Evolutions

CBs can now generate and upload customized Word contracts within offer folders

Enables filtering and visibility of audits by department in “Planned audits” and “Planning list” tables

User access improved for enhanced visibility and workflow logic (e.g. only granted rights are shown, reducing clutter and simplifying reviews).

📊 New Excel export for Offers & Contracts: easily retrieve filtered data in 2 structured tabs.
💼 Gain autonomy to analyze, consolidate or reuse key data outside ViaSyst.

Possibility to generate a Word editable contract adapted to your Certification Body template and to upload a PDF contract

Ability to inject organisations, sub-sites, basic values of audits and certificates

Enables easier geographic analysis of findings data

When enabled, a free-text field is available for “Audit daily rate” in offers, allowing custom input.

• This option is not activated by default. If you wish to use it, please contact ViaSyst to have it enabled.

The field “On site audit duration (man-days)” has been added in the Excel extraction.

User guide: Planning extraction

A new field is now available in planning, allowing CB administrators to upload documents directly into the planning. These documents will be accessible to all users who have access to the planning: auditors, organization contacts, etc.

New: Time Zone Feature

You can now set your time zone (via the blue top menu).
📌 For audit steps created **before** April 21, 2025 at 08:00 UTC as part of an audit plan, times are frozen and will not adjust based on your time zone.
📌 For audit steps created **after** April 21, 2025 at 08:00 UTC as part of an audit plan, times automatically adapt to the connected user’s time zone.
User guide: time zone

Possibility of extracting audit plans as an Excel file to process the data

User guide: Planning extraction

Possibility to generate a Word report adapted to your Certification Body template and to upload a PDF report
User guide: generate report

Possibility to link the Digitaliso software through the user profile

Added the audit node in the extractions to perform cross-analysis

Filter by client number

Field “audit duration” in days as alternative to hours

Organizations & standards listed alphabetically; auditors listed alphabetically by last name

Ability to filter audits by standard, status, and date in addition to audit names

To save time for repetitive or very similar checklists, you can use the ‘Retake Checklist’ option
User guide: Checklist

Generate an audit report from the planning and retake some data. This allows significant time saving.
User guide: Add audit

The contract view is automatically generated and calculated based on the data entered in the tabs “CB Data & Review” and “Calculation” with the different stages and is available in PDF format.
User guide: Contract

Install elevators wherever standards are met

The ‘Audit review’ section supports CBs during the audit review and is customizable with the CB’s own checklist.
User guide: Audit review

Facilitated audit planning thanks to an innovative map view on ViaSyst. CB back-office tasks are now a true pleasure thanks to the powerful map view added in the planning module.
User guide: MAP 

News: MAP

To save time for repetitive or very similar audit plans, you can use the ‘Retake Audit plan’ option.
User guide: Draft audit plan

Extract all the IAF certificate data and inject them in one batch into the IAF CertSearch platform

For feeding the IAF CertSearch database, a new certificate shall be created for each certification cycle. To maintain the historisation, a new status “Expired” has been added.

In audit planning: flexibility of audit types according to the settings of the standards

Possibility to extract the findings either in CSV or Excel

The ViaSyst audit management software supports any language!

The ViaSyst audit management software supports any language!

Allows for simplified updates of fields in the audit reports

Ability to select only certain sub-sites in audits and certificates

To load documents common to all (e.g. CV, diploma, …)

Second version of the ViaSyst-Offline App for onsite offline auditing

The ViaSyst audit management software supports any language!

Planned audits: visualize planning gaps and simplify creation of audit plans after the date of the last audit.
Planning list: see all past and future plans.
User guide: Plan audits

Better contrast for enhanced readability.

In the audit planning module: new field “scope” according to the standard settings.
Extraction function for filtered findings views.

Extraction function for filtered findings views.

The contract view is automatically generated and calculated based on the data entered in the tabs “CB Data & Review” and “Calculation” with the different stages.
User guide: Generate contract

Possibility of having different values in the droplist of CL items

The ViaSyst Audit Management Software becomes an end-to-end solution with the Offers & Contracts module.
User guide: New offer

Possibility of predefining scopes in organisations (then reused in offers, audit plans and folders)

Management of standard archiving (no longer offered in new offers or audits once archived)

Possibility to upload more than one file in the action plan field within the NC completion workflow

A simple setting in the KB allows the CB to share (or not) the “Recommendations” field of the KB for organisation contacts

The ViaSyst audit management software supports any language!

Remote audit: confirmed by two major studies & strengthened by ViaSyst

Various automatic scoring calculations available based on checklist data

Possibility of having mandatory items in the checklist

Add sub-site in SO certificates extraction: one line per sub-site + make sub-sites visible (info in column after country) + take address from certificate, not organisation page

Allow a specific user to access various roles or positions (e.g. contact organisation for several companies) with the same login credentials

Field added in findings completion workflow to enter immediate corrections implemented in response to findings

City name added in the users’ list extraction

Addition of audit duration in the CB audit extraction

Page and menu allowing to view all certificates in a single view (for any user: CB officer, auditor, org. contact), according to access rights

Variable folder audit menu depending on settings: tabs with no associated fields are hidden

The findings list view helps manage non-conformities by filtering options (organisation, standard, grading, status)

Simplifies work for certificates covering multisite organisations.
User guide: Multisite organisation

On changes in organisation or audit folder, refresh fields impacting proposed certificate data

Draft audit plans easily and share them online with clients.
User guide:  Draft audit plan

Provide access for the same contact organisation to multiple organisations.
User guide: Create organisation contact

Possibility to upload more than one file in the qualification folder

Invoicing address fields added within the organisation page

“Comment” field in the Audit folder to communicate internally within CB users. The audited organisation does not have access to it.

News: New comment field in the audit folder

Planning module for audits and audit programme (or cycle – as required by ISO 17021).  The planned audits can be filtered by status (i.e. Targeted, Confirmed, Completed), date or assigned Auditors – and the dates and status can be adjusted along the progresses of the planning.

User guide: Plan audits

News: Planification module now available on the viasyst audit reporting platform