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Inspection Bodies · ISO 17020:2026

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.

151
Documents
and tools
18
Procedures
clause-mapped
57
Forms with
filled samples
2026
Revision
ready
$199
Within 24h secure delivery Editable Word and Excel Lifetime free updates
ISO 17020:2026MANUAL
Inspection Bodies System Manual
Clause-by-clause structure
18Clause-mapped
procedures
57Ready-to-use
forms
Written to satisfy the requirements assessed by accreditation bodiesUKASANABA2LADAkkSILACIAF
Overview

Everything you need for ISO 17020:2026, in one download

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.

What makes this set specific

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 scrutinises 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 programme planner.

Updated for the 2026 revision New: the 2026 revision

Fully updated for ISO 17020:2026, published March 2026

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.

How the set is structured

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.

MAN1Inspection Management System Manual
POL3Policies
QP18Procedures
WI7Work instructions
QF57Forms and registers
SMP57Sample filled forms
TOOL5Validated Excel tools
CG3Customization guides
The full contents

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.

ISO 17020:2026 Toolkit

A complete document set, fully editable in Microsoft Office.

Inspection Management System Manual1
Policies3
Procedures18
Work instructions7
Forms and registers57
Sample filled forms57
Validated Excel tools5
Customization guides3
Total documents151

MAN-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.

Introduction and organisation overviewScope, normative references and terms4. General requirements: impartiality, confidentiality, liability5. Structural requirements6. Resource requirements: personnel, facilities, equipment, subcontracting7. Process requirements: methods, items, records, reports, appeals8. Management system requirementsAnnexes: process map, clause cross-reference matrix
POL 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.
QP 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 minimised, 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.
WI 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.
QF 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 Programme. Plans the internal audit programme 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.
Every form above is also provided as a completed sample filled form, worked around the example inspection body, so you can see exactly how each record should look. That is 57 additional worked examples included in the set.
TOOL 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 Programme and Schedule Planner. Plans and schedules the internal audit programme.
CG 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.
What you gain

Why teams choose a ready-made kit

Save months of work

The writing is done. You edit instead of authoring from a blank page.

Avoid consultant fees

Get a professional system for a fraction of the cost of hiring one.

Nothing missed

Mapped clause by clause so every requirement is covered.

Written in plain English

Easy to read, easy to adapt, no jargon you have to decode.

Audit-ready evidence

Forms and registers capture exactly what an auditor asks to see.

Yours to keep

A perpetual licence for your whole team, with free updates.

How to use it

From download to audit ready in five steps

Download

The full set arrives by email in minutes, in Word and Excel.

Customise

Swap the highlighted placeholders for your own company details.

Implement

Roll out the procedures and capture evidence on the forms.

Audit and review

Use the internal audit checklist and management review templates.

Get certified

Face the auditor with a complete, consistent system.

Who it is for

Built for the people who have to get it done

  • Companies going for ISO 17020:2026 certification for the first time.
  • Quality and compliance managers who want a proven framework, not a blank page.
  • Businesses asked for a documented system for a tender, a client, or pre-qualification.
  • Consultants and trainers who need an editable base to adapt for clients.
How it is delivered

Secure, editable, and yours to keep

📥

24-hour delivery

Files sent securely within 24 working hours of payment.

✍️

Fully editable

Microsoft Word and Excel, with placeholders to fill in.

♾️

Free updates

If the standard is revised, you get the update free.

👥

Team licence

One organisation, unlimited internal users, perpetual.

Compare the options

Kit, consultant, or from scratch

What mattersFrom scratchHire a consultantisofolder kit
Time to a full document setMonthsWeeksThe same day
Typical costYour timeThousands$199 once
Written by expertsNoYesYes
Mapped to every clauseRiskyUsuallyYes
You keep full controlYesLimitedYes, fully editable
Free updates on revisionNoExtra feeIncluded
Our experience

Documentation is all we do, and we have done it since 2017

isofolder is a team of auditing and consulting professionals with more than 80 years of combined experience. Our kits are written by practitioners and reviewed by working auditors, then refined across many real certification projects. When you buy from us, you are buying a system that has already helped companies pass their audits.

If you ever need a document that is specific to your operation and not already in the kit, our team will prepare it for you.

