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 3. The DHF, Technical Documentation - Similarities, Differences and the Future


THE DHF, TECHNICAL DOCUMENTATION - SIMILARITIES, DIFFERENCES AND THE FUTURE

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About The Course:

Key regulatory documents are continuously updated with the latest U.S. FDA and
European Union requirements. As U.S. companies go global, they must meet
different product design documentation. The cGMPs mandate Design Control and the
Design History File (DHF). In order to sell globally, the EU's CE-marking
documentation is a requirement - the Technical File or Design Dossier under the
old MDD, and the Technical Documentation requirements of the new MDR. Currently,
they serve different purposes and support different goals, but the TD File is
moving in the direction of the DHF.

And the DHF is adapting to some of the features of the TD File. And how / where
do the DMR and DHR fit?  Being aware of the similarities and differences in the
files and their individual documents can further concurrent development and/or
updates to both.

Why Should You Attend:

This seminar will examine the existing and proposed requirements for the U.S.
FDA's DHF - including its derivative documents, the DMR, and DHR. It will
consider the European Union's new MDR Technical Documentation requirements,
which replace the old Technical File / Design Dossier. It will evaluate the
documents' differing purposes/goals, as well as the two different device
classification schemes, and CE-marking requirements. Required and desirable
contents will be discussed.

Also considered: Areas requiring frequent re-evaluation/update; Similarities and
differences; Future trends; Typical DHF Table of Contents; Technical
Documentation Table of Contents; The importance and usefulness of the new
"General Safety and Performance Requirements" (replacing the old "Essential
Requirements"); Structure of the "Declaration of Conformity"; self-declaring or
N-B reviewed and changes; parallel approaches to development. Finally, the
differing approaches to file audits by the FDA and the Notified Body will be
discussed.

Who Should Attend:

 * Quality Assurance Departments
 * Research and Development Departments
 * Regulatory Affairs Departments
 * Manufacturing Departments
 * Engineering Departments
 * Operations Departments
 * Production Departments
 * Supplements
 * Marketing Departments
 * Documentation Departments

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AGENDA

DAY 1 (10 AM to 4 PM)
Lecture 1: 
 * The Design Control requirements of the cGMPs, 21 CFR 820.30
 * Design and Development Planning under ISO 13485:2016 7.3
 * The U.S. FDA's Design History File
 * The EU MDR's Design and Development Process File

Lecture 2: 
 * MDR's "General Safety and Performance Requirements"
 * Device Classification - U.S. FDA vs. EU MDD
 * Design Files' "Typical" Contents

Lecture 3: 
 * The Device Master Record and the Device History Record
 * The "Essential Requirements" and their documentation

Lecture 4: 
 * The remaining elements of a Technical File / Design Dossier
 * DHF / TF, DD Trends


DAY 2 (10 AM to 4 PM)
Lecture 5: 
 * Risk Management / File Under ISO 14971
 * Hazzard Analysis
 * FTA, D-, P-, and U-FMECA's
 * Report

Lecture 6: 
 * Human Factors / Use Engineering Under IEC 62366-1 -2
 * The User Interface
 * The 9 Stages
 * The HF / UE File

Lecture 7: 
 * Putting It All Together
 * Concurrent Compilation of the Files
 * Derivative Documents Development
 * Completion
 * FDA and NB Audit Focus

Lecture 8:
 * Course summary discussion
 * Final Q&A

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COURSE DIRECTOR: JOHN E. LINCOLN


John E. Lincoln, is Principal of J. E. Lincoln and Associates LLC, a consulting
company with over 36 years experience in U.S. FDA-regulated industries, 22 of
which are as an independent consultant. John has worked with companies from
start-up to Fortune 100, in the U.S., Mexico, Canada, France, Germany, Sweden,
China and Taiwan. He specializes in quality assurance, regulatory affairs, QMS
problem remediation and FDA responses, new / changed product 510(k)s, process /
product / equipment QMS and software validations, ISO 14971 product risk
management files / reports, Design Control / Design History Files, Technical
Files, CAPA systems and analysis.
He’s held positions in Manufacturing Engineering, QA, QAE, Regulatory Affairs,
to the level of Director and VP (R&D). In addition, John has prior experience in
military, government, electronics, and aerospace. He has published numerous
articles in peer reviewed journals, conducted workshops and webinars worldwide
on CAPA, 510(k)s, risk analysis / management, FDA / GMP audits, validation, root
cause analysis, and others. He writes a recurring column for the Journal of
Validation Technology. John is a graduate of UCLA.




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