Getting Started

    Welcome to AuditReporter 👋
    Great that you are going to work with AuditReporter. In this Getting Started guide, we explain how to use the software within the (ISO) audit process, what characterizes a good audit, and how AuditReporter supports you in this.

    AuditReporter in the audit process

    AuditReporter is designed as a practical tool for planning, executing, and documenting audits. The software supports both:

    • internal audits

    • supplier audits

    • (preparation for) external certification audits

    and is suitable for standards such as ISO 27001, ISO 9001, ISO 20000, NEN 7510 and similar management systems.

    AuditReporter does not replace the expertise or judgment of the auditor, but structures the audit process, monitors progress, and ensures consistent, traceable, and well-founded audit results.

    What is a good audit?

    A good audit is more than just ticking off a checklist. The goal is to determine:

    • whether the management system is set up according to the standard

    • whether the system works effectively in practice

    • where risks, deviations, and improvement opportunities lie

    Important characteristics of a good audit are:

    1. Clear objective and scope

    An audit always has a clear boundary:

    • which standard(s)?

    • which processes, departments, or locations?

    • which period?

    2. Good preparation

    An auditor prepares by:

    • studying relevant documentation

    • reviewing previous audit results and actions

    • identifying risks and points of attention

    3. Objective and verifiable findings

    Findings are:

    • based on factual evidence

    • traceable to interviews, documentation, or observations

    • clearly linked to standard requirements

    4. Focus on improvement

    An audit is not a reckoning, but a tool for learning and improving. Good audits:

    • identify what is going well

    • make risks visible

    • provide direction for concrete improvement actions

    How AuditReporter helps with this

    AuditReporter supports the entire audit process, from start to finish:

    • Planning and managing audit programs

    • Structuring audits by standard, chapter, or theme

    • Documenting findings with clear classifications

    • Following up on actions and monitoring progress

    • Generating reports that are immediately usable for management and certification bodies

    With this structure, you can focus as an auditor on content and quality, rather than on administration and loose documents.

    First time logging in: example organization

    When AuditReporter is newly purchased, an automatic:

    • example organization

    • example audit program

    is created.

    This example is intended to:

    • get to know how AuditReporter works

    • see how audit programs, audits, and findings are interconnected

    You can choose to:

    • modify the example to fit your own organization, or

    • remove the example and start completely from scratch

    Both options are fine; choose what best fits your working method.

    What’s next?

    In the following how-tos, we will guide you step by step through:

    • setting up organizations

    • establishing audit programs

    • conducting audits

    • documenting findings and actions

    👉 Tip: start by going through the example program. This quickly provides insight into how AuditReporter is structured and how you can optimally use it in your audit practice.

    Good luck with auditing – and welcome to AuditReporter!