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Risk Assessment Plug-and-play starting point Manufacturing Automation

Risk Assessment: Control System Functional Risk Assessment (FMEA)

A plug-and-play functional risk assessment for a PLC, DCS, or SCADA system: scoring scales, an FMEA table over the critical control functions (interlocks, control loops, alarms, access, audit trail, historian interface), mitigations, residual risk, and a filled specimen.

Document type: Risk Assessment

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 functional risk assessment for a control system. Replace every <<FILL: ...>> placeholder with your own specifics, set your document numbers and dates, and route it through your normal quality risk management process. A worked filled specimen follows the blank table. Verify each cited reference against the current source before you rely on it.

The purpose of a functional risk assessment is to decide, function by function, where the validation effort goes. You do not test everything equally; you concentrate on the functions that affect product quality, patient safety, and data integrity. This document scores each critical function so the qualification scope, the test depth, and the required controls follow the risk, in keeping with quality risk management under ICH Q9(R1) and the risk-based approach of GAMP 5.

Document control header

FieldEntry
Document titleControl System Functional Risk Assessment
Document number<<FILL: DOC-ID, e.g. QP-AUT-030>>
Version<<FILL: version, e.g. 1.0>>
Effective date<<FILL: effective date>>
System<<FILL: SYSTEM NAME / ID, e.g. Bioreactor skid DCS>>
GAMP category (assessed)<<FILL: e.g. 4 configured with some Category 5 custom logic>>
Document owner<<FILL: role, e.g. Validation / CSV Lead>>

1. Methodology

This assessment uses a failure mode and effects analysis (FMEA). For each critical system function, the team identifies how it could fail, the effect of that failure on product, patient, or data, the likely cause, and the existing detection or control. Each failure mode is scored for Severity, Occurrence, and Detection on the scales below; the product gives a risk priority number (RPN) that ranks where attention is needed. High-risk items receive additional controls, and the residual risk after those controls is recorded.

The functions considered for a control system are, at minimum: critical interlocks and permissives, critical control loops, critical alarms, access control, the audit trail, the historian and batch record interface, time control, and backup and restore. Add functions specific to the process.

2. Scoring scales

Severity (S): the impact if the failure reaches product, patient, or the GMP record.

ScoreSeverityMeaning
5CriticalDirect patient safety impact, or an undetected data integrity breach affecting release
4MajorProduct quality impact likely to affect disposition
3ModerateQuality impact that in-process controls would likely catch
2MinorLimited impact, easily corrected
1NegligibleNo quality, safety, or data impact

Occurrence (O): how likely the failure is, given the design.

ScoreOccurrenceMeaning
5FrequentExpected to occur without a specific control
3OccasionalCould occur; some inherent resistance
1RemoteVery unlikely given the design

Detection (D): how likely the failure is caught before it causes harm (a higher score means harder to detect).

ScoreDetectionMeaning
5Very hardNo routine means to detect the failure
3ModerateDetectable by review or monitoring
1EasyImmediately evident or automatically flagged

RPN = S x O x D. Set your action threshold in section 3; a common default is that any RPN at or above <<FILL: threshold, e.g. 27>>, or any failure mode with Severity 5, requires additional risk reduction regardless of RPN.

3. Risk acceptance rule

  • Any failure mode with Severity 5 requires a specific, verified control, even if the RPN is otherwise low.
  • Any RPN at or above <<FILL: threshold>> requires additional risk reduction and a re-scored residual risk.
  • Residual risks that cannot be reduced further are accepted only with a documented justification approved by QA.

