Summary
In short
- A customer visit report is a record used in KnowQuality that records a customer visit or audit of your site, including what they looked at and what they raised. It is built against ISO 9001 cl.8.2.1 and forms part of the Nonconformance and Complaints programme.
- Completed within two days of the visit. Carried out by the host with quality.
- The template holds 39 fields across 5 sections, with findings raised repeating for each entry.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: feeds Finding, CAPA.
What it is
What it is
What is a customer visit report?
A customer visit report is a record used in KnowQuality that records a customer visit or audit of your site, including what they looked at and what they raised. It is built against ISO 9001 cl.8.2.1 and forms part of the Nonconformance and Complaints programme.
When is a customer visit report completed?
A customer visit report is completed at the moment the event happens, rather than reconstructed afterwards. Completed within two days of the visit.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form CVR-2026-000
- You are running the Nonconformance and Complaints programme and this is one of its steps
- A linked record needs this one to exist: feeds finding, capa
Not for
- Customer Complaint Record, which records a complaint from a customer, with what they experienced and what they want.
- Complaint Investigation Record, which investigates a complaint back to the batch, line and shift that made the product.
- Complaint Response Record, which records what was said back to the customer, when, and by whom.
- Anything outside KnowQuality, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the customer visit report template based on?+
It is built against ISO 9001 cl.8.2.1. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the customer visit report contain?+
There are 5 sections: header, preparation, areas covered, findings raised, outcome. Together they hold 39 fields, 29 of which are required.
How often is a customer visit report raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form CVR-2026-000, so it can be traced and referenced from other records.
Which programme does the customer visit report belong to?+
It is part of Nonconformance and Complaints. Product decisions made by quality, and complaints traced to a cause rather than answered politely.
Can the customer visit report template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the customer visit report library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowQuality — quality and food safety. HACCP, nonconformance, traceability, laboratory and customer complaints.
Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization