Get real-time visibility across all your compliance efforts
Audits & Assessments
Create custom templates
A wide assortment of predefined templates lets auditors quickly initiate a new audit or assessment. But for ad hoc audits, or in response to findings, users with the right role can create their own template and then publish it.
On each template, the rating questions can be tailored to either yes/no or compliant/noncompliant. Additional settings include:
- Making the question required or optional
- Whether users can remove questions from the checklist
- Choosing whether optional fields are visible
Template questions may also be weighted such that one question counts more than another in the overall compliance calculation.
Link to quality functions
Audits don’t exist in a vacuum. When implemented as part of a larger quality program, corrective actions can be triggered directly from assessments. Moreover, those actions can be configured to be required or automatic under rules you define. That ensures that significant internal findings generate the visibility and analysis they deserve.
Seamless user experience
Manage structured compliance forms and associate those forms with assessment templates.
Engaging audit report
Receive automatic audit reports with our existing MS Word templates, or use a new structure with custom formatting.
Utilize a built-in comparison dashboard along with platform level reporting options to view and analyze assessment data.
Set up audit schedules in advance to ensure audit scope for the period provides complete coverage to satisfy internal and regulatory requirements.
Pre-load your audit plan to include requirements, objectives, lines of inquiry, and other audit content to minimize data entry and ensure standards are met.