Audit planning software for certification and inspection bodies

Put the right auditor on the right audit, every time.

Match the right auditor to every audit on availability, impartiality, and competence — plan even complex multi-site and integrated audits in one view, then hand confirmed audits to execution without re-entry.

3D character interacting with scheduling interface.
CSI logo with stylized blue swoosh design.
ABS Quality Evaluations logo with eagle graphic.
DEKRA logo with stylized blue triangle design.
The Institute of Internal Auditors logo with globe design.
IOAS logo with abstract circular design in dark blue.
Kiwa logo with stylized beaver silhouette.
Normec logo with stylized grid design on the left.
Tasneef logo with blue text and underline design.
TÜV Nederland logo with blue text and partial circle design.
ZDH ZERT logo with geometric design in dark blue.

Why does audit planning go wrong before the audit starts?

Because a wrong auditor assignment, a missed impartiality check, or a late confirmation can derail an audit before anyone arrives on site. When planners work from spreadsheets and inboxes, those risks stay invisible, until they become accreditation findings and rework you can’t bill for.

What does effective audit scheduling deliver?

You see the best-fit auditor in seconds, complex multi-site audits plan in a single view, and confirmed audits flow into execution with every detail already in place. Nothing is re-keyed, nothing is chased by email, and every planning decision is traceable enough to defend in front of your accreditation body.

How does Zertic audit scheduling work?

Zertic carries an audit from first assignment to execution in one continuous workflow, so nothing is re-keyed and nothing is lost between steps.

audir and execution program

Match
See the best auditor without manual cross-referencing

Zertic surfaces the best auditor by availability, travel distance, rotation, impartiality, and — with competence-based planning — valid qualifications, in one calendar view. Filter by standard and scope per site to assign the right match in seconds.

Plan
Handle complex audits without extra complexity

Plan multi-day, multi-auditor, combined, integrated, and multi-site audits in the same workflow. On-site and off-site time are tracked separately, so every hour is accounted for before the audit is confirmed.

Optimize
Get the best audit to schedule before or after the audit

Zertic provides the best audit to schedule before or after a planned one. Based on the scope, competencies, location, and timewindow, Zertic will list the best audit task to select.

Confirm
Get sign-off in the order that fits your process

Confirm dates with the client first or the audit team first — Zertic supports both. Send confirmations, request impartiality statements, with every step tracked.

Hand over
Move confirmed audits into execution without re-entry

Once confirmed, the full audit plan — team, dates, checklist, and client data — moves directly into the Execution module. No manual transfer, no missing context.

What is competence-based audit planning?

 

Competence-based planning is a premium add-on that turns qualifications into a live planning rule. Only valid, qualified people become plannable — the wrong auditor simply never appears in the list.


Because it’s built for accreditation, not a generic skills matrix, qualification rules are enforced exactly where it matters: when you build the team.

Plan only the qualified

Required competences are tied to each standard and audit type, so planning shows only people with valid qualifications and hides everyone who lacks them.

Expired qualifications never reach the schedule

Valid-from and valid-to dates make every qualification time-bound; once one lapses, that person drops out of planning automatically.

Prove it on demand

Competences are natively tied to standards, versions, and accreditation bodies, creating a clean, traceable record that stands up during audits and reviews.

What changes when you automate audit scheduling?

WITH OUT ZERTIC

  • Manual competency and availability checks across separate files
  • Manual data transfer to move confirmed audits into execution
  • High coordination effort for complex, multi-site, or integrated audits
  • Impartiality and confirmations handled outside the system, with no central audit trail

WITH ZERTIC

  • Competence, availability, and distance visible in one view
  • Confirmed audits move into execution with all data already in plac
  • Multi-site, integrated, and multi-day audits planned in a single process
  • Automated impartiality tracking and confirmations inside the workflow

Why choose Zertic for audit scheduling?

Zertic Schedule is designed around real certification planning: competence-based assignment, impartiality requirements, multi-standard audit structures, client-portal confirmation, and accreditation-level traceability. It gives planners control and gives management full visibility.

Take the coordination out of audit scheduling.

If your team wants a faster, more reliable way to match auditors, confirm dates, and hand over to execution, Zertic Schedule gives you the structure to do it right.

Central 3D Z with people interacting with digital elements.

Audit Scheduling: Common Questions

With competence-based planning enabled, Zertic shows which candidates hold the required competencies for the audit. Auditors with a full match appear at the top of the list, so the right choice is fast and documented.

Yes. Zertic comes with a detailed competence management module. Competencies are managed per auditor by accreditation body, standard, version, and EA/NACE code.

No — and that’s deliberate. We use AI across Zertic to trigger action and surface insight, but not in planning. Competency, scope, rotation, location, and impartiality are pass-or-fail accreditation requirements, so Zertic enforces them as business rules — no probabilities, no hallucinations. The result is an audit plan you can defend, not one you have to double-check.

Yes. Zertic supports both sequences — configure the workflow to confirm dates with the client before the audit team, or the other way around.

Zertic supports impartiality requests as a workflow step. Auditors confirm impartiality via email or directly in the system, and the response is logged before the audit is finalised.

Planners replan a confirmed audit directly from the calendar. A new date is selected, the team is updated if needed, and the workflow continues from the right step — without losing the original audit context.

The confirmed audit — team, dates, and client data — moves automatically into the Execution module. Planners don’t re-enter anything.