| 4.1 — 4.2 |
General requirements: impartiality (identification and control of threats), confidentiality of participant information |
Impartiality policy
Impartiality risk analysis
Confidentiality commitment
Confidential information management
Impartiality threats register
Top management statement
|
| 5.1 — 5.7 |
Structural requirements: legal status, responsibility, organizational structure, scope of PT activity |
Status & organization chart
Job descriptions
PT activities description
Governance charter
Authority delegation
|
| 6.1 — 6.4 |
Resources: qualified personnel, facilities and environmental conditions, externally provided products and services (metrological traceability and equipment are required by reference to ISO/IEC 17025 via Clause 6.1.2) |
Personnel qualification
Training plan & authorizations
Competence grid
Facilities control
Subcontracting
External evaluation
Calibration & traceability (NIST)
Equipment management
|
| 7.1 — 7.3 |
PT scheme design and planning: request review, statistical design, item preparation, homogeneity and stability, handling, storage, distribution |
Design & planning
Standard scheme plan
PT item preparation
Homogeneity study
Stability study
Handling & storage
Packaging & shipping
|
| 7.4 |
Operations and statistical processing: contract review, assigned value determination, statistical analysis, performance evaluation, reports |
Contract review
Assigned value
Statistical analysis
Performance evaluation
Outliers
Report templates
Amended report
Participant communication
|
| 7.5 — 7.7 |
PT scheme process control (technical records, data and information control, process surveillance, nonconforming work), complaints handling, appeals handling |
Technical records
Data control (ALCOA+)
IT security
Process surveillance
Nonconforming work
Complaints management
Appeals management
Complaints & appeals register
|
| 8.1 — 8.9 |
Management system: Option A (direct implementation of Clauses 8.2 to 8.9) or Option B (recognized ISO 9001 system), documentation, records, risks and opportunities, improvement, corrective actions, internal audits, management review (15 mandatory inputs in Clause 8.9.2) |
Quality manual & policy
Document control
Records management
Risks & opportunities
Continual improvement
Internal audit
Clause-by-clause checklist
Management review (15 inputs)
CAPA
|
| Operational tools |
Day-to-day operational forms and records: registration, protocol, results entry, z-score calculation, designer qualification, scheme risk analysis, master list, NC register |
Participant registration
Scheme protocol
Results entry
Z-score calculation (Excel)
Designer qualification
Scheme risk analysis
Master document list
NC register
|
| ILAC framework & standards |
Mapping matrices and interpretation guides: mapping, transition 2010 → 2023, ISO 13528 / ISO 17034 cross-walk, ILAC P9 & G8, lexicon |
ISO 17043 mapping
Transition 2010→2023
13528/17034 cross-walk
ILAC P9 guide
ILAC G8 guide
PT lexicon
|
| Not included |
Documents specific to each scheme and each technical domain — which must be drafted case by case by your team based on the nature of your PT items and the analytical domain covered |
Specific technical protocols (per scheme)
Lab analytical methods and SOPs
PT item technical sheets (per lot, per matrix)
Specific matrix and formulation studies
Participant agreements (per scheme)
Calibration certificates of reference materials used
Statistical analysis plans for qualitative schemes
|