For accreditation bodies

The right assessors.Independent.For the whole cycle.

Assessor scheduling software for accreditation bodies across TIC. ScheduleAI builds assessment programmes for your accreditation cycle, matches lead assessors, technical assessors and technical experts on technical competence, enforces rotation and conflict-of-interest rules, and names an alternate for every role.Assessment programmes for the whole cycle, with competent, independent teams and an alternate for every role.

ScheduleAI · Assessment team · Surveillance 2
DA
Dr. A. PatelLead assessor
✓ Competent · no conflict
RS
R. SinghTechnical assessor
✓ Competent · no conflict
MO
M. OkaforTechnical expert
✓ Competent · no conflict
KB
K. BergAlternate · lead
✓ Alternate, pre-checked
TS
T. SilvaAlternate · technical
✓ Alternate, pre-checked

Set aside

JM
J. MorenoTechnical assessor
✕ Declared conflict of interest
LC
L. ChenTechnical assessor
✕ Rotation limit reached

✓Team ready for approval · 2 set aside with the reason

The story in one minute
1The problem

Assessment programmes span years, and every team must be technically competent and independent of the body it assesses.

2What ScheduleAI does

ScheduleAI builds the programme for your cycle, matches assessors on technical competence, checks conflicts and rotation, and names an alternate for every role.

3What changed

Every programme is checked against your cycle rules, such as on-site assessment at least every two years within a cycle of up to five, and every override is recorded with a reason.

01The assessment programme

The whole accreditation cycle. One plan you can publish.

Initial / Year 0Surveillance 1Surveillance 2Surveillance 3Reassessment
Lead assessor✓✓✓✓↻
Technical assessor✓✓✓✓↻
Technical expert✓✓
Witnessing◉◉◉◉◉

Rotation rules swap people before familiarity becomes a risk; witnessing is planned across the cycle so every scope you accredit is covered.

02Mapped to ISO/IEC 17011

The clauses your programme must meet, held as rules.

Clause by clause, how the assessment programme is planned. Your own procedures, and regional rules from EA, IAF or ILAC, can set tighter limits; the stricter limit you configure is the one applied.

ISO/IEC 17011:2017What it requiresHow ScheduleAI plans it
7.9.1An accreditation cycle of no more than five yearsInitial assessment, surveillance and reassessment planned across the cycle length you set
7.9.2Activities representative of the scope assessed, at the relevant locations, within the cycleWitnessing and on-site activities planned per scope and site; gaps shown before the reassessment
7.9.3First surveillance on site within 12 months of initial accreditation; on-site assessments no more than two years apartBoth limits held as hard due dates per body; assessments at risk sent to a planner early
7.5Assessment team appointed with the competence needed; the body is told the names in time to objectTeam proposed with a pre-checked alternate for every role; an objection swaps in the alternate and is recorded
6.1Personnel competent for the activities they performLead assessors, technical assessors and experts matched to each scope's technical competence
4.4Impartiality safeguarded and conflicts of interest managedDeclared conflicts and rotation checked before anyone is proposed; overrides need a named decision maker
03How the team is chosen

Hard rules first. Then fairness.

Must pass

  1. ✓Technical competence for every activity in scope
  2. ✓Role authorised for the standard
  3. ✓No declared conflict of interest
  4. ✓Rotation limit not reached
  5. ✓Trainee assessors paired with a qualified assessor
  6. ✓Assessor fee bands and employer release limits respected

Then ranked by

  1. 1Staff assessors before external assessors
  2. 2Under-used assessors offered first
  3. 3Fewer long-distance trips
04Capacity limits

No assessor is asked too often.

An illustration: limits on how often an assessor is asked are applied automatically, so requests move to the next qualified assessor instead of the same few names.

Without limitsWith limits
Dr A. Patel
6
4
J. Moreno
5
4
R. Singh
2
3
L. Chen
1
2
M. Okafor
1
2

Requests per assessor this cycle. The line marks the limit you set.

05Technical assessors and contractors

Use the whole pool. Fairly.

Accreditation bodies rely on large pools of technical assessors, many released by their employers for a day at a time. ScheduleAI spreads the work.

01

Under-used assessors first

Equally qualified assessors who are rarely asked move up the list

02

Caps respected

Limits on how often an assessor is asked are applied automatically

03

Alternates by default

Every role gets a named, pre-checked alternate

06From draft to published

Every plan approved. Every change traceable.

Programmes and effort matrices move through your approval states. When something changes, the plan reopens for review instead of silently drifting.

DraftReady for approvalReady to publishPublished
07What a peer evaluator sees

Every decision, with the rule behind it.

