Compliance checklist

The notified body eIFU checklist

Twenty-five conditions drawn from Articles 4 to 7 of Regulation (EU) 2021/2226, written as things a reviewer can ask you to evidence, with the article behind each one.

Last reviewed

25
conditions to evidence
Art. 4 to 7
Reg (EU) 2021/2226
16 July 2025
Article 8 review deleted
10 or 15 years
how long they run

Eligibility and compliance are two separate exercises. A device can qualify for electronic instructions for use and still fail the conditions attached to the permission. Those conditions sit in Articles 5 , 6 and 7 of Regulation (EU) 2021/2226, and each one implies a document, a record or a system that somebody can ask to see.

Each line below is either answerable with a document reference or it is not. The ones that are not are the work a transition still has in front of it.

The 25 conditions

Each line is either answerable with a document reference or it is not. The ones that are not are the work a transition still has in front of it. Every line links to the article it comes from, and what demonstrates it.

  1. Risk assessment Article 4
    • 1 Risk assessment on file Art. 4(1) Art. 4(2)
  2. Conditions on the instructions Article 5
    • 2 Safety demonstration Art. 5(1)
    • 3 Coverage of every Member State Art. 5(2)
    • 4 Paper-on-request procedure Art. 5(3)
    • 5 Request records Art. 5(3)
    • 6 Emergency information Art. 5(4)
    • 7 Verification and validation records Art. 5(5)
    • 8 Built-in display assessment Art. 5(6)
    • 9 Hardware and software requirements Art. 5(7)
    • 10 Revision procedure Art. 5(8)
    • 11 Retention period determined Art. 5(9) Art. 5(10)
    • 12 Language matrix Art. 5(11)
    • 13 Version history published Art. 5(13)
  3. Label and access information Article 6
    • 14 Label artwork Art. 6(1)
    • 15 Access information supplied with the device Art. 6(2)
    • 16 Access information complete on all four points Art. 6(3)
    • 17 Instructions available entirely as text Art. 6(5)
  4. The website Article 7
    • 18 Website access even where the instructions travel with the device Art. 7(1)
    • 19 Commonly used format Art. 7(2)(a)
    • 20 Access control and tamper protection Art. 7(2)(b)
    • 21 Availability records Art. 7(2)(c)
    • 22 GDPR position documented Art. 7(2)(d)
    • 23 Written commitment that the internet address is stable Art. 7(2)(e)
    • 24 eIFU address registered in the UDI database Art. 7(3)
  5. Technical documentation MDR Annex II
    • 25 Labels and instructions for use filed MDR Annex II, 2

The conditions, article by article

The same twenty-five, in the order the regulation states them, with what a reviewer can be shown for each.

Risk assessment

Article 4

Eligibility was established in the risk assessment, and every condition below assumes it exists. It is the one document the rest of the list refers back to.

  1. 1

    Risk assessment on file

    Covering at least the eleven elements listed at Article 4(1), with a process to update it from post-market experience. Article 4(2) is what makes it a live document rather than a one-off annex.

    Art. 4(1) Art. 4(2)

Conditions on the instructions

Article 5

Article 5 runs to point (13), and point (12) was deleted in 2025, so twelve conditions remain. Points (6), (11) and (13) were also amended. What remains is the substance of an eIFU file.

  1. 2

    Safety demonstration

    Recorded as a conclusion rather than implied: the electronic form maintains or improves the level of safety obtained on paper. It is drawn from the eleven elements above, and it is device-specific.

    Art. 5(1)
  2. 3

    Coverage of every Member State

    Where the product is made available or put into service, unless the risk assessment justifies otherwise. Where a market is left out, that justification belongs in the assessment rather than in correspondence.

    Art. 5(2)
  3. 4

    Paper-on-request procedure

    Naming the intake route, the internal owner, who prints, and the committed period. The outer limit is 7 calendar days from the request, or delivery with the device where paper is asked for at the time of order.

    Art. 5(3)
  4. 5

    Request records

    Showing the committed period was met in practice, at no additional cost to the user. The provision asks for a system in place, so the evidence is a procedure with records against it rather than the procedure alone.

