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Record Plug-and-play starting point Equipment Qualification

Record: Design Review for Commissioning and Qualification (ASTM E2500)

A plug-and-play design review record for a science-based C&Q program: the design under review, traceability to requirements and critical aspects, the SME and Quality review, findings and their disposition, and the design-suitability conclusion that feeds design qualification, with a filled specimen.

Document type: Record

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 design review record for a risk- and science-based commissioning and qualification program. Design review is where quality is built in, catching the missing alarm, the uncalibratable sensor, the dead leg, before steel is cut and long before verification. This record documents a formal, SME-led review of a design against its requirements and critical aspects, and produces the suitability conclusion that supports design qualification (DQ). Replace every <<FILL: ...>> placeholder with your own specifics. Confirm each cited standard and regulation against the current source before you rely on it. This content is general educational reference, not legal or regulatory advice.

Document control header

FieldEntry
Record titleDesign Review Record
Record number<<FILL: e.g. CQ-DR-021>>
System / equipment<<FILL: system name and asset ID>>
Design stage reviewed<<FILL: concept / basic / detailed / vendor design>>
Documents under review<<FILL: URS no, FS no, DS no, P&ID rev, spec rev, drawing list>>
Project / C&Q plan reference<<FILL: C&Q plan or VMP number>>
Review date<<FILL: date>>
Chair (lead SME)<<FILL: name, role>>

1. Purpose and scope

This review confirms that the proposed design for <<FILL: SYSTEM>> is suitable to meet the user requirements and, in particular, that every critical aspect (a function that affects a CQA, a CPP, or patient safety) is designed so it can be built, operated, maintained, and verified. It covers the design documents listed in the header. It does not replace verification testing; it reduces the chance that verification finds a design problem that should have been caught on paper.

2. Attendees and roles

NameRoleDiscipline represented
<<FILL>>Chair / lead SME<<FILL: process / automation / mechanical>>
<<FILL>>SME<<FILL>>
<<FILL>>Quality AssuranceQuality oversight of critical aspects
<<FILL>>System / process ownerRequirements owner
<<FILL>>Automation / CSVControl system, alarms, audit trail, access
<<FILL>>Engineering / vendorDesign author

A design review with no SME in the relevant discipline, or no Quality presence for critical aspects, is not a design review for C&Q purposes.

3. Requirements-to-design traceability checked

For each critical requirement, confirm the design addresses it and that it will be verifiable. Rows should trace back to the URS and forward to the planned verification.

Req ID (URS)Requirement (critical aspect)Design element that meets itVerifiable as designed?Comment
<<FILL: URS-012>><<FILL: temperature control +/-0.5 C (CPP)>><<FILL: RTD class + control loop + jacket>>Yes / No<<FILL>>
<<FILL>><<FILL>><<FILL>>Yes / No<<FILL>>
<<FILL>><<FILL>><<FILL>>Yes / No<<FILL>>

A “No” in the verifiable column is a finding: a requirement you cannot verify as designed is a design defect, not just a testing problem. A common example is an acceptance criterion of +/-0.5 C against an installed sensor whose calibrated accuracy is +/-0.6 C; the design cannot pass honestly, and the review is the last cheap place to catch it.

4. Design review checklist (adapt to the system)

#Review itemResult (Pass / Finding / N/A)Reference
1Every critical aspect has a design element that controls or monitors it
2Instruments for critical measurements are of adequate accuracy and are calibratable in place
3Alarms and interlocks for safety- and quality-critical conditions are specified and testable
4No dead legs, unsanitary drainage, or cleanability problems in product-contact paths
5Materials of construction suit the product, process, and cleaning agents
6The computerized system layer (access control, audit trail, data flow, time source) is specified per GAMP 5 and Part 11 / Annex 11
7Maintenance and calibration access is designed in, not bolted on
8The design is consistent across P&IDs, specifications, and drawings (no contradictions)
9Applicable codes, GEP, and standards are met
10The design is verifiable end to end against the planned C&Q strategy

5. Findings and disposition

Finding #DescriptionCriticalityAction / design changeOwnerDueStatus
<<FILL: DR-01>><<FILL>><<FILL: Critical / Non-critical>><<FILL>><<FILL>><<FILL>>Open / Closed
<<FILL>><<FILL>><<FILL>><<FILL>><<FILL>>

6. Acceptance criteria and conclusion

The design is suitable when: every critical requirement traces to a design element that meets it and is verifiable; every critical finding has an agreed action; and the checklist has no unresolved critical item. Non-critical findings may be tracked to closure without holding the design.

