Features
Every surface of the lifecycle, composed.
Registers, applications, assessments, documents, certificates and invoicing — built as one operating record rather than five disconnected tools.
Registers
People and competence, held to the standard
Your assessors and trainers are the program. Hold them in a register that records what they are qualified for, the evidence behind it, and where they are committed.
- Schemes and roles per personRecord exactly which schemes an assessor covers and which role they may take on a case.
- Evidence attached, not filed awayCVs, qualifications, certificates and photo records live on the person's record.
- A workspace of their ownAssessors maintain their own professional records through a self-service workspace.
Applications
Intake that carries its own history
An application arrives, moves through review, absorbs revisions, and reaches a decision — with the scope, documents and reasoning still attached at the end.
- Explicit stagesDraft, submitted, under review, revision required, assessment planned, approved — no ambiguity about where a case stands.
- Scope tables against the standardEdit the scope directly in the structure the standard expects, not in a free-text field.
- Document requests in-lineAsk for what's missing and track it against the application itself.
Assessments
Findings recorded where they belong
Plan the assessment, assign the team, work clause by clause, and raise non-conformities against the case — so the report writes itself from the record.
- Plans with named assessorsA lead assessor and technical experts assigned, with dates and scope visible to everyone involved.
- Clause-level complianceCapture conformity against each clause, with the evidence that supports the judgement.
- Non-conformities to closureRaised, responded to, verified and closed — with every step time-stamped.
Certificates & invoicing
The decision, issued and billed
Turn an approved decision into a certificate with a visible validity window, then invoice the work from templates you control.
- Full certificate lifecycleIssue, renew, suspend and withdraw, with the reason preserved on the record.
- Templated invoicingBuild invoices against the organization and the work performed, from your own templates.
- Audit log across everythingWho did what, when — across registers, applications, assessments and certificates.
And the rest
The supporting machinery.
The parts nobody demos but everybody relies on once the program is running.
Document library
A single library for evidence, with review states, versions and the case each document belongs to.
Operational dashboard
Pipeline health, throughput trends and workload at a glance for whoever is accountable.
Audit log
A complete activity trail across modules, readable without a database query.
Notifications
The people who need to act are told, in the product, when a case moves.
Role permissions
Module-level permissions so each role sees the surfaces that belong to their work.
Organization management
Provision workspaces, manage users, and keep each body's operating record separate.
Invoice templates
Design the document once, then issue against it for every organization you bill.
Scheme configuration
Configure schemes, clauses and scope structures to reflect the standards you work to.
Team management
Invite colleagues, assign roles, and remove access cleanly when people move on.
Starter covers the register modules only. Compare the plans to see where each capability unlocks.
See it against your workflow.
We'll walk your registers, your application flow and your assessment process — then tell you honestly which plan fits.
Prefer email? Write to corp@codeaex.com