ARCHITECTURE → ASSESSMENT → CONTROLLED TRANSFER

Prepare the client handoff.

Bring in an export from the GxP Integration Workbench, review the design, record the evidence and prepare a package for the client’s quality system.

Approval happens in the client’s quality system. This tool prepares files and records references. It does not send data to a client repository, sign records, or approve a design. Imported project data stays in this browser session until you leave or clear it.

STEP 01

Load the design

Export the full saved review package from the Workbench Qualification section or a project JSON backup. The source remains a draft for review.

Choose Workbench JSON exportMaximum 2 MB · file is read only in this browser

Client or anonymized siteProject or engagementPrepared byTarget controlled system

STEP 02

Confirm the architecture

Confirm what was actually observed, which system owns each record, and the approved path across each boundary.

Connections

Authoritative measurement and batch recordAuthoritative sample and laboratory resultBoundary and approved network routeOutage and reconciliation approach

STEP 03

Agree the findings

Edit each observation and assign an owner and action. Training examples remain marked until replaced with client facts.

STEP 04

Index controlled evidence

Enter stable IDs and versions for documents held in the client’s approved repository. These references do not import or verify those documents.

STEP 05

Prepare controlled transfer

Download the report and transfer record. Upload them and the source documents to the client’s quality system under its procedures.

Client document IDClient document revisionControlled approval workflow IDDispositionRecorded decision dateDecision notes

The approval fields report decisions made elsewhere. Enter “Accepted per client record” only after verifying that decision in the client’s system. No electronic signature is created here.