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Checklist Plug-and-play starting point Audits & Inspection

Checklist: On-Site GMP Supplier Audit Fieldwork

A plug-and-play on-site fieldwork checklist for a GMP supplier audit, organised by system area from quality system to outsourced activities, with what to verify, the evidence to ask for, Pass, Fail or NA, notes, the triangulation rule, and the auditor-chosen record rule.

Document type: Checklist

Read and copy the template below into your own quality system. It is a generic starting point for your own internal use, provided as is, with no warranty; see the Terms and License. Adopting it does not by itself create compliance.

This is a ready-to-use on-site fieldwork checklist for a GMP audit of a materials, API, excipient, contract manufacturing, contract testing, or contract service supplier. Replace every <<FILL: ...>> placeholder with your own specifics, delete the areas that do not apply to what the site actually does, and route the completed version through your normal document control and records retention. A worked filled specimen follows the template. Verify each cited regulation against the current published source before you rely on it. This template is an educational reference for you to adapt to your own quality system, products, and regulatory context; it is not legal, regulatory, or professional advice. A checklist is a memory aid, not a script. Working down it in order and ticking boxes produces a shallow audit. Use it to make sure nothing in scope went unexamined, and let the threads you open take you off it. Everything you tick must be backed by something you actually saw.

How to use this checklist

FieldMeaning
VerifyThe specific question the auditor is answering. Not a topic, a question.
Evidence to requestWhat you ask for by name. Ask for the record, not the assurance.
P / F / NAPass, Fail, or Not Applicable. Not Applicable requires a written reason in Notes.
NotesThe record identifier, version, date, entry and the observation. This column is what makes the checklist evidence rather than a tick sheet.

Fail does not mean finding. A Fail on this sheet means the evidence did not support the requirement at the moment you looked. Whether it becomes a finding, and at what grade, is decided at the team caucus against your classification procedure, after you have confirmed spread and checked whether you missed a control.

The triangulation rule

For every item that matters, cross three independent sources and look for where they disagree:

  1. What the procedure says. The SOP, master batch record, protocol, specification, or validation report.
  2. What people say happens. The operator, the analyst, the warehouse supervisor. Ask the person who does the task, not only the manager who owns the SOP.
  3. What the records prove happened. Executed records, logbooks, audit trails, raw data, calibration certificates, training files.

Findings live in the gap between any two of those. The SOP requires triplicate sampling; the analyst describes taking one; the logbook records one. That is a finding, and you found it because you crossed the lines instead of reading down one of them. Where a checklist row below is important, record all three sources in the Notes column, not just the one that was easiest to get.

The auditor-chosen record rule

Every record examined against this checklist must be selected by the audit team, not offered by the supplier. Name the record: “show me the batch record for lot <<FILL: lot>>” rather than “show me a batch record”. Where you have no lot number to work from, ask for the log or the index first, then pick from it in front of the host.

Draw your picks from four places:

  • Records tied to a problem you already know about, from your own receipt data, complaints, or the supplier’s disclosures.
  • The most recent record of its type, which tests the current state rather than the historical one.
  • A record from the middle of the period, chosen at random from the index.
  • The record the supplier is least keen to produce. Note any delay, and note it in the report.

If any record examined was supplier-selected, mark it in Notes. It still has value, but it cannot support a conclusion about the population.


