See it in action / product tour
Follow a finding beyond the audit.
See how assessment requirements, observations, assigned responses and supporting evidence form a connected quality workflow.
An original synthetic warehouse-process audit in the actual application. The audit is in progress; its finding is open and effectiveness and closure remain pending.
01 / Audit program owner
Organize the requirements for the assessment.
The demonstration checklist contains three original requirements covering receiving and release, controlled work, and training and follow-up. Two have been assessed; one remains unassessed.
Define the checklist and responsibilities around the process under review.
An audit definition and a structured assessment checklist.
02 / Auditor
Keep the observation connected to its requirement.
The guided assessment retains the receiving check, the observation and its saved rationale. A failed requirement connects to one open Minor finding; the current-instruction check passes and the training assessment remains outstanding.
Assess the requirement and capture the relevant observation and evidence.
An assessment and, where appropriate, a finding linked to its source.
03 / Finding owner or operating partner
Give the owner a specific next step.
The synthetic finding has an accountable quality operator and a due date. Use its metadata and remediation state to identify the response and review work still needed. This example has no linked CAPA and no closure evidence.
Provide the response and evidence requested by the reviewer.
A response with the relevant corrective-action and evidence references.
04 / Quality reviewer
Decide whether the response addresses the issue.
The response view retains dated correspondence from the demonstration process owner and its exact source evidence. The response proposes follow-up work and explicitly leaves effectiveness and closure pending. Receiving that correspondence is separate from accepting its evidence.
Accept the evidence or request follow-up according to the defined review process.
A recorded response awaiting the appropriate review, with its source evidence retained.
The finding has a history people can follow.
The requirement, observation, assigned owner and dated response remain connected. The next reviewer can see what was received and which decisions are still outstanding.
Start with your workflow
See this workflow with your team.
Tell us about the records, people and decision involved in your process. We will frame the walkthrough around that work.
Bring your audit checklist