gerfru · gerfru · Jul 4, 2026 · Jul 4, 2026
@@ -43,7 +43,7 @@ clauses:
     documents: [resource_plan, competence_matrix, communication_plan, documented_info_procedure]
   - id: "8"
     title: "Operation"
-    documents: [process_map, customer_requirements_procedure, nonconformity_procedure]
+    documents: [process_map, customer_requirements_procedure, supplier_evaluation, nonconformity_procedure]
   - id: "9"
     title: "Performance Evaluation"
     documents: [internal_audit_procedure, management_review_procedure, kpi_dashboard]
@@ -81,7 +81,7 @@ documents:
   # Clause 6
   - id: risk_register
     title: "Risk Register"
-    template: null
+    template: risk_register
     clause: "6.1"
   - id: opportunity_register
     title: "Opportunity Register"
@@ -98,7 +98,7 @@ documents:
     clause: "7.1"
   - id: competence_matrix
     title: "Competency Matrix"
-    template: null
+    template: competence_matrix
     clause: "7.2"
   - id: communication_plan
     title: "Communication Plan"
@@ -117,6 +117,10 @@ documents:
     title: "Procedure: Determination of Customer Requirements"
     template: procedure
     clause: "8.2"
+  - id: supplier_evaluation
+    title: "Supplier Evaluation"
+    template: supplier_evaluation
+    clause: "8.4"
   - id: nonconformity_procedure
     title: "Procedure: Control of Nonconforming Outputs"
     template: procedure
@@ -132,7 +136,7 @@ documents:
     clause: "9.3"
   - id: kpi_dashboard
     title: "KPI Dashboard / Performance Indicators"
-    template: null
+    template: kpi_dashboard
     clause: "9.1"
   # Clause 10
   - id: capa_procedure

@@ -1,53 +1,74 @@
-# CAPA Form — Corrective Action
+# Corrective Action (CAPA) — {{ capa_id }}
 
 | Field | Value |
 |-------|-------|
 | **CAPA ID** | {{ capa_id }} |
 | **Organisation** | {{ org_name }} |
 | **Opened** | {{ opened_date }} |
 | **Opened by** | {{ opened_by }} |
+| **Source (NC / Audit / other)** | {{ source_ref }} |
 | **ISO Clause** | 10.2 |
 
 ---
 
-## 1. Background
+## 1. Problem Description
 
-**Source (NC ID / Audit Finding / other trigger):** {{ source_ref }}
+**Describe what happened, where, and when:**
 
-**Problem Description:**
+*(Factual, objective description — avoid assumptions about causes at this stage.)*
 
-> **⚠ TODO:** describe the problem
+**Extent:** ☐ Isolated incident  ☐ Recurring issue  ☐ Systemic / widespread
 
-## 2. Immediate Correction
+**Customer impact:** ☐ No impact  ☐ Internal impact only  ☐ Customer affected
 
-**Action:** TODO
-**Completed by:** TODO
-**Completed on:** TODO
+## 2. Immediate Containment
+
+Actions taken to stop further impact before the root cause is addressed:
+
+| Action | Responsible | Completed by |
+|--------|-------------|--------------|
+| | | |
+| | | |
 
 ## 3. Root Cause Analysis
 
-**Method:** ☐ 5-Why  ☐ Ishikawa  ☐ Other: TODO
+**Method:** ☐ 5-Why  ☐ Ishikawa  ☐ Fault Tree  ☐ Other: ___________
+
+### 5-Why
+
+| # | Question | Answer |
+|---|----------|--------|
+| 1 | Why did the problem occur? | |
+| 2 | Why did that happen? | |
+| 3 | Why did that happen? | |
+| 4 | Why did that happen? | |
+| 5 | Why did that happen? | |
+
+**Root Cause (confirmed):**
+
+*(State the root cause in one clear sentence. This is the basis for corrective actions.)*
+
+## 4. Corrective Actions
 
-**Root Cause Identified:**
+| # | Action | Responsible | Due Date | Done |
+|---|--------|-------------|----------|------|
+| 1 | | | | ☐ |
+| 2 | | | | ☐ |
+| 3 | | | | ☐ |
 
-> **⚠ TODO:** describe root cause
+## 5. Effectiveness Verification
 
-## 4. Corrective Action
+**Planned review date:** ___________
 
-| Action | Responsible | Due Date | Done |
-|--------|-------------|----------|------|
-| TODO | TODO | TODO | ☐ |
+**Verification method:** ☐ Re-audit  ☐ KPI trend review  ☐ Process observation  ☐ Other
 
-## 5. Effectiveness Review
+**Conducted by:** ___________  **Date:** ___________
 
-**Review planned for:** TODO
-**Review conducted on:** TODO
-**Result:** ☐ Effective  ☐ Not effective → new CAPA required
+**Result:** ☐ Effective — close CAPA  ☐ Not effective — open new CAPA: ___________
 
