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Checklist Plug-and-play starting point AI & Automation

Checklist: AI Model Credibility Evidence Review

A plug-and-play QA review checklist for an AI model credibility package: context of use, model-risk sizing, pre-planned evidence, held-out and subgroup performance, uncertainty, calibration, human control, monitoring, and the adequacy judgment, with pass/fail/NA items, references, and a filled specimen.

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 the quality reviewer of an AI model credibility package. It is what QA works through before signing the adequacy judgment, and it is the fastest way to catch a trust claim that will fray under an inspector’s follow-up question. Mark each item Pass, Fail, or N/A, and record a comment for anything that is not a clean pass. Replace every <<FILL: ...>> placeholder with your own specifics. Confirm each cited reference against the current source before you rely on it; AI-specific guidance is still evolving.

Review identification

FieldEntry
Model name and version<<FILL: name, version, artifact ID>>
Credibility assessment reviewed<<FILL: report doc number>>
Context of use (one sentence)<<FILL>>
Reviewer<<FILL: name, role>>
Review date<<FILL: date>>

1. Context of use

#ItemPass / Fail / NAComment
1.1The context of use is a single sentence naming the output, the decision it feeds, and the accountable role
1.2The conditions and boundaries (inputs, populations, sites) are stated
1.3Uses that are out of scope are explicitly listed
1.4The evidence in the package matches this use and is not borrowed from a different use

2. Model risk sizing

#ItemPass / Fail / NAComment
2.1Model influence is scored with a stated basis
2.2Decision consequence is scored with a stated basis
2.3The evidence tier follows from influence and consequence, not from convenience
2.4The risk conclusion ties to the quality risk management framework (ICH Q9(R1))

3. Evidence planned before it was gathered

#ItemPass / Fail / NAComment
3.1A credibility plan exists and is dated before the evidence was generated
3.2The plan names the test population and how it was held out from training and tuning
3.3Metric thresholds are justified and tied to the consequence of each error type
3.4The plan specifies uncertainty treatment and a minimum sample size for key metrics

4. Performance evidence

#ItemPass / Fail / NAComment
4.1Performance is measured on a genuinely held-out set, ideally from a later time period
4.2The evaluation population represents the population the model will face in use
4.3Metrics are not fooled by class imbalance: recall and precision reported, not accuracy alone
4.4Performance is reported per relevant subgroup (product, site, rare class), not only in aggregate
4.5Each point estimate carries an uncertainty statement (interval or sensitivity), not a lone decimal
4.6Calibration is evidenced where the workflow routes by confidence
4.7Weak spots are identified honestly rather than averaged away

5. Human control and generative-specific checks

#ItemPass / Fail / NAComment
5.1A human control is defined for anything with real consequence, and the review point is recorded
5.2For a generative or LLM output, the task is constrained and grounded in a retrievable, checkable source
5.3The model version is pinned, and a vendor-driven model change is treated as a change requiring re-checking
5.4Explainability claims are not overstated (post-hoc attribution is not presented as literal causation)

6. Monitoring and currency

#ItemPass / Fail / NAComment
6.1A monitoring plan is live before reliance begins: metrics, thresholds, cadence
6.2Leading indicators (override rate, input-distribution drift) are watched, not just periodic re-scoring
6.3A monitoring breach has a defined consequence (re-evaluate, restrict, retrain)
6.4The evidence is current, not a release-day claim months out of date

7. Adequacy judgment and records

#ItemPass / Fail / NAComment
7.1The adequacy judgment is explicit: adequate, adequate with conditions, or not adequate
7.2Any conditions or bounds are stated, and watch items are fed into monitoring
7.3Re-assessment triggers are defined (model change, drift breach, use change)
7.4The package records model, data, and code versions so a later change is visibly a change
7.5The assessment, evidence, and review decisions are controlled GxP records (ALCOA+)

Signoff

RoleNameSignatureDateDecision
QA reviewer<<FILL>><<FILL: Approve / Return for rework / Reject>>

References

ASME V&V 40 (credibility framing); ICH Q9(R1) (risk sizing). FDA draft guidance on AI to support regulatory decision-making for drugs and biological products (January 2025 draft; verify status). FDA/EMA Guiding Principles of Good AI Practice in Drug Development (14 January 2026). 21 CFR Part 11 and EU GMP Annex 11; EU AI Act, Regulation (EU) 2024/1689, where high-risk obligations apply.

Confirm the current version of each reference before use.


Filled specimen

The following shows selected rows completed for the example complaint-screening model, so you can see the level of scrutiny expected.

#ItemPass / Fail / NAComment
1.1Single-sentence context of usePass”Suggests a complaint category, sets initial routing, subject to analyst confirmation.”
2.3Evidence tier follows from riskPassLow-Medium influence, Medium consequence, Moderate tier. Consistent.
3.1Plan dated before evidencePassPlan approved 03 Mar 2026; test results dated 10 to 14 Mar 2026.
4.4Per-subgroup performanceFailTwo low-volume categories under the 0.85 threshold (0.71, 0.74); not resolved in the package.
4.5Uncertainty statedPass95% CIs given for all per-category metrics.
6.1Monitoring live before reliancePassOverride rate and input distribution baselined at go-live.
7.1Explicit adequacy judgmentPass”Adequate with conditions”; two categories on watch.

Decision: Approve with conditions. The 4.4 Fail was accepted as a bounded, monitored limitation rather than a blocker, because the two categories are low-volume and non-safety, they are on active watch, and the adequacy judgment states the bound explicitly. Had those been safety-relevant categories, the correct decision would have been Return for rework until the evidence met the threshold.

How to adapt this checklist

  1. Add or remove rows so the checklist matches the evidence tier the model’s risk demands: a Minimal-tier model does not need every Maximal-tier row.
  2. Point the references to the guidance versions current at your review date.
  3. Where an item is N/A, record why, so the N/A is a decision and not an omission.
  4. Use the comment column as the audit trail of the review; a bare column of “Pass” marks with no comments reads as a rubber stamp.
  5. Feed every Fail and every accepted condition into the monitoring plan and the re-assessment triggers.
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