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Projects
New projectAll 14DraftedIn progressCompleted
| Project | Customer | Schemes | Priority | Due | Progress | Owner |
|---|---|---|---|---|---|---|
| Multi-site certification 2026 | Meridia Rail | ISO 9001 · ISO 14001 | High | 01 Jan 27 | 0 of 45 | Laura Peña |
| Recertification audit | Alba Medical | ISO 13485 | Medium | 15 Feb 27 | 11 of 29 | Tom Becker |
| 2027 audit cycle | Northgate Foods | BRCGS · ISO 22000 | High | 28 Feb 27 | 4 of 33 | Laura Peña |
| Surveillance 2026 | Kestrel Logistics | ISO 45001 | Medium | 20 Dec 26 | 15 of 21 | Elena Ruiz |
| Energy management | Tidewell Energy | ISO 50001 | Medium | 31 Mar 27 | 0 of 12 | Tom Becker |
| GMP inspections | Corvane Pharma | GMP · ISO 9001 | High | 12 Jan 27 | 13 of 24 | Elena Ruiz |
| Initial certification | Ostra Packaging | FSC · ISO 14001 | Medium | 30 Apr 27 | 0 of 9 | Laura Peña |
| Transition audit | Lumen Data Centres | ISO 27001 | Medium | 05 Mar 27 | 3 of 12 | Tom Becker |
Meridia Rail · Multi-site certification 2026 Drafted
Projects • MR-2026-0142
Project progress0 of 45 scheduled (0%)
CompletedScheduledAcceptedRequestedAllocatedDraftedCreated
ActivitiesTeamsAttachmentsAuditsNotesAudit trailAdd audit type
Headquarters · Madrid
Manage contact people+ Add
| Status | Activity | Competency | Duration | Scheduled | Auditor | Site | Window | |
|---|---|---|---|---|---|---|---|---|
| Drafted | Audit · ISO 9001:2015 · 1st surveillance | QM15 | 1d | - | Headquarters | 02 Nov 26 – 01 Jan 27 | ||
| Drafted | Audit · ISO 14001:2015 · Initial stage 2 | EM22 | 1d | - | Headquarters | 02 Nov 26 – 01 Jan 27 | ||
| Drafted | Document review · ISO 9001:2015 | QM15 | 0.5d | - | Remote | 02 Nov 26 – 01 Jan 27 | ||
| Created | Follow-up audit (onsite) · ISO 9001 | QM15 | 0.5d | - | Headquarters | 04 Jan 27 – 31 Mar 27 |
Maintenance workshop · Valencia
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| Drafted | Audit · ISO 9001:2015 · 1st surveillance | QM15 | 1d | - | Valencia | 02 Nov 26 – 01 Jan 27 |
Audit · ISO 14001:2015 · Initial stage 2 #452414
Plan with AIPlan manuallyDetails
Appointments
Schedule
Dates
Audit trail
WindowPreferredExcluded
Preferences + Add preference
| Type | Start | End | Days | Source |
|---|---|---|---|---|
| Completion window | 02 Nov 26 | 01 Jan 27 | 61 | Scheme rule |
| Preferred | 09 Nov 26 | 13 Nov 26 | 5 | Set by customer |
| Excluded · year-end shutdown | 24 Dec 26 | 31 Dec 26 | 8 | Set by customer |
Requirements
- Window
- 02 Nov 2026 – 01 Jan 2027 · prefers 9–13 Nov
- Duration
- 1 day, on site
- Competencies
- EM22 · Lead
Find available resource
Search for auditorsCompetencies: EM22Business units1 d
Preferred dayInternal onlyRecommendedPreferred
| Name | Competencies | Distance ↑ | BU | Next free |
|---|---|---|---|---|
| Sofía MarínMadrid | EM22 · Lead | 12 km | Spain | 10 Nov 26 + |
| Elena RuizToledo | EM22 · Lead | 74 km | Spain | 12 Nov 26 + |
| Tom BeckerValencia | EM22 | 355 km | Spain | 17 Nov 26 + |
| Marta GilSevilla | EM22 · Lead | 530 km | SpainSubcontractor | 11 Nov 26 + |
Plan box 9 visits
Spain routing batch · Meridia Rail
9activities
6sites
4cities
2schemes
HQ audit · ISO 9001Madrid
HQ audit · ISO 14001Madrid
Atocha station audit · ISO 9001Madrid
Operational Control Centre · ISO 14001Madrid
Maintenance workshop audit · ISO 9001Valencia
Sants station audit · ISO 9001Barcelona
Training centre audit · ISO 14001Málaga
Document review · ISO 9001Remote
Document review · ISO 14001Remote
Competency matchAccreditation scopeAuditor rotationAudit windowsAvailabilityTravel and hotel nights
Plan manuallyOptimise
Checking 126 pairings
