Practitioner template

Decommissioning Checklist

Preserve required records and meaning, confirm retrieval, remove access and interfaces, terminate supplier services, and approve retirement.

Author
CSVtoCSA editorial
Published
12 September 2026
Last reviewed
2026-09-12
Version
1.0
Content type
Template
Primary references
Apply the sources and approved procedures relevant to the system
Download Template

Blank template

  1. Scope and reason for retirement
  2. Replacement system
  3. Record inventory and retention
  4. Archive or migration method
  5. Metadata and audit trail
  6. Electronic signatures and relationships
  7. Access and retrieval testing
  8. Interfaces and dependent systems
  9. User and privileged access removal
  10. Supplier termination and deletion
  11. Deviations and limitations
  12. Final summary and approval

Completed fictional example

Fictional teaching example: This is not an executed or approved validation record.

Scope and reason for retirement
Fictional legacy eQMS after cloud replacement
Replacement system
Validated cloud eQMS for active records
Record inventory and retention
Closed CAPA, changes, complaints, attachments, approval and audit history
Archive or migration method
Searchable controlled archive plus accurate human-readable copy
Metadata and audit trail
Record type, owner, dates, status, revision, and audit events retained
Electronic signatures and relationships
Signer, time, meaning, revision, and linked-record index preserved
Access and retrieval testing
Authorized and inspection roles retrieve representative difficult records
Interfaces and dependent systems
All inbound and outbound jobs disabled and reconciled
User and privileged access removal
Accounts removed after final retrieval approval
Supplier termination and deletion
Contract, legal hold, certified deletion, and backup responsibility confirmed
Deviations and limitations
Initial PDF export lacked relationship and signature meaning; corrected archive retested
Final summary and approval
Retirement approved after record and dependency evidence passes