ISO 17020:2026 Documentation ToolKit
Inspection Bodies System Manual
Clause-by-clause structure
- 151 Documents and tools
- 18 Procedures clause-mapped
- 57 Forms with filled samples
- 2026 Revision ready
Original price was: $850.00.$350.00Current price is: $350.00.
- Publisher: ISO Basics
- Language: English
- Developer: Inhouse Consultant
- Application Required: MS Word, MS Excel
Description
ISO 17020:2026 Documentation Toolkit
The real ISO/IEC 17020:2026 documentation set we deliver: 151 documents and five ready-to-use Excel tools that form a complete inspection management system, fully updated for the 2026 revision. The manual maps every clause of ISO 17020:2026 to the procedure that implements it. You get the Inspection Management System Manual, three policies, 18 procedures, 7 work instructions, 57 forms each with a completed worked example, and the impartiality risk, equipment calibration, competence and audit tools, all editable in Word and Excel, so you can build an accreditation-ready inspection body without hiring a consultant.
Preparing the documentation is the slowest and most confusing part of getting certified to ISO 17020:2026. You have to work out what the standard asks for, decide what to write, and turn it into a manual, procedures and records that an auditor will accept. Done from a blank page it takes months, and paying a consultant to do it can cost thousands.
The ISO 17020:2026 Documentation Toolkit gives you that whole system, already written and ready to edit. It is built by practitioners around the exact structure of the standard, so nothing an auditor expects is missing. You add your company details, adapt anything specific to your operation, and you have a complete, consistent inspection bodies system that is ready for audit. Every single document you receive is listed and explained further down this page, so you know precisely what you are buying before you spend anything.
Built for your real production model, not a generic template
Updated for the 2026 revision
Written to ISO/IEC 17020:2026, including the move from three independence types to Type A and Type non-A, the CASCO common elements shared with ISO 17025 and ISO 17065, and risk-based thinking through the requirements.
Impartiality and independence, evidenced
An impartiality policy, procedure, risk register and an Excel impartiality risk workbook, plus conflict-of-interest declarations and safeguarding review minutes, so you can demonstrate the independence an assessor scrutinizes first.
Competent, authorized inspectors
Ten personnel forms and a competence matrix take an inspector from training needs and induction through competence evaluation, authorization and witnessed monitoring, which is where inspection-body assessments concentrate.
Real inspection work instructions
Worked instructions for a thorough examination of a mobile crane, periodic inspection of a pressure system, and visual and functional inspection of lifting accessories, alongside field recording and report preparation.
A completed example for every form
All 57 forms come with a matching sample filled form, worked around a realistic inspection-body example, so you can see exactly how each record should look before you fill your own.
Five ready-to-use Excel tools
Working tools for impartiality risk assessment, the risk and opportunity register, the equipment calibration-due tracker, the competence matrix and training tracker, and the internal audit program planner.
Updated for the 2026 revision – New: the 2026 revision
ISO/IEC 17020:2026 was published in March 2026 and replaces the 2012 edition. It is the first full revision in more than a decade, and accreditation bodies are running a three-year transition that ends in March 2029. This toolkit is already written to the 2026 requirements, so an inspection body can build or move its system to the current standard straight away rather than reworking a 2012 kit later.
The revision keeps the structure inspection bodies know but sharpens several areas. The independence categories move from three types, A, B and C, to two, Type A and Type non-A, which removes ambiguity. New common elements align ISO 17020 with ISO 17025 and ISO 17065, risk-based thinking runs through the requirements, and there are clearer provisions on the control of data and information. The manual, procedures and forms in this kit reflect each of these updates.
Type A and Type non-A independence
The old A, B and C independence categories are replaced by Type A and Type non-A. The impartiality and independence documents in the kit are written to the new classification.
Aligned with the CASCO common elements
Structure and terminology are brought into line with ISO 17025 and ISO 17065, so an inspection body running more than one scheme keeps one consistent system.
Risk-based thinking throughout
Planning, impartiality and operational controls carry the risk-based approach the 2026 revision expects, rather than treating risk as a single clause.
Clear 2012 to 2026 transition path
Because the core structure is retained, moving from ISO 17020:2012 is an update, not a rebuild. A transition checklist helps you close the gap and show the change to your assessor.
151 controlled documents in 8 tiers
Each tier answers a different question and is approved at a different level, and every requirement is owned in exactly one place.
- 1 x Inspection Management System Manual
- 3 x Policies
- 18 x Procedures
- 7 x Work instructions
- 57 x Forms and registers
- 57 x Sample filled forms
- 5 x Validated Excel tools
- 3 x Customization guides
Every document in this toolkit, listed and explained
No hidden contents and no vague claims. Here is the complete document set, with a short description of what each file is for and the clause it helps you meet.
| Inspection Management System Manual | 1 |
| Policies | 3 |
| Procedures | 18 |
| Work instructions | 7 |
| Forms and registers | 57 |
| Sample filled forms | 57 |
| Validated Excel tools | 5 |
| Customization guides | 3 |
| Total documents | 151 |
01 Inspection Management System Manual
The top-level document of the inspection management system. Written to ISO/IEC 17020:2026 clause by clause, it sets out the scope, the independence type and impartiality arrangements, the structure and responsibilities, and how each requirement is met, tracing every clause to the procedure, form and record that provides evidence. This is the document an assessor opens first.
