Difference between revisions of "Toolbox"

From EQIPD
Jump to: navigation, search
m
 
(39 intermediate revisions by 4 users not shown)
Line 1: Line 1:
−
As the essential part of the EQIPD Framework​, toolbox is a s​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​tructured collection of various quality-related items, such as guidelines, protocols, and tools that can be used to build an EQIPD Quality System.  
+
As the essential part of the [[EQIPD Quality System|EQIPD Framework]]​, the Toolbox is a s​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​tructured collection of various quality-related items, such as guidelines, protocols, and tools that can be used to build an EQIPD Quality System.  
  
−
The toolbox is used as a source of potential solutions by the [[Planning tool]] to populate the [[Dossier]].​
+
The toolbox is used as a source of potential solutions by the [[4.3.2 Using the EQIPD applications|Planning tool]] to populate the [[Dossier]].​
  
 
EQIPD has developed a specific terminology that is used to describe the framework and the quality system [[Glossary]].​​
 
EQIPD has developed a specific terminology that is used to describe the framework and the quality system [[Glossary]].​​
  
−
+
'''How EQIPD uses everyday words.''' Several ordinary terms carry a specific meaning here that differs from general usage — among them [[1.5.2.3 Process owner|process owner]], [[1.2 Scope|scope]], quality and [[NEED|NEEDs]]. Where a page defines one of these, it says how the EQIPD meaning differs from the everyday one, so take the definition from the page rather than from the familiar sense of the word. The [[Glossary]] collects the terminology in one place.
  
−
​1. Objectives
+
== Start here ==
  
−
  [[1.1 Mission]]
+
* [[EQIPD]] — the framework, who it is for, and where it came from.
 +
* [[EQIPD Quality System]] — what a quality system is in this context, and what it is for.
 +
* [[Core Requirements]] — the 18 mandatory requirements. Every toolbox item below refers to one of them.
 +
* [[3.2.3 Implementation of the EQIPD Quality System|Implementation Strategy]] — what a research unit should do first, and in what order.
 +
* [[EQIPD principles]] — the reasoning the requirements rest on.
 +
* [[Glossary]] — definitions of EQIPD terminology.
 +
* [[NEED|NEEDs]] — the unit of work a research unit records and tracks.
 +
* [[FAQ|Frequently asked questions]] — common questions, answered.
  
−
  [[1.2 Scope]]
+
__NOTOC__
  
−
  ​1.3 Qualit​y Culture
+
== ​1. Objectives ==
  
−
    [[1.3.1 Transparency]]
+
'''[[1.1 Mission]]'''
  
−
    [[1.3.2 Sources of pressure and bias-producing communication of pressure]]
+
'''[[1.2 Scope]]'''
  
−
    [[1.3.3 Promotion criteria within a research unit]]
+
'''​1.3 Qualit​y Culture'''
  
−
    [[1.3.4 Performance criteria and assessment]]
+
[[1.3.1 Transparency]]
  
−
    [[1.3.5 Reward system and incentives]]
+
[[1.3.2 Sources of pressure and bias-producing communication of pressure]]
  
−
​  1.4 My Need for Quality
+
[[1.3.3 Promotion criteria within a research unit]]
  
−
    [[1.4.1 Research ethics]]
+
[[1.3.4 Performance criteria and assessment]]
  
−
      [[1.4.1.1 Research integrity]]
+
[[1.3.5 Reward system and incentives]]
  
−
    [[1.4.2 Adherence to legal and regulatory considerations]]
 
  
−
      [[1.4.2.1 Biosafety]]
+
'''1.4 My Need for Quality'''
  
−
      [[1.4.2.2 Chemical safety]]​
+
[[1.4.1 Research ethics]]
  
−
      [[1.4.2.3 Radioactivity]]
+
[[1.4.1.1 Research integrity]]
  
−
      [[1.4.2.4 Genetically modified organisms]]​
+
[[1.4.1.2 Data sharing]]
  
−
      ​[[1.4.2.5 Risks to unborn life]]
+
[[1.4.2 Adherence to legal and regulatory considerations]]
  
