Before qualifying to go to audit, companies undertaking ISO 20252:2019 implementation will be required to complete the Client Self-Assessment workbook. There are cases where this step *may* be waived, and CIRQ’s Managing Director will make that determination with the client lead/Quality Manager.
To get started, take a systematic approach to the document:
Go through the standard and read it before opening the self-assessment tool
Highlight the following words in varying colors (for reference) in the copy of your ISO Standard: “shall”, “procedure or “document”, “record”, “training” or “competence”
These words will indicate actions you need to take to comply with the standard. For example, anytime there is a “shall” this is a requirement of the standard.
The Self-Assessment tool mirrors the ISO Standard. Now, refer back to the marked-up ISO Standard for Clause 4 – Core Requirements and each applicable Annex, as stated in your organization’s Statement of Applicability, to explain what is needed in that section.
Complete Clause 4 – Core Requirements first and then follow with a draft Statement of Applicability (4.1.1). Identify what you have in relation to the requirements from Clause 4 and applicable Annexes and type responses into the space/box available. Self-assessment comments can be and should be brief.
It is suggested to assign an “Annex owner” to each Annex that is stated in the SoA to disseminate the appropriate sections to the relevant department and request them to complete the information.
Lastly the Quality Manager should review and fine tune the responses and complete Clause 4 – Core Requirements, as this is mandatory for all certification clients.