All use cases

Use case: validation

Digital Validation

Complete your validation protocols digitally, in the Word documents you already use. Evidence sits next to the step it proves, the logs build themselves, and every entry is attributable from the start.

OQ protocol.docx
Paper record on a clipboardDocufen on an iPad
DocufenRun 2

Operational Qualification

Tablet press TP-02 · OQ-014 v1.0 · Page 7 of 22
EquipmentTP-02Run1
TestAcceptance criteriaResultDone by
7.1Emergency stop halts the press within 2 sPass 1.4 sMB
23-Oct-2026
7.2Turret speed at setpoint 40 rpm (±1 rpm)40.2 rpmMB
23-Oct-2026
7.3Low hopper alarm sounds and is displayedPassMB
23-Oct-2026
7.4Attach tachometer calibration certificateattachedMB
23-Oct-2026
Executed by23-Oct-2026Reviewed by

Operational Qualification

Tablet press TP-02 · OQ-014 v1.0 · Page 7 of 22
EquipmentTP-02Run2
TestAcceptance criteriaResultDone by
7.1Emergency stop halts the press within 2 sPass, 1.4 sMB 23-Oct-2026 10:02:14MB23-Oct-2026 10:02:14
7.2Turret speed at setpoint 40 rpm (±1 rpm)40.1 rpmMB 23-Oct-2026 10:20:20MB23-Oct-2026 10:20:20
7.3Low hopper alarm sounds and is displayedPassMB 23-Oct-2026 10:31:37MB23-Oct-2026 10:31:37
7.4Attach tachometer calibration certificateAttach. 01MB 23-Oct-2026 10:31:52MB23-Oct-2026 10:31:52
Executed byExecuted By Megan BowenMB signed on 23-Oct-2026 14:02:31Reviewed by
Run 1 · on paper
Run 2 · in Docufen
Next: scan, upload, file
PDF ready for your QMS

Documents this page covers

  • IQ protocols
  • OQ protocols
  • PQ protocols
  • Process validation protocols
  • Cleaning validation protocols
  • Test scripts

Validation protocols, completed digitally

Think of a smoke study on paper. The video sits on a drive somewhere, its file name goes into a spreadsheet, and the reviewer has to find it, match it to the protocol step and trust it is the right one.

In Docufen, you drag the video onto the protocol step and it plays right next to the step it proves. No spreadsheet of file names, no repository access to arrange. The same goes for your IQ, OQ and PQ protocols.

How it works

Your protocols stay the Word documents you wrote and approved. The team executes them on screen, and everything they add is recorded in the document.

Smoke study video

Drag and drop the video onto the protocol step. It plays next to the step it proves.

Attachment and signature logs

Generated automatically, in real time, as the protocol is executed. No chasing people at the end to complete them.

Remote execution

Computer system validation can be executed without being on site.

Fast SCADA alarms

Alarms that a screenshot misses are screen-recorded and attached as video evidence.

Test evidence

Evidence is attached to its step and verified as a true copy of the original, inside the protocol.

Problems because of paper

01

Documenting in real time is a real challenge

Capturing all the evidence and compiling the document as you test is so slow and difficult that engineers write things up after the fact, issues get spotted late, and there's little time left for critical thinking.

02

One paper copy, chasing corrections

The protocol is a single paper copy moving round the site, so every error found at review means tracking down the right person, getting it fixed, and going back and forth until it's signed off.

03

Manual signature and attachment logs

Every signer has to be added to the signature log by hand, and you chase anyone who forgot. Every attachment page needs labelling and an attachment log. In Docufen, both are done for you, automatically and in real time.

Two types of digital validation: Paper-less Validation vs Paper-like Validation (compared to digital systems)

Going digital doesn't have to mean a digital transformation.

Paper-less Validation (Digital Validation Tools / Validation Management Systems)Paper-like Validation (Docufen)
ApproachEnd-to-end digital validation toolsYour existing validation protocols, completed digitally
What changesProtocols rebuilt inside the toolSame Word protocols and procedures, no transformation

A different type, not a cheaper copy.

Cost and implementation

What it takes to go live, and what your cost grows with.

Paper-less Validation (Digital Validation Tools / Validation Management Systems)Paper-like Validation (Docufen)
Implementation timeMonths5.7 working weeks, validated. See the case study
Licensing costPer user (varies by vendor)$0 per user (unlimited users). You pay per page completed.
External consultants and contractorsAsk your vendor: does each contractor need a licence?Invite any vendor, contractor or consultant at no extra cost, with no IT request or budget approval
TrainingLearn a new tool, including every external contractorMinimal: the same Word documents and processes your company already uses

Ask your vendor what happens to your price when you add 20 more users.

Ask your finance team or budget holder whether you have approval to buy a licence, and pay for training, every time a consultant or contractor joins. And ask how long that training takes before they can start.

Not just validation

The same approach works for the rest of your GxP documents, from manufacturing to the e-signature step before a protocol is executed.

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