Audit Workflow Management

Plan, schedule, execute, and close audits with complete traceability — from Stage 1 to Recertification. CABAMS keeps every task, document, approval, and deadline aligned with accreditation expectations.

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Why Audit Workflow Management is Critical

Certification Body operations often suffer due to scattered scheduling, unclear ownership, missed deadlines, and inconsistent audit documentation. CABAMS solves this by providing a structured, system-driven workflow that ensures every audit progresses smoothly with a complete audit trail.

From planning to corrective actions and certification decision readiness, CABAMS enforces control, transparency, and accountability at every step — across offices, regions, and audit teams.

Complete Lifecycle Control

One workflow for all audit stages — with visibility, approvals, and deadlines.

CABAMS manages Stage 1, Stage 2, Surveillance, and Recertification using standardized workflows that include scheduling, auditor assignment, attendance tracking, NC handling, CAPA follow-up, reporting, and readiness checks.

Audit planning, scheduling & resource allocation

Auditor assignment with competence & conflict checks

Attendance & audit-day tracking with evidence control

Automated reminders for tasks, approvals & due dates

Outcome: No missed steps, full traceability, and consistent audit execution.

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Key Capabilities

Everything your CB needs to manage audits efficiently — in one controlled workflow.

Planning & Scheduling

Build audit calendars, allocate auditors, manage multi-site schedules, and lock timelines with approval checkpoints.

Team Assignment

Assign teams based on scheme competence, industry category, availability, and impartiality requirements.

Document Control

Ensure required documents, audit plans, and evidence are collected and version-controlled before moving forward.

NC & CAPA Tracking

Track nonconformities by site/stage, set due dates, monitor root cause and corrective actions, and carry over open NCs automatically to next audits.

Stage-based Workflow

Manage Stage 1, Stage 2, Surveillance, and Recertification with defined steps, checkpoints, and mandatory validations.

Approval & Control

Built-in approvals (technical review, certification decision readiness, final checks) ensure compliance and impartiality.

How the Workflow Works

A clear audit journey — from planning to closure.

Plan

Create the audit plan, schedule dates, assign resources, and confirm scope/site structure.

Assign

Allocate auditors based on competence, availability, and impartiality controls.

Execute

Track attendance and audit-days, collect evidence, and maintain real-time progress visibility.

Manage NCs

Raise NCs, monitor CAPA, send alerts, and ensure closure timelines are met.

Review

Technical review checks completeness, compliance, and readiness for decision.

Close

Finalize outcomes, update dashboards, schedule surveillance/recertification, and archive records.

Result: A controlled, audit-ready process with full traceability and consistent quality across auditors and locations.

Business Outcomes

What CB management and auditors gain from workflow automation.

Save Time

Reduce manual coordination and follow-ups with automated tasks and reminders.

Improve Consistency

Standardize audit execution and reporting across all teams and regions.

Reduce Risk

Maintain full traceability for accreditation assessments and internal governance.

Frequently Asked Questions

Quick answers to common questions about workflow automation in CABAMS.

Yes. CABAMS supports full lifecycle audit workflows with stage-based steps, validations, and controlled approvals.

Yes. NCs can be tracked by site and stage, with due-date alerts, root cause records, corrective actions, and carry-over of open items to future audits.

CABAMS ensures full traceability with controlled approvals, complete records, task ownership, and audit trails — helping demonstrate consistent compliance during assessments.

Ready to Standardize Your Audit Operations?

Automate scheduling, auditor assignment, NC follow-up, and approvals with a workflow built specifically for Certification Bodies.

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