Sync template from atomicqms-style deployment

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2025-12-27 11:24:08 -05:00
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# Chain of Custody Form
| Form ID | FRM-BIO-002 | Revision | 1.0 |
|---------|-------------|----------|-----|
---
## Specimen Information
| Field | Entry |
|-------|-------|
| Specimen ID(s) | |
| Number of Containers | |
| Specimen Type | ☐ Blood ☐ Serum ☐ Plasma ☐ Tissue ☐ DNA ☐ RNA ☐ Cells ☐ FFPE ☐ Other: _______ |
| Protocol/Study ID | |
| Subject/Donor ID | |
| Collection Date | |
| Collection Time | |
| Collected By | |
---
## Required Storage Conditions
| Condition | Check |
|-----------|-------|
| ☐ Ambient (15-25°C) | |
| ☐ Refrigerated (2-8°C) | |
| ☐ Frozen (-20°C) | |
| ☐ Ultra-low (-80°C) | |
| ☐ Liquid Nitrogen (-196°C) | |
| ☐ Other: _______ | |
**Special Handling Instructions:**
---
## Chain of Custody Log
### Transfer 1
| Field | Entry |
|-------|-------|
| Released By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred From | |
| Storage Condition at Release | |
| Received By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred To | |
| Condition on Receipt | ☐ Acceptable ☐ Compromised |
| Notes | |
### Transfer 2
| Field | Entry |
|-------|-------|
| Released By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred From | |
| Storage Condition at Release | |
| Received By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred To | |
| Condition on Receipt | ☐ Acceptable ☐ Compromised |
| Notes | |
### Transfer 3
| Field | Entry |
|-------|-------|
| Released By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred From | |
| Storage Condition at Release | |
| Received By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred To | |
| Condition on Receipt | ☐ Acceptable ☐ Compromised |
| Notes | |
### Transfer 4
| Field | Entry |
|-------|-------|
| Released By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred From | |
| Storage Condition at Release | |
| Received By | |
| Title/Role | |
| Date | |
| Time | |
| Signature | |
| Location Transferred To | |
| Condition on Receipt | ☐ Acceptable ☐ Compromised |
| Notes | |
---
## Temperature Monitoring (for transport)
| Time Point | Temperature | Within Range? | Initials |
|------------|-------------|---------------|----------|
| Departure | °C | ☐ Yes ☐ No | |
| Checkpoint 1 | °C | ☐ Yes ☐ No | |
| Checkpoint 2 | °C | ☐ Yes ☐ No | |
| Arrival | °C | ☐ Yes ☐ No | |
**Temperature Monitor ID/Lot:**
---
## Shipping Information (if applicable)
| Field | Entry |
|-------|-------|
| Carrier | |
| Tracking Number | |
| Ship Date | |
| Expected Arrival | |
| Actual Arrival | |
| Package Condition | ☐ Intact ☐ Damaged (describe below) |
| Temperature Indicator Status | ☐ Within range ☐ Exceeded (describe below) |
Condition/Temperature Notes:
---
## Deviation Documentation
| Field | Entry |
|-------|-------|
| Was specimen condition compromised? | ☐ Yes ☐ No |
| If yes, describe deviation: | |
| Temperature excursion? | ☐ Yes ☐ No |
| If yes, duration: | |
| If yes, max/min temp: | |
| Action taken: | |
| Deviation Report #: | |
| Specimen disposition: | ☐ Accepted ☐ Quarantined ☐ Rejected |
---
## Final Disposition
| Field | Entry |
|-------|-------|
| Final Storage Location | |
| Freezer/Tank ID | |
| Rack/Box Position | |
| Date/Time Stored | |
| Stored By | |
| LIMS Entry Completed? | ☐ Yes |
| LIMS Accession # | |
---
## Verification
| Field | Entry |
|-------|-------|
| Chain of custody complete? | ☐ Yes |
| All transfers documented? | ☐ Yes |
| Temperature maintained? | ☐ Yes ☐ No (deviation documented) |
| Final reviewer signature | |
| Date | |
---
*Form FRM-BIO-002 Rev 1.0 - Chain of Custody Form*

