Audit execution software for certification and inspection bodies

Run the whole audit in one digital form — capture findings and non-conformities as you work, online or offline, and hand a complete, review-ready file to certification without manual rework.

Audit execution process with digital checklist and audit

Why does audit execution slow certification bodies down?

Most certification bodies don’t lose time during the audit visit — they lose it in the weeks that follow. Chasing corrective actions and cleaning up disconnected files before review becomes one of the most expensive parts of the process, stalling the path from “audit done” to “file ready”.

What does well-run audit execution deliver?

Fieldwork and documentation stay aligned from the first minute: auditors capture evidence where it belongs, non-conformities move through a managed workflow instead of email, and files arrive at review complete and traceable. Reviewers validate rather than rebuild, and every file is defensible in front of your accreditation body.

How does Zertic audit execution work?

Zertic carries an audit from fieldwork to review in one continuous workflow, so nothing is re-keyed and nothing is lost between the field and the office.

Illustration of a person interacting with a digital

AUDIT PLAN

Create the audit plan and communicate with the client

Zertic builds a draft audit plan automatically, pulling data from the previous steps, with clear oversight of past audits, non-conformities, and follow-up actions. The plan is ready to send through workflow automation, with little manual input.

EXECUTE

Keep fieldwork and documentation aligned from the start

Auditors work through the right checklist for the scope, capture evidence directly where it belongs, and keep working without connectivity. Everything logged on-site is already in the system on return — no transfer, no reconstruction, no missing context.

Man with checklist beside digital task board, icons for
Man examining checklist with magnifying glass

RESOLVE

Maintain momentum on corrective actions

When non-conformities are raised, follow-up becomes a managed workflow. Clients respond through the portal, evidence is uploaded directly to the finding, and your team sees what’s open, submitted, or overdue — without a single email thread.input.

REVIEW & CLOSE

Move into review with confidence

Before the file moves into the Certificate module, Zertic routes it through technical and formal review. Reviewers work from a complete, traceable file where every piece of evidence is already organised and ready for a final decision.

Illustration of person interacting with digital task board.

What is a
digital audit form?

A digital audit form holds the audit plan, checklist, and review in one place — with findings, non-conformities, and reports built in. It’s the backbone of Zertic’s execution, not a bolt-on tool.

  • One form for the whole audit — plan, checklist, and review in a single view, scored as you go.
  • Non-conformities raised in place — flag a clause and it enters the NC workflow automatically, no re-entry.
  • Documents in one click — audit plan, end-of-audit letter, and report generated straight from the form.
  • Optimization – Optional predefined answer options eliminate typing and reduce errors.
  • History on hand – Auditors can select previous executed audits. Per field a sync button will populate the evidence if nothing has changed.
  • Role based access – multiple users can work in the same assessment at once, with role-based permissions.

Forms are configured per standard and version-controlled, clients can answer portal-flagged questions or upload evidence directly, and everything stays in one traceable file — built for audits across multiple standards, sites, and integrated scopes.

Person interacting with digital dashboard and connected

What changes when you automate audit execution?

WITH OUT ZERTIC

  • Findings logged in Word or Excel, disconnected from the audit file
  • Reviewers fixing files instead of validating them
  • Reports assembled manually from separate sources
  • CAP follow-up handled by email, with no central status
  • Evidence stored in folders, not linked to non-conformities

WITH ZERTIC

  • Findings captured on-site and linked to the audit file from the start
  • Files arrive review-ready: complete, traceable, and ready for decision
  • Reports generated from captured data, without manual assembly
  • Automated NC follow-up with in-system tracking of client responses
  • Evidence attached directly to each finding and visible in the workflow

Why choose Zertic
for audit execution?

Zertic Audit Execution is built for the operational reality of certification work — offline field conditions, multi-auditor teams, structured NC workflows, and accreditation-level traceability. It gives your team consistent execution and clear oversight of where every file stands, without adding administrative overhead.

Close the gap between ‘audit done’ and ‘file ready’

If your team wants cleaner execution, faster NC resolution, and files that enter review without rework, Zertic gives you the structure to make it happen.

Illustration of person interacting with digital folder icon.

Audit Execution: Common Questions

Yes. Auditors access their checklist, log findings, and capture evidence on-site without connectivity. Data syncs back to Zertic automatically once they’re online.

Super-users build each form once per standard from an Excel or LibreOffice uploadsheet, or in XML, and link it to a versioned form set — with weights, conditional questions, answer options, and validations. No custom development is needed.

Yes. You can manage and add your own standards without relying on Zertic, using the standard configuration template to maintain existing standards and add new ones.

Yes — we call this the local standard approach. You manage the audit, planning, competences, and NCs in Zertic while executing the audit in Word. The audit file is attached to the audit task, and NCs stay in Zertic, out of personal inboxes.

No. The certification decision is made in the Certificate module. Audit Execution prepares a complete, reviewed file and hands it over — that’s where its responsibility ends.

Both technical and formal review workflows, with structured routing, correction requests, and a documented approval trail for accreditation purposes.

Yes. Depending on the audit phase, the auditor can select a previous audit as a basis for transferring data. To comply with the accreditation rules, the auditor needs to press sync per field so data is synced after the auditor’s consent.