Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Organic Certification Tracker
- Survey source
- Certifier records
- Identity source
Organic Certification Tracker · Available now
Example screen with sample data
Keep certification work tied to each parcel and audit.
Organic Certification Tracker keeps each certification scope connected to parcel boundaries, audit schedules, inspection evidence, corrective work and organic input reviews. An operations manager identifies the operator and location of a scope, checks its certified area and status, then opens related audit and surveyed boundary records.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewPlanned Audits×
Organic Certification Tracker · Audits
New audit
Planned Audits
approval waits for the quality manager
Audits in view
6Planned
6| Certification scope | Audit scope | Standard | Planned date | Planned completion | Status | |
|---|---|---|---|---|---|---|
| Upper Terrace Field, Stonebrook Organics | North Orchard crop production | USDA National Organic Program | 02 Nov | 09 Nov | Planned | |
| Hilltop Herb Garden, Northlight Farm | Cedar Meadow soil inputs | EU Organic Regulation 2018/848 | 04 Nov | 11 Nov | Planned | |
| Juniper Flats Parcel, Mossline Fields | Upper Terrace harvest handling | Canadian Organic Standards | 15 Oct | 19 Oct | Planned | |
| Riverbend East Plot, Alder Grove Produce | Riverbend parcel boundaries | JAS Organic Standard | 18 Oct | 21 Oct | Planned | |
| Hilltop Herb Garden, Northlight Farm | South Pasture livestock grazing | UK Organic Regulation | 02 Nov | 04 Nov | Planned |
6 of 6 records
North Orchard crop productionAudits · ADT-68095
PlannedCertification scopeUpper Terrace Field, Stonebrook Organics
StandardUSDA National Organic Program
Planned date02 Nov
Planned completion09 Nov
Action approvalADT-68095 · North Orchard crop production
The Quality Manager decides whether the planned corrective action may proceed.
Waiting for Quality Manager
ApproveReturn
- Tables, ready to use
- 11
- Saved views
- 14
- Roles with set permissions
- 6
- Reports and dashboards
- 8
Features
Follow each scope through its working records
Every feature works on the same records. Pick one to see the screen your team works in.
Certification scopes
Maintain the operator, location, certified area and status for each scope.
- Identify the parcel
- Keep areas distinct
- Follow related work
- Certification scopes
- Certified parcel boundaries
- Audits
- Corrective actions
OverviewActive Certification Scopes×
Organic Certification Tracker · Certification scopes
New
Active Certification Scopes
Certification scopes
| Field code | Operator name | Location | Certified hectares | Certification status | |
|---|---|---|---|---|---|
| NORTH-ORCHARD-01 | North Orchard Block, Fernbank Farms | North orchard, east of packing shed | 250 | Available | |
| CEDAR-MEADOW-02 | Cedar Meadow Parcel, Willow Vale Growers | Cedar meadow, lower valley | 730 | Planted | |
| UPPER-TERRACE-03 | Upper Terrace Field, Stonebrook Organics | Upper terrace above west access road | 650 | Available | |
| RIVERBEND-EAST-04 | Riverbend East Plot, Alder Grove Produce | Riverbend east of irrigation canal | 480 | Planted | |
| SOUTH-PASTURE-05 | South Pasture, Briar Hill Farm | South pasture beside service gate | 20 | Available |
6 of 6 records
NORTH-ORCHARD-01Certification scopes · CS-91036
AvailableOperator nameNorth Orchard Block, Fernbank Farms
LocationNorth orchard, east of packing shed
Certified hectares250
Parcel boundaries
Review surveyed geometry and measured area for a certification scope.
- Find the survey
- Check the shape
- Compare the scope
- Certified parcel boundaries
- Certification scopes
OverviewParcel Survey Register×
Organic Certification Tracker · Parcel boundaries
New
Parcel Survey Register
Certified parcel boundaries
| Certification scope | Survey date | Surveyed hectares | Geo JSON | |
|---|---|---|---|---|
| Juniper Flats Parcel, Mossline Fields | 23 Oct | 510 | north_orchard_boundary.geojson | |
| North Orchard Block, Fernbank Farms | 14 Oct | 70 | cedar_meadow_parcel.geojson | |
| Upper Terrace Field, Stonebrook Organics | 12 Oct | 280 | upper_terrace_field.geojson | |
| Cedar Meadow Parcel, Willow Vale Growers | 20 Oct | 350 | riverbend_east_plot.geojson | |
| Cedar Meadow Parcel, Willow Vale Growers | 16 Oct | 340 | south_pasture_scope.geojson |
6 of 6 records
north_orchard_boundary.geojsonCertified parcel boundaries · CPB-48481
Certification scopeJuniper Flats Parcel, Mossline Fields
Survey date23 Oct
Surveyed hectares510
Audits
Plan audit work by scope and standard and record its completion.