−
      [[1.4.2.6 Handling of controlled substances]]
+
[[1.4.2.1 Biosafety]]
  
−
      ​[[1.4.2.7 Animal care and use]]
+
[[1.4.2.2 Chemical safety]]​
  
−
      [[1.4.2.8 Human data protection]]​
+
[[1.4.2.3 Radioactivity]]
  
−
    1.4.3 Business- or work-related considerations
+
[[1.4.2.4 Genetically modified organisms]]​
  
−
      [[1.4.3.1 Quality in collaborative research]]
+
​[[1.4.2.5 Risks to unborn life]]
  
−
  1.5 Govern​​ance
+
[[1.4.2.6 Handling of controlled substances]]
  
−
    [[1.5.1 Quality policy]]
+
​[[1.4.2.7 Animal care and use]]
  
−
    [[1.5.2 Roles and responsibilities of involved personnel and organization]]
+
[[1.4.2.8 Human data protection]]​
  
−
      [[1.5.2.1 Organigram]]
+
[[1.4.3 Quality in collaborative research]]
  
−
      [[1.5.2.2 Management]]
+
[[1.4.3.1 Industry-academia: Research as service]]
  
−
      [[1.5.2.3 Process owner]]
+
[[1.4.3.2 Industry-academia: Research as collaboration]]
  
−
      [[1.5.2.4 Principal investigators and study directors]]
+
[[1.4.3.3 Academia-academia: Research as service]]
  
−
      [[1.5.2.5 Research team]]​
+
[[1.4.3.4 Academia-academia: Research as collaboration]]
  
−
      [[1.5.2.6 Supporting team]]​
+
[[1.4.3.5 Expectations from public funders]]
  
−
      [[1.5.2.7 Quality professionals]]
 
  
−
    [[1.5.3 Management of resources]]
 
  
−
      [[1.5.3.1 Personnel]]
+
'''1.5 Govern​​ance'''
  
−
      [[1.5.3.2 Facilities]]
+
[[1.5.1 Quality policy]]
  
−
      ​[[1.5.3.3 Laboratory and experimental equipment used for measurement]]
+
[[1.5.2 Roles and responsibilities of involved personnel and organization]]
  
−
      [[1.5.3.4 Electronic information system]]
+
[[1.5.2.1 Organigram]]
  
−
      [[1.5.3.5 Organization-specific know how]]
+
[[1.5.2.2 Management]]
  
−
      [[1.5.3.6 Documentation requirement for sample and material]]
+
[[1.5.2.3 Process owner]]
  
−
      [[1.5.3.7 Retained personnel records]]
+
[[1.5.2.4 Principal investigators and study directors]]
  
−
  [[1.5.4 Prevention of Conflict of Interest]]
+
[[1.5.2.5 Research team]]​
  
−
      [[1.5.4.1 Independence of internal compliance assessment]]
+
[[1.5.2.6 Supporting team]]​
  
−
      [[1.5.4.2 Internal assessment of the organizations' quality professionals]]
+
[[1.5.2.7 Quality professionals]]
  
−
    [[1.5.5 Sustainability]]
+
[[1.5.3 Management of resources]]
  
−
​
+
[[1.5.3.1 Personnel]]
  
−
​2. Key Processes
+
[[1.5.3.2 Facilities]]
  
−
  2.1 Experiment Planning
+
​[[1.5.3.3 Laboratory and experimental equipment used for measurement]]
  
−
    [[2.1.1 Study (experimental) plan]]
+
[[1.5.3.4 Electronic information system]]
  
−
    [[2.1.2 Unique study ID]]​
+
[[1.5.3.5 Organization-specific know how]]
  
−
    [[2.1.3 Appraisal of literature and systematic reviews]]​
+
[[1.5.3.6 Documentation requirement for sample and material]]
  
−
    [[2.1.4 Purpose of research]]
+
[[1.5.3.7 Retained personnel records]]
  
−
    [[2.1.5 Pre-specification]]​
+
[[1.5.4 Prevention of Conflict of Interest]]
  
