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Checklist Plug-and-play starting point Clinical & GCP

Checklist: Part 11 / Annex 11 Assessment for DCT Systems

A plug-and-play Part 11 and EU Annex 11 assessment checklist for decentralized-trial systems (eConsent, ePRO, sensors, televisit): validation, audit trail, copies, retention, signatures, access, and vendor reliance, mapped to where each control bites, with 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 assessment checklist for the electronic-record controls on a decentralized clinical trial (DCT) system, covering 21 CFR Part 11 and EU Annex 11. Run it per in-scope system (eConsent, ePRO/eCOA, wearable/sensor platform, televisit), because “the vendor is Part 11 compliant” is not an assessment; there is no inherently compliant product, only how you implement and validate one. Replace every <<FILL: ...>> placeholder. A filled specimen follows. This content is general educational reference, not legal or regulatory advice.

System under assessment

FieldEntry
System / component<<FILL: eConsent / ePRO / sensor / televisit>>
Vendor / hosting<<FILL>>
GxP records held<<FILL: consent records, diary entries, sensor streams>>
Predicate rule(s)<<FILL: 21 CFR 50/56, ICH E6, etc.>>
Assessor / date<<FILL>>

Part 11 / Annex 11 control checklist

Mark Pass / Fail / NA with evidence for each.

#ControlWhere it bites in DCTResultEvidence
1Validation (11.10(a); Annex 11 p4)Every in-scope system: risk-based validation evidence, current, with a release statement
2Accurate copies (11.10(b))Human-readable and electronic copies of consent, ePRO, sensor data producible for inspection
3Record protection and retrieval (11.10(c))Records retrievable through the full retention period, including after vendor exit; a documented exit/archival plan exists and is tested
4Audit trail (11.10(e); Annex 11 s9)Secure, computer-generated, time-stamped, independently reviewable; covers consent events, ePRO edits, sensor pairing
5Authority checks / access (11.10(g); 11.300)Role-based access, least privilege, periodic access review across site/participant/sponsor roles
6Operational system checks (11.10(f))Sequencing enforced where required (e.g. entry windows, workflow order)
7Signature meaning (11.50)eConsent and investigator sign-offs show name, date/time, and meaning
8Signature/record linking (11.70)Signature bound to the exact ICF version; non-transferable
9Signature uniqueness/identity (11.100/11.200/11.300)Remote signer identity verified; credentials unique, not shared
10Supplier / service management (Annex 11 s3)Vendor assessed; quality agreement defines validation evidence, change notification, data segregation, and exit
11Change control (Annex 11 s10)Vendor updates to the production system are under sponsor-controlled change assessment
12Data (Annex 11 s5/s6)Data integrity checks on entry and transfer; accuracy checks where data is entered manually
13Periodic evaluation (Annex 11 s11)The validated state is reviewed on a risk-based schedule
14Business continuity (Annex 11 s16)Continuity plan for the records if the system is unavailable

Part B: vendor reliance record

QuestionEntry
What vendor validation evidence was reviewed?<<FILL>>
What did the sponsor re-test on the configured system?<<FILL>>
Why is the reliance sufficient?<<FILL>>
Residual gaps and actions<<FILL>>

Acceptance criteria

The assessment is acceptable when: every applicable control has a Pass with evidence, or a Fail with a time-bound action and an interim risk control; the record-retrieval-through-retention control (item 3) is demonstrated, not assumed; and the vendor-reliance record documents what was reviewed, what was re-tested, and why that is sufficient. Item 3 is the control that quietly fails on vendor-hosted systems and deserves specific proof.


Filled specimen

The following shows three assessed controls for a vendor-hosted eConsent system, including one failed control with an action. Details are illustrative.

#ControlResultEvidence / action
1ValidationPassSponsor validation protocol VAL-eCON-011 executed on the configured system; VSR released 2026-07-15
3Record retrieval through retentionFailContract had no exit/archival clause; records could be lost on vendor change. Action: amend the quality agreement to require export of consent and audit-trail records in a readable format on exit; test the export. Interim: quarterly export held by sponsor. Owner: Vendor Management, due 2026-08-30
8Signature/record linkingPassTC-05 in the validation protocol shows the signature bound to the exact ICF version; audit-trail export AT-05

Item 3 is the classic quiet failure: creation works, retrieval a decade later after the vendor is gone does not. Assessing it explicitly, and testing the export, turns an inspection risk into a contract clause and a scheduled test.

Common inspection findings this checklist prevents

  • Reliance on a vendor’s “Part 11 compliant” marketing claim with no sponsor assessment.
  • An audit trail that exists but cannot be exported and read independently of the application.
  • Records that cannot be retrieved through the full retention period from a vendor-hosted system.
  • A vendor update pushed to the live system with no sponsor change assessment, invalidating the validated state.

How to adapt this checklist

  1. Run one checklist per in-scope component; the controls that bite hardest differ between eConsent, ePRO, sensors, and televisit.
  2. Fill the “where it bites” column with your actual records and workflows.
  3. Treat item 3 (retrieval through retention) as a required demonstration, and build the exit plan into the contract.
  4. Confirm the current clause numbers of Part 11 and Annex 11 (and track the Annex 11 revision) before you rely on them.
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