01 / Use the example
See what a useful entry contains
Every row below is illustrative. It shows the level of specificity that makes a record useful: a real event, an accountable role, evidence and a later decision.
02 / Make it yours
Replace before use
Download the editable CSV, delete the example rows, then enter your own case. Check requirements and privacy before adding sensitive details. Review the record with the people doing the work.
| Example status | Process | Why selected | Criteria | Sample | Auditor role | Planned date | Evidence to examine | Follow-up |
|---|---|---|---|---|---|---|---|---|
| ILLUSTRATIVE | Customer order review | Recent complaints | Current procedure and customer terms | Five recent orders | Independent quality lead | 2026-10-14 | Order changes, approvals, delivery records | Review findings 2026-10-28 |
| ILLUSTRATIVE | Supplier onboarding | New critical supplier | Approved supplier criteria | Three recent approvals | Operations auditor | 2026-10-21 | Due diligence and performance review | Check action effectiveness in November |
| ILLUSTRATIVE | Training competence | New equipment | Role competence criteria | Two operators | Independent team lead | 2026-11-04 | Observation and competence record | Confirm safe task performance |
How to review it
Ask whether an owner can show a dated example, explain the decision and demonstrate that an action changed the result. A completed template alone does not establish conformity with any standard.