−
    [[2.1.6 Sample size and power analysis]]​
+
[[1.5.4.1 Independence of internal compliance assessment]]
  
−
    [[2.1.7 Blinding]]​​
+
[[1.5.4.2 Internal assessment of the organizations' quality professionals]]
  
−
    [[2.1.8 Randomisation]]​​
+
[[1.5.5 Sustainability]]
  
−
    [[2.1.9 Inclusion and exclusion criteria]]​
+
== ​2. Key Processes ==
  
−
    [[2.1.10 Plausibility check]]
+
'''2.1 Experiment Planning'''
  
−
    [[2.1.11 Preregistration]]​
+
[[2.1.1 Study protocol]]
  
−
  2.2 Study execution
+
[[2.1.2 Unique study ID]]​
  
−
    [[2.2.1 Use of SOPs for standard experiments]]
+
[[2.1.3 Appraisal of literature and systematic reviews]]​
  
−
    [[2.2.2 Use of template for (manual) data recording]]
+
[[2.1.4 Purpose of research]]
  
−
    [[2.2.3 Documentation of the experiment and deviations]]
+
[[2.1.5 Pre-specification]]​
  
−
  2.3 Data handling
+
[[2.1.6 Sample size and power analysis]]​
  
−
    [[2.3.1 Generation, recording, handling and archiving of raw data]]
+
[[2.1.7 Blinding]]​​
  
−
    [[2.3.2 Primary analysis and evaluation of raw data]]
+
[[2.1.8 Randomisation]]​​
  
−
    [[2.3.3 Statistical analysis]]​
+
[[2.1.9 Inclusion and exclusion criteria]]​
  
−
    [[2.3.4 Data visualization]]​
+
[[2.1.10 Plausibility check]]
  
−
  [[2.4 Reporting]]
+
[[2.1.11 Preregistration]]​
  
−
    [[2.4.1 Non-public reporting]]
 
  
−
    [[2.4.2 Publication]]  ​
+
'''2.2 Study execution'''
  
 +
[[2.2.1 Use of SOPs for standard experiments]]
  
−
+
[[2.2.2 Use of template for (manual) data recording]]
  
−
[[3 Support Processes]]
+
[[2.2.3 Documentation of the experiment and deviations]]
  
−
  3.1 Documentation management
 
  
−
    [[3.1.1 Platform to record data]]​ ​
+
'''2.3 Data handling'''
  
−
    [[3.1.2 Procedures for how and when to record data]]
+
[[2.3.1 Generation, recording, handling and archiving of raw data]]
  
−
      [[3.1.2.1 Traceability of data and any person having impact on data]]​
+
[[2.3.1.1 Converting non-electronic information into an electronic form]]
  
−
​      [[3.1.2.2 Process for witnessing of records]]
+
[[2.3.2 Primary analysis and evaluation of raw data]]
  
−
​    [[3.1.3 Data security]]​    
+
[[2.3.3 Statistical analysis]]​
  
−
  3.2 Education, training and competence
+
[[2.3.4 Data visualization]]​
  
−
    [[3.2.1 General guidance on training]]
 
  
−
​    [[3.2.2 Good Research Practice training]]
+
'''[[2.4 Reporting]]'''
  
−
    [[3.2.3 Implementation of the EQIPD Quality System]]
+
[[2.4.1 Non-public reporting]]
  
−
    [[3.2.4 Training on specific methods, tasks and activities]]
+
[[2.4.2 Publication]] ​
  
−
​  3.3 Laboratory resources
 
  
−
    [[3.3.1 Fit-for-purpose working environment]]
 
  
−
    [[3.3.2 Processes to enable computerized and non-computerized systems being suitable for intended use]]
+
== [[3 Support Processes]] ==
  
−
    [[3.3.3 Management of research materials and reagents]]
 
  
−
  ​​3.4 Experimental systems
+
'''3.1 Documentation management'''
  
−
    [[3.4.1 Animal characteristics, care and use]]
+
[[3.1.1 Platform to record data]]​ ​
  
