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SYSTEM
INSTALLATION QUALIFICATION
PROTOCOL
FOR ERP SYSTEM
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
APPROVAL PAGE
Prepare by:
Review by:
Review by:
Approved by:
REVISION HISTORY
Version / Revision
Date Revised Reason for Revision
Number
00 First Release
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
TABLE OF CONTENTS
1.0 OBJECTIVE ..............................................................................................................................5
2.0 SCOPE ........................................................................................................................................5
3.0 RESPONSIBILITIES ...............................................................................................................5
4.0 TESTING INSTRUCTIONS ....................................................................................................6
5.0 TEST STRATEGY ....................................................................................................................7
5.1 Execution Team...........................................................................................................................7
5.2 Protocol Execution ......................................................................................................................7
5.3 Qualification Completion and Approval .....................................................................................7
6.0 ACCEPTANCE CRITERIA ....................................................................................................8
7.0 TESTS.........................................................................................................................................9
7.1 Verification of Master Documents ............................................................................................10
7.2 Verification of Installed Software .............................................................................................11
8.0 SUMMARY OF TEST RESULTS.........................................................................................12
9.0 DISCREPANCIES HANDLING DURING INSTALLATION QUALIFICATION ........13
10.0 CONCLUSION STATEMENT ..............................................................................................14
11.0 LIST OF ANNEXURE ............................................................................................................16
12.0 ABBREVIATION....................................................................................................................17
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
1.0 OBJECTIVE
The objective of the installation qualification is to establish documented evidence that the ERP
software is installed as intended according to the Design specification (DS) at Windlas Healthcare (P)
Ltd.
2.0 SCOPE
This Installation Qualification Protocol is applicable to systems/components installed at Windlas
Healthcare (P) Ltd.
3.0 RESPONSIBILITIES
The validation group comprising of a representative from each of the following departments shall be
responsible for the overall compliance with this Protocol cum report:
• Arizona Automation & Technologies
To verify all manuals, drawings and documentation or any other data necessary for the
preparation and execution of this Protocol cum report.
Preparation of Protocol.
Execution of Protocol.
Report Preparation
Discrepancy reporting
• IT Department
To provide necessary documents required for qualification.
To co-ordinate during verification activities.
To witness of the qualification activity.
Execution of tests.
Report Preparation
Discrepancy reporting.
Verification of tests
• Quality Assurance
Note: A typographical error only requires a “line-through” correction accompanied by the person’s
initials and date (If required, with justification)
Each discrepancy must be identified, the cause must be determined, the impact must be assessed, and a
resolution must be made. Each discrepancy must be enlisted in Discrepancies Handling during
Qualification ANNEXURE and documented in a Discrepancy Report Form.
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
The satisfactory installation qualification of the ERP software shall be verified by executing the
qualification tests described in protocol. The successfully executed protocol documents verify that the
ERP system produces appropriate results as required and is satisfactorily integrated.
Mention below the list of personnel with their designation, full and short signatures responsible for
execution and review of Installation Qualification Protocol.
Full Short
Full Name Designation
Signature/Date Signature/Date
• Installation of the system with utility connections as mentioned in Design Specification document.
• Availability of necessary technical documentation.
• Installation of ERP application software at server as per Design Specification document.
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
7.0 TESTS
1. The executor will identify the documents and compare that the
documents represent the actual installed system.
2. Authorized person should have signed all the documents.
3. The documents should be upgraded as per the latest system.
4. Note down the details in Test Table.
Reference : 1. Annexure – 2
2. Design Qualification (CSV/ERP/DQ-17-00)
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
This section summarizes the results of the testing and references any discrepancies that have been
documented during protocol test execution. The following text should be used in this section:
Discrepancy
Test Checked By
Verification Test Pass/Fail Found?
No. / Date
Yes/No
Verification of Master
7.1
Documents
Verification of Installed
7.2
Application Software
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
Record each discrepancy in the table below and attach the completed discrepancy form(s). (Note:
Mark a line through any remaining blank lines in the table, then initial and date)
Minor Discrepancy (Category A)
Sr. Discrepancy Information
CONCLUSION STATEMENT
Summary
INSTALLATION QUALIFICATION PROTOCOL FOR ERP
SYSTEM
Conclusion
11.0 ABBREVIATION