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Checklist Plug-and-play starting point Quality Assurance

Checklist: eCTD Publishing QC and Validation Release

A plug-and-play pre-transmission checklist for an eCTD sequence: leaf-level QC, validation severity triage, and the zero-high-severity release gate, with a filled specimen showing a real finding triaged and closed.

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 to run before an eCTD sequence is transmitted to a health authority gateway. It covers leaf-level quality control and validation-finding triage, and sets the release gate most organizations hold to: zero unresolved high-severity findings. Replace every <<FILL: ...>> placeholder. This content is educational reference, not legal or regulatory advice.

FieldEntry
Application / sequence<<FILL>>
Region / gateway<<FILL>>
Validation tool and version<<FILL>>
Completed by<<FILL>>
Date<<FILL>>

Section A, Leaf-level QC

#ItemP/F/NAEvidence
A1Every leaf opens, prints, and contains searchable text where text is expected (not a flat scanned image)<<FILL>><<FILL>>
A2Bookmarks reach the expected granularity and every internal and cross-document hyperlink resolves<<FILL>>
A3Every leaf checksum recorded in the backbone matches the actual file<<FILL>>
A4Every leaf sits under the correct CTD heading with a specification-compliant title<<FILL>>
A5No orphan files exist outside the backbone, and no file referenced in the backbone is missing<<FILL>>
A6Every leaf was rendered from the current, approved, signed source document, not a draft<<FILL>>

Section B, Lifecycle operation QC

#ItemP/F/NAEvidence
B1Every replace operation references the correct specific prior leaf, verified against the current view<<FILL>><<FILL>>
B2No leaf that should replace prior content was filed as new, leaving two contradictory current documents<<FILL>>
B3Every delete operation removes the intended leaf and no other<<FILL>>
B4The submission type and regional metadata (application number, sequence type) are correct and consistent across every file<<FILL>>

Section C, Validation finding triage

List every validation finding, its severity, and its disposition. No sequence is released with an open high-severity finding.

FindingSeverity (High/Medium/Low)DispositionClosed by / date
<<FILL>><<FILL>><<FILL: fixed / justified and accepted>><<FILL>>

Section D, Gateway

#ItemP/F/NAEvidence
D1The sequence was transmitted to the correct gateway for the region and application<<FILL>><<FILL>>
D2A positive final acknowledgment was received and retained as a record<<FILL>>
D3If a negative or missing acknowledgment occurred, the cause was identified and the sequence retransmitted<<FILL>>

Acceptance criteria

  • Every Section A and B item is Pass or a justified N/A before validation is run.
  • Zero unresolved high-severity validation findings before transmission.
  • Every Medium/Low finding carries a documented fix or a documented justification for accepting it as-is.
  • A positive gateway acknowledgment is retained; a negative or missing one is investigated and resolved before the sequence is considered filed.

Signoff

RoleNameSignatureDate
Regulatory operations / publisher<<FILL>>
Quality assurance<<FILL>>

References

ICH M8, Electronic Common Technical Document (eCTD) Implementation Guide. FDA eCTD Technical Conformance Guide and Specification for eCTD Validation Criteria (current version). EU eCTD Validation Criteria (current version).

Confirm the current version of each reference before issue.


Filled specimen

A partial completed checklist with one real finding triaged. Illustrative only.

FindingSeverityDispositionClosed by / date
Leaf at 3.2.S.4.1 has replace operation but the referenced prior leaf ID was not foundHighFixed: the specification had actually moved to a different heading in a prior sequence; the modified-file reference was corrected and the sequence rebuiltR. Okafor, 12 Aug 2026
Two bookmarks missing in a 400-page clinical study reportLowFixed before release; regenerated bookmarks from the document’s heading structureR. Okafor, 12 Aug 2026
One cross-document hyperlink from 2.7.3 to a Module 5 listing does not resolveMediumFixed; the target file path had changed during rendering and the link was rebuiltR. Okafor, 12 Aug 2026

All three findings were closed before transmission; none were shipped with an open high-severity item, which is the release gate this checklist exists to enforce.

Common inspection findings this checklist prevents

  • A sequence is transmitted with a known high-severity validation finding still open, causing a gateway rejection or technical refuse-to-file.
  • A replace operation points at the wrong or a non-existent prior leaf, corrupting the current view.
  • No retained gateway acknowledgment exists to prove the sequence was actually received.
  • A leaf was rendered from an uncontrolled or draft source that differs from the approved document.

How to adapt this checklist

  1. Set your application, sequence, and region in the header.
  2. Name your actual validation tool and confirm its current criteria version before each use.
  3. Add product- or region-specific QC items your organization has learned it needs.
  4. Confirm every regulation in the references against the current published version before issue.
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