- Plan the audit
- Review evidence
- Close deliberately
- Audits
- Certification scopes
- Inspections
- Corrective actions
OverviewClosed Audits×
Organic Certification Tracker · Audits
New
Closed Audits
Audits
| Certification scope | Standard | Completed at | Status | |
|---|---|---|---|---|
| Cedar Meadow Parcel, Willow Vale Growers | USDA National Organic Program | Closed | ||
| Cedar Meadow Parcel, Willow Vale Growers | EU Organic Regulation 2018/848 | Closed | ||
| South Pasture, Briar Hill Farm | Canadian Organic Standards | Closed | ||
| Cedar Meadow Parcel, Willow Vale Growers | JAS Organic Standard | Closed | ||
| Juniper Flats Parcel, Mossline Fields | UK Organic Regulation | Closed |
6 of 6 records
USDA National Organic ProgramAudits · ADT-97917
ClosedCertification scopeCedar Meadow Parcel, Willow Vale Growers
Inspections
Keep observed checks and accepted results close to the audit.
- Record the check
- Record the result
- Trace acceptance
- Inspection checks
- Inspections
- Audits
- Certification scopes
- People
OverviewScope Inspection Checks×
Organic Certification Tracker · Inspections
New
Scope Inspection Checks
Inspection checks
| Certification scope | Observed at | Check type | Measurement | Unit | Notes | |
|---|---|---|---|---|---|---|
| Riverbend East Plot, Alder Grove Produce | 11 Oct | Buffer zone review | 700 | Hectare | Buffer strip measured from east fence | |
| South Pasture, Briar Hill Farm | 16 Oct | Input inventory check | 720 | Kilogram | Input labels match approved register | |
| Hilltop Herb Garden, Northlight Farm | 19 Oct | Field boundary walk | 330 | Liter | Boundary markers visible on north edge | |
| South Pasture, Briar Hill Farm | 21 Oct | Harvest record audit | 440 | Acre | Harvest lot totals match field log | |
| Lower Vineyard Block, Cove Ridge Estate | 18 Oct | Storage segregation check | 20 | Bag | Organic bins stored in marked bay |
6 of 6 records
Buffer zone reviewInspection checks · IC-27759
Certification scopeRiverbend East Plot, Alder Grove Produce
Observed at11 Oct
Measurement700
UnitHectare
NotesBuffer strip measured from east fence
Corrective actions
Assign audit-linked work, approve it and follow completion.
- Assign the work
- Review the decision
- Follow completion
- Corrective actions
- Audits
- Certification scopes
- People
- Organic input usage
OverviewAction Approval Inbox×
Organic Certification Tracker · Corrective actions
New
Action Approval Inbox
Approval waits for the quality manager
| Audit | Certification scope | Action type | Owner | Due date | Status | |
|---|---|---|---|---|---|---|
| Input use audit, Upper Terrace Field | Lower Vineyard Block, Cove Ridge Estate | Planting | Noel Prakash | 21 Oct | Planned | |
| Initial audit, Hilltop Herb Garden | Juniper Flats Parcel, Mossline Fields | Irrigation | Kofi Menon | 20 Oct | Planned | |
| Harvest audit, Lower Vineyard Block | Hilltop Herb Garden, Northlight Farm | Feeding | Sofia Okeke | 12 Oct | Planned | |
| Corrective audit, South Pasture | Lower Vineyard Block, Cove Ridge Estate | Inspection | Mara Castillo | 24 Oct | Planned | |
| Corrective audit, South Pasture | South Pasture, Briar Hill Farm | Harvest | Anika Moreau | 19 Oct | Planned |
6 of 6 records
Input use audit, Upper Terrace FieldCorrective actions · CA-60668
PlantingCertification scopeLower Vineyard Block, Cove Ridge Estate
OwnerNoel Prakash
Due date21 Oct
StatusPlanned
Organic inputs
Review registered input lots, scope reviews and action-linked use.
