Use cases
Start with a review you already run
Starting point 1
Supplier compliance review
Run a supplier’s certificates, policies, registers and questionnaire responses against the requirements your policy sets.
- Example requirement
- “Does the supplier hold the certifications we require?”
- What the reviewer gets
- Per requirement: what is on file, where it is, and what appears to be missing.
Starting point 2
Audit and quality evidence
Assemble the evidence before the auditor asks, with each item linked to its source: calibration registers, inspection records, procedures and correspondence.
You write the requirements the way your standard phrases them. Audit-specific templates are on the roadmap.
- Example requirement
- “Show that nonconforming material is segregated and that its disposition is approved.”
- What the reviewer gets
- The records that answer each requirement, and the ones that could not be located, before the visit.
Starting point 3
Due diligence
Work a document room against your own checklist rather than reading it end to end. Each checklist item becomes a requirement with its evidence, or a stated gap.
- Example requirement
- “Identify agreements that restrict assignment on a change of control.”
- What the reviewer gets
- Clauses located and linked to source for the deal team to assess, with gaps named.
Starting point 4
Internal compliance evidence
Answer recurring internal requirements from the documents you already hold, and rerun them each quarter with earlier findings kept on record.
- Example requirement
- “Show that access reviews for finance systems were completed each quarter.”
- What the reviewer gets
- A finding per requirement per run, so the evidence position over time is a record, not a snapshot.