Periodic inspection

How do you prepare for a certification audit?

Preparing for a certification audit is not collecting files the week before; it starts at the previous internal audit. An auditor does not look at documents one by one but follows a chain of evidence: policy to objective, objective to process, process to record, record to corrective action and effectiveness verification. If one link is broken, the completeness of the rest does not change the outcome. The most efficient preparation is to run the internal audit properly and close its findings.

What an auditor looks at

An experienced auditor does not count documents, they follow a chain: does the commitment in the policy have a counterpart in an objective, is the objective run by a process, does the process leave records, did a deviation in the records turn into an action, was that action's effectiveness verified.

When preparation starts

At the previous internal audit. An organisation that takes internal audit seriously does not prepare for the external one — it is already prepared. An organisation arriving with zero-finding internal audit reports usually gives itself away in the first hour.

Stages

  • Document review: does the written system meet the standard's requirements.
  • Site audit: is what is written actually done on site.
  • Surveillance audits: repeated at intervals after certification — the system does not end with the certificate.

Three things to avoid

  1. Back-dating records. Dates that do not add up are the first thing an auditor notices, and they undermine confidence in everything else.
  2. Coaching workers on answers. Auditors ask people what they do; the gap between a rehearsed answer and real practice shows immediately.
  3. Hiding a finding. Presenting an open finding with a plan to close it is always better than having a hidden one discovered.

If a finding is raised

A finding does not mean the system has collapsed. What is expected is a corrective action plan that reaches the root cause and closes on the date promised.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is