G-103

Qualification of Equipment

Section G — Equipment Revision 3 13 pages

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1.0 Purpose 
 The purpose of this procedure is to describe the process for qualifying equipment for use in
 manufacturing of dietary supplements and pet products to ensure that the equipment functions
 properly, in accordance with its intended use, and will consistently provide expected results per
 21 CFR Part 111. 
 
 2.0 Scope 
 
 This procedure applies to all equipment used in the manufacturing of dietary supplements and
 pet products at Ion Labs. This does not apply to the qualification of QC laboratory analytical
 
 equipment. 
 
 3.0 Responsibility 
 
 3.1 Operations, Maintenance, Quality, R&D, Safety, and AD personnel are responsible for
 
 following this procedure, executing qualification checklists, and for assessing any
 changes to qualified equipment for requalification. 
 
 3.2 Quality Management is responsible for maintaining this procedure and reviewing and
 
 approving qualification checklists. 
 
 4.0 Definitions 
 
 4.1 IQ — Installation Qualification; the process of obtaining and documenting evidence that
 equipment has been provided and installed in accordance with its specification.
 
 4.2 OQ -— Operational Qualification; the process of obtaining and documenting evidence
 that installed equipment operates within predetermined limits when used in accordance
 
 with its operational procedures. 
 
 
 

[SOP 

 Q S u t a a l n i d f a i r c d a O t p i e on r a o t f i n E g q u Pr i o p c m e e d n u t re S G O - P 1 0 N 3 o R 3 e v — age 2 of 5
 
 4.3 PQ — Performance Qualification; the process of establishing by objective evidence that
 the equipment consistently produces a product which meets all predetermined
 
 requirements. 
 
 4.4 PPE — Personal Protective Equipment 
 
 4.5 QC — Quality Control 
 
 4.6 R&D — Research and Development 
 
 4.7 DC — Document Control 
 
 4.8 AD — Analytical Development 
 
 4.9 PM — Preventative Maintenance 
 
 5.0 References 
 
 5.1 C-502, SOP, Record Storage, Retention, and Destruction 
 
 Ose G-102, SOP, Equipment Profiles 
 
 5.3 G-201, SOP, Calibration Program 
 
 5.4 G-103-F1, Form, Installation and Operation Qualification Checklist
 
 6.0 Rationale 
 
 6.1 The overall goal of qualification is to ensure all items used in the production and
 analysis of product is appropriate for its designated use, is in satisfactory working
 
 condition and will perform as specified. 
 
 7.0 Procedure for New Equipment 
 
 Note: IQOQ checklists are not required for all pieces of equipment. They are intended for
 
 large pieces of manufacturing equipment, such as tablet presses, blenders, etc.
 
 

[SOP 

 Standard Operating Procedure SOP No Rev 
 G-103 Page 3 of 5 
 Qualification of Equipment 
 7.1 DC will assign an equipment number per SOP G-102 Equipment Profiles. Maintenance
 
 or Production personnel will complete Form G-102-F1 Equipment Profile. QC
 
 Laboratory personnel will enter the equipment into the calibration program per SOP G-
 201 Calibration Program. 
 
 7.2 For new equipment that requires IQOQ to be performed, the following minimum
 requirements must be assessed: 
 
 7.2.1 Operational Requirements 
 
 7.2.1.1 Are copies of the manufacturer’s operating and maintenance
 
 instructions available? 
 
 7.2.1.2 Are all operating controls properly labeled? 
 
 7.2.1.3 Is a procedure required for use? If so, is one available and current?
 
 7.2.1.4 How often does a PM need to be performed on this item? What does
 the PM consist of? 
 
 7.2.1.5 Are there temperature or humidity requirements for the installation
 location? 
 
 7.2.1.6 Isa sink/water required in the vicinity of use? 
 
 7.2.2 Electrical Requirements 
 
 7.2.2.1 What are the electrical requirements of this item? 
 
 7.2.2.2 Is the requirement met with current capacity? 
 
 7.2.2.3 Are all wiring rated for power draw? 
 
 7.2.2.4 Is item properly grounded? 
 
 7.2.3. Safety 
 
 7.2.3.1 Is the item properly installed per manufacturer recommendations?
 
 

[SOP 

 Standard Operating Procedure SOP No Rev as 
 Qualification of Equipment 
 G-103 3 age 40 
 7.2.3.2 Are employees protected from any exposure to moving parts?
 
 7.2.3.3 Are there any necessary warnings required? If so, are they in
 
 conspicuous locations and clearly marked 
 
 7.2.3.4 Does the operation, maintenance, or cleaning of the item require
 
 hazardous chemicals? 
 
