Clinical Trial Site Monitoring Visit Checklist [FREE PDF]

Clinical research associates (CRAs) use this checklist for site monitoring visits per FDA 21 CFR 312 IND requirements and ICH GCP E6(R2) good clinical practice guidelines.

  • Industry: Pharmaceutical / Clinical Research
  • Frequency: Per Visit
  • Estimated Time: 25-30 minutes
  • Role: Clinical Research Associate
  • Total Items: 8
  • Compliance: FDA 21 CFR 312, ICH GCP E6(R2)

Source Data Verification & CRFs

Verify source data against case report forms.

  • Has source data verification been completed for required data points per the plan?
  • Have outstanding data queries been reviewed and resolved with site staff?
  • Are all active subject informed consents signed with the current IRB-approved version?
  • Source verification notes

Investigational Product & Regulatory

Verify IP accountability and regulatory file completeness.

  • Is IP accountability log current with dispensing matching subject records?
  • Is IP stored per protocol requirements with temperature logs reviewed?
  • Is the Investigator Site File (ISF/regulatory binder) complete and up to date?
  • IP and regulatory notes

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Why Use This Clinical Trial Site Monitoring Visit Checklist [FREE PDF]?

This clinical trial site monitoring visit checklist [free pdf] helps pharmaceutical / clinical research teams maintain compliance and operational excellence. Designed for clinical research associate professionals, this checklist covers 8 critical inspection points across 2 sections. Recommended frequency: per visit.

Ensures compliance with FDA 21 CFR 312, ICH GCP E6(R2). Regulatory-aligned for audit readiness and inspection documentation.

Frequently Asked Questions

What does the Clinical Trial Site Monitoring Visit Checklist [FREE PDF] cover?

This checklist covers 8 inspection items across 2 sections: Source Data Verification & CRFs, Investigational Product & Regulatory. It is designed for pharmaceutical / clinical research operations and compliance.

How often should this checklist be completed?

This checklist should be completed per visit. Each completion takes approximately 25-30 minutes.

Who should use this Clinical Trial Site Monitoring Visit Checklist [FREE PDF]?

This checklist is designed for Clinical Research Associate professionals in the pharmaceutical / clinical research industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.

Can I download this checklist as a PDF?

Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.

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