Audits are scheduled, structured reviews — internal process audits, supplier audits, safety walk-throughs, and (if you’re in a regulated industry) external certification audits. Bizuno handles scheduling, checklists, findings, and the CAPAs that come out of them.

How to get there #

Menu: Quality → Audits
Direct URL pattern: https://yourdomain.com/?bizRt=quality/audit/manager

Audit types #

• Internal Process — a self-audit of a shop process (receiving, assembly, service, closing).
• Supplier — on-site or remote review of a vendor’s quality system.
• Safety — shop safety walkthrough (eye-wash, fire extinguishers, chemical storage, lockout-tagout).
• External — audits performed on you by a customer, insurer, or certifying body.
• Follow-up — re-audit after a failed audit to verify corrective actions.

Creating an audit #

1. Click New.
2. Set the Audit Type and a clear Title (e.g., “Q2 Service Department Internal Audit”).
3. Pick a Scheduled Date and Lead Auditor.
4. Link the Scope — process area, supplier, or site.
5. Attach or select a Checklist (reusable templates — see below).
6. Save.

Running an audit #

1. Open the scheduled audit on audit day. Status: In Progress.
2. Walk the checklist item by item. For each:
   • Mark Conforming / Non-Conforming / Observation / N/A.
   • Record evidence (notes, photos, document IDs).
   • If Non-Conforming, create the associated NC directly from the row — it’ll link back to the audit.
3. Enter an Audit Summary at the end.
4. Status: Complete — Findings Pending Review.

Findings & follow-through #

Each Non-Conforming or Observation item on the checklist becomes an Audit Finding. Findings can:

• Spawn a CAPA (common for significant findings).
• Remain tracked as “minor” with a target correction date but no formal CAPA.
• Trigger a Follow-up Audit.

Finding Severity	Default Response
Critical / Major	Mandatory CAPA; follow-up audit.
Minor	Local correction with target date; trended.
Observation	Noted; no action required but reviewed next audit.

Reusable checklists #

Under Admin → Quality → Audit Checklists you build templates you’ll reuse audit after audit. A good Ridgeline Cycles starter set:

• Receiving Audit — incoming inspection performed? packing slip matched? discrepancies logged as NC?
• Assembly / PDI Audit — torque spec sheet used? shift & brake test documented? tools calibrated? PDI checklist signed?
• Service Department Audit — customer bike check-in complete? estimate approved before work? test ride before pickup?
• Safety Walkthrough — fire extinguisher dates, eye-wash station, spill kits, chemical labeling, aisle clearance.
• Supplier Quality Audit — first-pass yield, on-time delivery, NC trend, RMA turnaround.

Important: Auditors can’t audit their own work. Have the lead mechanic audit the service department or rotate monthly audits between owner, lead mechanic, and service manager. Self-audit has its place, but an audit of your own area is better treated as a self-check, not a formal audit.

Audit report #

From an open or closed audit, Print → Audit Report produces a PDF with the checklist, findings, evidence, and CAPA cross-references. Keep one per audit in your quality records.

Audit cadence for a small shop #

• Safety walkthrough: monthly. 15 minutes.
• Receiving / PDI audits: quarterly. 30 minutes each.
• Service department audit: semi-annually.
• Supplier audit: annually for top three suppliers, as needed for CAPA follow-up.

Tips for Ridgeline Cycles #

• Don’t skip the safety walk. Insurance premiums and worker’s comp outcomes both love documented monthly walks.
• Keep the internal checklists short. A 15-item checklist you run 10 times beats a 60-item checklist you run twice.
• File the audit PDF in a dated folder. Insurers and prospective business customers (fleets, rental operations) sometimes ask for recent audit records.
• Every audit cycle, review the checklist itself. If a question never fails, it’s not earning its spot.

Where to go next #

• Corrective Actions — open a CAPA from an audit finding.
• Supplier Evaluations — supplier audit outcomes feed the scorecard.
• Document Control — audit checklists live here under version control.