 7.2.3.5 Does the operation, maintenance, or cleaning of the item require PPE?
 
 If so, what is the PPE needed? 
 
 7.2.4 Access 
 
 7.2.4.1 Does layout prevent workers from awkward positions during
 
 operation? 
 
 7.2.4.2 Does layout prevent workers from applying appropriate force during
 
 adjustments, changeovers, etc.? 
 
 7.2.4.3 Does layout provide a safe operational zone for all operation and
 
 maintenance personnel? 
 
 7.2.5 Control 
 
 7.2.5.1. Can all disconnects and power controls be locked out?
 
 7.2.5.2 Are these controls/ emergency stops/ cords/ cables in easily accessible
 
 locations? 
 
 7.2.5.3 Have all energy control devices, switches, interlocks, sensors, e-stops,
 
 been tested while machine is in operations? 
 
 7.2.5.4 Do these items perform their intended function? 
 
 7.2.6 Others 
 
 7.2.6.1 If other requirements are necessary, they should be listed on the form
 
 as well. 
 
 

[SOP 

 Standard Operating Procedure SOP No Rev 
 G-103 Page 5 of 5 
 Qualification of Equipment 
 7.3. If new equipment or initial qualification, the responsible group, with assistance from
 
 R&D or AD groups and Safety, will complete Form G-103-F1 Installation and
 
 Operational Qualification (IOQ) Checklist for the equipment and forward to appropriate
 Operations or R&D/AD personnel. 
 
 (ey Operations or Maintenance personnel will refer to the manufacturer’s
 recommendations (e.g. temperature and humidity, utilities, etc.), any equipment
 
 literature available (i.e. User manual, product bulletin, manufacturer photos,
 
 etc.) and view actual equipment to populate Sections I and II. Ensure items
 listed are adequate to verify that the equipment functions properly, and in
 
 accordance with its intended use, per 21 CFR Part 111. Forward to Quality once
 complete. 
 
 8.0 Documentation Maintenance 
 
 8.1 Installation and Operational Qualification checklists will be filed and maintained with
 the Equipment Profile associated with its piece of equipment. 
 
 8.2 Documentation will be maintained per SOP C-502 Record Storage, Retention, and
 Destruction. 
 
 9.0 Revision History 

| Rev | Date | Description of Changes | CCR # | By |
|-----|----------|------------------------|-------|----|
| 0 | 05/22/14 | New 03/24/15 Revise for clarification 15-0056 D. Popp | 14-0442 | D. Popp |
| 2 | 12/23/19 | Scheduled review: revised for completeness. | 19-0967 | J. Maignan |
| 3 | 08/08/22 | Scheduled review: updated logo and formatting. Added CC- documentation maintenance requirements. Added definitions. | 22-0346 | K. Burris |

 

[SOP 

 Installation and Operational Qualification (IOQ) Checklist
 igorSN Ls Form: G-103-F1 CCR No. CC-22-0346 Revision: 4 
 
 Confirmation of Equipment Received as Purchased 
 
 Ion PO number: Order date: 
 
 Vendor order number: Shipping date: 
 
 Equipment order and shipping paperwork match: LI] Verified LJ No Match 
 
 Physical receipt confirmation 
 
 Equipment received is as ordered: LI Verified L] No Match 
 
 Comments: 
 
 Performed by: Date: 
 
 Confirmation of receipt of packing list items 
 
 Confirm receipt of all items listed on the packing slip. 
 All items are received: [| Yes [| No 
 
 Confirmed packing slip is attached: [| Yes [| No 
 
 Comments: 
 
 Performed by: Date: 
 
 

[SOP 

 Installation and Operational Qualification (IOQ) Checklist
 gga SOS Beet “ee Form: G-103-F1 CCR No. CC-22-0346 Revision: 4 
 
 Equipment Identification 
 
 Equipment Name: 
 
 Model: Serial number: 
 
 Ion #: Firmware revision: 
 
 Component Name Model # Serial # Ion # 
 
 Component Identification 
 
 Component Name Model # Serial # Ion # 
 
 Component Identification 
 
 Component Name Model # Serial # Ion # 
 
 Component Identification 
 Component Name Model # Serial # Ion # 
 
 Comments: 
 
 Performed by: Date: 
 
 

[SOP 

 Installation and Operational Qualification (IOQ) Checklist
 gga SON Bee S Beret see’ Form: G-103-F1 CCR No. CC-22-0346 Revision: 4 
 
 Installation Requirements Verification 
 
 Building: Room: 
 
 Comments: 
 
 Performed by: Date: 
 
 Is a copy of the manufacturer’s operating manual available? LC] Yes [] No LI] N/A
 
 Room temperature and humidity meet specifications in operating manual? LC] Yes L] No L] N/A
 
 Is water source needed? L] Yes LI] No LI N/A 
 
 If so, is it available? L] Yes [] No L] N/A 
 Area free of potential vibration problems L] Yes L] No L] N/A 
 
 Is area properly ventilated? LI] Yes L] No LI N/A 
 
 What are the electrical requirements of this item? 
 
