A year of audits,in one sheet
A free spreadsheet for planning a year of ISO audits: one row per audit, grouped into plans, with owners, dates and status. It’s the same file Orisynx imports.
| Plan Year | Plan Name | Audit Title | Audit Type | Standard | Status |
|---|---|---|---|---|---|
| 2026 | 2026 programme | Purchasing, Ikeja | Internal | ISO 9001 | CONFIRMED |
| 2026 | 2026 programme | Site safety, Agbara | Internal | ISO 45001 | SCHEDULED |
| 2026 | 2026 programme | Kestrel Metals | Supplier | ISO 9001 | TENTATIVE |
| 2026 | 2026 programme | Access control, Abuja | Internal | ISO 27001 | SCHEDULED |
| 2026 | 2026 programme | Effluent, Port Harcourt | Internal | ISO 14001 | MOVED |
Four steps to a programme
List every audit for the year
One row per audit: what it covers, which standard, what type and roughly when. Start with the processes and sites that carry the most risk.
Group rows into plans
Rows that share a plan year and plan name become one audit plan. Use one plan for the whole programme, or one per standard or site.
Set owners and dates
Add the email of the person who owns each audit and a target window. Leave the status as tentative until dates are agreed.
Upload it, or keep it as your plan
The sheet works on its own as a planning document. In Orisynx, upload it and every row is checked before anything is created.
Deciding what goes in the programme? Read how to plan a risk-based audit programme.
What’s in the sheet
| Column | Required | What goes in it |
|---|---|---|
| Plan Year | Yes | Four-digit year the plan covers. |
| Plan Name | Yes | Rows with the same year and name form one plan. |
| Plan Description | Optional | Used when the plan is first created. |
| Plan Owner Email | Optional | Who owns the plan. |
| Audit Title | Yes | One row is one scheduled audit. |
| Audit Type | Yes | Internal, external, supplier, surveillance, certification or follow-up. |
| Standard | Yes | For example ISO 9001, ISO 45001 or your own scope. |
| Audit Owner Email | Optional | Who owns this audit. |
| Target Start Date | Optional | YYYY-MM-DD, for example 2026-03-02. |
| Target End Date | Optional | Not earlier than the start date. |
| Status | Optional | Tentative, scheduled, confirmed, moved or cancelled. |
| Notes | Optional | Anything the auditors should know. |
Template questions
Do I need Orisynx to use the template?
No. It is an ordinary spreadsheet that opens in Excel, Google Sheets or LibreOffice, and it works as a planning sheet on its own. It is also the exact format Orisynx imports.
What happens when I upload it to Orisynx?
Every row is validated before anything is created. If a cell needs fixing, Orisynx tells you the row and the column, so you can correct the file and upload it again.
How big can the file be?
Up to 1,000 rows and 5 MB per upload. Save older .xls files as .xlsx or .csv first; the legacy format is not accepted.
Why is there a CSV version?
Some teams keep their programme in other tools that export CSV. The CSV has the same columns, with the instructions as comment lines at the top.
Import it into Orisynx
Book a demo and bring your filled-in template. We’ll import it with you and show the plan, the calendar and the first audits.