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Checklist Plug-and-play starting point CSV / CSA

Checklist: System Release Readiness

A plug-and-play readiness checklist QA works through before authorizing a validated system for GxP use: execution complete, traceability reconciled, deviations dispositioned, SOPs and training in place, infrastructure qualified, residual risk accepted, and the QA signature dated before go-live, 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 release readiness checklist. It is the pre-release gate: what a validation lead and QA confirm before the release authorization is signed, so the go-live decision rests on facts rather than optimism. Mark each item Pass, Fail, or N/A, and record a reference for each. Replace every <<FILL: ...>> placeholder with your own specifics. Verify each cited regulation against the current source before you rely on it.

Identification

FieldEntry
System name and version<<FILL>>
Validation plan / VSR referenced<<FILL: VP and VSR numbers>>
Target go-live date<<FILL: date>>
Reviewer<<FILL: name, role>>
Review date<<FILL: date>>

1. Execution and evidence

#ItemPass / Fail / NAReference
1.1All planned protocols executed and test evidence collected<<FILL>>
1.2All executed protocols reviewed and approved<<FILL>>
1.3Executed evidence reconciles to the results summary in the VSR (no hidden failures or reruns)<<FILL>>

2. Traceability

#ItemPass / Fail / NAReference
2.1Every requirement traced to a verifying test<<FILL: RTM>>
2.2Every verifying test has a passing result, or a documented, accepted exception<<FILL>>
2.3No orphan tests (tests with no requirement) and no coverage claimed beyond what is traced<<FILL>>

3. Deviations

#ItemPass / Fail / NAReference
3.1Every deviation has a root cause, impact assessment, resolution, and status<<FILL: deviation log>>
3.2All critical deviations closed (a critical deviation is never carried as a condition)<<FILL>>
3.3All major deviations closed, or carried as explicit conditions with compensating control, owner, and due date<<FILL>>
3.4No failure reclassified to a lower class without sound technical justification<<FILL>>

4. Operational readiness

#ItemPass / Fail / NAReference
4.1Operation SOP approved and effective<<FILL>>
4.2Backup/restore and business continuity / disaster recovery procedures approved<<FILL>>
4.3Security administration and access-control procedures in place<<FILL>>
4.4Periodic review procedure and interval defined<<FILL>>
4.5Training completed for users and administrators<<FILL>>
4.6Supporting infrastructure qualified<<FILL>>
4.7Data migration verified, if applicable<<FILL: or N/A>>

5. Risk and authorization

#ItemPass / Fail / NAReference
5.1Residual risk assessed and formally accepted at the appropriate level<<FILL: RRA number>>
5.2Fitness conclusion in the VSR is explicit (fit, fit with conditions, or not fit), not a soft “generally meets”<<FILL>>
5.3Release authorization prepared, with the quality-unit signature as the gating approval<<FILL: release record>>
5.4QA approval date is on or before the target go-live date<<FILL>>
5.5Release linked to change control so future changes start from a known validated state<<FILL: CR number>>

Signoff

RoleNameSignatureDateDecision
Validation lead<<FILL>><<FILL>>
Quality Assurance<<FILL>><<FILL: Ready to release / Not ready>>

References

21 CFR 211.22, 211.68; 21 CFR Part 11. EU GMP Annex 11 (computerised systems) and Annex 15 (qualification and validation). GAMP 5 (Second Edition, ISPE 2022); FDA Computer Software Assurance guidance (current version issued 3 February 2026) for risk-proportionate evidence.

Confirm the current version and clause numbers before use.


Filled specimen

Selected rows completed for the example QC LIMS release.

#ItemPass / Fail / NAReference
2.2Every test has a passing result or accepted exceptionPassRTM-LIMS-2026, 142/142
3.2All critical deviations closedPassDEV log; no open criticals
3.3Majors closed or carried as conditionsPassDEV-05, DEV-06 carried as conditions with owners and due dates
4.7Data migration verifiedPassMigration report; 1 deviation resolved
5.1Residual risk acceptedPassRRA-2026-011, accepted by Head of QA
5.4QA date on or before go-livePassQA approval 19 June; go-live 22 June

Decision: Ready to release. Every critical item is a clean pass; the two open majors are carried as explicit, tracked conditions rather than hidden, and the QA signature precedes go-live. Had 5.4 failed (QA date after go-live), the release would not be defensible regardless of the other passes.

How to adapt this checklist

  1. Align section 4 with the SOPs your quality system actually requires before go-live.
  2. Scale the depth to the system’s risk: a Category 1 infrastructure component does not need the same weight as a Category 5 custom application.
  3. Treat 3.2 and 5.4 as hard gates: an open critical deviation or a QA signature after go-live blocks release on its own.
  4. Record a reference for every Pass; a column of bare “Pass” marks with no references reads as a rubber stamp.
  5. Carry any Fail into the deviation or CAPA system, and do not authorize release until the gating items pass.
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