Workflow

14 phases. Nothing skipped.

The complete ISO certification lifecycle — from client application to issued certificate.

1

Application Review

Application submitted by client. Planner reviews scope and standards.

Planner
2

Planning

Planner creates quotation. Audit team identified.

Planner
3

Quotation Sent

System generates pre-filled quotation. Client reviews.

FR.220 QuotationPlanner, Client
4

Agreement Signed

Client digitally signs the service agreement.

FR.221 AgreementClient
5

Document Review

Initial document review. Reviewer assigned and signs.

Document ReviewReviewer, CM
6

Stage 1 Scheduled

Stage 1 planned. Audit plan and team form generated. Auditors assigned.

Audit Plan, Team FormPlanner
7

Stage 1 In Progress

Auditors in the field. NC tracking active.

Auditors
8

Stage 1 Complete

Stage 1 Report generated. Signing chain: Lead → Reviewer → CM.

Stage 1 ReportLead Auditor, Reviewer, CM
9

Stage 2 Scheduled

Stage 2 planned. Updated audit plan generated.

Audit PlanPlanner
10

Stage 2 In Progress

Auditors in the field. NC tracking continues.

Auditors
11

Stage 2 Complete

Stage 2 Report generated. Same signing chain.

Stage 2 ReportLead Auditor, Reviewer, CM
12

Committee Review

Review & Decision Form. Committee signs. CM signs last.

Decision FormCommittee, CM
13

Certificate Issued

Certification manager issues the certificate. Full archive.

CertificateCM
14

Surveillance Cycle

Surveillance and re-certification flows begin.

Adapted setAll

Surveillance and re-certification cycles follow an adapted flow — Stage 1 optional, committees required for major decisions.