    Art. 5(3)
  5. 6

    Emergency information

    On the device or a leaflet, with start-up information where the device has a built-in display. Some printed material travels with a paperless device.

    Art. 5(4)
  6. 7

    Verification and validation records

    For the proper design and functioning of the electronic instructions. The scope of this one is unsettled — see below — so record what you checked and why you scoped it that way.

    Art. 5(5)
  7. 8

    Built-in display assessment

    Where the device has one, showing that displaying the instructions does not impede safe use, in particular life-monitoring or life-supporting functions.

    Art. 5(6)
  8. 9

    Hardware and software requirements

    The hardware and software needed to display the instructions, published in the catalogue or other appropriate device information support — which means somewhere a customer will actually find them.

    Art. 5(7)
  9. 10

    Revision procedure

    Covering how a revision is signalled clearly, and how each user is informed where the revision was necessary for safety reasons.

    Art. 5(8)
  10. 11

    Retention period determined

    Per device family, with the reasoning. 10 years for devices with a defined expiry date, implantable devices excepted, and at least 2 years beyond the end of that expiry date; 15 years for implantable devices and for devices without a defined expiry date. Both run from the last device placed on the market.

    Art. 5(9) Art. 5(10)
  11. 12

    Language matrix

    The instructions are available on the website in an official language of the Union determined by the Member State in which the device is made available. The matrix is what turns that into something checkable.

    Art. 5(11)
  12. 13

    Version history published

    All issued electronic versions and their date of publication, available on the website for the retention periods, with a route for supplying obsolete versions on request.

    Art. 5(13)

Label and access information

Article 6

Article 6 governs what a user holding the box can find out.

  1. 14

    Label artwork

    The label states that the instructions are electronic, on the packaging for each unit or, where appropriate, on the sales packaging. For fixed installed devices the information also appears on the device itself, and for software at the location from which access to the software is granted.

    Art. 6(1)
  2. 15

    Access information supplied with the device

    The access information goes where that label statement goes: on the packaging for each unit or, where appropriate, on the sales packaging, and on the device itself for fixed installed devices. Where that is not practicable, it goes in a paper document supplied with each device.

    Art. 6(2)
  3. 16

    Access information complete on all four points

    What is needed to view the instructions; the Basic UDI-DI and/or UDI-DI with further identification; manufacturer contact details; and how and within what time paper can be requested at no additional cost. That time is the paper-on-request period set in the risk assessment and capped at 7 calendar days, so the label, the procedure and the assessment all have to state the same thing.

    Art. 6(3)
  4. 17

    Instructions available entirely as text

    Which may contain symbols and graphics, carrying at least the same information as the paper version. Video or audio may be added to the text, never substituted for it.

    Art. 6(5)

Article 6 is where the label and the platform have to agree. The time period given in the access information under Article 6(3)(d) is the period Article 5(3) takes from the risk assessment, evaluated under Article 4(1)(i) , and both have to match what the request procedure actually delivers.

The website

Article 7

Article 7 covers the website itself. Five points remain in paragraph 2 after the 2025 amendment.

  1. 18

    Website access even where the instructions travel with the device

    Where the instructions are supplied on an electronic storage medium or through a built-in display, they are also made accessible through a website.

    Art. 7(1)
  2. 19

    Commonly used format

    A commonly used format that can be read with software that is freely available.

    Art. 7(2)(a)
  3. 20

    Access control and tamper protection

    Protection against unauthorised access and tampering of content, with the performance of those safeguards assessed under Article 4(1)(e) . The cross-reference is what turns a setting into evidence.

    Art. 7(2)(b)
  4. 21

    Availability records

    Showing that server downtime and display errors are reduced as far as possible. Demonstrating this is a matter of monitoring records over time rather than a statement.

    Art. 7(2)(c)
  5. 22

    GDPR position documented

    Compliance with Regulation (EU) 2016/679, documented for the website that carries the instructions.

    Art. 7(2)(d)
  6. 23

    Written commitment that the internet address is stable

    Stable and directly accessible for the whole of the 10- or 15-year retention period that applies to the device. The address is committed for that period, not for the life of the current website.

