ISO audit checklist, internal audit template and the audit record, built for the business being audited
Capanix is for the person who has an audit coming and a business to run in the meantime: the quality manager with the ISO 9001 surveillance visit booked, the plant manager before the safety audit, the office manager handed the HR audit, the supplier whose biggest customer wants to audit them. The free worksheets on this site size the audit from your own scope, the requirements in play, the evidence each one needs and the people who own it, and show the hours it takes and how they fall across the weeks you have, with no account. Then the paid plan keeps the audit programme as the record, so every finding and every corrective action is filed where the next auditor will ask for it.
Scoped, evidenced, found, closed
Every audit with its scope and date, every finding with the evidence it was raised against, and every corrective action with its owner, due date and closure, in one place the next auditor can be shown.
An audit is one record, and it usually lives in a binder, a shared drive and somebody's memory
- The audit sized once, with the evidence it needs and the hours it takes written down. Most audit panics are about a scope nobody sized: a surveillance visit that turns out to cover every clause, a customer audit that wants three years of records. Laying the scope out with its evidence items and its hours per owner is the decision, and it is the one most teams make the week before.
- Every requirement with the record that proves it, filed before the auditor asks. The procedure exists, the record was kept and the check was done, and on the day none of the three can be found in under ten minutes. Filing each piece of evidence against the requirement it answers is what turns a search into a page number.
- Every finding with a corrective action, an owner, a due date and the day it closed. A finding written in the closing meeting and forgotten by the following month is the finding the next audit reopens as a major. Holding it against the requirement with an owner and a date is what makes it a closed action rather than a repeat.
The free tools
The free tools here work the figures the audited business already has: which audit is coming, how many requirements or clauses are in its scope, how many pieces of evidence each one needs and how long each takes to find, how many people own that evidence and how many weeks are left. From those the preparation checklist gives the evidence items to gather, the gaps to expect, the hours in total and per owner per week, and the internal audit template gives the checklist lines, the records to sample and the auditor days the fieldwork takes. Each runs on your numbers rather than a published average, and each prints so it can go into the audit file unchanged.
- Audit preparation checklist: Choose the audit, put in the weeks you have, the people who own the evidence and the gaps you expect, and see the evidence items to gather, the hours it takes and how they fall per owner per week.
- Internal audit template: Put in the processes in scope, the requirements checked per process, the records sampled and the minutes each takes, and see the checklist lines, the records to sample and the auditor days the fieldwork takes.
Capanix Pro
Upgrading turns the worksheet into the record. The checklist becomes an audit with a scope and a date; each gap becomes a finding filed against the requirement it failed; each finding carries a corrective action with an owner and a due date, and the closure is dated when it happens. Export is always available, so the audit history is yours whether or not you stay. Capanix Pro is $29 per month for your whole team, billed monthly.
