Certification — Audit preparation
Documentary evidence, requirement by requirement. Use it as is or adapt it: your team can still edit it.
Template Collect
6 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Audited site | ||||
| Org chart and responsibilities § 5.3 | 1 | — | Required | |
| Policy and objectives § 5.2 and 6.2 | 1 | — | Required | |
| Management review latest minutes | 1 | Check: date | Required | |
| Internal audits this year’s reports | multiple | — | Required | |
| Nonconformities and actions log | PDF, XLSX | 1 | — | Required |
| Training and authorizations | PDF, XLSX | multiple | — | Required |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: reminders until the day before the audit.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.