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Checklist Plug-and-play starting point Clinical & GCP

Checklist: Informed Consent Verification (Per Participant)

A plug-and-play per-participant checklist to verify GCP informed consent: version, timing before procedures, signatures and dates, delegation, witness, copy, and re-consent, with pass/fail/NA items, a filled specimen, and the findings it prevents.

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 checklist for verifying one participant’s informed consent, for use by a monitor during source data verification, by site QA during a consent review, or during inspection preparation. Score each item Pass, Fail, or NA, and convert every Fail into a tracked action with an owner and a date. Replace every <<FILL: ...>> placeholder with your specifics. A filled specimen follows. Verify cited regulations against the current source. This is general guidance to adapt, not legal or regulatory advice.

FieldEntry
Study / protocol<<FILL>>
Site<<FILL>>
Participant ID<<FILL>>
Reviewer<<FILL: name, role>>
Review date<<FILL: YYYY-MM-DD>>
ICF version(s) reviewed<<FILL>>

1. Version and approval

#ItemReferenceResult
1.1The ICF version signed was an IRB/IEC-approved versionE6 4.8Pass / Fail / NA
1.2That version was effective (approved and not superseded) on the consent dateE6 4.8Pass / Fail / NA

2. Timing

#ItemReferenceResult
2.1Consent date is on or before the first study-specific procedureE6 4.8Pass / Fail / NA
2.2No screening procedure done only for the trial preceded the consent date/timeE6 4.8Pass / Fail / NA

3. Signatures and dates

#ItemReferenceResult
3.1Participant (or LAR) signature presentE6 4.8Pass / Fail / NA
3.2Participant (or LAR) date present and personally enteredE6 4.8Pass / Fail / NA
3.3Consenting-staff signature and date presentE6 4.8Pass / Fail / NA
3.4Where LAR consented, the basis is documented and permittedE6 4.8Pass / Fail / NA

4. Delegation and conduct

#ItemReferenceResult
4.1Consenting person is on the delegation log for consentE6 4Pass / Fail / NA
4.2Consenting person was trained on the protocol and consent SOPE6 4Pass / Fail / NA
4.3Where the participant could not read, an impartial witness was present and signedE6 4.8Pass / Fail / NA

5. Copy and source

#ItemReferenceResult
5.1Participant received a copy of the signed ICFE6 4.8Pass / Fail / NA
5.2Consent is recorded in source (chart) with ICF version and dateE6 4.9Pass / Fail / NA
#ItemReferenceResult
6.1Every approved version relevant during participation was re-consentedE6 4.8Pass / Fail / NA
6.2Re-consent reason and date are documentedE6 4.8Pass / Fail / NA

Findings and actions

ItemFindingActionOwnerDueStatus
<<FILL>><<FILL>><<FILL>><<FILL>><<FILL>>Open/Closed

Sign-off

RoleNameSignatureDate
Reviewer<<FILL>>
Site QA / PI (as applicable)<<FILL>>

Filled specimen

Illustrative, values invented.

FieldEntry
Study / protocolABC-301
SiteSite 04
Participant ID3012
ReviewerJ. Okafor, CRA
Review date2026-08-20
ICF version(s) reviewedv3.0 (initial), v4.0 (re-consent)

Results: 1.1 Pass; 1.2 Pass; 2.1 Pass (consent 2026-06-02, first trial procedure same day after signing); 2.2 Pass (screening ECG time-stamped after consent time); 3.1 to 3.3 Pass; 3.4 NA (no LAR); 4.1 Pass; 4.2 Pass; 4.3 NA (participant able to read); 5.1 Pass; 5.2 Pass; 6.1 Pass (v4.0 re-consent on 2026-08-18); 6.2 Pass.

One Fail example on a different participant to show the action loop: item 2.2 Fail, a haematology panel drawn 40 minutes before the consent time-stamp. Action: document as a protocol deviation, assess the participant’s data and safety, retrain the coordinator on consent-before-procedure timing, and confirm no other participant affected. Owner: PI. Due: 2026-08-27. Status: Open.

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