- Check the register
- Record the scope review
- Trace applied use
- Organic input register
- Organic input reviews
- Organic input usage
- Corrective actions
- Certification scopes
OverviewExpired Input Lots×
Organic Certification Tracker · Organic inputs
New
Expired Input Lots
Organic input register
| Input name | Lot number | Unit | Quantity on hand | Approval expiry | |
|---|---|---|---|---|---|
| Composted poultry manure, 25 lb | L26-4941 | Hectare | 910 | 22 Oct | |
| Kelp meal soil amendment, 20 lb | L26-3735 | Kilogram | 880 | 19 Oct | |
| Beneficial lady beetles, 500 count | L26-4401 | Liter | 200 | 12 Oct | |
| Agricultural lime, 40 lb | L26-4125 | Acre | 120 | 15 Oct | |
| Copper fungicide, 1 gallon | L26-6087 | Bag | 800 | 20 Oct |
6 of 6 records
Composted poultry manure, 25 lbOrganic input register · OIR-60204
Lot numberL26-4941
UnitHectare
Quantity on hand910
Approval expiry22 Oct
Process
From scope review to audit closure
Scope review to corrective action ships ready to use. One step needs a named approval before the work moves on: Action approval (Quality Manager).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Scope review
Confirm operator, area and status for the certification scope.
North Orchard crop productionADT-68095 · Operations ManagerScope reviewBy Operations Manager -
Audit planning
Set the standard and planned dates for the scope audit.
North Orchard crop productionADT-68095 · Quality ManagerAudit planningBy Quality Manager -
Inspection recording
Capture observed checks and audit-linked results.
North Orchard crop productionADT-68095 · InspectorInspection recordingBy Inspector -
Action approval
The Quality Manager reviews and approves planned corrective work.
North Orchard crop productionADT-68095 · Quality ManagerAction approvalBy Quality ManagerApprovalThe Quality Manager decides whether the planned corrective action may proceed. -
Action completion
The Action Owner records progress and completion.
North Orchard crop productionADT-68095 · Quality ManagerAction completionBy Quality Manager -
Audit closure
The Quality Manager records completion and closes the audit.
North Orchard crop productionADT-68095 · Quality ManagerAudit closureBy Quality Manager
Inside a record
Keep source evidence in view
Open any audit to see its corrective actions, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Certification scope, Standard, Planned date and Planned completion.
- 2Corrective actions
Each line is linked to this audit.
- 3Who works on it
Admin, Operations Manager and Quality Manager, each with their own permissions.
- 4Process stages
Scope review and Inspection recording, with the role that acts.
- 5Approvals
Action approval, with who decides.
Planned AuditsNorth Orchard crop production×
Organic Certification Tracker · Audits
Log activity
North Orchard crop production
Upper Terrace Field, Stonebrook Organics · Planned
1
Record details
Certification scopeUpper Terrace Field, Stonebrook Organics
StandardUSDA National Organic Program
Planned date02 Nov
Planned completion09 Nov
2
Corrective actions
North Orchard crop production
| Audit | Certification scope | Action type |
|---|---|---|
| Boundary audit, Riverbend East Plot | Upper Terrace Field, Stonebrook Organics | Planting |
| Initial audit, Hilltop Herb Garden | Lower Vineyard Block, Cove Ridge Estate | Irrigation |
| Harvest audit, Lower Vineyard Block | Riverbend East Plot, Alder Grove Produce | Feeding |
- Corrective actions
- 6
3
Who works on it
- AdminManage Users, People, certification scopes, organic input…
- Operations ManagerManage certification scopes, certified parcel boundaries
- Quality ManagerManage Audits, corrective actions, Inspections
4
Process stages
- Scope reviewOperations Manager
- Inspection recordingInspector, Input Reviewer
5
Approvals
- Action approvalQuality ManagerApproved
Approvals
Review corrective work before it starts
OverviewApprovals×
Organic Certification Tracker · Overview
Approvals
Signed in as Quality Manager
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- CA-60668Input use audit, Upper Terrace FieldPlanting2dActions
- CA-92340Initial audit, Hilltop Herb GardenIrrigation3dActions
- CA-31650Harvest audit, Lower Vineyard BlockFeeding5dActions
- CA-15601Corrective audit, South PastureInspection6dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Action approvalThe Quality Manager reviews and approves planned corrective work. | Quality Manager | |
| Approve corrective actions | Quality Manager |
2 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens Organic Certification Tracker to the work that is theirs. Pick a role to see what it starts with.
