Dashboard

The ISO Certification Dashboard gives a real-time overview of your complete certification lifecycle - from inquiry and quotation to Stage 1, Stage 2, technical review, certification decision, and surveillance planning. It highlights key KPIs like active projects by status, upcoming audit dates, overdue actions, audit plan progress, checklist completion, and pending approvals (technical review/decision). With quick links to audit plans, reports, certificates, and auditor assignments, the dashboard helps certification teams control timelines, competence coverage, and compliance deliverables in one place.

Audit Report Dashboards (Stage 1, Stage 2, Surveillance 1 & 2)

Each audit report includes a dedicated dashboard to summarize audit readiness and performance at a glance. Stage 1 focuses on documented information review, scope clarity, and key readiness risks before Stage 2. Stage 2 highlights clause-wise conformity results, NC/OFI trends, corrective action requirements, and the recommendation flow to technical review and certification decision. Surveillance 1 and 2 dashboards track continued conformity, closure of previous findings, changes since the last audit, risk-based sampling coverage, and overall surveillance outcomes - supporting ISO/IEC 17021-1 compliant reporting and audit-program control from one central view.

Certification Projects - Kanban Pipeline View

Visual stage-wise management of certification projects from Inquiry to Withdrawal. This Kanban view allows users to track project progress across stages such as Inquiry, Quotation, Contract Signed, Stage 1 Audit, Surveillance, and Withdrawal. Each card displays client details, management system type (QMS, ISMS, OHSMS, EMS), audit counts, findings, NCRs, and assigned lead auditor for quick performance monitoring.

Certification Projects - List View

Structured tabular overview of all certification projects with status tracking. This list view provides a detailed breakdown including Reference Number, Project Name, Client, and Current Status. It enables quick filtering, sorting, and bulk actions while offering clear visibility of projects in stages like Quotation, Contract Signed, Stage 1 Audit, Surveillance, and Withdrawn.

Certification Project - Workflow Form View

End-to-end certification lifecycle workflow with actionable stage transitions. This form view displays the complete certification process flow including Inquiry, Assessment, Quotation, Contract Signed, Risk Assessment, Stage 1 Audit, Stage 2 Audit, Technical Review, and Certification Decision. It allows users to create assessments, manage audits, generate quotations, and control project progression through a structured approval workflow.

Quotation Management Dashboard

A structured quotation management interface displaying quotation references, client names, total amounts, and current status (Draft or Accepted). The dashboard enables users to track, review, and manage sales quotations efficiently, with sortable columns and selection options for streamlined financial and client record management.

Clause Configuration & Compliance Management Panel

An administrative clause management module outlining clause numbers, titles, parent clause relationships, and status controls (Mandatory, Auditable, Active). Toggle switches allow administrators to configure compliance requirements dynamically, supporting structured standards management such as ISO-based systems or internal policy frameworks.

EA Code & Sector Classification Management

A sector classification management interface listing EA (Economic Activity) codes alongside their corresponding sector names and activation status. The panel enables administrators to manage and activate applicable industry classifications, ensuring proper sector alignment within certification, compliance, or operational systems.

IAF Scope Codes Configuration

A master list interface displaying International Accreditation Forum (IAF) codes mapped to their respective industrial sectors. It includes an "Active" status toggle for administrative control.

NACE Classification Mapping

A comprehensive directory of NACE (Statistical Classification of Economic Activities in the European Community) codes. This view shows the hierarchical structure of industrial sections.

Certification Project Overview & Milestones

A project management dashboard. It tracks critical lifecycle dates, including Inquiry, Contract, Certification, and upcoming Surveillance audit schedules.

Project Scope and Deliverables

A detailed view of the "Scope" tab within a certification project. It includes a formal scope statement for interior decoration and project management, alongside specific line items for design and execution.

Client Information & Workflow Prerequisites

This interface serves as the primary data validation gate for the certification process. It captures critical Company Information (Legal Name, Trade License) and Operations data (Employee Count, Number of Sites) that serve as mandatory prerequisites for the workflow.

Application Review & Contractual Validation

This interface represents the final verification stage within the Application Review tab before a project proceeds to the audit phase. It consolidates the administrative and financial data required to finalize the agreement between the Client and the Certification Body.

Mandays Matrix Configuration

A backend configuration table used to determine audit duration. It maps ISO standards and employee count ranges to specific "Stage 1" and "Stage 2" base manday requirements.