Section 1. Quality system and management responsibility

#VerifyEvidence to requestP / F / NANotes
1.1The quality unit has authority to reject material and to stop production, and does not report to the function it policesOrganisation chart with names, quality unit job descriptions, an example where quality overruled production
1.2Management review happens at a defined frequency and produces decisions, not minutes onlyLast two management review packs and the action list with owners, dates and closure status
1.3Quality metrics are defined, tracked against thresholds, and acted on when a threshold is breachedMetric definitions, the last four periods of data, one example of an action triggered by a metric
1.4The quality policy and quality manual describe the system that actually operatesQuality manual, and one process traced from the manual down to the operating procedure
1.5Prior audit and inspection findings, internal and external, are tracked to closure with effectiveness verifiedFindings register, and the closure evidence for two findings the auditor selects
1.6Self-inspection is performed on schedule, covers the whole system over its cycle, and produces real findingsSelf-inspection schedule, last two reports, and the coverage map
1.7The site notifies customers of quality events affecting their product as agreedThe quality agreement clause, and the notification record for the last event that met the threshold
1.8Product quality reviews or annual reviews are completed on time and reach conclusionsThe most recent review for our item, with its conclusions and any actions

A site with a self-inspection programme that has never raised a major finding is either the best site you will ever audit or is not looking. Ask which.

Section 2. Documentation and records control

#VerifyEvidence to requestP / F / NANotes
2.1Only current, approved versions of documents are in use at the point of workTwo documents seen on the floor checked against the document control index in front of you
2.2Documents are periodically reviewed and the review has a defined trigger and intervalDocument index with review dates, and the list of documents currently overdue for review
2.3Superseded and obsolete documents are withdrawn and cannot be used by mistakeWithdrawal records for the last revision of a document you name; check the floor for uncontrolled copies
2.4Good documentation practice is followed in executed records: contemporaneous entry, no obliteration, corrections signed and dated with a reasonTen consecutive pages of an executed record chosen by the auditor
2.5Controlled forms and blank record pages are issued and reconciled so unused or spoiled copies cannot circulateBlank form issuance log and reconciliation for the most recent batch
2.6Records are retained for the defined period, are retrievable, and are protected from loss or damageRetention schedule, and retrieval of one record from the earliest year still in scope, timed
2.7Electronic records have defined retention, backup, and restoration that has been testedBackup schedule, the last restoration test record
2.8Batch records are reviewed by a second person and by the quality unit before disposition, with evidence of what the review examinedThe most recent released batch record for our item, with its review signatures and any review checklist

Section 3. Premises, utilities and equipment

#VerifyEvidence to requestP / F / NANotes
3.1Facility layout and flows of personnel, material and waste prevent mix-up and cross-contaminationSite layout drawing walked against the actual route, in process order
3.2Classified areas hold their classification, with monitoring and pressure differentials as designedRoom classification records, pressure differential trends, the last requalification report
3.3Utilities that contact product are qualified and monitored: water, clean steam, compressed gasesWater system sampling data for the last twelve months including any excursions and their investigations
3.4Equipment used for our item is qualified, and the qualification covers the way it is actually usedQualification summary and the current configuration for one named piece of equipment on the floor
3.5Preventive maintenance is performed on schedule and overdue items are visible and controlledPM schedule, overdue list, and the PM record for one machine you saw running
3.6Calibration is current for instruments that control or record critical parameters, with defined tolerancesCalibration master list, and the certificate for one gauge you point at on the floor
3.7Out-of-tolerance calibration results trigger an impact assessment on product made since the last good calibrationThe most recent out-of-tolerance event and its impact assessment
3.8Cleaning of shared equipment is validated, and changeover is controlledCleaning validation summary, the changeover record for the last product change on shared equipment
3.9Equipment status labelling on the floor matches the system of recordWalk and compare five status labels against the logbook or system
3.10Computerised equipment is on the validated system inventory and its GxP classification is justifiedSystem inventory with classification and rationale