9 activities · 14 qualified auditors · 4 cities
Competency and accreditation scope126 pairings
Auditor rotation and impartiality14 excluded
Availability and audit windows412 slots
Travel, hotel nights and CO23 routes
Spain routing batch 3 scenarios
Plan box • Meridia Rail · 9 activities
Recommended
Priority first · least travel
9 of 9 in windowHigh-priority sites first, then shortest routes
2,390km travel
3hotel nights
0.40t CO2e
3auditors
Earliest dates
9 of 9 in windowBook every visit as soon as possible
3,670km travel
5hotel nights
0.62t CO2e
4auditors
Balanced workload
9 of 9 in windowSpread days evenly across the team
2,980km travel
4hotel nights
0.51t CO2e
4auditors
Priority first · least travel2,390 km · 3 hotel nights
James WalkerSofía MarínTom BeckerElena RuizEdit weightsReview allocation
Priority first · least travel Proposed
Plan box • Spain routing batch • Review allocation
| Activity | Site | Date | Auditor |
|---|---|---|---|
| HQ audit · ISO 9001 | Madrid | Tue 10 Nov | JW James Walker |
| Operational Control Centre · ISO 14001 | Madrid | Tue 10 Nov | SM Sofía Marín |
| Atocha station audit · ISO 9001 | Madrid | Wed 11 Nov | JW James Walker |
| HQ audit · ISO 14001 | Madrid | Wed 11 Nov | SM Sofía Marín |
| Maintenance workshop audit · ISO 9001 | Valencia | Thu 12 Nov | JW James Walker |
| Training centre audit · ISO 14001 | Málaga | Thu 12 Nov | SM Sofía Marín |
| Sants station audit · ISO 9001 | Barcelona | Fri 13 Nov | JW James Walker |
| Document review · ISO 9001 | Remote | Mon 09 Nov | DO Daniel Ortega |
| Document review · ISO 14001 | Remote | Mon 09 Nov | DO Daniel Ortega |
JWWhy James Walker
HQ audit · ISO 9001 · Tue 10 Nov
- Holds QM15Qualified for this scope, accreditation valid to 2028
- Free on 10 NovemberNo leave, no other booking that day
- Rotation respectedNot audited this customer in the last three cycles
- 12 km from the siteThen Valencia and Barcelona in one trip
Decision record saved to the audit trail · Export
Next best: Tom Becker, also qualified, but 340 km and one extra hotel night.
Swap auditorBack to scenariosApprove 9 appointments
9 appointments created · Customer confirmations ready
November 2026
‹›Customer: Meridia Rail ×Country: Spain ×DayWeekMonth
Auditor
9Mon
10Tue
11Wed
12Thu
13Fri
JW
James WalkerMadrid · QM15
Internal trainingAll day
HQ audit · ISO 9001Madrid · 09:00
Atocha stationMadrid · 09:00
Maintenance workshopValencia · 09:30
Sants stationBarcelona · 09:00
SM
Sofía MarínMadrid · EM22
Control Centre · ISO 14001Madrid · 08:30
HQ audit · ISO 14001Madrid · 09:00
Training centreMálaga · 10:00
Leave
DO
Daniel OrtegaRemote · QM15 · EM22
Document review · 9001Remote · 09:00
Document review · 14001Remote · 14:00
Other customerSevilla
TB
Tom BeckerValencia · QM15
Other customerValencia
Training centre audit · ISO 14001 · #452419
Client prefers Mon 16 NovSofía Marín is booked that day
PreferredInternalAuditorCompetenciesBusiness unit7 options
Same teamInternalMon 16 Nov✓ Selected
SM
Sofía MarínMadrid
EM22 · Lead1 d530 km#452419 · Meridia Rail ScheduledWindow 2 Nov – 1 Jan
Current12 Nov
→Proposed16 Nov
#87311 · Corvane Pharma DraftedWindow 1 Nov – 15 Dec
Current16 Nov
→Proposed18 Nov
Same teamInternalTue 17 NovSelect →
SM
Sofía MarínMadrid
EM22 · Lead1 d530 kmPlanner decision · 2 bookings move, both inside their windowsRevertApprove
Rescheduled · both customers notified
HQ audit · ISO 9001:2015
1st surveillance · Meridia Rail
- When
- Tue 10 Nov 2026 · 09:00–17:00
- Site
- Headquarters, Calle de Alcalá, Madrid
- Auditor
- James Walker (lead)
- Contact
- Quality manager, on site
- Status
- Scheduled
RescheduleSend confirmation