-## 6. Closure
+## 6. CAPA Closure
 
-**Closed on:** TODO
-**Closed by:** TODO
+**Closed on:** ___________  **Closed by:** ___________
 
 ---
 

@@ -0,0 +1,53 @@
+# Competence Matrix
+
+| Field | Value |
+|-------|-------|
+| **Organisation** | {{ org_name }} |
+| **Version** | {{ version }} |
+| **Last Review** | {{ date }} |
+| **Reviewed by** | {{ quality_officer }} |
+| **ISO Clause** | 7.2 |
+
+---
+
+## Competence Level Legend
+
+**R** = Required (awareness level)  ·  **T** = Trained (can perform with guidance)
+**E** = Expert (can perform independently and train others)  ·  **—** = Not required
+
+## Competence Matrix
+
+| Competence | QMO | Management | Process Owner | Staff |
+|------------|-----|------------|---------------|-------|
+| ISO 9001:2015 awareness | E | R | R | R |
+| Quality Policy and objectives | E | E | T | R |
+| Document control (Clause 7.5) | E | T | T | R |
+| Risk and opportunity assessment (Clause 6.1) | E | T | T | — |
+| Internal audit methodology (Clause 9.2) | E | — | T | — |
+| Nonconformity and CAPA process (Clause 10.2) | E | T | T | R |
+| Customer requirements capture (Clause 8.2) | T | R | E | T |
+| Product / service process knowledge | T | R | E | E |
+| KPI measurement and analysis (Clause 9.1) | E | T | T | — |
+
+> **⚠ Add role-specific technical competences relevant to your processes below.**
+
+## Training Record
+
+| Name | Role | Training | Date | Provider | Valid Until | Evidence |
+|------|------|----------|------|----------|-------------|----------|
+| | QMO | ISO 9001:2015 Lead Implementer | | | | Certificate |
+| | QMO | Internal Auditor | | | | Certificate |
+| | All | ISO 9001:2015 Awareness | | | | Attendance sheet |
+| | Process Owner | Product / Process Training | | | | Sign-off sheet |
+
+## Training Plan
+
+| Training | Target Group | Planned Date | Status |
+|----------|-------------|--------------|--------|
+| ISO 9001:2015 awareness refresh | All staff | | ☐ Planned  ☐ Done |
+| Internal auditor re-qualification | QMO | | ☐ Planned  ☐ Done |
+| Onboarding QMS introduction | New staff | On hire | ☐ Planned  ☐ Done |
+
+---
+
+*ISO 9001:2015 · Clause 7.2 · {{ org_name }}*
@@ -7,41 +7,55 @@
 | **Auditor** | {{ auditor }} |
 | **Audit Scope** | {{ audit_scope }} |
 | **Contact Person** | {{ contact }} |
+| **ISO Clause** | 9.2 |
 