Section 4. Materials management and warehousing

#VerifyEvidence to requestP / F / NANotes
4.1Incoming materials are identified, sampled and tested or otherwise verified before release for useReceipt through release records for one incoming lot the auditor names
4.2Quarantine is effective, physically or by a controlled system, so unreleased material cannot be usedWalk the quarantine area, and attempt a system query to see whether a quarantined lot can be dispensed
4.3Certificates of analysis from the site’s own suppliers are reviewed against specification, not filed unreadThe last three CoAs received, with review evidence and the specification they were checked against
4.4Reliance on a supplier CoA in place of full testing is justified, and identity is confirmed on each lot receivedThe CoA reliance justification and the identity test records for the last three lots
4.5Storage conditions match the label and specification, and are monitored with alarms that go somewhereTemperature and humidity records for the storage areas holding our item, plus the last excursion
4.6Cold chain and controlled temperature storage are mapped and requalifiedMapping report and requalification date for the unit holding our material
4.7Stock rotation, retest and expiry dates are enforced by the systemA query for material past retest date, and its disposition
4.8Dispensing is controlled: correct material, correct weight, verified, recorded contemporaneouslyObserve a dispensing operation, then read its record
4.9Rejected material is segregated and destroyed or returned under controlRejection register and the disposition record for the last rejected lot
4.10Material traceability runs from receipt through to the finished lot supplied to usTrace one of our received lots backward to the incoming raw material lots that made it

Section 5. Production and process control

#VerifyEvidence to requestP / F / NANotes
5.1Production follows an approved master record, and the executed record matches what you observe on the lineObserve a live operation for at least <<FILL: minutes>> minutes, then read the record for that same operation
5.2Critical process parameters are defined, controlled, and recorded within the validated rangeProcess validation summary and the batch data for one lot against the validated ranges
5.3In-process controls are performed at the required frequency by qualified peopleIn-process check records for the observed batch, with the operator’s training record
5.4Line clearance is performed and verified between batches and productsLine clearance record for the last changeover, plus observation of one if it occurs
5.5Yield and reconciliation limits are defined, and out-of-limit yields are investigatedYield data for the last ten batches of our item, and the investigation for any out-of-limit result
5.6Reprocessing and rework, if performed, are approved case by case with impact assessedThe reprocessing register, and the most recent record if any
5.7Batch records are completed contemporaneously, not reconstructed at the end of the shiftCompare entry times in the record against the process timeline and the equipment or system logs
5.8Environmental and personnel monitoring in classified areas is performed as designed and excursions are investigated with product impact assessedEM data for the period, and the investigation for the three most recent excursions
5.9Aseptic process simulations, where the site fills sterile product, are current, at the right scale and frequency, and any failures were investigatedMedia fill reports for the last cycle covering the line used for our product
5.10Time limits between process stages are defined and respectedHold time data for the observed batch against the validated limits

Section 6. Packaging and labelling

#VerifyEvidence to requestP / F / NANotes
6.1Label reconciliation is performed and unreconciled quantities are investigatedReconciliation record for the most recent packaging run of our item
6.2Only the correct printed materials are issued to the line, with a controlled issue and returnLabel issuance record for a named batch, checked against the batch record
6.3Online code and label verification systems are qualified and challengedQualification record and the challenge test performed at line setup
6.4Line clearance before packaging removes all previous printed materialObserve a line clearance, or read the record and check the area
6.5Printed material is checked against an approved master artwork, and artwork changes are controlledArtwork approval record for the current version, and the last artwork change control
6.6Serialisation or track and trace data, where applicable, are complete and reconcileSerialisation reconciliation record for a named batch
6.7Rejected or damaged labels and packaging are destroyed under controlDestruction record for the last rejected quantity

Section 7. QC laboratory, including data integrity and audit trails

This is where the paper you rely on is manufactured. Give it disproportionate time.