Policies (3)
- POL-01 Impartiality and Independence Policy. The inspection body commitment to impartial, independent inspection decisions, free from commercial, financial or other pressure (Clause 4.1).
- POL-02 Confidentiality Policy. How information obtained during inspection is kept confidential and the limited cases where disclosure is required (Clause 4.2).
- POL-03 Quality Policy for Inspection Activities. Top management commitment to competent inspection and continual improvement of the management system.
Procedures (18)
- QP-01 Control of Documented Information. How management system documents and records are created, approved, issued, changed and controlled (Clause 8.3, 8.4).
- QP-02 Impartiality, Independence and Managing Risks to Impartiality. How risks to impartiality are identified, evaluated and eliminated or minimized, and independence maintained (Clause 4.1).
- QP-03 Confidentiality. How confidential information is protected and disclosure controlled (Clause 4.2).
- QP-04 Structure, Legal Responsibility, Management and Responsibilities. How the inspection body is structured, its legal responsibility, and how management and responsibilities are defined (Clause 5).
- QP-05 Competence, Training, Authorization and Monitoring of Personnel. How inspectors gain competence, are trained, authorized and monitored, including witnessed inspection (Clause 6.1).
- QP-06 Facilities, Inspection Equipment and Measurement Traceability. How facilities and inspection equipment are controlled and measurements made traceable (Clause 6.2).
- QP-07 Externally Provided Products and Services and Subcontracting. How externally provided services are controlled and inspection is subcontracted with client consent (Clause 6.3).
- QP-08 Review of Requests, Tenders and Contracts. How requests, tenders and contracts are reviewed before work is accepted (Clause 7.1).
- QP-09 Inspection Methods, Procedures and Method Validation. How inspection methods and procedures are selected, validated and controlled (Clause 7.1.2).
- QP-10 Handling of Inspection Items. How items to be inspected are received, identified, handled and protected (Clause 7.2).
- QP-11 Inspection Records and Control of Data and Information. How inspection records and data are captured, controlled and protected (Clause 7.3, 8.4).
- QP-12 Inspection Reports and Certificates. How inspection reports and certificates are prepared, authorized, issued and amended (Clause 7.4).
- QP-13 Handling of Appeals and Complaints. How appeals and complaints are received, investigated and resolved (Clause 7.5, 7.6).
- QP-14 Actions to Address Risks and Opportunities. How risks and opportunities to the inspection body are determined and treated (Clause 8.5).
- QP-15 Nonconformities and Corrective Action. How nonconformities are handled, corrected and their causes addressed (Clause 8.7).
- QP-16 Internal Audit. How internal audits of the management system are planned, conducted and reported (Clause 8.6).
- QP-17 Management Review. How top management reviews the management system and sets actions (Clause 8.8).
- QP-18 Monitoring of Standard, Scheme and Regulatory Changes. How the inspection body monitors changes to ISO 17020, inspection schemes and regulation, and updates its system.
Work instructions (7)
- WI-05-01 Witnessed Inspection and Personnel Monitoring. How to witness an inspector at work and record the monitoring of their competence.
- WI-06-01 In-Service Checks and Verification of Inspection Equipment. How to run in-service checks and verify inspection equipment before use.
- WI-09-01 Visual and Functional Inspection of Lifting Accessories. How to inspect lifting accessories such as slings, shackles and chains visually and functionally.
- WI-09-02 Thorough Examination of a Mobile Crane. How to carry out a thorough examination of a mobile crane.
- WI-09-03 Periodic Inspection of a Pressure System. How to carry out the periodic inspection of a pressure system.
- WI-11-01 Field Recording of Inspection Data. How to record inspection data reliably in the field.
- WI-12-01 Preparing an Inspection Report and Certificate. How to prepare a compliant inspection report and certificate.
Forms and registers (57)
- QF-01-01 Master Document Register. The master index of every controlled document.
- QF-01-02 Document and Data Change Request. Requests and records a change to a document or data.
- QF-01-03 Controlled Copy Distribution List. Records who holds controlled copies of documents.
- QF-01-04 External Documents Register. Registers documents of external origin used by the system.
- QF-02-01 Impartiality Risk Register. Records risks to impartiality and their treatment.
- QF-02-02 Impartiality and Conflict of Interest Declaration. Captures each person impartiality and conflict-of-interest declaration.
- QF-02-03 Impartiality Safeguarding Review Minutes. Records the review of impartiality safeguards.
- QF-03-01 Confidentiality and Non-Disclosure Undertaking. The signed confidentiality undertaking for staff and others.
- QF-04-01 Job Description and Authority Profile. Defines a role, its duties and its authority.
- QF-04-02 Delegation of Authority and Deputy Appointment. Records delegation of authority and the appointment of deputies.
- QF-04-03 Signature and Authorization Authority Register. Records who may sign and authorize what.
