If not, but the final format will be PDF or HTML, then text boxes are okay).

 

 

 

 

ID

3.0. Charts/Image Requirements

Yes (Pass)

No (Fail)

N/A

3.1

Are associated images on the same page, such as boxes in an organizational chart, grouped as one object?

 

 

 

3.2

Have all multilayered objects been flattened into one image?

   

3.3

Do all nontext elements that convey information, including images, have descriptive captions (alternative text does not currently work in Excel)?

   

3.4

Do all charts have titles, legends, and axis labels?