 ---
 
 ## ISO 9001:2015 Checklist
 
-| Clause | Check Point | Compliant | Observation / Finding |
-|--------|-------------|-----------|----------------------|
-| 4.1 | Context analysis documented and up to date? | ☐ Yes  ☐ No  ☐ N/A | |
-| 4.2 | Interested parties register maintained? | ☐ Yes  ☐ No  ☐ N/A | |
-| 4.3 | QMS scope defined? | ☐ Yes  ☐ No  ☐ N/A | |
-| 5.2 | Quality policy communicated and understood? | ☐ Yes  ☐ No  ☐ N/A | |
-| 5.3 | Roles and responsibilities clearly assigned? | ☐ Yes  ☐ No  ☐ N/A | |
-| 6.1 | Risks and opportunities assessed? | ☐ Yes  ☐ No  ☐ N/A | |
-| 6.2 | Quality objectives measurable and documented? | ☐ Yes  ☐ No  ☐ N/A | |
-| 7.2 | Competency matrix current, training evidenced? | ☐ Yes  ☐ No  ☐ N/A | |
-| 7.4 | Communication plan implemented? | ☐ Yes  ☐ No  ☐ N/A | |
-| 7.5 | Document control procedure followed? | ☐ Yes  ☐ No  ☐ N/A | |
-| 8.1 | Processes planned and controlled? | ☐ Yes  ☐ No  ☐ N/A | |
-| 8.2 | Customer requirements determined and met? | ☐ Yes  ☐ No  ☐ N/A | |
-| 8.7 | Nonconformities recorded and addressed? | ☐ Yes  ☐ No  ☐ N/A | |
-| 9.1 | KPIs measured and evaluated? | ☐ Yes  ☐ No  ☐ N/A | |
-| 9.3 | Management review conducted? | ☐ Yes  ☐ No  ☐ N/A | |
-| 10.2 | CAPAs closed on time and verified effective? | ☐ Yes  ☐ No  ☐ N/A | |
-
-## Audit Result
-
-**Overall Assessment:** ☐ Conforming  ☐ Conditionally conforming  ☐ Non-conforming
-
-**Key Findings:**
-
-> **⚠ TODO:** describe findings
-
-**Recommendations:**
-
-> **⚠ TODO:** recommendations
+**Result codes:** C = Conforming · NC = Nonconformity · OB = Observation · N/A = Not applicable
+
+| Clause | Check Point | Result | Finding / Evidence |
+|--------|-------------|--------|--------------------|
+| 4.1 | Context analysis documented and kept up to date? | | |
+| 4.2 | Interested parties register maintained and reviewed? | | |
+| 4.3 | QMS scope defined, documented, and justified? | | |
+| 4.4 | QMS processes identified with inputs, outputs, owners? | | |
+| 5.1 | Leadership demonstrates commitment to QMS? | | |
+| 5.2 | Quality policy communicated, understood by staff? | | |
+| 5.3 | Roles, responsibilities, and authorities defined? | | |
+| 6.1 | Risks and opportunities assessed and addressed? | | |
+| 6.2 | Quality objectives measurable, monitored, communicated? | | |
+| 7.1 | Resources (people, infrastructure, environment) adequate? | | |
+| 7.2 | Competence matrix current; training records available? | | |
+| 7.4 | Internal and external communication controlled? | | |
+| 7.5 | Document control procedure followed; records retained? | | |
+| 8.1 | Operational processes planned, executed, controlled? | | |
+| 8.2 | Customer requirements determined, reviewed, met? | | |
+| 8.4 | Externally provided products/services controlled? | | |
+| 8.7 | Nonconforming outputs identified, segregated, recorded? | | |
+| 9.1 | KPIs measured, analysed, and evaluated regularly? | | |
+| 9.2 | Internal audit programme implemented as planned? | | |
+| 9.3 | Management review conducted with all required inputs? | | |
+| 10.2 | CAPAs opened for all NCs; effectiveness verified? | | |
+| 10.3 | Continual improvement activities evidenced? | | |
+
+## Nonconformities Raised
+
+| NC ID | Clause | Description | Severity |
+|-------|--------|-------------|----------|
+| | | | ☐ Major  ☐ Minor |
+| | | | ☐ Major  ☐ Minor |
+
+## Audit Summary
+
+**Overall Result:** ☐ Conforming  ☐ Conditionally conforming  ☐ Non-conforming
+
+**Strengths observed:**
+
+**Key findings / recommendations:**
+
+**Follow-up required by:** ___________
 
 ---
 

@@ -0,0 +1,59 @@
+# KPI Dashboard
+
+| Field | Value |
+|-------|-------|
+| **Organisation** | {{ org_name }} |
+| **Reporting Period** | {{ date }} |
+| **Prepared by** | {{ quality_officer }} |
+| **ISO Clause** | 9.1 |
+
+---
+
+## Performance Overview
+
+**Status:** ✓ On target  ·  ⚠ At risk  ·  ✗ Off target  ·  Trend: ↑ Improving · → Stable · ↓ Declining
+
+| KPI | Clause | Target | Actual | Status | Trend | Action Required |
+|-----|--------|--------|--------|--------|-------|-----------------|
+| Customer Satisfaction Score (1–5) | 9.1.2 | ≥ 4.0 | | ☐ ✓ ☐ ⚠ ☐ ✗ | | |
+| Number of Nonconformities | 9.1 | < prev. period | | ☐ ✓ ☐ ⚠ ☐ ✗ | | |
+| CAPA Closure Rate | 10.2 | ≥ 90 % | | ☐ ✓ ☐ ⚠ ☐ ✗ | | |
+| Audit Plan Completion | 9.2 | 100 % | | ☐ ✓ ☐ ⚠ ☐ ✗ | | |
+| Training Plan Completion | 7.2 | ≥ 95 % | | ☐ ✓ ☐ ⚠ ☐ ✗ | | |
+
+## Customer Feedback
+
+| Source | Volume | Positive | Complaints | Avg. Score |
+|--------|--------|----------|------------|------------|
+| Customer surveys | | | | |
+| Direct feedback / calls | | | | |
+| Returns / escalations | | | | |
+| **Total** | | | | |
+
+## CAPA Status
+
+| Status | Count |
+|--------|-------|
+| Open | |
+| In Progress | |
+| Effectiveness Review | |
+| Closed this period | |
+| Overdue | |
+
+## Actions Required
+
+| KPI | Issue | Action | Owner | Due Date |
+|-----|-------|--------|-------|----------|
+| | | | | |
+
+## Trend History
+
+| KPI | Q1 | Q2 | Q3 | Q4 |
+|-----|----|----|----|----|
+| Customer Satisfaction | | | | |
+| Nonconformities | | | | |
+| CAPA Closure Rate | | | | |
+
+---
+
+*ISO 9001:2015 · Clause 9.1 · {{ org_name }}*