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.

Auditor KPI Dashboard - Individual Performance Scorecard

A per-auditor performance scorecard built on 15 weighted KPI metrics across technical competence, audit findings quality, productivity, client satisfaction, ISO/IEC 17021-1 compliance, professional development (CPD), and risk & impartiality. Each metric is computed from the auditor's real activity for the selected period (Monthly / Quarterly / 6 Months / Yearly), scored against its target, and rolled up into a single Composite Score (0-100%). The scorecard also surfaces the auditor's top Strengths and Development Areas - ready evidence that your certification body actively manages auditor competence.

KPI Details - all 15 metrics with raw value, 0-100 score and target-met status, plus the overall composite score:

Strengths - the auditor's top-performing KPIs (targets met):

Development Areas - KPIs below target, with the target value, to drive competence development:

Auditor On-Boarding & Competence Profile

On-board internal or external/freelance auditors in one complete profile: identity and contact, qualified standards, EA / IAF / NACE competence codes (the full 39 IAF, 39 EA and 21 NACE library ships out of the box), per-standard authorizations with role level and validity dates, qualifications, competency assessments, CPD log with compliance status, performance evaluations, daily rate and availability. Only competent, authorised auditors can be assigned to an audit for a given standard.

Auditor Team - Kanban View

See your entire audit team at a glance in a visual Kanban board. Each card shows the auditor's photo, position and specialisation, a seniority badge (Principal / Senior / Mid-Level), whether they are an employee or freelancer, their availability (Available / Unavailable) and daily rate, plus a CPD-compliance indicator - so schedulers can pick the right, available, competent auditor for each assignment in seconds.

Impartiality, Conflict of Interest & NDA

Safeguard impartiality as required by ISO/IEC 17021-1: capture each auditor's Conflict of Interest declaration and date, NDA signed status and date, restricted departments / scope, and whether the auditor may audit their own department. These impartiality controls feed assignment checks so conflicted auditors are not scheduled against a client where a conflict exists.

Client Certification Contract

A print-ready certification agreement between the certification body and the client covering scope, standards, the multi-year certification cycle (Stage 1 & 2, Surveillance 1 & 2, recertification), contract period, value, terms and dual signature blocks. The contract links the whole project pipeline - quotation, audit plans, findings and certificate - to a single client agreement.

ISO Certificate with QR Verification

Issue a professional, branded ISO certificate carrying the certificate number, client, scope, accredited standard(s), issue and expiry dates, and a QR code for public verification. Certificates flow automatically into the Renewal Radar so surveillance and recertification are never missed.

Full Audit Report (Stage 1 & Stage 2) - Page by Page

The suite generates a complete, print-ready audit report for every stage, driven by the audit's own checklist. Below is a real Blue Horizon Logistics report (ISO 9001:2015) for Stage 1 (Readiness Assessment) and Stage 2 (Certification Audit) - showing the professional document-control block, the full clause-by-clause checklist (each clause with its conformity result A/B/C, objective evidence and auditor notes), the findings summary (Major/Minor NC, Observations, OFI), and the audit conclusion and recommendation. The same structure is available for Surveillance 1 & 2 and Recertification.

Stage 1 - Readiness Assessment (document control & cover, clause-by-clause checklist with evidence, readiness conclusion):

Stage 2 - Certification Audit (cover & scope, full clause-by-clause conformity checklist, findings summary, conclusion & recommendation):

Audit Stage Report Workspace - One Structure for Every Stage

Every audit stage - Readiness (Stage 1), Certification (Stage 2), Surveillance and Recertification - is captured in the same consistent, tabbed report workspace, so your team learns it once and uses it everywhere. Each report links to its audit plan, client, certification project and ISO standard, and drives the printed report you saw above.

Dashboard - live checklist status distribution (A Excellent / B Good / C Needs Improvement / D Non-Compliant), open vs. closed NCRs, and one-click printing of the Checklist, NCR, Risk Assessment, Timesheet and Audit Logs reports:

Clause Review - the clause-by-clause checklist pulled straight from the audit plan, each clause with its conformity status, evidence and auditor notes:

Appendices - reviewed evidence and the automatically-populated findings register (Positive, Observation, Minor / Major Non-Conformity) with clause references and status:

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.

Client & Consultant Portal

A fully branded, mobile-friendly self-service portal for your certified clients and their aligned consultants - built on Odoo's OWL framework.

Client Portal Dashboard (/my/customer)

An OWL-powered dashboard gives each client a live overview of their certification: active projects, valid certificates, certificates expiring soon, and open vs. closed nonconformities - with animated KPI tiles and a status donut. Quick links reach documents, NCRs, certificates, RFQs and meeting minutes. The header carries your certification body's own logo and brand colors.

Two-Way Document Control

Auditors request the exact documents a client must provide from the Odoo back office; the client (or their consultant) sees the request in the portal, uploads one or more files, and the submission is recorded back against the customer automatically - with a clear Requested -> Submitted -> Approved status flow.

End-to-End NCR Closure

Nonconformities raised by auditors or the certification decision committee are published to the client/consultant portal. The portal user submits root cause, correction and corrective action and uploads supporting evidence (multiple files). Verification and final closure remain a back-office action for auditors and managers - preserving impartiality per ISO/IEC 17021-1.

Consultant Portal (/my/consultant)

Aligned consultant companies get their own portal showing every customer they referred - each customer's certificates, audit reports (Stage 1/2 and Surveillance 1/2), documents, findings and an activity timeline. RFQs, quotations, invoices and minutes of meeting are all available per record, alongside a commission summary.

Consultant Company Management

Manage Referral Partners & Commissions

Register the consultant companies that prepare and refer your clients: agreement number and validity, standards competence, EA/IAF/NACE coverage, countries served, and commission terms - with tracking, chatter and smart-button counts for referred projects, active clients, certificates achieved and commission earned. Projects capture the referring consultant and compute commission from the quotation total.

• 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

• Auditor competence framework shipped with the full industry-code library - 39 IAF, 39 EA and 21 NACE sectors; EA/IAF/NACE fields searchable by number or name.
• Auditor KPI scorecards: 15 weighted KPI metrics with computed composite score (0-100%), strengths & development areas.
• Data-driven Operations Command Center and Team/Auditor KPI dashboards (stage funnel, findings-severity distribution, pipeline, renewal radar).
• End-to-end NCR / CAR workflow with portal response (root cause, correction, corrective action, evidence) and backend verification & close.
• Full client & consultant portals, per-standard authorizations, CPD tracking, impartiality & NDA controls.
• External/freelance auditors now carry email/phone from their vendor/contact; report and dashboard reliability fixes.

• HACCP scheme support and multi-standard assessment forms.
• Consultant company management and consultant-referred projects.
• Document control integration (bb_doc_controller): document requests, versions and portal upload.

• Initial release - full certification lifecycle (Inquiry -> Quotation -> Contract -> Risk Assessment -> Stage 1 -> Stage 2 -> Technical Review -> Decision -> Certificate -> Surveillance).
• Audit plans, checklists, findings, corrective actions, certificates with QR verification, IAF MD5 mandays.