Clarify the signal, owner, evidence source, and decision deadline. Create or update the tool before the meeting ends.
Tool Play
eCRF/EDC requirements and build readiness checklist
Makes eCRF requirements, edit checks, UAT, release criteria, and data ownership explicit before site use.
When to open it
EDC build, protocol amendment, database-lock preparation.
How to run it
Use the eCRF/EDC requirements and build readiness checklist when edc build, protocol amendment, database-lock preparation. Confirm the purpose of the review, populate the required fields, test the evidence with the accountable functional owner, document the decision or next action, and assign a review date before the forum closes.
Review whether actions moved, risks changed, vendors or sites responded, and whether the output has become decision-ready.
Escalate the eCRF/EDC requirements and build readiness checklist when evidence shows unresolved ownership, participant-protection risk, CTQ or endpoint impact, critical-path pressure, budget or vendor-scope change, inspection-readiness gap, or a decision beyond study-team authority.
Expected output
A completed eCRF/EDC requirements and build readiness checklist record that turns makes ecrf requirements, edit checks, uat, release criteria, and data ownership explicit before site use into named owners, evidence, timing, decision logic, follow-up actions, and closure proof.
Closure evidence
Closed when the accountable owner accepts the evidence, downstream handoffs are updated, and the next review date or closure rationale is recorded.
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