Corporate Audits & Self Assessment Programs

One central repository, globally accessible, for all of your corporate standard and ad-hoc audit protocol forms.

Manage your Management Systems

The ICMS Forms Authoring toolset allows you to build forms for new protocols, merge and borrow elements and sub-elements from existing forms and define the workflow process appropriate for each one. Embed your auditor guides as question-specific field help so that the guidance they need is immediately available.

• Configure and Monitor Self-Assessment programs - track progress and follow up where it lags, generate draft reports, compare results against previous years
• Mine for answers - advanced search capability to find best practices, unsatisfactory findings across your organization and back in time
• Import historical audit and self-assessment results - to allow consistent reporting, dashboard trends and search results with your observations going forward
• Weighted element scoring - assign weights to sub-elements of your protocol to get the total scores you need
• Repository for all related documentation - attach and find related documentation files
• Deliver auditor resources - attach reference files or links to your DMS assets within a form or question so that it is available for your assigned users
• Workflow - define the roles and activities that are involved in an audit or self-assessment
  • allow self-assessment owners to delegate and re-delegate responsibility until the buck stops with the subject matter expert in that business unit
  • monitor progress in the engagements that are active by question and owner

Building on the proven FieldTRAK technology for managing field inspections, our web-enabled solution enables you to perform corporate audits of any type. These audits can involve a single auditor working for an hour, or a team working on-site for multiple weeks.

Reporting on Results

Powerful reporting provides a dashboard for audit and self assessment results allowing sponsors to focus on one finding, or trends over multiple years.

• Print room-to-write copies of elements when you don't want to distract an interviewee with your laptop
• Print draft or final audit reports to PDF that include attached photos inline, optionally exclude certain sections of the form
• Never worry about mixed formatting in Word from various contributors
• Export rolled-up totals for weighted scores to Excel
• Filter audit dashboard graphs, spot areas of interest and drill down to the source question to find out why
• Compare business units against their peers to drive out gap closure plans and pinpoint where the best practices are to emulate
• Print dashboards to PDF for non-ICMS users

Capture and Track Corrective Actions

• Capture multiple findings per question
• Link corrective actions to those findings
• Assign them to owners or simply leave them open for that business unit
• Track the progress on each individual action item
• Review the previous action items during the next engagement at that location

This solution removes the chaos of multiple copies of word processor documents, while reducing paper as your team collaborates within a central database application.