2017Trading since
2,000+Products delivered
750+Projects completed
100+Standards covered
What buyers say

Trusted by teams getting certified

★★★★★

The documents were well structured and easy to adapt. We cleared our certification audit with no major findings.

Quality ManagerManufacturing, United Kingdom
★★★★★

Saved us weeks of writing. Everything was mapped to the clauses, so we knew nothing was missing.

Operations LeadFood business, UAE
★★★★★

Clear, professional and fully editable. Far better value than the consultant quotes we received.

FounderServices company, United States
See it first

Not sure yet? Look inside before you buy

Preview 10 real pages from the ISO 17020:2026 toolkit right here, including a full form and part of an actual procedure. Judge the quality and writing style for yourself, with no sign-up.

Questions

ISO 17020:2026 toolkit, frequently asked

What changed in ISO 17020:2026 compared to 2012?+
The biggest change is independence: the three categories A, B and C are replaced by two, Type A and Type non-A. The 2026 edition also aligns ISO 17020 with the common CASCO elements shared by ISO 17025 and ISO 17065, brings risk-based thinking through the requirements, and adds clearer provisions on control of data and information. This toolkit is written to all of these updates.
When is the ISO 17020:2012 to 2026 transition deadline?+
ISO/IEC 17020:2026 was published in March 2026 and started a three-year transition period that ends around March 2029. Accreditation to the 2012 edition is withdrawn at the end of that window, so inspection bodies are moving their systems across now.
Is this toolkit already updated for the 2026 revision?+
Yes. The manual, procedures and forms follow ISO 17020:2026, including the Type A and Type non-A independence model and the CASCO alignment. If you are accredited to 2012, the kit doubles as your transition pack, and any later revision reaches you free of charge.
Does every form come with a filled example?+
Yes. All 57 forms are provided both blank and as a completed sample filled form, worked around the example inspection body, so you can see exactly how each record is meant to look before completing your own.
Is this for a specific inspection field?+
The management system is written for any inspection body, and the worked inspection instructions use common examples such as lifting accessories, mobile cranes and pressure systems. You keep the ones that fit your scope and adapt or add your own, and the scope and method documents record what you inspect.
What does the ISO 17020:2026 toolkit include?+
A clause-by-clause ISO 17020:2026 manual, 18 procedures, and 57 ready-to-use forms and records, plus sample filled examples. Everything is editable in Microsoft Word and Excel, and the full list is shown on this page.
Will it help me pass a certification audit?+
Yes. The documents are structured to the ISO 17020:2026 clauses an auditor checks and are written by experienced practitioners. You customise and implement them, and the kit gives you a complete, auditor ready system as your foundation.
What formats do I get, and can I edit them?+
Everything comes in editable Microsoft Word and Excel, with any presentations in PowerPoint. You replace the highlighted placeholders with your own details. No special software is needed.
How long does it take to customise?+
Most organisations tailor the core documents within a few days rather than the weeks or months it takes to write from a blank page. The manual and procedures are already written, so you are editing, not authoring.
How is it delivered?+
After your payment is confirmed, we send your files to you securely within 24 working hours, and usually much sooner. To keep the documents safe, we do not store them on public-facing servers.
Is there a licence limit or a subscription?+
There is no subscription. One purchase gives your organisation a perpetual licence with unlimited internal users, so your whole team can work on the documents.
Do I get updates when the standard changes?+
If ISO 17020:2026 is revised, you receive the updated documents free of charge, so your system stays current without buying again.
Is it suitable for my industry?+
The kit is written to the ISO 17020:2026 requirements, which apply across sectors. The documents are editable, so you keep what fits your operation and adapt or set aside anything that does not. It has been used by manufacturers, food businesses, laboratories, healthcare, IT and service companies.
How is this different from free templates online?+
Free templates are usually incomplete, generic, or out of date, and they leave you guessing what an auditor expects. This kit is a complete, current, clause-mapped set written by practitioners, with every document listed and explained so there are no surprises.
Can I check the toolkit before I buy?+
Yes. You can download a free sample document first to check the quality and writing style, so you can decide with confidence.
Complete your system

Frequently bought together

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ISO 17020:2026 Documentation Toolkit 151 documents, Word and Excel, delivery within 24 working hours $199