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Compliance Tracking
Manage your audits, gaps, and compliance actions in one space
Centralize your audits, contacts, documents, and corrective or preventive actions to monitor compliance with greater rigor, traceability, and responsiveness.
Move from scattered tracking to controlled compliance
This template replaces Excel spreadsheets, email exchanges, and shared files with a structured application. You gain clear management of audits, evidence, reports, and action plans, with explicit relationships between files, contacts, and documents.
7
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
7 linked forms to cover the entire compliance cycle
Audit
Organize the controls, the scope, the schedule, the responsible parties, and the links to actions, reports, and documents.
Contact
Reference the stakeholders, their contact details, their organization, and their role in compliance monitoring.
Document
Manage the documents, versions, statuses, validity dates, and expiration dates of evidence documents.
Audit Report
Draft and track reports related to each audit, from the draft version to validation.
Mission
Manage the missions associated with contacts, including their status, responsible person, budget, and schedule.
Preventive Action
Track preventive actions related to audits to reduce risks and address potential causes.
Corrective Action
Trace corrective actions arising from non-conformities, including their origin, responsible person, and deadline.
Everything you need to structure your compliance tracking
Centralized Audits
Record each audit with its reference, status, scope, responsible person, and schedule to maintain a reliable view of ongoing control.
Tracked Contacts and Organizations
Keep track of contacts involved in compliance, their roles, contact details, and their level of relationship to easily link audits to the right stakeholders.
Management of Evidence Documents
Organize documents, their versions, validity and expiration dates to secure evidence and compliance documents.
Structured Audit Reports
Prepare, validate, and disseminate audit reports with an executive summary, compliant points, and identified non-conformities.
Corrective and Preventive Actions
Track actions arising from audits, their responsibilities, deadlines, and status to turn findings into concrete treatment plans.
Ready-to-Use Management Views
Utilize lists, kanbans, calendars, timelines, and dashboards to prioritize controls, monitor deadlines, and track overall progress.
A smooth compliance process, from audit to action closure
The template relies on real relationships between forms to organize work from start to finish: a contact can be associated with multiple audits, each audit can produce several reports, documents, corrective actions, and preventive actions, while documents and contacts remain linked to the appropriate operational context.
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01
1. Prepare the scope
You start by referencing the relevant contact or organization, then attach the useful information for monitoring. This base is then used to feed audits, missions, and associated documents.
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02
2. Plan and launch the audit
The audit is entered with its type, status, responsible person, main auditor, scope, and linked contact. This step sets the management framework and allows for organizing monitoring in list, planning, and status views.
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03
3. Produce evidence and the report
Throughout the audit, you attach useful documents, then prepare the audit report with its summary, compliant points, and non-conformities. Draft, validated, and status views help secure document production.
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04
4. Launch treatment actions
Identified gaps or risks feed into corrective and preventive actions related to the audit. Each action follows a responsible person, contributors, a deadline, and a status to ensure concrete and traceable treatment.
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05
5. Manage reminders and ongoing compliance
Dashboards and open, overdue, or pending views allow for spotting priorities, anticipating document expirations, and measuring the overall progress of the compliance system.
Screens designed for operational management and control
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A useful template for several organizations exposed to control requirements
SMEs
Structure a simple and reliable follow-up of internal audits, regulatory documents, and action plans without multiplying files.
Large Accounts
Harmonize compliance management across multiple teams, sites, or entities with clear relationships between audits, reports, and actions.
Public Sector
Secure the monitoring of controls, evidence, and deadlines in a readable and easy-to-audit framework.
Associations & NGOs
Organize evidence, reports, and corrective actions to better meet internal, partner, or funder requirements.
Yes. The template links an audit to multiple corrective actions, preventive actions, audit reports, and documents, facilitating complete traceability from finding to treatment.
Yes. Calendar views, timelines, and tables of open or monitored actions allow for quickly spotting deadlines, expirations, and critical elements.
Reports have dedicated statuses and views to track drafts, validated reports, and reports by status, ensuring secure production and dissemination.
Yes. Documents have fields for status, version, issue date, signature, validity, and expiration to maintain a usable document library.
Yes. A contact can be linked to multiple missions and documents, allowing for centralized tracking of the same stakeholder on different compliance topics.
Yes. As with any AirProcess template, you can adapt forms, add fields, create new views, and organize rights according to your internal operations.
Install this compliance tracking template and adapt it to your controls
Start with a ready-to-use base to manage your audits, reports, documents, and actions. Then customize fields, views, and automations according to your business obligations.
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