Zertic Optimized Execution

Digitalize and streamline your Audit

  • After the audit is planned, it moves to the execution module, where the audit takes place. The digital audit file contains the audit plan, primary audit, and post-audit (review). Per standard and even sub-standard, you can create a specific workflow.
  • In the audit, you can also define roles for Auditors, Lead Auditors, Expert, Reviewers, and any required role. During the planning, your team is assigned to these roles so that in the execution, they will have the proper access roles. Dedicated functionality will be available for auditors, reviewers, technical reviewers, and any required role you have defined.
  • Many functions are available to support the auditor in the execution, for example, pre-defined answer options per score per criteria, automated report generator, and interactive forms based on scope, audit phase, and results. The auditor has a direct overview of outstanding or to-be-verified NCs. The audit plan is pre-filled based on quote and planning data. Auditors have the option to take over previous audit data.
  • The execution module is also where non-conformities are created; these can be handled via the non-conformities module or by the auditor in the execution flow. Zertic allows the reuse of functionalities across modules to reflect the current way of work.
  • Zertic provides push-button reports.
  • You can create any report and select the report you want to issue to the client. All data from quote, planning, and audit file is populated in the reports.

Key benefits of Zertic Digital Execution

  • Reduction of the auditors’ overhead by 50%
  • Reduced review efforts by using predefined answer option or previous audit data
  • Optimized and standardized reports
  • No more endless searches for NC status
  • Optimized communication between auditor and client
  • Segregation of duties and quality governance by role-based access in the flow and audit file
  • Automatic generation of the audit criteria list based on scope and audit phase
  • Automatic archiving of all audit evidence in the correct audit files

Issues solved

  • The audit checklist is always in line with the scope and phase
  • NC due date is automatically managed
  • Reports always according to the style guide, correct, and complete
  • Mandatory accreditation steps are not to be skipped
  • The audit archive is always available and can be re-used
  • And much more…

Most important functions

  • Auto generation of the audit file based on scope and phase
  • Audit workflow per (sub) standard
  • Standard reporting with customized templates
  • Common criteria in integrated audits only need to be audited once
  • Direct communication with clients via email and client private portal
  • Automatic creation of NC based on score, including the management of all due dates
  • Pre-defined answer options per criteria per score
  • Pre-populated audit plan

Keep exploring our modules

| End to End Complete Process Page |
| Acquisition | Audit Program | Audit Planning | Audit Execution | Non-Conformities | Certification Decision | Invoicing |