Audits Module Guide
How to set up your management system, audit it and inspect the workplace — step by step.
Choose your system (IMS or HSE-MS)
From the module home choose IMS (ISO 9001 + 14001 + 45001) or HSE-MS (ISO 45001 + 14001). The requirements register shows every document and record you need.
Build the documents
Open "Suggested next step" or any row and fill in the guided builder. Watch the compliance % and complete what is missing.
Approve and keep documents current
Record the approver to finalize. When a document must change or is due for review, start a revision; the approved version stays valid meanwhile.
Run internal audits clause by clause
New audit → choose the standard → set objective and scope → answer each requirement with evidence. Nonconformities are created automatically.
Close the loop and follow trends
Follow nonconformities to closure, record the management review, and use Statistics to see audit scores and trends.
📚 Standards and editions used
- ISO 45001:2018 + Amd 1:2024 — Current edition for certification: ISO 45001:2018 with Amendment 1:2024 (climate change in clauses 4.1 and 4.2). A revised edition is in draft (expected 2027) and is not yet certifiable.
- ISO 14001:2026 — Published April 2026 and replaces ISO 14001:2015. Main changes: wider environmental conditions in 4.1, life-cycle perspective, restructured 6.1 (new 6.1.4 risks and opportunities, 6.1.5 planning action), new 6.3 planning of changes, externally provided processes in 8.1, defined objectives for each internal audit.
- ISO 9001:2026 — Published September 2026 and replaces ISO 9001:2015. Main changes: quality culture and ethical behaviour (5.1.1, 7.3), risks and opportunities split into 6.1.1–6.1.3, stronger planning of changes (6.3), climate change in 4.1 and 4.2.
- Audits follow the guidance of ISO 19011:2018 (auditing management systems): objective, scope and criteria for each audit, objective evidence, and impartial auditors.
📄 System documents
- Requirements register: the list of mandatory and recommended documents and records for IMS or HSE-MS, each linked to the clauses it covers.
- Guided builder: each document has its own sections and real tables; save drafts, preview and print or save as PDF.
- Compliance %: every document is checked against the clause requirements it must cover; the list shows exactly what is missing.
- Approval and revision: a document is final only with an approver. Approved documents are locked; start a revision (or a periodic review) to change or reconfirm them — the approved version stays valid until the revision is approved.
How is the score calculated?
Audit score = (conforming + opportunities for improvement) ÷ (all answered items except "not applicable") × 100. Document compliance % is a separate measure: how completely a document covers the clause requirements.
🦺 Field inspections and checklists
- General templates: for routine, frequent workplace inspections
- ISO templates: clause-by-clause checklists of the current editions for internal audits
- You can request custom templates later based on your organization's needs.