−
      [[3.4.1.1. Ethical evaluation and authorization process of animal use]]
+
[[3.1.2 Procedures for how and when to record data]]
  
−
      [[3.4.1.2. Animal procurement & identification]]
+
[[3.1.2.1 Traceability of data and any person having impact on data​]]
  
−
      [[3.4.1.3. Animal housing conditions]]
+
[[3.1.2.2 Process for witnessing of records]]
  
−
      [[3.4.1.4. Animal environmental conditions]]
+
[[3.1.3 Data security]]​     
  
−
      [[3.4.1.5. Food, watering and bedding]]
 
  
−
      [[3.4.1.6. Sanitation procedure]]
+
'''3.2 Education, training and competence'''
  
−
      [[3.4.1.7. Frequency and procedure of observation of animals]]
+
[[3.2.1 General guidance on training]]
  
−
      [[3.4.1.8. Animal health and genetic monitoring]]
+
[[3.2.2 Good Research Practice training]]
  
−
      [[3.4.1.9. Veterinary interventions during the study]]
+
[[3.2.3 Implementation of the EQIPD Quality System]]
  
−
      [[3.4.1.10. Surgical procedures]]
+
[[3.2.4 Training on specific methods, tasks and activities]]
  
−
      [[3.4.1.11. Animal euthanasia procedures]]​
 
  
−
    ​3.4.2 Non-an​imal test systems
+
'''3.3 Laboratory resources'''
  
−
      [[3.4.2.1 Cell culturing]]
+
[[3.3.1 Fit-for-purpose working environment]]
  
−
      [[3.4.2.2 Antibody validation]]​
+
[[3.3.2 Processes to enable computerized and non-computerized systems being suitable for intended use]]
  
−
      [[3.4.2.3 Biological and technical replicates]]
+
[[3.3.3 Management of research materials and reagents]]
  
−
​​  3.5 Experimental methods
 
  
−
​    [[3.5.1 Animal and non-animal method and assay qualification]]
+
'''​​3.4 Experimental systems'''
  
−
    [[3.5.2 Protocols for methods and assays]]
+
[[3.4.1 Animal characteristics, care and use]]
  
 +
[[3.4.1.1 Ethical evaluation and authorization process of animal use]]
  
 +
[[3.4.1.2 Animal procurement & identification]]
  
 +
[[3.4.1.3 Animal housing conditions]]
  
 +
[[3.4.1.4 Animal environmental conditions]]
  
−
​​[[4 Continuous improvement]]
+
[[3.4.1.5 Food, watering and bedding]]
  
−
  4.1 ​Assessment procedures
+
[[3.4.1.6 Sanitation procedure]]
  
−
    [[4.1.​​​1 Risk assessment]]
+
[[3.4.1.7 Frequency and procedure of observation of animals]]
  
−
​    [[4.1.2 Self assessment]]
+
[[3.4.1.8 Animal health and genetic monitoring]]
  
−
​​    [[4.1.3 External assessment]]
+
[[3.4.1.9 Veterinary interventions during the study]]
  
−
​  4.2 Prevention and improvement
+
[[3.4.1.10 Surgical procedures]]
  
−
    [[4.2.1 Installation of solutions, actions and mitigation strategies]]
+
[[3.4.1.11 Animal euthanasia procedures]]​
  
−
    [[4.2.2 Error and incident management]]
+
3.4.2 Non-an​imal test systems
  
−
    ​[[4.2.3 Responsible conduct of research]]
+
[[3.4.2.1 Cell culturing]]
  
−
    [[4.2.4 Key performance indicators]]​
+
[[3.4.2.2 Antibody validation]]
  
−
​  4.3 EQIPD framework
+
[[3.4.2.3 Biological and technical replicates]]
  
−
    4.3.1 Updating of EQIPD Dossier
 
  
−
      [[4.3.1.1 Adding new items]]
+
'''3.5 Experimental methods'''
  
−
      [[4.3.1.2 Deleting items]]
+
[[3.5.1 Animal and non-animal method and assay qualification]]
  
