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Pharmaceutical Overage Evaluation Checklist

Minimize risk & ensure compliance: This Pharmaceutical Overage Evaluation Checklist streamlines your process for identifying, documenting, and resolving overages, safeguarding product quality and regulatory adherence.

This Template was installed 5 times.

Initial Data Gathering

1 of 8

Collecting all necessary data related to the overage, including batch records, analytical results, and inventory records.

Batch Number

Date of Overage Detection

Time of Overage Detection

Overage Type (e.g., API, Excipient, Impurity)

Original Quantity (Units)

Overage Quantity (Units)

Initial Observation/Description of Overage

Analytical Review

2 of 8

Detailed assessment of analytical data to confirm overage and identify potential causes.

Measured Overage Amount

Specification Limit

Acceptance Criteria (e.g., % allowable)

Analytical Method Used

Analytical Data Comments/Observations

Date of Analysis

Attachment of Chromatogram/Analytical Report

Process & Material Investigation

3 of 8

Investigation of manufacturing processes and raw material sources to determine contributing factors to the overage.

Describe the Manufacturing Process Step Involved

Material Source Verification Status

Batch Size at Time of Overage

Date of Material Receipt

Describe any deviations from standard operating procedures (SOPs)

Upload relevant batch records or reports

Potential Material Contributing Factors

Impact Assessment

4 of 8

Evaluating the potential impact of the overage on product quality, patient safety, and regulatory compliance.

Estimated Overage Quantity (Units)

Potential Impact on Product Quality?

Potential Patient Safety Concerns?

Detailed Explanation of Potential Quality Impacts

Potential Regulatory Reporting Requirements?

Date of Regulatory Notification (if applicable)

Estimated Cost of Overage (Material, Labor, Waste)

Root Cause Determination

5 of 8

Identifying the fundamental reason(s) for the overage occurrence.

Detailed Description of the Suspected Root Cause(s)

Potential Contributing Factors (Select all that apply)

Estimated Frequency of Similar Past Occurrences (if known)

Date of Initial Suspicion/Observation of Root Cause

Confidence Level in Root Cause Identification (High, Medium, Low)

Supporting Evidence & Data Analysis Related to Root Cause

Corrective and Preventative Actions (CAPA)

6 of 8

Developing and implementing corrective and preventative actions to prevent recurrence. Includes assignment of responsibility and timelines.

Detailed Description of Corrective Action

Detailed Description of Preventative Action

Estimated Cost of Implementation (USD)

Planned Implementation Date

Responsible Department

Risk Level After Implementation

Quality Assurance Reviewer Signature

Documentation Review & Approval

7 of 8

Ensuring all findings, assessments, and corrective actions are thoroughly documented and approved by relevant stakeholders.

Summary of Findings and Assessment

Quality Assurance Reviewer Signature

Date of QA Review

Review Status

Comments/Reason for Rejection (if applicable)

Reviewer Approval Signature (if Approved)

Date of Approval

Verification & Follow-up

8 of 8

Verifying the effectiveness of implemented CAPAs and establishing ongoing monitoring to prevent future occurrences.

CAPA Implementation Date

Number of Batches Reviewed Post-Implementation

Effectiveness of CAPA – Initial Assessment

Justification for CAPA Effectiveness Assessment (if not 'Effective')

Next Scheduled Review Date

Reviewer Signature

Summary of Follow-Up Observations & Findings

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