4. The assessment (blank)

IDFunctionFailure modeEffect (product / patient / data)CauseExisting controlSODRPNAdditional control / testResidual S/O/DResidual RPN
<<FILL: F1>><<FILL: Critical interlock: no agitation with door open>><<FILL: interlock fails to block>><<FILL: safety + product>><<FILL: logic error / bypass>><<FILL: FAT interlock test>><<FILL>><<FILL>><<FILL>><<FILL>><<FILL: OQ force-condition test, evidence>><<FILL>><<FILL>>
<<FILL: F2>><<FILL: Audit trail on config changes>><<FILL: audit trail disabled by user>><<FILL: data integrity>><<FILL: admin rights too broad>><<FILL: role design>><<FILL>><<FILL>><<FILL>><<FILL>><<FILL: lock config, OQ test, periodic check>><<FILL>><<FILL>>

5. Mitigations and residual risk summary

Summarize the additional controls introduced and confirm the residual risk is acceptable:

  • <<FILL: F1 mitigation and residual conclusion>>
  • <<FILL: F2 mitigation and residual conclusion>>

Overall conclusion: <<FILL: the validation scope and controls defined here reduce the identified risks to an acceptable level; any accepted residual risk is justified below>>.

6. Acceptance criteria

  • Every critical control function is represented with at least one failure mode.
  • Every Severity 5 failure mode has a specific, verifiable control mapped to a qualification test.
  • Every failure mode above the action threshold has an additional control and a re-scored residual risk.
  • The scope of the qualification protocol traces to the high-risk functions identified here.
  • Accepted residual risks carry a documented, QA-approved justification.

7. References

ICH Q9(R1), Quality Risk Management (referenced by title; described, not reproduced). GAMP 5 Second Edition, ISPE, risk-based approach to GxP computerized systems (referenced by title). 21 CFR Part 11 and EU GMP Annex 11 for the data integrity functions assessed. IEC 61511 where safety instrumented functions are in scope (assessed separately from basic process control).

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

8. Revision history

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

9. Approvals

RoleNameSignatureDate
Author (Validation / CSV)<<FILL>>
Process / Automation SME<<FILL>>
Approver (QA)<<FILL>>

Filled specimen

The following shows three scored functions on an example bioreactor DCS, so you can see how the scoring drives the scope. The numbers are illustrative; replace them with your own.

IDFunctionFailure modeEffectCauseExisting controlSODRPNAdditional control / testResidual S/O/DResidual RPN
F1Critical interlock: no agitation with vessel door openInterlock does not block agitator startOperator injury and product exposureLogic error or a maintenance bypass left in placeVendor FAT test of the interlock53345OQ test forcing the door-open condition with screenshot evidence; bypass use put under change control and logged5 / 1 / 15
F2Audit trail on configuration and recipe changesAudit trail is disabled by a privileged userUndetected change to a setpoint that affects releaseAdministrator rights granted too broadlyStandard role design53575Audit trail configuration locked, admin rights segregated from operators, OQ test that a user cannot disable it, periodic configuration check5 / 1 / 15
F3Historian logging of a critical temperature tagWide compression deadband discards a brief excursionReviewable trend is smoother than the real processDeadband tuned for storage, not for the recordDefault historian settings43560Compression on the critical tag tightened to a justified deadband, verified in OQ against a known injected excursion4 / 1 / 28

In this example the audit trail failure mode scored highest (RPN 75, Severity 5), so it drove a specific set of controls: locking the configuration, segregating rights, an OQ test proving a user cannot disable it, and a periodic check. The interlock and the historian compression each crossed the action threshold too, so both gained a targeted OQ test and a design change, and all three residual risks came down to an acceptable level. The qualification protocol scope then traces directly back to these three functions.

Common inspection findings this assessment prevents

  • Validation effort spread evenly with no risk basis, so critical functions get the same shallow testing as trivial ones.
  • A Severity 5 data integrity function (a disable-able audit trail, a shared login) with no specific control mapped to a test.
  • Interlocks and alarms “assessed” only on paper, never challenged by forcing the condition.
  • No record of why a residual risk was accepted.
  • The qualification scope and the risk assessment disagree, so the tests do not match the risks.

How to adapt this assessment

  1. Set your system, GAMP category, and action threshold in the header and section 3.
  2. Build the function list from your URS and functional specification, ensuring every critical interlock, loop, alarm, and data integrity function is represented.
  3. Run the scoring with a cross-functional team (process SME, automation, validation, QA), not one person.
  4. Map every high-risk item to a specific test in your OQ protocol so the scope traces to the risk.
  5. Re-open this assessment on any significant change to the logic, the process, or the risk, and re-score the affected functions.
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