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# Specimen Collection Log
| Form ID | FRM-BIO-001 | Revision | 1.0 |
|---------|-------------|----------|-----|
---
## Collection Session Information
| Field | Entry |
|-------|-------|
| Collection Date | |
| Collector Name | |
| Collector ID | |
| Collection Site/Location | |
| Protocol/Study ID | |
| Batch Number | |
---
## Specimen Collection Record
### Specimen 1
| Field | Entry |
|-------|-------|
| Specimen ID (Barcode) | |
| Subject/Donor ID | |
| Consent Verified? | ☐ Yes |
| Verification Method | ☐ Wristband ☐ Verbal ☐ Photo ID ☐ Other: _______ |
| Specimen Type | ☐ Blood ☐ Tissue ☐ Urine ☐ CSF ☐ Other: _______ |
| Collection Container | |
| Collection Time | : (24hr) |
| Volume/Quantity | |
| Collection Site (anatomical) | |
| Ischemia Time (if tissue) | Warm: ___ min Cold: ___ min |
| Specimen Appearance | ☐ Normal ☐ Hemolyzed ☐ Lipemic ☐ Icteric ☐ Other: _______ |
| Notes/Deviations | |
### Specimen 2
| Field | Entry |
|-------|-------|
| Specimen ID (Barcode) | |
| Subject/Donor ID | |
| Consent Verified? | ☐ Yes |
| Verification Method | ☐ Wristband ☐ Verbal ☐ Photo ID ☐ Other: _______ |
| Specimen Type | ☐ Blood ☐ Tissue ☐ Urine ☐ CSF ☐ Other: _______ |
| Collection Container | |
| Collection Time | : (24hr) |
| Volume/Quantity | |
| Collection Site (anatomical) | |
| Ischemia Time (if tissue) | Warm: ___ min Cold: ___ min |
| Specimen Appearance | ☐ Normal ☐ Hemolyzed ☐ Lipemic ☐ Icteric ☐ Other: _______ |
| Notes/Deviations | |
### Specimen 3
| Field | Entry |
|-------|-------|
| Specimen ID (Barcode) | |
| Subject/Donor ID | |
| Consent Verified? | ☐ Yes |
| Verification Method | ☐ Wristband ☐ Verbal ☐ Photo ID ☐ Other: _______ |
| Specimen Type | ☐ Blood ☐ Tissue ☐ Urine ☐ CSF ☐ Other: _______ |
| Collection Container | |
| Collection Time | : (24hr) |
| Volume/Quantity | |
| Collection Site (anatomical) | |
| Ischemia Time (if tissue) | Warm: ___ min Cold: ___ min |
| Specimen Appearance | ☐ Normal ☐ Hemolyzed ☐ Lipemic ☐ Icteric ☐ Other: _______ |
| Notes/Deviations | |
### Specimen 4
| Field | Entry |
|-------|-------|
| Specimen ID (Barcode) | |
| Subject/Donor ID | |
| Consent Verified? | ☐ Yes |
| Verification Method | ☐ Wristband ☐ Verbal ☐ Photo ID ☐ Other: _______ |
| Specimen Type | ☐ Blood ☐ Tissue ☐ Urine ☐ CSF ☐ Other: _______ |
| Collection Container | |
| Collection Time | : (24hr) |
| Volume/Quantity | |
| Collection Site (anatomical) | |
| Ischemia Time (if tissue) | Warm: ___ min Cold: ___ min |
| Specimen Appearance | ☐ Normal ☐ Hemolyzed ☐ Lipemic ☐ Icteric ☐ Other: _______ |
| Notes/Deviations | |
---
## Processing Summary
| Field | Entry |
|-------|-------|
| Total Specimens Collected | |
| Specimens with Deviations | |
| Processing Start Time | : (24hr) |
| Processing End Time | : (24hr) |
| Processed By | |
## Aliquot Summary (if applicable)
| Specimen ID | # Aliquots | Volume Each | Storage Location | Temp |
|-------------|------------|-------------|------------------|------|
| | | | | |
| | | | | |
| | | | | |
| | | | | |
---
## Transfer Information
| Field | Entry |
|-------|-------|
| Transferred To | |
| Transfer Time | : (24hr) |
| Transport Condition | ☐ Ambient ☐ 4°C ☐ Frozen ☐ LN2 |
| Received By | |
| Receipt Time | : (24hr) |
| Condition on Receipt | ☐ Acceptable ☐ Compromised (describe below) |
Notes on condition:
---
## Verification
| Field | Entry |
|-------|-------|
| All specimens labeled correctly? | ☐ Yes |
| All documentation complete? | ☐ Yes |
| Any deviations reported? | ☐ Yes ☐ No ☐ N/A |
| Deviation Report # (if applicable) | |
### Collector Signature
| Field | Entry |
|-------|-------|
| Signature | |
| Date | |
| Time | |
### Supervisor Review (if deviations noted)
| Field | Entry |
|-------|-------|
| Reviewed By | |
| Date | |
| Comments | |
---
*Form FRM-BIO-001 Rev 1.0 - Specimen Collection Log*

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# Document Change Request Form
| Form ID | FRM-001 | Revision | 1.0 |
|---------|---------|----------|-----|
---
## Section 1: Request Information
| Field | Entry |
|-------|-------|
| Request Date | |
| Requested By | |
| Department | |
## Section 2: Document Information
| Field | Entry |
|-------|-------|
| Document Number | |
| Document Title | |
| Current Revision | |
## Section 3: Change Description
### Type of Change
- [ ] New Document
- [ ] Revision to Existing Document
- [ ] Document Obsolescence
### Description of Change
*(Describe the proposed change in detail)*
### Reason for Change
*(Explain why this change is needed)*
## Section 4: Impact Assessment
### Affected Areas
- [ ] Training Required
- [ ] Other Documents Affected
- [ ] Process Changes Required
- [ ] Validation Impact
### List Affected Documents
## Section 5: Approvals
| Role | Name | Signature | Date |
|------|------|-----------|------|
| Requester | | | |
| Document Owner | | | |
| Quality Assurance | | | |
---
*Form FRM-001 Rev 1.0*

