REMOTE AUDIT AND CHECKLIST GUIDE


Here is all the information you need to prepare for your remote audit.

We want to make your experience with us as seamless and enjoyable as possible in order that you obtain the best result from your audit with us, therefore we have created a checklist containing examples of the type of documented evidence that will be required

We have considered feedback from many of our clients when putting this guide together which provides an easy-to-follow approach. This means you can be prepared in advance for your audit and you will know what to expect on the day.

Let’s get started

Timeline and communication for your remote audit

  1. Click ‘Let’s get started’ and input the standard(s) you are being audited on as referenced in your email from Client Services.
  2. Collate all the required evidence, as per the list of examples in the checklist, prior to your audit.

  1. You’ll receive an email from your auditor containing a link to Microsoft Teams prior to your audit. Don’t worry, you don’t have to set up Microsoft Teams in advance, the supplied link will take you there.
  2. Once accessed, upload the required evidence as per the list of examples in the checklist. We are committed to protecting your data at all the time; therefore, we recommend that you remove anything that relates to an individual before sharing information, for example, full names. If this cannot be avoided, then be assured that all information shared is deleted once your audit is completed. Please read our Privacy Policy for further information.
  3. Make arrangements for all relevant personnel to be available during the audit (as per the audit plan). This is really important.
  1. Your Auditor will be in contact with you at approximately 9am on the day of your audit, where your opening meeting will take place to discuss the plan and full requirements.
  2. As part of your audit, our audit team will need you to conduct safe tours of your premises and any locations where your service is delivered. Therefore, they will require access to live video streaming through a suitable technology platform such as Microsoft Teams, WhatsApp or FaceTime. Watch our video below.
  3. Please Note: failure to provide the correct evidence on the day of the audit in the allocated timescales may result in non-conformances being raised and / or additional audit days being implemented as necessary and charged for.


Watch our remote site walkthrough.

As part of your audit, our audit team will need you to conduct safe tours of your premises and any locations where your service is delivered. Watch our video to give you an idea of the type of evidence we’d expect to see as part of your walkthrough.

HINTS AND TIPS

Planning, organisation, communication, technology and most of all, don’t panic.

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FAQs

A useful document to help prepare for your forthcoming remote audit.

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CLIENTS FEEDBACK

Don’t take our word for it. See what our clients are saying.

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