Product definition and scope

Product

What it is

Guided Intelligence is a controlled digital audit workspace for health and disability audits. It maps workbooks to compliance standards, supports structured evidence capture, and produces draft report content that remains under auditor control.

What it includes

Digital workbooks, evidence capture, draft assistance, traceability, and review workflow.
Built for health and disability audits, starting with NZS 8134:2021, with additional frameworks coming soon. Learn more about how it works.

The audit workbook model

How workbook logic is structured

Workbook is mapped to sections and criteria.
Each criterion includes fields for evidence, findings, and attainment.
Supports FA, PA, and UA handling.
Supports corrective actions and timeframes when not fully attained.
Supports evidence attachments or reference links.
Supports notes for observations versus non-conformities.
Maintains consistent formatting through structured capture.

Service Delivery

Criterion 2.4.3

Evidence

Policy review + interview + direct observation + record sample.

Attainment

PA with corrective action due 30 days.

Structured findings

Observation logged separately from non-conformity, both linked to criterion.

References

SD-11, SD-12, SD-13

Traceability and defensibility

How evidence links are preserved

Evidence items are linked directly to criteria.
Draft statements reference evidence IDs or source snippets.
Draft edits are tracked for reviewer visibility.

Reviewers can inspect evidence support for each statement.
Exports retain traceability references for challenge review.
Structure is designed for defensible audit narratives.

Drafting assistance

Bounded generation under auditor control

Inputs

Drafts are generated from structured notes and mapped standards references.

Output shape

Draft paragraphs are produced per section or criterion for review.

Excluded behavior

No automatic compliance determinations or independent audit decisions.

Controls

Drafting is bounded to captured evidence, citations, and controlled phrasing templates.

End to end workflow

Step by step operating flow

Create audit: select audit type, service streams, and premises.
Load workbook template: load mapped workbook for that audit scope.
Capture evidence: record evidence in sections and criteria during on-site or remote review.
Tag evidence type: classify policy, interview, observation, or record review.
Mark attainment: assign FA/PA/UA and add corrective actions where needed.
Generate drafts: produce draft outputs per section.
Internal review: lead auditor reviews, edits, and validates draft language.
Sign-off and lock: final sign-off completes the audit record.
Export: export into reporting templates with supporting references.

Outputs and exports

What can be produced from each audit

Export outputs

DOCX draft reports and PDF review packs in current workflows.
Export contents include findings, evidence summaries, corrective actions, and due dates.
Traceability references are retained in export outputs.

Template and record handling

Exports are aligned to existing report templates with configurable formatting.
Workbook remains retained as part of the audit record.
Additional structured data exports can be enabled for integration use cases.

Roles and permissions

Access and sign-off boundaries

Role	Can capture evidence	Can generate drafts	Can sign off / finalise
Admin	User and workspace setup	By permission	No
Lead auditor	Yes	Yes	Yes
Auditor	Yes	Yes	No
Reviewer	Read and comment	No	Approval checkpoint
Provider contributor	Scoped evidence input	No	No

Audit-level access controls and audit locking apply after final sign-off.

Data handling and security posture

Controlled by design

Customer audit data is hosted in Australia or New Zealand regions to keep healthcare information within trusted jurisdictions. Hosting region can be confirmed for each deployment.
Encryption is applied in transit and at rest as a baseline.
Access events and change activity can be logged for audit visibility.
Retention settings, export options, and deletion processes are configurable by policy.
No client data sharing and no model training on client data unless explicitly agreed.

Implementation and pilot process

How adoption is run

Pilot steps

Discovery and process mapping
Workbook configuration
Access setup and permissions
User training
First audit run
Feedback and optimisation loop

Inputs and success criteria

Inputs required: report templates, standards scope, process map, and governance preferences.
Success measures: time to draft, review time reduction, consistency, and traceability quality.
User provisioning follows agreed governance and role boundaries.

Roadmap boundary

Available now and next

Now

Digital workbooks
Evidence capture
Structured draft assistance
Traceability views
Draft exports

Expanded standards coverage
Deeper audit log controls
Workflow integrations
Provider portal capabilities
Advanced QA checks

Integrations

Ecosystem fit

Current

Manual document upload and evidence references
Export to DOCX for report workflows

Planned

SharePoint and email workflow integration paths
Integration support for PRMS-style processes and API-first extensions

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