The complete certification process in Zertic

How does the Zertic’s certification process work?

Acquisition & sales

Self-registration for new customer
Complete audit calculations
Generate Quote in seconds
Single, Combination, or Integrated audits
Full multi-site contract management
Easy and timely contract renewals
Comprehensive CRM and Marketing capabilities
Review and approval steps

Manage all scope and relevant data per site
Combine sites into locations
Cluster and risk-level registration per site
Create multi-year program
Scope coverage indicators
Create audit team
Schedule the audits

Best auditor presented in Centralized Planning
Schedule the team based on the location, competencies, and availability in a single-screen
Multi-day and team planning by drag and drop the audit task
Self-planning for lead auditors: an overview of all assigned tasks
Time windows in planning, based on the issue date of the certificate and audit phase
Automatically planning of Combination and Integrated Audits
Full integration with personal calendars, immediate insight into contractors’ planning.

Run templated and harmonized reports online or offline
Manage audit evidence automatically in the audit file
Audit file, Formal and Technical review supported
Default answer options and auditors’ guidelines
Transfer data from previous audits
Offline auditing App for onsite auditing
Digital, interactive, scope-based, and audit phase-based checklist
Create and manage non-conformities via client portals

Automatic creating a Non-Conformity
Managing all due dates (mitigation, review, and closing)
Sending Non-Conformity Reminder Emails
Automatic notifications for deadlines
Client portals for optimized communication
Easily monitor non-conformities and its closure
Overview of NCs in the next audit, including all documentation

Decision process triggered by finalizing execution
Certification decision process and supporting form
Issuance of digital certificates by authorized users
Manage primary and site certificate status (Multi-site)
Certification Review steps
All data needed for a decision in one screen

Fully automated, correct, and timely invoices
Supporting all invoicing scenarios
Create, send, and follow up on invoices based on prefixed prices or time material based on actual hours.
Full API integration with third-party bookkeeping software
Options for third-party payments
Global tax-regime functionality
Multi-currency invoicing

Learn more about Zertic Solutions

Get Started!

The complete certification process in Zertic

How does the Zertic’s certification process work?

Acquisition & sales

Self-registration for new customer

Complete audit calculations

Generate Quote in seconds

Single, Combination, or Integrated audits

Full multi-site contract management

Easy and timely contract renewals

Comprehensive CRM and Marketing capabilities

Review and approval steps

Multi-Site program management

Manage all scope and relevant data per site

Combine sites into locations

Cluster and risk-level registration per site

Create multi-year program

Scope coverage indicators

Create audit team

Schedule the audits

Centralized audit planning

Best auditor presented in Centralized Planning

Schedule the team based on the location, competencies, and availability in a single-screen

Multi-day and team planning by drag and drop the audit task

Self-planning for lead auditors: an overview of all assigned tasks

Time windows in planning, based on the issue date of the certificate and audit phase

Automatically planning of Combination and Integrated Audits

Full integration with personal calendars, immediate insight into contractors’ planning.

Audit execution

Run templated and harmonized reports online or offline

Manage audit evidence automatically in the audit file

Audit file, Formal and Technical review supported

Default answer options and auditors’ guidelines

Transfer data from previous audits

Offline auditing App for onsite auditing

Digital, interactive, scope-based, and audit phase-based checklist

Create and manage non-conformities via client portals

Non-conformity management

Automatic creating a Non-Conformity

Managing all due dates (mitigation, review, and closing)

Sending Non-Conformity Reminder Emails

Automatic notifications for deadlines

Client portals for optimized communication

Easily monitor non-conformities and its closure

Overview of NCs in the next audit, including all documentation

Certification Decision

Decision process triggered by finalizing execution

Certification decision process and supporting form

Issuance of digital certificates by authorized users

Manage primary and site certificate status (Multi-site)

Certification Review steps

All data needed for a decision in one screen

Automated Invoicing

Fully automated, correct, and timely invoices

Supporting all invoicing scenarios

Create, send, and follow up on invoices based on prefixed prices or time material based on actual hours.

Full API integration with third-party bookkeeping software

Options for third-party payments

Global tax-regime functionality

Multi-currency invoicing

Learn more about Zertic Solutions