PRODUCT / GUIDED INTELLIGENCE AUDIT

In pilot, New Zealand

The audit workbook.
With drafting built in.

A digital workspace for auditors to gather evidence, develop findings and prepare a report for review.

Request a demonstration ↗

01 / CAPABILITIES

Built around the work of an auditor.

01

Audit setup and scoping

Define service type, scope and applicable criteria before fieldwork begins. Team assignments follow the work being undertaken.

Audit setup and scoping, schematic
02

Workbooks configured to the standard

Each criterion has a place for evidence, findings and the auditor’s rating. Workbook structure follows the configured framework.

Workbooks configured to the standard, schematic
03

Team roles and permissions

Give auditors and reviewers access appropriate to their responsibilities. Keep the review process within the audit body’s agreed governance.

Team roles and permissions, schematic
04

Interview recording and transcription

Live transcription includes speaker identification. Personal identifiers are stripped from transcripts automatically, and audio is discarded after transcription.

Interview recording and transcription, schematic
05

Evidence-to-criterion mapping

Connect captured material to the criteria it speaks to. The auditor can inspect the source and assess whether further evidence is needed.

Evidence-to-criterion mapping, schematic
06

AI-assisted drafting

Prepare draft narrative from captured evidence. Retrieval uses relevant structure and language from precedent held by the audit body.

AI-assisted drafting, schematic
07

Auditor review and editing

Read, amend, accept or reject each draft section. Every rating is assigned by the auditor.

Auditor review and editing, schematic
08

Standards-aligned report export

Export reviewed findings into the configured report format. Agree and validate that format with the audit body during implementation.

Standards-aligned report export, schematic
09

Configurable workbook tools

Configure working tools for activities such as sampling, notes and registers. The workbook reflects the audit body’s process.

Configurable workbook tools, schematic

02 / Inside the workbook

Every criterion.
Evidence in context.

A clear place for what you observe, what you find, and the judgement you make. Organised around the standard you audit against.

  1. Follow the standard

    Sections, subsections and criteria keep the requirements in view.

  2. Capture the detail

    Record evidence, findings and observations against each criterion.

  3. Make the judgement

    You select the rating. Your professional judgement stays central.

Request a demonstration
Guided / AuditWorkbook preview

Ngā Paerewa NZS 8134:2021

Certification   /   Section 1 — Ō tātou motika / Our rights

Pae ora / Healthy futures

Safe, respectful services that uphold people’s rights, choices and cultural values.

1.1.1Te Tiriti o Waitangi in practice

Embed Te Tiriti o Waitangi in the provider’s work and support Māori aspirations and mana motuhake.

1.1.2Culturally safe services

Ensure services operate in ways that are culturally safe.

  • Attendance
  • Pre-audit
  • HR files
  • Tracer
  • CAR table
  • Photos
  • Summary

Explore the criteria and try a sample note. Entries are not saved.
Requirements are summarised; a selection of rating options is shown.

03 / CONTROL AND RESPONSIBILITY

The app drafts, you decide

Auditors review every draft before submission. The defect register records matters requiring follow-up. The software does not exercise professional audit judgement, assign ratings or determine attainment.

Reports and evidence belong to the customer.

04 / STANDARDS AND MARKETS

A framework is a defined scope of work.

NZS 8134:2021 (Ngā Paerewa) is configured today. It is the New Zealand framework used in the current pilot.

The platform holds the standard separately from the workflow. Adding a framework involves analysis of its requirements, configuration of its criterion structure, mapping of the report format and validation against completed audits.

Australia is the next market being developed through the auditor side. No additional framework is offered as configured today.

Discuss configuration for your standard ↗

05 / IMPLEMENTATION

Introduced through your audit process.

  1. 01

    Discovery

    Workflow design and implementation scope.

  2. 02

    Configuration

    Workbook configuration and validation.

  3. 03

    Integration

    Security integration with the customer’s environment.

  4. 04

    Precedent

    Ingestion and validation of the audit body’s historical reports.

  5. 05

    Testing and pilot

    Test the configured workflow with practising auditors.

  6. 06

    Handover

    Training and operational handover.

06 / ACCESSIBILITY AND ENVIRONMENT

Working conditions matter.

Screen reader compatibility work forms part of product development. Keyboard operability and browser support are reviewed during implementation against the audit body’s working environment.

Tell us which browsers, assistive technologies and access requirements your team uses so they can be included in validation.

Data is held in the region agreed with the customer, with New Zealand infrastructure in production use.

07 / ENQUIRY

Show us how you work.

Request a demonstration or discuss configuration for your standard. We will use your enquiry to understand the workflow and arrange a conversation.

All fields are required. We use these details to respond to your enquiry. Please do not include patient details or audit evidence. This form is processed by Formspree.