−
      [[4.3.1.3 Revising items]]
+
[[3.5.2 Protocols for methods and assays]]
  
−
    [[4.3.2 Using the EQIPD applications|Using the EQIPD applications]]
+
[[3.5.3 Minimum reporting guidelines]]
  
−
      [[4.3.2.1 Using the Planning Tool|Using the Planning Tool]]
+
== ​​4 Continuous Improvement ==
  
−
      [[4.3.2.2 Creating NEEDs]]
 
  
−
      [[4.3.2.3 Revising NEEDs]]
+
'''4.1 ​Assessment procedures'''
  
−
      [[4.3.2.4 Deleting NEEDs]]
+
[[4.1.1 Risk assessment]]​​
 +
 
 +
[[4.1.2 Self assessment]]
 +
 
 +
[[4.1.3 External assessment]]
 +
 
 +
 
 +
'''4.2 Prevention and improvement'''
 +
 
 +
[[4.2.1 Installation of solutions, actions and mitigation strategies]]
 +
 
 +
[[4.2.2 Error and incident management]]
 +
 
 +
​[[4.2.3 Responsible conduct of research]]
 +
 
 +
[[4.2.4 Key performance indicators]]​
 +
 
 +
 
 +
'''4.3 EQIPD framework'''
 +
 
 +
4.3.1 Updating of EQIPD Dossier
 +
 
 +
[[4.3.1.1 Adding new items]]
 +
 
 +
[[4.3.1.2 Deleting items]]
 +
 
 +
[[4.3.1.3 Revising items]]
 +
 
 +
[[4.3.2 Using the EQIPD applications]]
 +
 
 +
[[4.3.2.1 Using the Planning Tool]]
 +
 
 +
[[4.3.2.2 Creating NEEDs]]
 +
 
 +
[[4.3.2.3 Revising NEEDs]]
 +
 
 +
[[4.3.2.4 Deleting NEEDs]]

Latest revision as of 10:14, 16 September 2026

As the essential part of the EQIPD Framework​, the Toolbox is a s​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​tructured collection of various quality-related items, such as guidelines, protocols, and tools that can be used to build an EQIPD Quality System.

The toolbox is used as a source of potential solutions by the Planning tool to populate the Dossier.​

EQIPD has developed a specific terminology that is used to describe the framework and the quality system Glossary.​​

How EQIPD uses everyday words. Several ordinary terms carry a specific meaning here that differs from general usage — among them process owner, scope, quality and NEEDs. Where a page defines one of these, it says how the EQIPD meaning differs from the everyday one, so take the definition from the page rather than from the familiar sense of the word. The Glossary collects the terminology in one place.