- QF-05-01 Training Needs Analysis. Identifies the training each inspector needs.
- QF-05-02 Annual Training Plan. Plans the year training.
- QF-05-03 Training and Attendance Record. Records training delivered and attendance.
- QF-05-04 Training Effectiveness and Feedback. Evaluates whether training was effective.
- QF-05-05 Competence Evaluation Record. Records the evaluation of an inspector competence.
- QF-05-06 Inspector Authorization Record. Authorizes an inspector for specific inspection activities.
- QF-05-07 Personnel Monitoring and Witnessed Inspection Record. Records witnessed inspection and ongoing monitoring.
- QF-05-08 Competence Matrix. Maps inspectors against the competencies each activity needs.
- QF-05-09 Induction Checklist. Records induction of new personnel.
- QF-05-10 Personnel File Index. Indexes the contents of each personnel file.
- QF-06-01 Inspection Equipment Register. Registers the inspection equipment in use.
- QF-06-02 Equipment Calibration and Verification Record. Records calibration and verification of equipment.
- QF-06-03 Equipment In-Service Check Record. Records in-service checks of equipment.
- QF-06-04 Equipment Maintenance and Repair Log. Logs maintenance and repair of equipment.
- QF-06-05 Out-of-Service and Defective Equipment Record. Records equipment taken out of service or found defective.
- QF-07-01 Approved Subcontractor and Supplier List. The controlled list of approved subcontractors and suppliers.
- QF-07-02 Subcontractor and Supplier Evaluation and Approval. Records evaluation and approval of a subcontractor or supplier.
- QF-07-03 Subcontracted Inspection Authorization and Client Consent. Records authorization to subcontract inspection and the client consent.
- QF-08-01 Enquiry and Request Log. Logs incoming enquiries and requests.
- QF-08-02 Request, Tender and Contract Review Record. Records the review of a request, tender or contract.
- QF-08-03 Contract Amendment Record. Records amendments to a contract.
- QF-09-01 Inspection Method and Procedure List. The controlled list of inspection methods and procedures.
- QF-09-02 Method Validation and Verification Record. Records validation or verification of an inspection method.
- QF-09-03 New or Modified Method Approval. Approves a new or modified inspection method.
- QF-10-01 Item Receipt, Identification and Handling Record. Records receipt, identification and handling of an inspection item.
- QF-10-02 Item Anomaly and Condition Note. Records any anomaly or condition of an item on receipt.
- QF-11-01 Field Inspection Record and Site Note Sheet. Captures inspection data and notes in the field.
- QF-11-02 Data Backup and Integrity Log. Records backup and integrity checks of inspection data.
- QF-12-01 Inspection Report. The report of an inspection and its result.
- QF-12-02 Inspection Certificate. The certificate issued for an inspection.
- QF-12-03 Report Amendment and Reissue Record. Records amendment and reissue of a report or certificate.
- QF-13-01 Appeal Submission Form. Captures an appeal against an inspection decision.
- QF-13-02 Complaint Submission Form. Captures a complaint about the inspection body.
- QF-13-03 Appeals and Complaints Log and Resolution Record. Logs appeals and complaints and records their resolution.
- QF-14-01 Risk and Opportunity Register. Records risks and opportunities to the inspection body.
- QF-14-02 Risk Treatment Action Plan. Plans and tracks the treatment of risks.
- QF-15-01 Nonconformity Report. Records a nonconformity found in the system or work.
- QF-15-02 Corrective Action Request. Raises a corrective action and tracks it.
- QF-15-03 Nonconformity and Corrective Action Log. Logs nonconformities and their corrective actions.
- QF-16-01 Annual Internal Audit Program. Plans the internal audit program for the year.
- QF-16-02 Internal Audit Plan. Plans a single internal audit.
- QF-16-03 Internal Audit Checklist. The checklist used to audit the system.
- QF-16-04 Internal Audit Report. Reports the findings of an internal audit.
- QF-16-05 Auditor Competence and Independence Record. Records the competence and independence of an internal auditor.
- QF-17-01 Management Review Agenda and Input Pack. The agenda and inputs for a management review.
- QF-17-02 Management Review Minutes and Action Log. Records the management review decisions and actions.
Validated Excel tools (5)
- T-01 Impartiality Risk Assessment Workbook. Working workbook that scores and tracks risks to impartiality.
- T-02 Risk and Opportunity Register and Scoring Workbook. Scores and tracks risks and opportunities to the inspection body.
- T-03 Inspection Equipment Register and Calibration-Due Tracker. Registers equipment and tracks when calibration is due.
- T-04 Competence Matrix and Training Tracker. Scores competence against activities and tracks training.
- T-05 Internal Audit Program and Schedule Planner. Plans and schedules the internal audit program.
Customization guides (3)
- CG-01 Customization and Tailoring Guide. How to tailor the whole toolkit to your inspection body before assessment.
- CG-02 Placeholder Replacement Guide. The list of placeholders to replace, so no example content is left behind.
- CG-03 Configuration Decision Checklist. The configuration decisions the toolkit leaves to you, gathered in one checklist.
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