    Art. 7(2)(e)
  7. 24

    eIFU address registered in the UDI database

    The address is provided to the UDI database at the latest from the date on which device registration applies. The cross-references run to Articles 28 and 123(3)(d) or (e) of the MDR and to Annex VI, Part B, point 22 — and while point 22 describes the URL field as optional, this provision makes populating it an obligation where the instructions are electronic.

    Art. 7(3)

Technical documentation

MDR Annex II

One line that is not in the implementing regulation at all, and the one that decides whether a reviewer finds any of the rest.

  1. 25

    Labels and instructions for use filed

    In the languages accepted in the Member States where the device is envisaged to be sold, so a reviewer reading the technical documentation finds the evidence above without having to ask for it.

    MDR Annex II, 2

Three of these are commitments rather than settings: the retention period at Article 5(9) and (10) , the stability of the address at Article 7(2)(e) , and the version history at Article 5(13) . Each is measured across a period of years rather than at the moment of assessment.

Art. 5(5)

The one condition whose scope is unsettled

Article 5(5) requires verification and validation evidence for the proper design and functioning of the electronic instructions, without stating what has to be verified. Three readings are available: the content of the instruction, the instruction as a user receives it, or the system that serves it.

The wording is inherited unchanged from Article 5(5) of Regulation (EU) No 207/2012, which predates the website-centred structure the regulation has today. Until that is resolved, record the scope you chose alongside the evidence.

What the 2025 amendment removed

Four conditions left this list in July 2025. Guidance and internal procedures written before that date may still carry them.

  • Art. 5(12)

    Update notification to people who downloaded the instructions

    Deleted. It remains a sensible feature, and it is no longer a condition of the permission.

  • Art. 6(4)

    The patient-facing part of an implant’s instructions on paper

    Deleted. The general rule on instructions intended for lay persons now covers that case.

  • Art. 7(2)(f)

    Previous versions and their publication dates on the website

    Deleted. The version-history duty survives in a form bounded by the retention periods, which allows obsolete versions to be supplied on request.

  • Art. 8

    The notified body review of Articles 4 to 7

    Deleted as redundant with conformity assessment under the MDR.

One loose end is worth flagging rather than resolving. Article 9 covers electronic instructions provided in addition to complete paper instructions, and requires the two to be consistent. Its second paragraph, which applied parts of Article 7(2) to that website, was deleted in 2025 — while the second subparagraph of Article 1 still announces that the regulation lays down website requirements for that case.

The lines citing Article 7 , together with Article 5(13) on version history, describe the hosting arrangement rather than the quality system. Those are the ones Ydntfy is built to evidence.

Sources

Every statement on this page is traceable to one of these texts, read in the Official Journal rather than in secondary commentary.

Show 5 sources
  • Commission Implementing Regulation (EU) 2021/2226 Cited as amended, except where stated. Article 4(1), points (a) to (k), and Article 4(2). Article 5, points (1) to (11) and (13). Article 6, paragraphs (1), (2), (3) and (5). Article 7, paragraphs (1) and (2). Article 5(12), Article 6(4), Article 8 and the second paragraph of Article 9 are cited as they stood before the 2025 amendment.
  • Commission Implementing Regulation (EU) 2025/1234 Recital 7 on requirements clarified or deleted to remove uncertainties and overlaps. Relied on here: the amendment of Article 5, points (6) and (11); the deletion of Article 5, point (12); the replacement of Article 5, point (13); the deletion of Article 6(4); the deletion of Article 7(2), point (f); the new Article 7(3); the deletion of Article 8; and the deletion of the second paragraph of Article 9. In force 16 July 2025.
  • Regulation (EU) 2017/745 Annex I, Chapter III, Section 23.1(f), permitting the non-paper format only under the conditions of the implementing rules. Annex II, point 2, on labels and instructions for use in the technical documentation. Article 52 and Annexes IX to XI on conformity assessment. Article 28, Article 123(3), points (d) and (e), and Annex VI, Part B, point 22, on the UDI database.
  • Regulation (EU) 2016/679 The General Data Protection Regulation, which Article 7(2)(d) requires the website to comply with.
  • Commission Regulation (EU) No 207/2012 Repealed by Regulation (EU) 2021/2226. Cited for the origin of the Article 5(5) wording, which it carries in identical terms.