Start here


​1. Objectives

1.1 Mission

1.2 Scope

​1.3 Qualit​y Culture

1.3.1 Transparency

1.3.2 Sources of pressure and bias-producing communication of pressure

1.3.3 Promotion criteria within a research unit

1.3.4 Performance criteria and assessment

1.3.5 Reward system and incentives


1.4 My Need for Quality

1.4.1 Research ethics

1.4.1.1 Research integrity

1.4.1.2 Data sharing

1.4.2 Adherence to legal and regulatory considerations

1.4.2.1 Biosafety

1.4.2.2 Chemical safety​

1.4.2.3 Radioactivity

1.4.2.4 Genetically modified organisms​

​1.4.2.5 Risks to unborn life

1.4.2.6 Handling of controlled substances

​1.4.2.7 Animal care and use

1.4.2.8 Human data protection​

1.4.3 Quality in collaborative research

1.4.3.1 Industry-academia: Research as service

1.4.3.2 Industry-academia: Research as collaboration

1.4.3.3 Academia-academia: Research as service

1.4.3.4 Academia-academia: Research as collaboration

1.4.3.5 Expectations from public funders


1.5 Govern​​ance

1.5.1 Quality policy

1.5.2 Roles and responsibilities of involved personnel and organization

1.5.2.1 Organigram

1.5.2.2 Management

1.5.2.3 Process owner

1.5.2.4 Principal investigators and study directors

1.5.2.5 Research team​

1.5.2.6 Supporting team​

1.5.2.7 Quality professionals

1.5.3 Management of resources

1.5.3.1 Personnel

1.5.3.2 Facilities

​1.5.3.3 Laboratory and experimental equipment used for measurement

1.5.3.4 Electronic information system

1.5.3.5 Organization-specific know how

1.5.3.6 Documentation requirement for sample and material

1.5.3.7 Retained personnel records

1.5.4 Prevention of Conflict of Interest

1.5.4.1 Independence of internal compliance assessment

1.5.4.2 Internal assessment of the organizations' quality professionals

1.5.5 Sustainability

​2. Key Processes

2.1 Experiment Planning

2.1.1 Study protocol

2.1.2 Unique study ID​

2.1.3 Appraisal of literature and systematic reviews​

2.1.4 Purpose of research

2.1.5 Pre-specification​

2.1.6 Sample size and power analysis​

2.1.7 Blinding​​

2.1.8 Randomisation​​

2.1.9 Inclusion and exclusion criteria​

2.1.10 Plausibility check

2.1.11 Preregistration​


2.2 Study execution

2.2.1 Use of SOPs for standard experiments

2.2.2 Use of template for (manual) data recording

2.2.3 Documentation of the experiment and deviations


2.3 Data handling

2.3.1 Generation, recording, handling and archiving of raw data

2.3.1.1 Converting non-electronic information into an electronic form

2.3.2 Primary analysis and evaluation of raw data

2.3.3 Statistical analysis​

2.3.4 Data visualization​


2.4 Reporting

2.4.1 Non-public reporting

2.4.2 Publication ​


3 Support Processes

3.1 Documentation management

3.1.1 Platform to record data​ ​

3.1.2 Procedures for how and when to record data

3.1.2.1 Traceability of data and any person having impact on data​

3.1.2.2 Process for witnessing of records

3.1.3 Data security​


3.2 Education, training and competence

3.2.1 General guidance on training

3.2.2 Good Research Practice training

3.2.3 Implementation of the EQIPD Quality System

3.2.4 Training on specific methods, tasks and activities


3.3 Laboratory resources

3.3.1 Fit-for-purpose working environment

3.3.2 Processes to enable computerized and non-computerized systems being suitable for intended use

3.3.3 Management of research materials and reagents


​​3.4 Experimental systems

3.4.1 Animal characteristics, care and use

3.4.1.1 Ethical evaluation and authorization process of animal use

3.4.1.2 Animal procurement & identification

3.4.1.3 Animal housing conditions

3.4.1.4 Animal environmental conditions

3.4.1.5 Food, watering and bedding

3.4.1.6 Sanitation procedure

3.4.1.7 Frequency and procedure of observation of animals

3.4.1.8 Animal health and genetic monitoring

3.4.1.9 Veterinary interventions during the study

3.4.1.10 Surgical procedures

3.4.1.11 Animal euthanasia procedures​

3.4.2 Non-an​imal test systems

3.4.2.1 Cell culturing

3.4.2.2 Antibody validation

3.4.2.3 Biological and technical replicates


3.5 Experimental methods

3.5.1 Animal and non-animal method and assay qualification

3.5.2 Protocols for methods and assays

3.5.3 Minimum reporting guidelines

​​4 Continuous Improvement

4.1 ​Assessment procedures

4.1.1 Risk assessment​​

4.1.2 Self assessment

4.1.3 External assessment


4.2 Prevention and improvement

4.2.1 Installation of solutions, actions and mitigation strategies

4.2.2 Error and incident management

​4.2.3 Responsible conduct of research

4.2.4 Key performance indicators​


4.3 EQIPD framework

4.3.1 Updating of EQIPD Dossier

4.3.1.1 Adding new items

4.3.1.2 Deleting items

4.3.1.3 Revising items

4.3.2 Using the EQIPD applications

4.3.2.1 Using the Planning Tool

4.3.2.2 Creating NEEDs

4.3.2.3 Revising NEEDs

4.3.2.4 Deleting NEEDs