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# Corrective and Preventive Action (CAPA) Form
| Form ID | FRM-003 | Revision | 1.0 |
|---------|---------|----------|-----|
---
## Section 1: CAPA Identification
| Field | Entry |
|-------|-------|
| CAPA Number | |
| Date Initiated | |
| Initiated By | |
| CAPA Owner | |
| Target Closure Date | |
## Section 2: Classification
### Type
- [ ] Corrective Action
- [ ] Preventive Action
### Source
- [ ] Customer Complaint
- [ ] Internal Audit
- [ ] External Audit
- [ ] Process Deviation
- [ ] Nonconforming Product
- [ ] Management Review
- [ ] Other: ____________
### Priority
- [ ] Critical (5 business days)
- [ ] Major (15 business days)
- [ ] Minor (30 business days)
## Section 3: Problem Description
*(Describe the nonconformity or potential nonconformity)*
## Section 4: Immediate Containment
*(Actions taken to contain the immediate impact)*
## Section 5: Root Cause Investigation
### Investigation Method Used
- [ ] 5 Whys
- [ ] Fishbone Diagram
- [ ] Fault Tree Analysis
- [ ] Other: ____________
### Root Cause Determination
## Section 6: Corrective/Preventive Actions
| Action | Responsible | Due Date | Status |
|--------|-------------|----------|--------|
| | | | |
| | | | |
| | | | |
## Section 7: Effectiveness Verification
| Criteria | Method | Result |
|----------|--------|--------|
| | | |
Verification Date: ____________
Verified By: ____________
## Section 8: Closure
| Role | Name | Signature | Date |
|------|------|-----------|------|
| CAPA Owner | | | |
| Quality Approval | | | |
---
*Form FRM-003 Rev 1.0*

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# Internal Audit Checklist
| Form ID | FRM-006 | Revision | 1.0 |
|---------|---------|----------|-----|
---
## Audit Information
| Field | Entry |
|-------|-------|
| Audit Number | |
| Audit Date | |
| Area/Process Audited | |
| Lead Auditor | |
| Auditee(s) | |
---
## Checklist Items
| # | Requirement/Question | Reference | C/NC/NA | Evidence/Notes |
|---|---------------------|-----------|---------|----------------|
| 1 | Are current versions of applicable procedures available? | SOP-001 | | |
| 2 | Are personnel trained on applicable procedures? | SOP-003 | | |
| 3 | Are training records current and complete? | SOP-003 | | |
| 4 | Are records properly maintained and retrievable? | SOP-001 | | |
| 5 | Are nonconformities being documented and addressed? | SOP-002 | | |
| 6 | Are CAPAs being completed on time? | SOP-002 | | |
| 7 | Is equipment calibrated and maintained? | | | |
| 8 | Are process controls being followed? | | | |
| 9 | Are quality objectives being monitored? | | | |
| 10 | | | | |
**Legend:** C = Conforming, NC = Nonconforming, NA = Not Applicable
---
## Findings Summary
| Finding # | Type | Description | Clause Reference |
|-----------|------|-------------|------------------|
| | | | |
| | | | |
---
## Auditor Signature
| Auditor | Signature | Date |
|---------|-----------|------|
| | | |
---
*Form FRM-006 Rev 1.0*

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# Training Record Form
| Form ID | FRM-004 | Revision | 1.0 |
|---------|---------|----------|-----|
---
## Section 1: Employee Information
| Field | Entry |
|-------|-------|
| Employee Name | |
| Employee ID | |
| Department | |
| Job Title | |
## Section 2: Training Information
| Field | Entry |
|-------|-------|
| Training Title | |
| Training Date | |
| Training Duration | |
| Trainer Name | |
| Trainer Qualification | |
### Training Type
- [ ] Initial Training
- [ ] Retraining
- [ ] Refresher
- [ ] Procedure Update
### Delivery Method
- [ ] Classroom
- [ ] On-the-Job
- [ ] Self-Study
- [ ] Computer-Based
- [ ] Other: ____________
## Section 3: Training Content
*(List topics covered or attach training materials)*
## Section 4: Assessment
### Assessment Method
- [ ] Written Test
- [ ] Practical Demonstration
- [ ] Verbal Assessment
- [ ] Observation
### Assessment Results
| Metric | Result |
|--------|--------|
| Score (if applicable) | |
| Pass/Fail | |
## Section 5: Signatures
| Role | Name | Signature | Date |
|------|------|-----------|------|
| Trainee | | | |
| Trainer | | | |
| Supervisor | | | |
---
*Form FRM-004 Rev 1.0*