The auditor opens a worklist of the audits due to them — released, planned and waiting — with answered-vs-total progress on every section. Open one and answer each question in turn: a conformance verdict, a score, the clause number, and any observation. Every non-conformance becomes a finding the moment you save it.
Once an audit is planned, approved and released, it lands on the assigned auditor's worklist and the entry flow is the same every time. New to structured internal audits? Start with our guide, what is audit management software?
An auditor shouldn't have to hunt for what to do. The worklist shows exactly the audits released to them — planned, approved and now live — within the plan-date window, each matched to the auditor by their section assignment. Every line shows the audit number, type and plant, plus answered-vs-total progress, so a half-finished audit is obvious and nothing sits released but untouched.
Open an audit and it becomes a checklist you work through question by question. Each answer carries a conformance verdict — fully complied, opportunity for improvement, not-applicable or non-conformance — a score, the clause number the question tests, and a free-text observation or improvement note. Because the verdict list is fixed, every auditor records conformance the same way, and the numbers add up across audits.
A system audit tests processes; a product or process audit tests parts. So on those audits each checklist line can carry parameter checks against the specification, up to five sample readings, and defect counts graded A, B and C — with the department, cavity or mould numbers, sample reference and control-plan number captured in the audit header. The same mobile screen that records a clause verdict records a dimensional check, so the shop-floor auditor never leaves the app.
Conformance isn't a label the auditor fills in and forgets — it drives the workflow. The compliance value on each question decides the outcome: fully complied, opportunity for improvement and not-applicable pass; anything else is treated as a non-conformance and raised as a finding, carrying its clause number, discrepancy and NC category. From there it flows straight into findings and CAPA closure — no separate NC form to re-type.
The auditor answers each question on the phone or tablet, on the floor — no paper check-sheet to transcribe later, no double entry back at a desk.
A fixed verdict list — fully complied, opportunity for improvement, NA or non-conformance — so conformance is recorded consistently across every auditor.
A score and the clause number the question tests, captured on every answer, so an audit produces a clause-referenced result, not just a pass or fail.
A free-text observation or improvement note per question, so context travels with the verdict into the finding and the report.
On product and process audits, parameter checks against the spec, samples 1–5 and defects A/B/C, alongside the verdict and score.
Live progress per section shows how much of the audit is done — so a half-finished audit is obvious and no question quietly gets skipped.
Most internal audits die at data entry — the check-sheet is filled, but never becomes a tracked, clause-referenced result. Here is what changes.
An assigned auditor opens a mobile worklist of their due, released audits, each showing answered-vs-total progress per section. Opening an audit presents the checklist question by question. For each question the auditor records a conformance verdict, a score, the clause number and any observation or improvement note; product and process audits also capture parameter checks, sample readings and defect counts. Anything not complied is turned into a finding automatically.
The worklist is the auditor's home screen — the list of audits that have been planned, approved and released to them, within the plan-date window, matched to the auditor through the section-level assignment. Each entry shows the audit number, type, plant and answered-vs-total progress, so an auditor always knows what is due and how far each audit has been completed. Audits reach it from the audit plan and calendar.
Conformance is read from the compliance value the auditor selects on each question. Fully complied, opportunity for improvement and not-applicable are treated as acceptable; anything else is treated as a non-conformance. That single decision drives the score, the verdict shown on the report and whether a finding is raised, so conformance is recorded consistently across every auditor and audit.
Yes. On a product or process audit each checklist line can carry parameter checks against the specification, up to five sample readings and defect counts graded A, B and C, alongside the conformance verdict, score, clause and remark. That lets a shop-floor product audit be recorded on the same mobile screen as a system audit, with the dimensional detail an inspection audit needs.
When a question is answered as not complied, it becomes a finding that carries its clause number, the discrepancy or observation, the NC category and the auditee and auditor attribution. From there it flows into findings and CAPA closure, where corrective action is tracked through multi-role sign-off until the audit is closed.
Live demo of checklist entry on your own audit — your checklist, your audit types, your questions. Cloud or on-premise, no generic slideshow.