#VerifyEvidence to requestP / F / NANotes
7.1Test methods used for our item are validated or verified for use at this siteMethod validation or compendial verification report for the method on our specification
7.2Analytical instruments are qualified and their qualification is currentQualification records for the instrument that produced a result on a CoA you hold
7.3System suitability is met before results are reported, and failures are handled, not repeated until they passSequence data for a named run, with all injections including failed system suitability
7.4Audit trails are enabled for all GxP systems, cannot be disabled by ordinary users, and capture who, what, when, and old and new valuesSystem configuration screen viewed live, and the audit trail settings for the chromatography data system
7.5Audit trail review is performed, at a defined frequency tied to data criticality, and produces documented outcomes including no-finding reviewsReview records for the last three periods, with evidence of what was examined
7.6A specific result traces backward from the certificate of analysis to the raw data, the instrument and the analystTrace one result the auditor names, all the way down, in the system, live
7.7The audit trail for that traced result shows no unexplained re-integration, re-injection, aborted run, renamed or deleted file, or processing outside the systemThe audit trail for the traced sequence, read on screen, covering the full window around the result
7.8Access rights are role-based, unique to individuals, reviewed periodically, and no shared or generic accounts are in use for GxP entryUser list with roles and last review, plus observation of who is logged in on the floor
7.9Administrator rights are held outside the group that generates the data, or the arrangement is controlled and monitoredAdministrator account list and the control over it
7.10System date and time are synchronised to a controlled source and cannot be changed by usersTime synchronisation configuration and the audit trail entries for any clock change
7.11Out-of-specification results follow a defined investigation process, and invalidation of a result requires assignable causeThe last five OOS investigations, with attention to any result invalidated
7.12Manual integration is procedurally controlled, justified per instance, and reviewedManual integration justification records, and one chromatogram where it was applied
7.13Reference standards and reagents are qualified, in date, and traceableStandard register and the certificate for the standard used in the traced result
7.14Stability data supporting the retest or expiry date we rely on exist and are currentStability protocol and the most recent data for our item
7.15Sample retention meets the defined quantity, condition and periodRetain sample store, and the retention record for a named lot
7.16Microbiological testing, where performed, follows validated methods with growth promotion and negative controls documentedSterility or bioburden test records for a named lot, with the controls
7.17Paper and hybrid records are controlled: printouts are attributable, complete, and linked to the electronic raw dataOne hybrid record examined against its electronic original

Never assess data integrity on paper alone. Open at least one audit trail per system in scope, on the screen, with the auditor holding the mouse or watching the administrator’s every click.

Section 8. Deviations, OOS, complaints, recalls and CAPA

#VerifyEvidence to requestP / F / NANotes
8.1Deviations are raised promptly, classified consistently, and the classification is justifiedDeviation log for the period, plus the three the auditor selects
8.2Investigations establish a root cause supported by evidence, not a restatement of the eventThe two most serious deviations affecting our item
8.3Product impact is assessed for every event that could affect a lot supplied to us, and the assessment reaches a dispositionImpact assessments in the selected deviations, and the disposition of the affected lots
8.4Events are closed within the defined timeframe, and overdue events are visible and escalatedAgeing report for open deviations and investigations
8.5Complaints are logged, investigated, trended, and linked back to the batchComplaint log for the period, plus the investigation for any complaint on our product
8.6Recall procedure exists, defines responsibilities and timelines, and has been testedRecall procedure and the last mock recall record with its reconciliation and timing
8.7CAPA actions have owners, due dates, and are completedCAPA register with ageing, and the closure package for two CAPAs the auditor selects
8.8Effectiveness checks are defined for significant CAPAs, with a metric and a review point, and are actually performedThe effectiveness check for a CAPA closed at least six months ago
8.9Repeat events are detected: the same failure recurring does not simply generate a new deviation each timeTrend analysis across the deviation log, and the site’s own repeat-event criteria
8.10Events at the site that affect our product were notified to us as the quality agreement requiresCross-check the deviation log against the notifications we actually received

Item 8.10 is the one auditors skip and regret. Read their event log with your own notification file open beside it.

