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Internal Audit Management

This guide describes the step-by-step process for planning, conducting and closing internal audits of the quality system. Internal audits, per ISO 17025 §8.8, provide a systematic evaluation of laboratory operations at planned intervals.


Prerequisites

Before you begin, make sure the following data exists:

#PrerequisiteWhy it's neededPage
1UsersThe auditor and auditee must exist as users in the system.Users
2Document ControlProcedures and SOPs that serve as audit criteria must be registered.Document Control
Tip: Before creating audits, prepare an annual audit programme covering all laboratory areas.

Step 1 — Navigation

Go to the Internal Audits page from the QC menu. A table of existing audits is displayed.

The visible table columns are:

ColumnDescription
CodeUnique code (for example AUD-YYYY-0001)
DateDate the audit was conducted
AreaAudit area (for example Chemical Analysis)
FindingNon-Conformity, Observation, Improvement Opportunity or Conformity
StatusPlanned, In Progress, Completed or Closed
AuditorThe internal auditor

Step 2 — Plan the Audit

Before starting an audit, determine:

  • Scope — which areas/processes will be examined
  • Criteria — against which standard (ISO 17025, SOPs, regulations)
  • Schedule — when the audit will take place
  • Auditor — a person independent from the area being audited

The annual programme should cover all areas at least once. The available areas are:

  • Sample Receipt
  • Sample Preparation
  • Chemical Analysis
  • Instrument Calibration
  • Quality Control
  • Document Control
  • Data Management
  • Reports
  • Personnel & Training
  • Facilities & Environment

Step 3 — Create an Audit Record

Click the "+" button on the toolbar to open the creation form.

Fill in the fields:

  1. Code — Leave blank for auto-numbering (for example AUD-YYYY-0001) or enter your own code
  2. Date — Date the audit will be conducted
  3. Area — The area to be audited (required)
  4. Status — Initially "Planned"
  5. Auditor — The person who will conduct the audit
  6. Auditee — The responsible person for the area being audited
  7. ISO Article — Related ISO 17025 article (for example §7.2, §7.7, §8.8)
  8. Scope Description — Detailed description of what will be examined
  9. Deadline — Completion deadline
  10. Notes — Additional remarks

Step 4 — Conduct the Audit

During execution, change the status to "In Progress" and:

  • Review relevant documents, records and procedures
  • Observe field operations
  • Interview personnel
  • Gather objective evidence (records, printouts, photographs)
  • Verify compliance with the criteria (ISO 17025, SOPs)
Tip: Use a checklist based on the ISO 17025 articles that correspond to the area being audited.

Step 5 — Record Findings

After conducting the audit, open the record in edit mode and fill in:

FieldDescription
FindingFinding category — select one:
Conformity — meets requirements
Observation — area for improvement, no violation
Improvement Opportunity — optimisation suggestion
Non-Conformity — does not meet requirements
SeverityMajor or Minor (for Non-Conformities)
FindingsDetailed description of what was found
Corrective ActionProposed or required action

Findings are displayed in the table with colour coding:

  • Conformity — green
  • Observation — yellow
  • Improvement Opportunity — blue
  • Non-Conformity — red

If a Non-Conformity is identified, a corrective action process must be initiated:

  1. Create a new record on the Corrective Actions page
  2. Enter the CAPA code in the "CAPA Reference" field of the audit
  3. Monitor the progress of the corrective action
For a detailed corrective actions guide, see: Guide: Corrective Actions

Step 7 — Close and Follow Up

After all actions are complete:

  1. Fill in the Completion Date
  2. Change the status to "Completed"
  3. Once all corrective actions have been closed, change to "Closed"
  4. Verify that corrective measures were effective
The status does not change automatically — it is a deliberate decision by the quality manager.

Step 8 — Search & Filtering

Type in the search field for quick text filtering.

Filter Panel

Click the filter icon to open the filter panel:

FilterTypeDescription
StatusSelectFilter by status (Planned, In Progress, Completed, Closed)
FindingSelectFilter by finding type
AreaSelectShow audits for a single area only
AuditorSelectShow audits for a specific auditor
Date FromDateRange start date
Date ToDateRange end date
Max RecordsNumberRecord limit for print/export (default: 200)

PDF Print

Click the print icon. A PDF list is generated with:

  • Title "Internal Audits Report (ISO 17025 §8.8)"
  • Active filters shown below the title
  • Portrait/landscape toggle

CSV Export

Click the export icon to download a CSV file.

Printing and export respect active filters and the max records limit.

FAQ

How often should internal audits be conducted?

Per ISO 17025, internal audits must be conducted at planned intervals. Typically, each area is audited at least once per year. Additional audits can be scheduled after significant changes or non-conformities.

Who can conduct an internal audit?

The auditor must be independent from the area being audited. They cannot audit their own work. They must also have appropriate training in audit techniques.

Can an auditor audit their own work?

No. ISO 17025 §8.8 (and the referenced auditing-guidance standard ISO 19011) require auditor independence — the person performing the audit must not have responsibility for the area being audited. Always select a person who is not involved in the area being audited.

How do I link a Non-Conformity to a Corrective Action (CAPA)?

First create the CAPA record on the Corrective Actions page, then enter the CAPA code in the "CAPA Reference" field of the audit. This creates traceability between the finding and the corrective action.

What is the difference between "Completed" and "Closed"?

Completed means the audit has been finished and findings have been recorded. Closed means that any corrective actions have also been completed and verified as effective.

How does auto-numbering work?

If you leave the "Code" field blank during creation, the application assigns the next available code (format AUD-YYYY-NNNN).