Zertic for Certification Leaders

Audit
planning

Faster audits, smarter planning, and full compliance
Easily manage auditor rotation, competence, and all business rules to streamline scheduling.

Flawless Audits require effective planning.

Effective planning is crucial for flawless audits by certification bodies. Assigning tasks based on auditors’ competencies ensures success and reliability. However, planning a large team of auditors with different standards and multiple sites can be challenging, especially when deciding whether to execute combined, integrated, or campus-level audits.

Key Features!

 

  • Create teams based on competencies for complex audits, including Full or Partly covered by auditors competencies
  • Send the audit planning, team details, and site details to auditors and clients via configured email
  • Automatic tracking of onsite audit hours (how much is planned, how much needs to be planned)
  • Tasks from different audit types (single-site to multi-site and multi-standard) can be dragged and dropped in the scheduler
  • Providing real-time insight into personal calendars that are 24/7 synchronized

Smarter Audit Planning with Built-in Intelligence

Zertic applies business rules like auditor rotation, competence checks, location, availability, and time windows to automate complex planning.

From assigning the right team to confirming with clients, the entire planning and communication process is fully automated, faster, smarter, and always compliant.

We’re working with certification leaders to take the next step: optimizing planning through AI.

See how Zertic helps to Certification Leaders

⚠️ Current State 🚀 Future State 💡 How Zertic Fills the Gap
Competence Management & Resources Matching auditors to qualifications is manual and error-prone; contractor data is often outdated or missing. Efficient, reliable assignment based on real-time competence and availability. Zertic centralizes and automates competence validation for internal and external auditors, ensuring audit quality and compliance.
Scheduling  High travel costs and delayed planning due to manual coordination and routing. Smarter scheduling with reduced travel time and faster planning cycles.

Zertic factors in travel time, location, and availability, automatically optimizing routes and reducing planning effort.
Scope & Audit Program Logic Scopes are unclear, inconsistently applied, or lead to over-planning. Clear, consistent audit scopes and optimized team allocation. Zertic uses standardized scope logic and dynamic planning rules to avoid overstaffing and ensure right-sized teams.
Communication & Oversight Fragmented tools and email chains delay planning and reduce visibility across programs. Transparent, collaborative audit planning with full program tracking. Zertic provides a centralized planning hub with automated triggers, dashboards, and role-based access to streamline operations.


How would this process look
with Zertic?

Zertic streamlines complex audit program planning by integrating the audit program steps and planning supported by smart solutions. It helps you to stay competitive and provide quality service to clients.

We support centralized planning, where the planner schedules the complete audit, team, and dates. And self-planning by the Lead Auditor, where the planner assigns an audit task and the lead auditor schedules the audit (for the complete team).

Planning steps

Activity Central planning Self-planning
1 Select task X X
2 Select auditor X X
3 Automated check on location, availability,
rates, and customer relations.		 X
4 Drag and drop based on hours in a calendar (real-time up to date with personal calendar) X
5 Communication with the auditor (team) X X
6 Impartially confirmation audit (team) X X
7 Contact client for planning, plan the team X
8 Clear team overview with scopes, hours, competencies, and locations X
9 Communication – confirmation planning to the client X X
10 Finalize planning, ready to execute X X

To plan an audit with Zertic, all that is required is:

1.
Select Task

  • The system suggests tasks for scheduling based on their frequency and planning window.
  • The certificate creation date is also considered in task scheduling.
  • The planner receives alerts indicating which task should be prioritized.
  • The system allows the planning of a complete 3-year cycle of tasks

2.
Drag and Drop

  • Schedule certification tasks by dragging the task to the desired auditor and date
  • The system provides suggested auditors to schedule
  • Pop-up confirms details after selection
  • Hours turn green when the entire audit is planned
  • Partially planned audits have different color labels

3.
Confirm team and client

  • Review the auditor, role, date, and time in one overview
  • Confirm the audit to trigger an email to be sent to the client via a pop-up
  • Audit hours will be updated automatically after scheduling the audit
  • Keep track of the remaining time to schedule the audit effortlessly

4.
Overview of Company Branches with Audit Details

  • You will be able to see a complete overview of the audit, sites, standards, combinations, processes, scopes, and cycles.

    Now, it is just a click to calculate all hour types and cost types and provide the overall financial overview for the contract. All site variables such as adding complexity factors or discounting for site combinations are considered.
  • The final offer and contract are being generated and ready to be (digitally) signed by the customer.

Zertic for Certification Leaders

 

In this blog, we summarized the process from a client application to provide a contract, to stay up to date and get the recent blog posts sign up here. Plus we will send you the end whitepaper after we publish all the content.

 

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