<aside> πŸ’‘ **Here's how I recommend collecting the appropriate information when developing your Temperature Mapping Protocols.

Remember: The success in completing your temperature mapping qualification is all in how you manage it.

</aside>

This will serve as your firm foundation for generation and development for any of your qualification protocols.

It is my goal with this digital product offering to provide some foundational understanding to a successful qualification approach and protocol start.

I know this may be a lengthy note, but I wanted to provide you as much content as you may need. Please let me know if I missed anything - we can always stand to improve.

Remember: It’s progress not perfection we seek.

Ok, lets get started.

πŸ“ƒΒ Temperature Mapping Sequence of Steps

Here is where we will uncover the sequence of steps when developing and executing a temperature-controlled chamber.

sequence of steps.JPG

Download Sequence of Steps below:

Sequence of steps for temp-controlled units.pdf

<aside> πŸ’‘ πŸ’β€β™‚οΈ A trusted validation service provider can work with you to determine whether your qualification protocol is sufficient or help you generate a protocol to meet your requirements.

Need help? Just let me know.

</aside>

Breakdown of the steps

  1. URS Generation:

    1. As required, a URS needs to be generated before writing an IQ/OQ/PQ protocol. This URS should include information about the Set Point, Operating Range, Alarm Limits (BMS and Local), Alarm Delay and Calibration Frequency of the unit.
  2. IQ/OQ/PQ Generation:

    1. Temperature Mapping Prerequisite Form
    2. Based on the completed Prerequisite form and an approved URS, you can start to develop the Qualification Protocol.
  3. Protocol Development:

    These are the qualification activities you'll see during the protocol development and execution phase.

    A properly developed qualification protocol will help ensure that the equipment meets all documentation requirements and performs as expected, including the temperature mapping study is correctly carried out.

    Here is a list of what a basic temperature-controlled chamber qualification (temperature mapping protocol) should contain:

    Based on the completed Prerequisite Form (explained further below) and an approved URS, you can start to develop the Installation, Operational and Performance Qualification Protocol.

    1. The cover page of your document should typically incorporate an β€˜approval block’ listing the author of the document and the people responsible for the piece of equipment and a description of the document in the header.

    2. The second page of the document should include a table of contents for what the body of the document will include.

    3. Section 1: Purpose

    4. Section 2: Scope

    5. Section 3: Responsibilities

    6. Section 4: Equipment Description

    7. Section 5: Qualification Procedure or Approach to Qualification

    8. Section 6: Installation Qualification

      1. Test sections:

      πŸ‘‰ Study Participant Signature Verification

      πŸ‘‰ Standard Operating Procedure Verification

      πŸ‘‰ Equipment and Utility Installation Verification

      πŸ‘‰ Documentation and Drawings Verification

      πŸ‘‰ Calibration Status of Critical Instruments

      πŸ‘‰ Test Instrument Calibration Information

      πŸ‘‰ Installation Check

    9. Section 7: Operational Qualification

      1. Test sections:

      πŸ‘‰ Operational Controls and Setpoint Verification

      πŸ‘‰ Alarm Verification (High and Low Temperature Alarm - BMS and Local)

      πŸ‘‰ 24 hour Empty Chamber Temperature Mapping Study (empty condition without any load inside the storage area)

      1. Additional qualification tests may include (as applicable – often for reference only):

      πŸ‘‰ Open Door Verification Test

      πŸ‘‰ Power Loss Temperature Test

    10. Section 8: Performance Qualification

      1. Test sections:

      πŸ‘‰ 24 hour Loaded Chamber Temperature Mapping Study (loaded condition should mimic a fully loaded storage space - or at least 60-70% loaded condition inside the storage area).

      <aside> πŸ’‘ Loaded chamber testing is conducted to provide documented verification that the system performs per its intended use when operated under routine challenged conditions and that the unit meets the pre-approved criteria.

      </aside>

    11. IQ/OQ/PQ Summary Report

      πŸ‘‰ When all installation, operational & performance testing has been completed, all exceptional conditions (if any) have been documented and resolved and all acceptance criteria have been met, the completed IQ/OQ/PQ protocol shall be circulated for post-execution approval.

      <aside> πŸ’‘ 🏁 Once the IQ/OQ/PQΒ has been approved by all appropriate departments, the temperature mapping qualification of the CTU shall be considered completed.

      </aside>


πŸŽ‰ Congratulations!

If you made it this far, congratulations. You’re taking the future of generating Temperature Mapping Protocols into your own hands and actually doing something about it. You should be proud.

Now we get into how we can make protocol generation more efficient for you, the protocol writer.

πŸ‘‰ I would like to introduce you to the idea of a Prerequisite Form.

What is a Prerequisite Form?

The prerequisite form is a tool I created that is emailed to our clients or the owners of the equipment to capture all pertinent information that ensures we generate documentation in the most effective way possible.

The prerequisite form is an easy to fill out Adobe PDF form.

We all know that when trying to generate a document or even when executing a document - unfulfilled prerequisites are a major cause of downtimes and wasted money. πŸ‘Ž

Therefore my form enables us to cut down costs and is essential to delivery of a thorough temperature mapping protocol. πŸ‘

Without further ado - here is what you paid good money to see πŸ‘‡ πŸ‘‡ πŸ‘‡

Prerequisite Form

Complete the following form sections to successfully initiate protocol development.

prerequisite form.JPG

Download Prerequisite Form below:

Prerequisite Form.pdf

Walk through of each section

πŸ‘‰ Section 1: Customer Contact Information

πŸ‘‰ Section 2: Roles for Protocol Review and Approval

πŸ‘‰ Section 3: General Information (Equipment ID, Manufacturer, M/N, S/N, etc.)

πŸ‘‰ Section 4: Specifications (setpoints)

πŸ‘‰ Section 5: Calibration (calibration date, due date)

πŸ‘‰ Section 6: Qualification Information (protocol number, SOP no., etc.)

πŸ‘‰ Section 7: Documentation Upload (pertinent files for development, e.g. manuals, templates, user manuals)

πŸ‘‰ Section 8: Scheduling (execution start, completion date)


πŸ“©Β Next Steps

Congrats! After your customer or equipment owner fills out the easy adobe pdf form and πŸ“© returns it to you - it’s time to begin drafting your protocol (see the sequence of steps above).

Ground breaking steps to make protocol development more efficient!

  1. Share this tool with others. Direct them to where you got it. Tell people about it. Simple, Proven tools.
  2. Engage with your customer or equipment owner. Relationships are made with communication.