Audit Details
No profile set — click Edit Profile to add company information.
Audit Type
This selection shapes the AI's focus and the depth of checklist questions generated.Full QMS: All clauses, all processes — used for annual internal audits.
Targeted: One or more specific clauses or processes — used when following up on findings or auditing a new process.
Surveillance Preparation: Simulates what your registrar will focus on at a surveillance visit.
Recertification Preparation: Full-scope, higher-intensity — used in the 60–90 days before a recertification audit.
Process Audit: Follows a single process end-to-end rather than clause-by-clause.
Clause Coverage
Clause Coverage
Select every clause your audit will cover. This directly controls which audit questions the AI generates — unchecked clauses produce no questions.For a full internal audit, select all clauses. For a targeted audit, select only the clauses in scope. For surveillance preparation, focus on clauses where you had findings at your last registrar visit plus any clauses with recent process changes. The AI uses your selection alongside your organization context to weight questions by risk.
Select which clauses are in scope for this audit.
AI Assist
Risk-Weighted Audit Plan
AI Audit Planning
The AI synthesizes your company profile, uploaded QMS documents, selected clauses, and known risk areas to produce a risk-weighted audit plan — identifying which clauses and processes deserve the most attention, in what sequence, and why.For the best output: complete your Company Profile, upload your QMS documents in Tab 2, then return here to generate the plan. The plan output then drives the Audit Schedule below.
⚠ AI-generated content requires qualified human review before use. Your professional judgment governs the final plan.
Analysing profile, documents, and clause coverage…
⚠ Risk-Weighted Focus Areas
Uncheck areas to exclude from checklist generation
| ✓ | Risk | Area | Rationale |
|---|
📋 Clause Priority Sequence
→ Recommended Audit Trail
🔍 Watch Points
📅 Audit Schedule
— built from the AI plan above, then exported
Generate the AI Audit Plan above first, then click ✨ Draft from Plan — the AI will build schedule rows directly from the plan output. Edit any cell, update times, then export to Word for distribution to the organization.
Schedule — edit date, time, area and focus directly in each cell
| Date | Time | Area / Department | Focus — Processes & Documents |
|---|
0 rows
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Generate the AI plan above, then click Draft from Plan.
🏅 Certificate & Scope
Upload your registration certificate or scope document. This content is stored in your company profile and used by the AI to understand your certified scope.
Certificate or Scope Document
Text-searchable PDFs only. Scanned certificates cannot be read — you will be warned.
No certificate uploaded.
📄 QMS Document Library
QMS Document Library
Upload your quality system documents here — quality manual, procedures, work instructions. The AI uses these in Phases 4 and 5 to generate audit questions that reference your actual documented processes by name and content.Text-searchable files only. Accepted formats: .txt and .md. PDF support is planned — use .txt exports from your document management system in the meantime.
Documents are stored locally in your browser and included in your Excel backup. They are never sent to The QMS Collective. When AI features are used, document content is sent to the Anthropic API using your API key — the same sanitization rules apply as for all other AI inputs.
Accepted formats: .txt and .md. PDF support planned for a future release.
⇧ Drop files here or click to upload
.txt and .md files · Multiple files supported · 5 MB max per file
No documents uploaded yet. Add your quality manual, procedures, or work instructions above.
Audit Checklist
Generating audit questions from your plan…
Fill in your Audit Plan details and upload QMS documents in the Documents tab, then click ✨ Generate AI Checklist to create audit questions. Questions will be prioritized from your uploaded documents, supplemented by standard clause questions. You can also add questions manually.
Findings
Findings from checklist nonconformances appear here automatically. Add manual findings as needed.
Select a finding from the list to view and edit its details.
Audit Report
AI Assist
Executive Summary Draft
⚠ AI-generated draft — requires review and approval before distribution.
Click below to generate a draft executive summary based on your audit checklist results and findings. Review, edit, and approve before including in any official report.
Drafting executive summary…