Conclusion (design suitability): <<FILL: Suitable / Suitable with actions / Not suitable, re-review required>>

This conclusion supports the design qualification for the system. Design qualification is the documented verification that the proposed design is suitable for the intended purpose; this record is the evidence behind that DQ statement.

7. References

ASTM E2500, Standard Guide for Specification, Design, and Verification of Pharmaceutical and Biopharmaceutical Manufacturing Systems and Equipment (current revision), on design review and verification of critical aspects. EU GMP Annex 15, Qualification and Validation, on design qualification. ISPE Baseline Guide, Commissioning and Qualification (second edition), for the design-review practice. ICH Q9(R1) Quality Risk Management; ICH Q8 / Q11 for the CQA/CPP and control-strategy basis. GAMP 5 (second edition) for the computerized-system design elements.

Confirm the current version and clause numbers of each reference before issue.

8. Approvals

RoleNameSignatureDate
Chair / lead SME<<FILL>>
Quality Assurance<<FILL>>
System / process owner<<FILL>>

9. Revision history

VersionDateAuthorSummary of change
<<FILL: 1.0>><<FILL: date>><<FILL: author>>Initial issue.

Filled specimen

The following shows the record completed for an example jacketed production bioreactor at the detailed-design stage. Numbers are illustrative.

System: Bioreactor BR-2000-A, detailed design. Documents: URS-BR-001 rev 3, FS-BR-002 rev 2, P&ID rev C. Chair: lead process SME.

Traceability sample:

Req IDRequirement (critical aspect)Design elementVerifiable as designed?Comment
URS-014Temperature control 37.0 +/-0.5 C (CPP)RTD (calibrated accuracy +/-0.15 C) + cascade loop + jacketYesSensor accuracy comfortably inside the band
URS-021pH control 7.0 +/-0.2 (CPP)Two-electrode array + auto buffer additionYesSpare electrode for in-run failure
URS-030Sterile boundary integrity (CQA: sterility)Pressure-hold design + integrity-testable filtersYesTest connections designed in
URS-045Batch record audit trail (Annex 11)DCS historian, per-entry timestamp, access rolesYesConfirmed against CSV design

Findings: DR-01 (critical): the originally specified jacket temperature transmitter had a calibrated accuracy of +/-0.6 C against a +/-0.5 C requirement; action was to upgrade the transmitter class before build. DR-02 (non-critical): a sample valve was awkward to reach for maintenance; action tracked, did not hold the design. Conclusion: Suitable with actions; DR-01 closed by design change before procurement, verified at IQ.

The value is visible in DR-01: a +/-0.6 C sensor against a +/-0.5 C acceptance criterion would have been an honest impossible-to-pass verification months later and a costly retrofit. The design review caught it on paper.

Common inspection findings this record prevents

  • A verification that cannot pass because the installed measurement is not accurate enough for the acceptance criterion, discovered late instead of at design.
  • Critical aspects with no design element that actually controls or monitors them.
  • A control-system layer (audit trail, access, time source) treated as an afterthought rather than a designed critical aspect.
  • Contradictions between P&IDs, specifications, and drawings that surface during execution.
  • Design reviews held with no SME in the relevant discipline and no Quality presence for critical aspects, so the review is a signature exercise.

How to adapt this record

  1. Set the design stage and list the exact documents and revisions under review; a review of “the design” without revisions is not traceable.
  2. Populate the traceability table from the URS and criticality assessment, not from the drawing set alone.
  3. Tailor the checklist to the system: a fluid system needs weld and dead-leg items, an automated system needs the full computerized-system row.
  4. Hold critical findings to closure before the design is released for procurement or build; track non-critical findings without holding the design.
  5. Reference this record from the design qualification statement so the DQ has evidence behind it.
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