 Is the requirement from above met? LI] Yes L] No LI N/A 
 
 Is item properly grounded or double insulated per NEC? [] Yes [] No LI] N/A 
 Is there an SOP required for use? L] Yes Ll] No L] N/A 
 
 Is the SOP available? [11 Yes | OO No LI N/A 
 
 Is the SOP current? [11 Yes | OO No LI N/A 
 
 Is wiring rated for power draw? LI Yes L] No LI N/A 
 
 Does the operation, maintenance and cleaning require PPE? [] Yes [1] No [L] N/A 
 
 If so, what is the PPE needed? 
 
 Comments: 
 
 Performed by: Date: 
 
 

[SOP 

 Installation and Operational Qualification (IOQ) Checklist
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 Other Considerations 
 If other considerations are required, please notate them on this page. 
 
 

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 Installation Qualification Certification 
 Installation of this item (Ion #: ) has been performed according
 to the guidelines established by the manufacturer and set down in this section describing instrument installation.
 Comments: 
 
 Performed by: Date: 
 
 Installation Qualification has been performed, reviewed, and approved according to the guidelines established by the
 
 manufacturer and set down in this section describing instrument installation. All results, having met the specified parameters,
 hereby certify the above item as having been properly installed. 
 
 Comments: 
 
 Approved by: Date: 
 
 

[SOP 

 Installation and Operational Qualification (IOQ) Checklist
 Agee SNE Rd Form: G-103-F1 CCR No. CC-22-0346 Revision: 4 
 
 OQ Defined 
 
 Operation qualification (OQ) is defined as documented verification that all key aspects of equipment operation meet the
 manufacturer’s established specifications throughout a representative or anticipated operating range.
 
 Equipment, Component, and Location Identification 
 
 Model: Serial Number: 
 
 Ion # Number of Components.: 
 
 Component Identification 
 
 Component Name Model # Serial # Ion # 
 
 Component Identification 
 
 Component Name Model # Serial # Ion # 
 
 Component Identification 
 
 Component Name Model # Serial # Ion # 
 
 Component Identification 
 
 Component Name Model # Serial # Ion # 
 
 Comments: 
 
 Performed by: Date: 
 
 

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 Installation and Operational Qualification (IOQ) Checklist
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 Form: G-103-F1 CCR No. CC-22-0346 Revision: 4 
 Certificates 
 In the table below, list all certificates/manuals/paperwork associated with this item.
 
 Comments: 
 
 Performed by: Date: 
 
 

[SOP 

 Installation and Operational Qualification (IOQ) Checklist
 AgeeSNE Rd Form: G-103-F1 CCR No. CC-22-0346 Revision: 4 
 
 Are all operating controls properly labeled? oO Yes oO No oO N/A 
 
 How often does PM need to be performed on this item? 
 
 What are the requirements of the PM 
 
 Is item installed per manufacturer recommendations? C] Yes [1 No CI N/A 
 
 Are employees protected from exposure to moving parts? C] Yes [1 No CI N/A 
 
 Are there any necessary warnings required? CI Yes [] No CI N/A 
 
 Are they posted in conspicuous locations and clearly marked? C1 Yes [] No CI N/A 
 Does the operation, maintenance or cleaning of the item require hazardous 
 chemicals LJ Yes LI No LI N/A 
 Is the electrical draw while being used under normal conditions 
 sufficient? 
 If item is product contact, are all components that could contact product stainless
 steel of food grade materials? LI Yes LI No LI N/A 
 
 Is the item as installed, provide conditions for safe use, cleaning and 
 maintenance? LI Yes LI No LI N/A 
 Is operating, cleaning or maintenance going to require or produce 
 hazardous waste or hazardous environmental conditions? : U1 Yes LI No LI N/A 
 
 Can all disconnects and power controls be locked out? : L] Yes L] No CI N/A 
 
 What are the emergency control items? 
 Are all control/emergency stops/ cords/ cables easily accessible? C Yes No Ona 
 
 Do each of the items listed above perform their intended function C1 Yes No 
 Gf possible check each while in operation)? : LI N/A 
 
 What is the purpose of this item? 
 
 D ab o o e v s e ? th e : item after installation perform the function listed LJ Yes LI No [| N/A
 
 Is training required for this item? LI] Yes LI No CI N/A 
 
 Performed by: Date: