Evidence and the annual plan

Under Annual plan you see every recurring check, such as the yearly management review or the quarterly access review, with the clause it belongs to, who is responsible and when it is due next.

Add a check with a name, the clause, how often it recurs (monthly, quarterly, every six months or yearly) and the first due date. Fourteen days before the due date the person responsible gets a reminder by email; without one, the owners and admins of your organisation get it. When a check is overdue, they get one more reminder.

Choose Record evidence when the check is done. Add the date, a short note and a file if you have one. The next due date moves on by itself. The overview counts the evidence of the last 12 months per chapter.

Under Evidence you find everything your organisation recorded, the latest first, with the clause, the note, who recorded it and the file. Filter on a standard, search by clause number or title, or show only the records with a file. Evidence imported from ISOplanner has no files; files appear when you add evidence on a clause. On a clause page you see the ten latest records, and Show all evidence opens the rest.

Files are stored encrypted in the European Union.