Admin
Sets up user access and maintains master records.
- Manage Users, People, certification scopes, organic input register
- View Audits, Inspections, corrective actions, certified parcel boundaries, inspection checks, organic input reviews, organic input usage
Operations Manager
Owns certification scope and parcel information.
This is the first screen this role sees.
OverviewClosed Audits×
Closed Audits
Audits · Operations Manager
| Certification scope | Standard | Completed at | Status | |
|---|---|---|---|---|
| Cedar Meadow Parcel, Willow Vale Growers | USDA National Organic Program | Closed | ||
| Cedar Meadow Parcel, Willow Vale Growers | EU Organic Regulation 2018/848 | Closed | ||
| South Pasture, Briar Hill Farm | Canadian Organic Standards | Closed | ||
| Cedar Meadow Parcel, Willow Vale Growers | JAS Organic Standard | Closed | ||
| Juniper Flats Parcel, Mossline Fields | UK Organic Regulation | Closed |
6 of 6 records
Quality Manager
Plans audit work and decides whether corrective actions may proceed.
This is the first screen this role sees.
OverviewAudit Status Board×
Audit Status Board
Audits · Quality Manager
Planned2
North Orchard crop productionNorth Orchard Block, Fernbank Farms
South Pasture livestock grazingUpper Terrace Field, Stonebrook Organics
Add
Planted2
Cedar Meadow soil inputsUpper Terrace Field, Stonebrook Organics
Juniper Flats water managementRiverbend East Plot, Alder Grove Produce
Add
Growing1
Upper Terrace harvest handlingHilltop Herb Garden, Northlight Farm
Add
Harvesting1
Riverbend parcel boundariesUpper Terrace Field, Stonebrook Organics
Add
Inspector
Records observations and inspection outcomes.
This is the first screen this role sees.
OverviewAudit Status Board×
Audit Status Board
Audits · Inspector
Planned2
North Orchard crop productionNorth Orchard Block, Fernbank Farms
South Pasture livestock grazingUpper Terrace Field, Stonebrook Organics
Add
Planted2
Cedar Meadow soil inputsUpper Terrace Field, Stonebrook Organics
Juniper Flats water managementRiverbend East Plot, Alder Grove Produce
Add
Growing1
Upper Terrace harvest handlingHilltop Herb Garden, Northlight Farm
Add
Harvesting1
Riverbend parcel boundariesUpper Terrace Field, Stonebrook Organics
Add
Action Owner
Carries out assigned corrective work and records input use.
This is the first screen this role sees.
OverviewAction Status Board×
Action Status Board
Corrective actions · Action Owner
Planting2
Boundary audit, Riverbend East PlotUpper Terrace Field, Stonebrook Organics
Initial audit, Hilltop Herb GardenUpper Terrace Field, Stonebrook Organics
Add
Irrigation1
Initial audit, Hilltop Herb GardenLower Vineyard Block, Cove Ridge Estate
Add
Feeding1
Harvest audit, Lower Vineyard BlockRiverbend East Plot, Alder Grove Produce
Add
Inspection1
Corrective audit, South PastureRiverbend East Plot, Alder Grove Produce
Add
Harvest1
Harvest audit, Lower Vineyard BlockNorth Orchard Block, Fernbank Farms
Add
Input Reviewer
Reviews inputs against the applicable certification scope.
This is the first screen this role sees.
OverviewInput Reviews by Scope×
Input Reviews by Scope
Organic input reviews · Input Reviewer
| Certification scope | Input name | Reviewer | Reviewed at | Quantity | Unit | |
|---|---|---|---|---|---|---|
| Hilltop Herb Garden, Northlight Farm | Composted poultry manure review | Mara Castillo | 14 Oct | 880 | Hectare | |
| Hilltop Herb Garden, Northlight Farm | Kelp meal amendment review | Tomas Chen | 20 Oct | 490 | Kilogram | |
| North Orchard Block, Fernbank Farms | Beneficial insect release review | Tomas Chen | 13 Oct | 390 | Liter | |
| South Pasture, Briar Hill Farm | Lime soil amendment review | Tomas Chen | 11 Oct | 620 | Acre | |
| Upper Terrace Field, Stonebrook Organics | Copper spray use review | Kofi Menon | 22 Oct | 420 | Bag |
6 of 6 records
Reports
Answer questions from recorded facts
Answer scope, audit, inspection and input questions from the recorded facts.