Section 9. Change control

#VerifyEvidence to requestP / F / NANotes
9.1Changes affecting product, process, equipment, materials, suppliers, systems or facilities go through change control before implementationChange log for the period, and the record for a change you can see was implemented
9.2Change classification is justified, and low-impact routes are not used for changes that affect validated state or product-contact componentsAll changes routed as minor or like-for-like in the period, examined against the site’s own criteria
9.3Impact assessment covers validation, regulatory filings, stability, specifications, and customer commitmentsThe assessment section of the two most significant changes
9.4Actions arising from a change are completed before the change is closedClosure package for one implemented change
9.5Customers are notified of changes that require notification under the quality agreement, before implementationThe customer notification section of every change in the period that touched our item
9.6Emergency or temporary changes have a defined route, a time limit, and are converted or reversedTemporary change register and any change open beyond its stated limit
9.7Post-change verification confirms the change achieved what it intendedVerification evidence for a change implemented at least three months ago

Section 10. Training and personnel

#VerifyEvidence to requestP / F / NANotes
10.1People performing critical steps for our item are trained and qualified for those specific stepsTraining records for the named individuals whose signatures appear in the batch record you reviewed
10.2Training on a procedure precedes performing it, with the effective date respectedCompare training completion dates against the SOP effective date and the first executed use
10.3Training effectiveness is assessed, not just attendance recordedThe assessment method and results for one critical procedure
10.4GMP and data integrity training is given on induction and refreshed at a defined intervalCurriculum and completion status for the in-scope departments
10.5Aseptic personnel are qualified through gowning qualification and periodic requalification, where applicableGowning qualification records for the operators observed
10.6Staffing levels and shift patterns permit the procedures to be followed as writtenObserved workload against the procedure timings, and any deviation trend tied to shift or workload
10.7Job descriptions exist for GxP roles and match what the people actually doJob description for the quality unit head, checked against the organisation chart
10.8Contractors and temporary staff are trained and qualified to the same standardTraining records for any contractor working in the in-scope area

Section 11. Validation and qualification status

#VerifyEvidence to requestP / F / NANotes
11.1A validation master plan or equivalent defines what is validated, to what extent, and on what basisCurrent plan and its revision date
11.2The process used for our item is validated, with the validation covering the current process, scale and equipmentProcess validation report and any change since it was issued
11.3Ongoing process verification or continued process verification is in place, with data trendedThe most recent periodic evaluation for our item
11.4Cleaning validation covers the products and equipment trains relevant to our material, including any worst caseCleaning validation report and the residue limit basis
11.5Computerised systems supporting our item are validated for their intended use, with the validation current after changesValidation summary and the change history for the chromatography data system or MES
11.6Qualification of critical equipment and utilities is complete and periodic review or requalification is on scheduleQualification status list with overdue items highlighted
11.7Deviations raised during validation were resolved and did not silently lower the acceptance criteriaThe deviation section of one validation report
11.8Nothing critical is running on an expired, provisional or conditional qualification statusThe overdue and conditional list, cross-checked against the equipment used for our lots

Section 12. Outsourced activities and the supplier’s own supplier controls

Your supply chain does not stop at their gate. A site that is excellent in every other section and buys a critical starting material from an unqualified source has moved your risk, not removed it.

#VerifyEvidence to requestP / F / NANotes
12.1All activities the site outsources that touch our material are identified, including testing, sterilisation, storage, transport and calibrationThe outsourced activity register, cross-checked against the process flow for our item
12.2Each outsourced provider is qualified before use, with a documented basis proportionate to riskQualification file for the provider of the most critical outsourced step
12.3A written agreement defines responsibilities for each outsourced GMP activityThe agreement with that provider, and the clause covering the specific work
12.4The site audits or otherwise monitors its critical providers on a risk-based intervalThe audit report or monitoring record for the provider, and the interval justification
12.5The site’s own supplier approval list is current, and purchasing cannot buy critical materials outside itThe approved list, and a test: ask what the system does if a buyer raises an order against an unapproved source
12.6Incoming materials from the site’s own suppliers are verified, not accepted on paper aloneIdentity test records and the CoA reliance justification for a critical raw material
12.7Changes at the site’s own suppliers are captured and assessedThe last supplier change notification received by the site and what was done with it
12.8Subcontracting beyond the first tier is either prohibited by agreement or controlled and visibleThe agreement clause, and evidence of who actually performs the step
12.9Performance of the site’s own providers is monitored, with quality events fed backProvider performance record or scorecard for the period
12.10Where an outsourced provider handles our material or its data, that arrangement is permitted under our quality agreementOur quality agreement clause on subcontracting, checked against reality

