🗺️ System Overview
SMauditor is a web platform for managing audits and consulting projects. The system allows CertBody managers to manage client companies, assign auditors and consultants, send surveys, and generate documents.
Core System Modules
Typical Auditor Workflow
CertBody manager creates a company card
The CertBody manager goes to the Companies section and creates a company card — a client or partner. The company name, contact details, email, and additional information about applicable ISO standards are filled in.
Create an audit or consulting project
The manager or auditor creates a project via Create Audit or Create Consulting on the company page. A responsible person is assigned: an auditor (for audits) or a consultant (for consulting).
Fill in the form (Survey)
The form in the Forms tab can be filled in two ways:
- Client — receives a link via Send Invitation and fills in the questionnaire independently
- Auditor — if an interview was conducted with the client, the auditor fills in the form based on the information received. This is required for subsequent report generation
Generate report documentation
After the form is fully completed (status Completed), click Generate Folder — the system will automatically substitute the data into the template and generate a ready document package.
🔐 Sign In
To start working, you need to log in to the SMauditor system using your login and password.
Open browser and go to the site
Login to the system
In the browser address bar, enter: app.smauditor.io. The login page will open.
Enter your credentials
Login to the system
- In the Login name field, enter your email or login
- In the Password field, enter your password (click the eye icon to show characters)
- Click the Login button
After login — main navigation
After successful login, the main system page opens with the navigation menu at the top: Projects, Companies, Audits, Surveys, Templates, Document Templates, Settings.
🏢 Company Management
The Companies section contains a list of all client organizations. Here you can view, add, and edit companies, as well as navigate to their audits and forms.
Open the company list
| № | Company Name | Contact | Status | Actions | |
|---|---|---|---|---|---|
| 1 | 🏢 BALTUM | info@example.com | Kevin | Active | ✉️ ✏️ 🗑️ |
Click Companies in the top menu. You will see a table with all companies.
Create a company card
- 1 Click the blue + Create Company button in the upper right corner
- 2 Fill in the company name — client or partner (Company Name)
- 3 Enter the contact person's email
- 4 Add the contact person's name (Contact Person)
- 5 In the Additional Info field, specify ISO standards (e.g.: ISO 9001, ISO 27001)
- 6 Save the company card
View the company page
Click on the company name in the table to go to its page. Here you can see all data, tabs Audits, Consulting, Forms, and Project History.
📋 Creating Audits
An audit is linked to a specific company and contains all information about the review: standard, dates, auditors, and results.
Go to the company page
In the Companies section, find the desired company and click on its name to open the profile.
Click "Create Audit"
On the company page, click the + Create Audit button (blue button at the top).
Fill in audit details
View the company's audit list
All created audits are displayed in the Audits tab on the company page. Click on an audit to open its details.
📝 Forms & Surveys
Forms are questionnaires that the client or auditor fills in before starting an audit / consulting engagement. Responses are automatically used for document generation.
Open the "Forms" tab in the company
On the company page, go to the Forms tab. Here you can see all questionnaires linked to the company.
Open and fill in the form
Click on the form card to open it. Fill in all fields marked with an asterisk (*) — they are required. The system saves data automatically as you type.
Form statuses
- 🟡 In Progress — form not yet fully completed
- 🟢 Completed — all fields filled, form is ready
- 🔵 Submitted — form submitted by client
Send the form to a client
To have the client fill in the form independently, use the Send Invitation function on the company page. The client will receive an email with a link and can fill in the questionnaire through a browser without logging into the system.
📄 Document Templates
The Templates and Document Templates sections allow you to manage report templates used for automatic document generation based on completed forms.
Go to the Document Templates section
Click Document Templates in the top menu. Here you'll find Word templates with placeholders (variables).
How template variables work
Document templates contain special placeholder tags in the format ${variable_name}. When a document is generated, the system automatically substitutes form responses into these placeholders.
Generate documents
- 1 Make sure the client form is fully completed (status Completed)
- 2 Go to the Forms tab on the company page
- 3 Click the Generate Folder button
- 4 The system will automatically substitute form data into the template
- 5 Ready documents will be available for download
Save form as template
If you created a form that you plan to use for other clients, click the Save as Template button in the upper right corner of the form. This allows you to reuse the survey structure.
💡 Tips & FAQ
Answers to the most common questions and practical tips for working effectively with SMauditor.
❓ Client didn't receive the invitation (form)
Check the email address in the company profile. Ask the client to check Spam / Junk folder. If needed, resend the invitation via Send Invitation.
❓ "Generate Folder" button is not active
The form is not yet completed. Check the status — it should be Completed. Open the form and make sure all required fields (*) are filled in.
❓ How to change the interface language?
In the upper right corner, click English ▾ and select the desired language from the list.
❓ How to view all audits at once?
Go to the Audits section in the top menu — here you'll find a consolidated list of audits across all companies with filters by status and date.
❓ Difference between "Audit" and "Consulting"
- 📋 Audit — official audit review of ISO standard compliance
- 🤝 Consulting — consulting project (preparation for certification, ISMS implementation, etc.)