Valent
Checklist

Audit packet checklist for regulated manufacturers

A practical checklist for assembling a customer-ready packet that connects product, supplier, safety, and review evidence without forcing the team into a last-minute scramble.

Built for Quality, Regulatory, and Operations teams

Build the packet around the answer your customer needs

A strong audit packet starts with the request, not the folder structure. Define what the customer, retailer, or auditor needs to trust, then attach the source evidence and approval record behind each answer.

Why this matters

The packet is not just a folder of PDFs. It is a defensible record of what was reviewed, which sources supported each claim, who approved the release, and what changed since the last audit window.

Walk through your next audit packet

Common packet failure modes

A required document exists, but the version is stale.
The evidence supports the claim, but no reviewer is attached.
A supplier chase happens outside the packet history.
The final bundle is sent without a clear release record.

Start with the customer lens

Before collecting files, define the exact packet your customer, retailer, or auditor expects to open. Valent treats that packet as the operating structure for intake, monitoring, review, and final release.

Customer, retailer, or certification requirements
Product, ingredient, or material evidence
SKU, formula, and supplier scope
Review owners and release approvers

Connect each claim to evidence

The strongest packets make every claim traceable. A reviewer should be able to move from a requirement to the supplier document, source version, reviewer, and final packet line.

SDS and safety documentation
COA and lot-history support
Origin and chain-of-custody records
Allergen, preservative, INCI, and CAS evidence

Keep release controls visible

Customer and audit packets are high-stakes external artifacts. They should carry approvals, version history, and a clear record of what was released.

Human approval before external release
Signed packet history
Version and hash record
Known exceptions and reviewer notes
Checklist

Before the packet leaves the building

Use these checks before a customer-facing packet moves from internal review to external release.

01

Map customer and audit requirements before evidence collection

02

Assign an owner for every evidence gap

03

Check freshness for SDS, COA, origin, allergen, specification, and certification records

04

Block packet release until required approvals are complete

05

Preserve the final bundle with source references and version history

Prepare for the audit before it becomes urgent

See how Valent turns supplier evidence into a live Trust Grid, review queue, and customer-ready bundle.

Audit Bundle
Retailer Clean Bundle
READY
§01Responsible person attestationSIGNED
§02Product listing · 12 SKUsSIGNED
§03Formula disclosure + RSL cross-checkSIGNED
§0447 supplier evidence packetsSIGNED
§05Allergen + preservative declarationSIGNED
SHA256 · A41F…E302 · 14 MB