Quotation Generation and Audit Line Items

An itemized sales quotation (QT-00027) showing the breakdown of audit fees. It lists quantities and unit prices for Stage 1, Stage 2, and Surveillance audits, including VAT calculations.

Risk Assessment Summary & Scoring

A risk management dashboard that calculates an "Overall Risk Level" (e.g., Medium) and "Readiness Level" (e.g., Ready). It tracks the total number of identified risks and links to specific assessment references.

Audit Program and Surveillance Cycle Management

This module centralizes the tracking of the entire certification lifecycle, from initial assessments to recurring surveillance and recertification phases. It validates mandatory prerequisites and records actual execution dates to automate future audit milestones and ensure continuous compliance. Integrated checklists and risk assessment summaries ensure that all technical requirements and complexities are systematically verified across the multi-year cycle.

Auditor Profile and Competence Management

This interface manages the professional credentials and technical qualifications of auditors to ensure they meet accreditation requirements for specific assignments. It tracks a comprehensive record of an auditor's education, specialized training, and total years of professional experience alongside their specific IAF and NACE code approvals. By centralizing these competency records, the system ensures that only qualified personnel are assigned to audits within sectors that match their documented expertise.

Audit Checklist Template (Stage 2)

This interface serves as the primary evaluation tool for the final on-site assessment, containing a structured set of audit questions mapped to specific ISO standard clauses. It allows auditors to systematically record objective evidence, verify compliance across various organizational processes, and document any identified non-conformities or areas for improvement. By providing a standardized template, the system ensures that the Stage 2 audit is conducted with technical rigor and that all necessary regulatory and management system requirements are thoroughly examined.

Audit Checklist Execution

This interface is the primary workspace for auditors to document real-time findings during the on-site assessment. It features dedicated fields for recording objective evidence, such as document references, interview notes, and observed practices, against each specific audit question.

Audit Closing Meeting

This interface documents the formal conclusion of the on-site audit, recording the final attendance and verbal briefing provided to the client's management team. It captures the summary of findings, including confirmed non-conformities and positive observations, to ensure clear communication of the audit outcome.

Audit Meeting Finalization and Completion

This interface serves as the final administrative checkpoint for individual audit stages, allowing the lead auditor to formally "Mark as Done" once all mandatory fields and evidences are populated. By finalizing this status, the system locks the audit record for technical review and triggers the workflow for the next certification milestone.

Stage 1 Audit Report Formulation

This interface is used to document the outcomes of the initial readiness review, specifically assessing the client's management system documentation and preparedness for the Stage 2 on-site audit. It captures the auditor's evaluation of the internal audit program, management review status, and site-specific conditions to determine if the project can proceed. The report serves as a formal recommendation, identifying any areas of concern that must be addressed before the final certification assessment.

Stage 2 Audit Report and Clause-by-Clause Review

This interface facilitates the comprehensive technical review of the management system's effectiveness by evaluating compliance against each specific ISO standard clause. It allows auditors to synthesize their findings into a final report, documenting how the organization meets every requirement of the standard based on the evidence collected during the site visit.

Technical Review

This interface provides a high-level oversight of the certification project as it enters the final technical review phase prior to a certification decision. It consolidates critical project dates, including contract, inquiry, and anticipated certification and expiry dates, alongside the scheduling of future surveillance and recertification cycles.

Certification Decision Finalization

This interface represents the ultimate approval stage where a project is reviewed for a final "Mark Certified" decision. It consolidates critical project milestones, including the inquiry, contract, and effective certification dates, while also establishing the timeline for future surveillance and recertification cycles.

Certification Record

This interface manages the final generated certificate details, documenting the formal certification number and the precise scope of the management system approval. It records the official issuance and expiry dates, providing a definitive reference for the certificate's multi-year validity period.

Surveillance Audit Draft and Builder Wizard

This wizard facilitates the automated generation of periodic surveillance audits by transitioning a project from "Certified" status into the next oversight phase. It utilizes the pre-established surveillance dates and risk assessments to draft a new audit plan, ensuring continuity of the management system's validity.

Reports Menu List

This centralized dashboard provides a comprehensive directory of all system-generated reports, organized by module - such as Audits, and Certification Projects. It allows users to access real-time data visualizations and exportable lists, ranging from auditor performance metrics to certification expiry trackers.

• audit planning & scheduling
• checklist templates by clause/control
• NCR/CAR & corrective actions
• risk assessment and technical review
• certification decision, certificate issuance & renewals
• surveillance planning (S1/S2) and recertification