Audit and inspection program software

Turn standards, scopes, and sites into a structured, ready-to-plan audit program. For certification and inspection bodies that don’t quote in Zertic, it’s the fastest way to set up the full audit or inspection cycle.

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Where do audit programs break down?

When standards, locations, scope details, and hourly budgets sit in different places, the cost shows up later — in planning delays, unclear ownership, and avoidable corrections.

And multi-site audits rarely fail at the contract level. They fail at the site level, where a missed mandatory visit or a gap in scope coverage surfaces far too late.

What does a structured audit program deliver?

Capture data once and reuse it across the cycle. Audit programs are generated with built-in logic instead of spreadsheets, and approved programs move straight into planning with the right data. Get the program right at the start, and planning, execution, and certification all begin with correct data.

How does Zertic build
the audit program?

Zertic moves work from the first client contact to a complete, plannable audit program in one structured workflow — the same control as quoting, without a quote being made.

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REGISTER

Start with complete, structured data

Clients register through a form on your website, your CRM, or manually by your team. However the request arrives, it enters one structured workflow, so your team can act immediately.

VALIDATE

Ensure clean records without the manual cleanup

Zertic checks incoming data against existing records, so your team can spot duplicates, confirm the right client structure, and decide whether to link an existing customer or create a new audit program.

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CREATE

Create accurate audit programs with full-cycle control

Clients provide standards, scopes, FTE counts, and locations through the portal. Your team validates the input, and Zertic generates the full audit program — on-site and off-site hours across the whole cycle, including integrated, surveillance, renewal, and follow-up scenarios.

HANDOVER

Push approved work straight into planning

Once approved, the relevant tasks, scopes, and audit data flow directly into planning. The plan is pre-filled, so your team starts immediately — no rework, no manual transfer.

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What changes when audit programs are structured from the start?

WITH OUT ZERTIC

  • Client data entered multiple times, leading to errors and rework
  • Communications and documents scattered across email and shared drives
  • Completed programs require manual handover into planning
  • Mandatory visits and scope coverage easy to miss on multi-site contracts
  • Audit programs managed in disconnected tools or spreadsheets

WITH ZERTIC

  • Data captured once and reused across the process
  • Client communication, documents, and tasks stay linked and traceable
  • Approved audit programs move directly into planning with the right data
  • Multi-site coverage and mandatory inclusion tracked automatically
  • Audit programs generated automatically with built-in logic and templates

Why choose Zertic for audit program management?

Zertic is built for the realities of certification work — multi-standard scopes, multi-site structures, integrated audits, and the handover into planning. It’s designed for certification bodies, not adapted from a generic CRM.

If you also quote in Zertic, the audit program is generated straight from accepted quote data. If you don’t, this module gives you the same structured setup on its own.

Bring structure to your audit program

If your team wants cleaner registrations, more consistent audit programs, and a handover that actually works, Zertic gives you the structure to make it happen.

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Audit Program: Common Questions

Yes. This module gives certification bodies that don’t use Zertic quoting the same structured setup — register, validate, and build the full audit program without a quote being made.

 

Multi-site management is included as standard. You manage scope, risk level, cluster, and mandatory-visit requirements per site in one view — and mandatory inclusion and scope coverage are tracked automatically, so nothing is missed across the cycle.

 

 

Site-specific information such as scope, risk level, cluster, and mandatory inclusion in the audit.

When quoting in Zertic, the quote determines the scopes, clusters, and number of sites per cluster, and Zertic uses that to generate the program the project manager then details across the cycle.

All project and audit information is pushed directly into planning — no re-entry, no manual transfer, and no risk of data being lost or misread in the handover.