Guided Intelligence

Structured Audit Workflows

Digital workspaces for evidence capture, draft reporting, and traceable documentation.

Auditors retain full authority over final outputs.

Workflow view

Audit Lifecycle

Human-led

Audit setup

Start

Define service, premises, and audit type.

Structured workbook

Capture

Section and criterion-based evidence capture.

Assisted draft generation

Draft

Draft findings generated from structured notes.

Auditor review and sign-off

Required

Manual validation required before any final output.

Why structure matters

Healthcare audit reporting demands structure and traceability.

Evidence capture varies across auditors and teams

Drafting is time intensive and inconsistent in tone and structure

Traceability between findings and source material can be difficult to demonstrate

Guided introduces structured digital workbooks and controlled draft support to strengthen documentation discipline without replacing professional judgement.

Built for compliance integrity

Governance pillars

Standards aligned

Workbooks structured around regulatory standards, sections, and criteria.

Human controlled

All generated content remains draft. Auditor validation is required before finalisation.

Traceable

Clear linkage between source evidence, attainment decisions, and report wording.

Secure

Designed for controlled audit environments with role based access.

Who it is for

Designed for audit teams and providers.

Designated Auditing Agencies

Standardised workflows across auditors and reduced internal review friction.

Auditors

Structured drafting support and clearer evidence traceability.

Healthcare providers

More consistent preparation and improved documentation alignment.

Inside the workbook

Section 2.3 - Medication Management

NZS 8134:2021

Criterion mapping

2.3.1 Governance and policy controls

2.3.2 Safe medicine storage and handling

Evidence entry

Observed controlled drug register signed daily by RN.

Attainment

Attained with corrective action required.

Draft report preview

Evidence indicates consistent medicine reconciliation processes with one exception in after-hours documentation...

Traceability links

Linked notes: MM-03, MM-04, MM-07

  • Section and criterion mapping
  • Evidence entry fields
  • Attainment selection
  • Draft report preview panel
  • Traceability links

Each section is mapped to the standard. Evidence feeds directly into structured draft output.

How the workflow operates

01

Capture within the standard

Evidence entered directly into mapped sections and criteria.

02

Generate structured drafts

Draft findings produced from captured notes and referenced standards.

03

Review and sign off

Auditors validate, edit, and formally approve outputs.

No automated submission. Auditor oversight at every stage.

Early implementation

Guided is currently being implemented in partnership with DAA Group to support structured audit reporting aligned to NZS 8134:2021.

"The implementation focus is practical consistency, clearer traceability, and stronger audit defensibility."
DAA Group

Controlled by design

See the workbook in action.

Request a structured walkthrough or access the pilot demonstration.