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Coree for Audit and Certification

Make every audit, finding, review and certification decision traceable.

Coree connects engagement planning, assessor assignments, evidence collection, findings, corrective actions, controlled documents, approvals, certificates and reporting in one professional workspace.

Built for audit firms, certification bodies, inspection teams and conformity-assessment organisations that need stronger evidence control, clearer accountability and better traceability.

Coree Audit and Certification Dashboard
Audit and Certification Workflow

Move every engagement from planning to evidence, findings and final decision.

Keep assignments, evidence, findings, corrective actions, reviews and certificate records connected throughout the assessment lifecycle.

1

Plan the Engagement

Define scope, standards, objectives, dates, assessors and required evidence.

2

Collect Evidence

Record observations, documents, records and supporting evidence against the engagement.

3

Review Findings

Record nonconformities, observations and findings, then assign corrective actions.

4

Decide and Certify

Complete technical review, record the final decision and maintain controlled certificate records.

Built Around Your Assessment Process

Keep every assessor, piece of evidence and corrective action connected.

Give teams a clear operational view while management retains visibility across engagement status, findings, outstanding actions and decisions.

Engagement plans and scope

Assessor assignments

Evidence and document records

Findings and corrective actions

Certification decisions and records

Coree Audit and Certification Workflow
Audit and Certification Capabilities

Practical tools for evidence-based assessment and controlled decisions.

Manage engagements, assessors, evidence, findings, corrective actions, documents and certificate records in one connected platform.

Engagement Planning

Define assessment scope, objectives, standards, dates and responsible assessors before work begins.

Evidence Collection

Keep uploaded records, observations, supporting documents and evidence connected to the engagement.

Assessor Assignments

Assign assessors and reviewers to engagements with clear responsibility, dates and workload visibility.

Finding Management

Record findings, observations and nonconformities against the relevant requirement or engagement.

Corrective Actions

Assign corrective actions, due dates and follow-up responsibilities for identified findings.

Technical Review

Route completed assessment work through review before a certification or approval decision.

Controlled Documents

Maintain procedures, reports, evidence files and supporting records inside a controlled document environment.

Certificate Records

Maintain issued certificate records, validity periods, status and related customer information.

Digital Sign-Off

Send selected approval, acknowledgement or controlled documents for electronic signature.

Client and Organisation Records

Keep organisation details, contacts, engagement history and certification activity connected.

Engagement Billing

Connect quotations, invoices, payments and engagement records to the same customer operation.

Audit and Certification Reporting

Review engagements, assessor workload, findings, corrective actions and certificate activity from current records.

Coree Audit and Certification Reporting Dashboard
Audit and Certification Reporting

See engagement status, findings, actions and certification workload from current data.

Use operational records to understand audit progress, outstanding actions and decision workload while there is still time to act.

Open and completed engagements

Assessor workload

Findings by type or status

Outstanding corrective actions

Certificate status and validity

Revenue and engagement activity

Connected Coree Apps

Connect clients, engagements, documents, planning and finance.

Bring the applications used across assessment, review, documentation and certification into one connected workspace.

CRM
CRM
Clients and opportunities
Project
Project
Engagement and finding management
Documents
Documents
Evidence and controlled records
Planning
Planning
Assessors and schedules
Sign
Sign
Digital approvals and sign-off
Accounting
Accounting
Billing, payments and finance
One Connected Assessment Platform

Reduce gaps between planning, evidence, findings, review and certification.

Give your team one operational environment while management gains clearer visibility across engagements, evidence, findings and certification decisions.

Better Visibility

See engagements, findings, actions and certificate status more clearly.

Traceable Records

Keep evidence, findings, reviews and decisions connected to the same engagement.

Better Decisions

Use current operational information to improve planning, follow-up and decision control.

Run Audit and Certification with Greater Control

Connect engagements, evidence, findings, corrective actions and certification records in one platform.

See how Coree can help your audit, inspection or certification operation improve traceability, assessor coordination, corrective-action follow-up and decision control.