Audit Management
Plan, conduct, and close internal and supplier audits with customizable checklists, scored findings, and built-in corrective action tracking that keeps your quality system audit-ready year-round.
Run Audits that actually drive improvement
Move beyond checkbox compliance — build audit templates that assess real risk, score findings consistently, and generate corrective actions that feed directly into your quality workflow.
Customizable Audit Templates
Build audit checklists tailored to any standard, process, or supplier evaluation.
- Drag-and-drop form designer with sections, scored questions, photo evidence, risk assessments, and multiple field types
- Support for both internal and supplier audit types with publish/draft lifecycle and version control
Structured Audit Execution
Capture detailed findings with context, evidence, and classification in a single workflow.
- Record answers, flag findings as Corrective, Preventive, or Opportunity for Improvement with Major/Minor classification
- Attach photos and documents directly to individual questions for auditor evidence
Automated Scheduling & Review
Keep your audit program on cadence without manual tracking.
- Schedule recurring audits with assigned auditors, target dates, and linked templates
- Formal review and approval workflow with reviewer assignment, approval dates, and sign-off tracking
Year-over-Year Audit Matrix
See your entire audit program's history and performance at a glance.
- Visual matrix showing audit scores by template and year with color-coded performance indicators
- Drill into any cell to view individual entries, scores, and auditor details
Audit Creation & Findings Management
Create audit records from any published template, fill in entry details — auditor, auditee, location, scope, objective, criteria, and reference standard — then work through each question section by section. Score responses, flag findings with classification and type, attach photo evidence, and add detailed comments. Once the audit is complete, submit it to lock the record and unlock the review workflow, corrective action tasks, and exportable reports.
Key Features:
- Section-by-section questionnaire — Work through audit questions organized into logical sections, with per-question scoring, comments, flagged findings, and photo attachments for evidence
- Finding classification and tracking — Flag individual questions as Corrective Action, Preventive Action, or Opportunity for Improvement with Major or Minor severity, creating a structured record of every finding
- Risk assessment per question — Templates support risk descriptions and suggested mitigations on each question, giving auditors context on what to look for and how to evaluate responses
- Linked inspection data — Associate quality plan inspection entries with audit records to cross-reference inspection results during the audit process
Reporting, Review & Corrective Actions
After an audit is submitted, the review and corrective action workflow ensures findings are addressed and verified before closure. Assign a reviewer, document approval decisions, and generate formatted audit reports exportable as PDF or Excel. Findings automatically create tasks in the tasks module, connecting each corrective or preventive action to its source audit for full traceability. The Audit Metrics dashboard tracks total audits, average scores, open findings, score trends, and compliance distribution across your entire audit program.
Key Features:
- Exportable audit reports — Generate complete audit reports as PDF or Excel with findings, scores, evidence, and recommendations included for management review or customer submission
- Formal review and approval — Assign reviewers to submitted audits with approval status, date tracking, and review comments to close out the audit formally
- Automatic task creation from findings — Corrective and preventive action findings generate tasks in the tasks module with assigned owners, due dates, and direct links back to the source audit question
- Audit Metrics dashboard — Track total audits, average scores, open findings, high-risk findings, score trends over time, and compliance distribution with Pareto analysis and year-over-year comparison