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Checklist Plug-and-play starting point Quality Assurance

Checklist: Batch Release Disposition Package Review

A plug-and-play checklist for reviewing the batch disposition package before release: records, materials, testing, quality events, environment, and regulatory conformance, each item with pass/fail/NA, the reference it satisfies, 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 review that precedes a batch disposition decision. It turns the acceptance criteria for a good disposition into line items so nothing is checked from memory. Mark each item Pass, Fail, or NA, record the evidence reference, and route any Fail per your deviation procedure before the disposition authority signs. Replace every <<FILL: ...>> placeholder. A filled specimen follows.

How to use this checklist

  • Complete one checklist per batch, tied to the batch disposition record.
  • Every item marked NA needs a one-line reason (for example, “no shared equipment, dedicated line”).
  • Any Fail blocks release until resolved through the deviation or investigation process.
  • The reviewer completing this checklist is not the disposition authority who signs the final decision, and neither is the person who manufactured the batch.
FieldEntry
Product / strength<<FILL>>
Batch / lot number<<FILL>>
Reviewer<<FILL>>
Review date<<FILL>>
Linked disposition record<<FILL: disposition record ID>>

Section A: Manufacturing and packaging records

#ItemPass / Fail / NAEvidence referenceBasis
A1Executed batch production record complete, every step in sequence, no unexplained gap<<FILL>>21 CFR 211.192
A2All in-process control results present and within limits<<FILL>>21 CFR 211.110
A3Line clearance recorded before and between operations<<FILL>>GMP
A4Yield reconciled at each major step; any out-of-limit yield explained<<FILL>>21 CFR 211.103
A5Executed packaging and labeling records complete; label reconciliation balanced<<FILL>>21 CFR 211.125
A6Every signature and independent verification present and contemporaneous<<FILL>>Good documentation practices

Section B: Materials

#ItemPass / Fail / NAEvidence referenceBasis
B1All components, active ingredient, and excipients released before use<<FILL>>21 CFR 211.84
B2All materials within retest or expiry at time of use<<FILL>>21 CFR 211.87
B3Primary packaging and printed components released and correct<<FILL>>21 CFR 211.122
B4Certificates of analysis for incoming materials on file<<FILL>>GMP

Section C: Testing and analytical

#ItemPass / Fail / NAEvidence referenceBasis
C1Every required release test performed on the correct sample<<FILL>>21 CFR 211.165
C2All results pass against the current approved specification and method<<FILL>>21 CFR 211.165
C3Every OOS investigated and closed; no testing into compliance<<FILL>>21 CFR 211.192
C4Every OOT assessed and closed<<FILL>>Trend procedure
C5Finished-batch certificate of analysis issued<<FILL>>GMP
C6Stability samples placed if required by protocol<<FILL>>21 CFR 211.166

Section D: Quality events

#ItemPass / Fail / NAEvidence referenceBasis
D1Full list of deviations linked to the batch obtained<<FILL>>Deviation procedure
D2Each deviation closed, or open with a signed batch-impact assessment<<FILL>>21 CFR 211.192, Annex 16
D3Each batch-impact assessment concludes acceptability on evidence, not assertion<<FILL>>21 CFR 211.192
D4Change controls in effect during manufacture identified and approved<<FILL>>Change control procedure
D5Any CAPA triggered is tracked; no CAPA closure required before release<<FILL>>CAPA procedure

Section E: Environment and equipment

#ItemPass / Fail / NAEvidence referenceBasis
E1Equipment used was qualified and within calibration during the batch<<FILL>>21 CFR 211.68, 211.160
E2Cleaning records and cleaning validation status current for shared equipment<<FILL>>21 CFR 211.67
E3Environmental monitoring data for the relevant windows reviewed (sterile product)<<FILL>>Annex 1
E4Utility data (water, gases, compressed air) within limits for the windows<<FILL>>GMP
E5No facility-level event (utility failure, recall of shared component) touches the batch<<FILL>>GMP

Section F: Regulatory conformance

#ItemPass / Fail / NAEvidence referenceBasis
F1Batch made and tested per the registered or authorised process and specifications<<FILL>>Marketing authorisation / IND / IMPD
F2Any process change was approved and, where required, notified before commercial use<<FILL>>Variation / change procedure
F3For imported product, supply chain and QP-to-QP confirmation chain in place<<FILL>>Annex 16
F4Parametric or real-time release, where used, is registered and its parameters in range<<FILL>>Annex 17

Signoff

FieldEntry
All items Pass or NA (with reason), or Fails routed and resolvedYes / No
Open items blocking release<<FILL: none, or list>>
Reviewer (name, signature, date)<<FILL>>
Forwarded to disposition authority on<<FILL: date>>

Acceptance criteria

The package is ready for a disposition decision when every item is Pass or a justified NA, or any Fail has been resolved through the deviation or investigation process, and the reviewer has signed and forwarded the checklist to the disposition authority.

Filled specimen (extract)

The following shows a completed extract for an illustrative solid oral dose batch. The batch and numbers are illustrative.

#ItemPass / Fail / NAEvidence reference
A1Executed batch record complete, no gapPassBR-7781 pages 1-46
A4Yield reconciled; compression yield 97.4 percent within 95 to 101PassBR-7781 p.31
C2All results pass vs current specPassCoA-7781 (assay 99.8, dissolution Q+12)
C3One OOS on content uniformity investigated and closed, assignable causePassOOS-2026-0091 closed
D2Two deviations: DEV-0201 closed; DEV-0209 open with signed batch-impact assessmentPassDEV-0201, DEV-0209
E2Shared blender cleaning validated; cleaning record signedPassCLN-7781
F1Conforms to registered process; no unapproved changePassMA ref, change log reviewed

The reviewer here caught that DEV-0209 was still open, confirmed its batch-impact assessment was signed and concluded no adverse effect, and only then forwarded the package. If DEV-0209 had lacked a batch-impact conclusion, item D2 would read Fail and release would be blocked.

Common inspection findings this checklist prevents

  • Release with a linked deviation whose batch impact was never assessed.
  • An OOS left open, or retested into compliance, at the point of release.
  • Equipment used out of calibration or a lapsed cleaning validation not caught before release.
  • A process change in effect during manufacture that was never approved.
  • A checklist signed with items left blank rather than marked Pass, Fail, or NA with a reason.

How to adapt this checklist

  1. Add or remove rows to match your product type (delete sterile-only rows for a non-sterile oral product; keep Annex 1 rows for aseptic fill).
  2. Replace the generic Basis cites with your own SOP numbers alongside the regulation.
  3. Set your rule for who may complete the checklist versus who signs the disposition, preserving segregation of duties.
  4. Confirm each regulation reference against the current published version before issue.
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