Fieldwork completion record

FieldEntry
Audit reference<<FILL>>
Supplier and site<<FILL>>
Sections applied<<FILL: list, with the reason for any section marked NA in full>>
Traces completed end to end<<FILL: which, and in which direction>>
Records examined that were auditor-chosen<<FILL: count>> of <<FILL: total examined>>
Systems whose audit trail was opened on screen<<FILL>>
Items marked Fail<<FILL: item numbers>>
Items unable to assess, and why<<FILL>>
Completed by<<FILL: name, signature, date>>
Working papers reference<<FILL>>

Acceptance criteria for fieldwork

#CriterionMet (Y/N)
1Every item marked Pass has a record identifier or an observation in Notes. A bare tick is not evidence<<FILL>>
2Every item marked NA has a written reason<<FILL>>
3At least one full trace was completed, forward or backward, through the most critical process in scope<<FILL>>
4At least one audit trail was opened on screen for every computerised system in scope<<FILL>>
5The majority of records examined were auditor-chosen, and any supplier-selected record is marked as such<<FILL>>
6Every item that matters was triangulated across procedure, person and record<<FILL>>
7Every potential finding is backed by a named record and the specific requirement it may breach<<FILL>>
8Every potential finding was raised with the host on the floor, so the closing meeting holds no surprises<<FILL>>
9Time actually spent on the floor and in records was at least 60 percent of on-site time<<FILL>>

Filled specimen

An extract of a completed checklist for an illustrative contract sterile fill-finish supplier, showing the level of detail the Notes column needs. Company, records and dates are invented for teaching purposes.

#VerifyP / F / NANotes
5.1Executed record matches observed operationPObserved capping on line FL-02, 19 May 2026, 10:15 to 11:25. Batch NS-26-0114. Compared against MBR-FL02 rev 7 and the executed record read at 14:40 the same day. Sequence and in-process checks matched what was performed. Auditor-selected batch, chosen from the day’s production schedule on arrival.
7.4Audit trails enabled and not disabled by ordinary usersPChromatography data system, configuration screen viewed live with system administrator T. Nolan, 20 May 2026 09:20. Audit trail active at project level, “disable audit trail” greyed out for the Analyst and Reviewer roles, available only to the System Administrator role held by two named IT staff. Confirmed old and new values captured on a test edit shown on screen.
7.5Audit trail review performed at defined frequency with documented outcomesFSOP-QC-030 rev 4 section 7.2 requires audit trail review of every release sequence before the result is reported. Reviewed the review records for the sequences supporting lots NS-26-0031, NS-26-0072 and NS-26-0114. All three review forms signed, but each records only “audit trail reviewed, no issues”. No record of what was examined, no entry counts, no filter or query named. Asked reviewer A. Cronin (QC) what she looks at: she described opening the sequence audit trail and scanning for re-integrations, which is more than the form captures but not what the SOP specifies. Triangulation: SOP requires a documented review; the person describes a real but undocumented method; the record proves only that a box was ticked. Raised with host on floor at 11:05, 20 May 2026.
9.2Change classification justified, low-impact route not used for validated-state changesFChange log 01 Jan 2025 to 30 Apr 2026 requested and reviewed, 34 entries. Eight examined, auditor-selected: the three most recent, the three touching line FL-02, and two chosen at random from the index. Three used the “like for like, no qualification required” route. Two of those three, CC-25-088 (crimp cap supplier change, implemented 27 Oct 2025) and CC-25-121 (stopper supplier grade change, implemented 14 Jan 2026), involved primary container closure components, which SOP-QA-018 rev 5 section 6.4 excludes from that route. Raised with QA head at 15:30, 20 May 2026; accepted on the spot.
12.2Outsourced provider qualified before usePEndotoxin testing subcontracted to Brackenfield Analytical Ltd. Qualification file AQ-SUP-019 reviewed: 2024 on-site audit report, current agreement dated 03 Mar 2024, method transfer report MT-2024-06, and annual performance review dated 12 Feb 2026. Provider was audited before first use in June 2024, and first sample sent 22 July 2024. Sequence confirmed by comparing the audit date against the first sample submission record.
12.5Purchasing cannot buy critical materials outside the approved listFApproved supplier list ASL rev 22 reviewed. Asked materials manager to demonstrate what the ERP does when a purchase requisition is raised against a non-approved vendor for a GMP material. The system issued a warning message that the buyer can acknowledge and proceed; it is not a hard block, and there is no quality approval step in the workflow. Two GMP purchase orders in the period, PO-25-4471 and PO-26-0233, were placed against vendors added to the ASL after the order date. Raised with host at 16:10, 20 May 2026.