An illustration of the record kept for one assessment. Records export for your own files and for IAF, ILAC or regional peer evaluators.

Assessment record · reassessment · illustration
  • Team: lead assessor Dr A. Patel, technical assessor R. Singh, technical expert M. Okafor
  • Competence: ISO/IEC 17025 · electrical calibration, valid on the assessment dates
  • Rules passed: no declared conflict, rotation (2 of 3 cycles), within assessor caps
  • Objection from the laboratory to J. Moreno · replaced by pre-checked alternate R. Singh · reason recorded
  • On-site interval: 22 months since the last on-site assessment, inside the two-year limit
  • Approved by the head of assessment · exported for peer evaluation
08When the plan must change

ScheduleAI notices before the assessment does.

Extension to scope

New activities added to the programme and re-resourced

Competence lapses

Affected assessments flagged months ahead

Assessor leaves or changes role

Alternate promoted, programme sent for review

Rotation limit reached

Replacement proposed with the reason

Withdrawal or suspension

Future effort released back to the pool

09Trusted in accreditation

Built for accreditation programmes at national scale.

ScheduleAI is used by accreditation and certification organisations, including UKAS. UKAS does not endorse suppliers. Separately, our non-executive advisors include a former UKAS Operations Director, advising in a personal capacity.

4–5 yearsprogramme cycles planned end to end, with witnessing across the cycle
8 yearsof rotation history read for every assessor before they are proposed
1 alternatenamed and pre-checked for every role on every assessment

“Checkfirst lets us harness GenAI to optimise the service to our clients.”

Director of Finance & Corporate Services · national accreditation body
10How to start

From a demo on your data to go-live.

  1. 12 weeks · freeCustom demoYour own programme planned and checked: cycles at risk, scopes without planned witnessing, and assessors near their caps.
  2. 24 weeks · fixed feeScoping and integrationRules, data and connections configured with your team.
  3. 38 weeks · one accreditation unitPilotMeasured against success measures agreed in writing. The licence starts.
  4. 4unit by unitRoll-outFurther units and standards on the same rules.
11FAQ

Questions assessment managers ask

Can ScheduleAI plan four- and five-year programmes?

Yes. Initial assessment, surveillance and reassessment are planned for the cycle your procedures set (ISO/IEC 17011 allows up to five years), with witnessing planned across it.

How is witnessing planned?

Witnessing is scheduled as work in the programme, so every scope you accredit is witnessed across the cycle and any gap shows before the reassessment.

How are conflicts of interest handled?

Declared conflicts exclude an assessor at customer or programme level; any override needs a named decision maker and a reason.

Does every role get an alternate?

Yes. Alternates are proposed and checked against the same rules, and “no appropriate alternate” escalates for a decision.

Can technical experts be used?

Yes. Technical experts always work alongside a qualified assessor, and trainee assessors are paired with a qualified assessor who oversees their work.

Does it work across several accreditation standards?

Yes. Competence and roles are held per standard, so programmes under ISO/IEC 17025, 15189, 17020, 17021 and 17065 can be planned together.

Can it follow our own cycle, such as four years with annual surveillance?

Yes. Cycle length, surveillance frequency and witnessing targets are your parameters. Several accreditation bodies run a four-year cycle with annual surveillance; ISO/IEC 17011 allows up to five years.

Will the plan stand up in a peer evaluation?

Every programme, assignment and override is recorded with the rule that allowed it and who approved it. Records export for your own files and for IAF, ILAC or regional peer evaluators.

Does it help with the ISO/IEC 17020:2026 transition?

Yes. Transition assessments can be added to planned surveillance and reassessment visits and resourced like any other activity, so every inspection body is covered before the transition ends in March 2029.

How long does implementation take?

A free two-week custom demo on your data, a four-week scoping and integration phase, then an eight-week pilot with one accreditation unit live. Further units and standards follow on the same rules.

What does ScheduleAI cost?

The custom demo is free. Scoping and integration is a fixed fee agreed in writing. The annual licence is priced per scheduled day (one calendar day per assessor with a confirmed assessment), with lower rates as your volume grows, plus an annual platform fee.

Is our data secure?

ScheduleAI is ISO/IEC 27001 certified, GDPR compliant and hosted in AWS Ireland (EU). Your data is never used to train models.

Watch

Watch: an independent team, with alternates

Competent, independent, pre-checked, with the set-aside reasons written down and an alternate for every role.

Prefer to click through it yourself? Take the product tour

See your own programme planned.

A free two-week custom demo on your assessors, your rules and your assessments. No licence until you have seen it work.