Record a Validation

Document findings from a validation.

---

When to Use This

After completing a validation, record your findings in RTOSafe. This creates an audit trail and automatically updates your 5-year validation program.

---

Before You Start

• Have your findings ready (what you observed, any issues found)

• Have any supporting documents as PDF files

---

For Scheduled Validations

Most validations are already scheduled in your Validation Program. To record findings:

1

Open the validation

Go to Validation Program and find the session containing the unit you validated. Click the unit code to open the validation details.

Units show a green tick once completed. Grey units are still pending.

2

Edit the validation

Select Edit Validation. This button only appears when the session date has passed.

3

Record your findings

• Set the status to Completed (or In Progress if you're not finished)

• Enter your findings — what you observed during the validation

• Add any required actions to address issues found

• Attach supporting documents (PDF files only)

4

Save

Select Save. The validation now shows as complete in your program.

---

For Unscheduled Validations

If you completed a validation that wasn't in your program, you can add it manually:

1. Go to Scope and find the unit

2. Select Record Validation from the unit's actions

3. Enter the session details and findings

4. Save the validation

---

What Happens Next

• The unit's next validation date is recalculated based on its risk level

• Your 5-year validation program updates automatically

• You can link findings to continuous improvement initiatives from the validation details page

---

Common Issues

Edit Validation button missing

The session date is in the future — you can only record once the date has passed

Can't mark as complete

Findings are required — add what you observed during the validation

Unit not in the program

Use the manual method above, or set a risk level so it appears in future programs