Overview×
Organic Certification Tracker · Overview
Organic Certification Tracker dashboard
This quarter
Corrective actions in view
6Planting
2Irrigation
1Feeding
1Audits by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Planned | 30 | ||
| Planted | 16 | 53% | |
| Growing | 8 | 50% | |
| Harvesting | 4 | 50% |
Number of audits by status
Sample counts per stage
- 01Scope status by location
Show location, operator, certified area and certification status.
- 02Surveyed versus certified area
Compare surveyed hectares on parcel boundaries with certified hectares on their scopes.
- 03Audit completion by standard
Show planned and completed dates and current audit status for each standard.
- 04Inspection results by audit
Group recorded results and accepted reviewers under the related audit.
- 05Checks by scope
Group observed check types, measurements and notes by certification scope.
- 06Corrective action aging
Compare due date, completion date, owner and status.
- 07Input lot expiry and balance
Show approval expiry, unit and quantity on hand for registered lots.
- 08Input reviews by scope
Group named input reviews and recorded quantities under each certification scope.
Who it's for
Built around organic operations
See how Organic Certification Tracker fits your kind of team.
Controls
Check dates, areas and assigned work
Each stage of scope review to corrective action names the role that acts and the status it records, so a change is never anonymous.
OverviewScope review to corrective action×
Organic Certification Tracker · Process
Scope review to corrective action
Each stage, the role that acts and the status it records
Process stages
10Approval steps
1Roles involved
5Tables touched
3Action approvalApproval
Quality ManagerStatusPlanned → Approved
Action work
Action OwnerStatusApproved → in progress
Action completion
Quality Manager, Action OwnerStatusIn progress → Completed
- StartAuditsScope reviewOperations Manager
- StepOperations ManagerBoundary reviewOperations Manager
- StepQuality ManagerAudit planningQuality Manager
- StepInspectionsInspection recordingInspector, Input Reviewer
- StepCorrective actionsAction assignmentQuality Manager, Action Owner
AI agent
Prepare the next review with Proto
Use Proto to prepare the certification workspace with your team.
It can
- Operations Manager: Prepare a scope and boundary review for a named parcel.
- Quality Manager: Find planned audits and actions waiting for review.
- Inspector: Gather the linked scope and audit context for an inspection.
- Input Reviewer: Compare registered lot details with a scope review.
Stays with a person
- A person must decide whether a corrective action is approved and whether the audit is ready to close.
- Proto can prepare the records and point to discrepancies; the responsible team member confirms the decision and source evidence.
Show the planned audit for this scope, its inspections and any corrective actions waiting for approval.
A person must decide whether a corrective action is approved and whether the audit is ready to close.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 11 tables11tables
- Certification scopes4
- Parcel boundaries2
- Audits4
- Inspections5
- Corrective actions5
- Organic inputs5
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Agree ownership
Name the Operations Manager, Quality Manager, Inspector, Action Owner and Input Reviewer.
Prepare the scope register
Enter operator, field code, location, area and status, then attach boundary surveys.
Run one audit
Plan an audit, record a check and inspection result, and assign a corrective action.
Review input evidence
Set up a registered lot, record a scope review and link applied use to the action where relevant.
Reconcile the case
Check the source records, access and reports before broadening use.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure Organic Certification Tracker for your business. Begin with one certification scope, its boundary survey and a planned audit.
What does a certification scope contain?
It records the operator, field code, location, certified hectares and certification status. Surveys and audits link back to that scope.
How are parcel boundaries reviewed?
Open Certified Parcel Boundaries to filter by scope and survey date, review Geo JSON and surveyed hectares, and open the source record.
Can we compare certified and surveyed area?
Yes. Certified hectares belong to the scope and surveyed hectares belong to its linked boundary. Review both records when they differ.
How do audits connect to inspections?
An audit names its scope, standard and planned dates. An inspection result links to the audit, while individual checks link to the scope.
Who approves a corrective action?
The Quality Manager reviews a Planned action and decides whether to move it to Approved before the Action Owner starts work.
Where is input usage recorded?
Applied use links a registered input to a corrective action and records quantity and applied date.
Does the tracker issue a certificate?
Formal certification decisions remain with the certifier. Your team can organize the scope, audit and inspection records used in its review.
Who can use the records?
Assign access around Operations Manager, Quality Manager, Inspector, Action Owner, Input Reviewer and Admin responsibilities, then rehearse it with a real case.
Set up Organic Certification Tracker your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.