Read item 7.5 again. The Pass would have been easy: the reviews exist, they are signed, they are on time. What turns it into a Fail is triangulation. The procedure demanded a documented review, the reviewer described a genuine method, and the record proved only that somebody signed. Nothing in the file would have shown that gap. You have to ask the person.

Item 12.5 shows the other technique worth stealing: do not ask whether a control exists, ask them to demonstrate it in front of you. “Show me what the system does” found a soft warning where the SOP implied a hard block.

Common inspection findings this checklist prevents

  • Audit checklists returned with ticks and no evidence, so no one can reconstruct what was actually examined.
  • Records reviewed during an audit consisted only of examples the supplier selected.
  • Audit files showing that data integrity was assessed by reading procedures, with no audit trail ever opened.
  • Whole system areas within the stated scope that the audit record shows were never examined, with no reason given.
  • Findings raised with no record identifier or requirement, so the supplier’s corrective action addresses nothing specific.
  • Deviations at the supplier that affected supplied material and were never notified, undetected because the auditor never compared the supplier’s event log to the notifications actually received.
  • Outsourced activities two tiers down the supply chain that were never identified, qualified or audited.
  • Training records that show attendance but no assessment, and training completed after the person first performed the task.
  • Changes to product-contact components routed as like-for-like with no requalification and no customer notification.
  • Audits with no on-site observation recorded, so the report cannot show that anything was verified on the floor.

How to adapt this checklist

  1. Delete whole sections that do not apply. A contract testing laboratory audit uses sections 1, 2, 3, 7, 8, 9, 10, 11 and 12; sections 4, 5 and 6 mostly fall away. An excipient supplier audit needs 4 and 5 heavily and section 7 in proportion to what they test.
  2. Add product-specific rows. For a sterile fill-finish supplier, expand section 5 with contamination control strategy, gowning, interventions and media fill design. For a cell or gene therapy service provider, add chain of identity and chain of custody, donor eligibility documentation, and cryogenic storage and transfer controls to sections 4 and 5.
  3. Set the observation duration in item 5.1 and any thresholds in the acceptance criteria to your own procedure.
  4. Insert rows for every clause in your quality agreement that you intend to test, so contractual commitments are audited rather than assumed.
  5. Where the audit is for-cause, mark the rows tied to the failure mode as mandatory and treat the rest as coverage. Do not let a for-cause audit dissolve into a general system tour.
  6. Keep the Notes column wide in your printed or electronic version. If auditors cannot write a record identifier, a version, a date and an observation into it, they will write “OK” instead, and the checklist stops being evidence.
  7. Capture each potential finding on Form: Audit Evidence Working Paper as you go, carry it into Report: On-Site GMP Supplier Audit, and grade it with SOP: GxP Audit Finding Classification and Grading. The fieldwork method behind this checklist is described in how to conduct a supplier or GMP audit.
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