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EPiC Top Tips- Root Cause Analysis & Investigations

Getting to the Root of the Problem – 5 Top Tips for Root Cause Analysis & Investigations

Article By Michelle Yeomans, Operations Manager for EPiC Auditors

During my time as MHRA GMDP Inspectorate Operation Manager part of my role involved taking overall responsibility for planning and delivery of the annual MHRA GMP Symposium.

Year on year delegates would request an update on deficiency data and examples of the most cited deficiency topic areas. And year on year the most common deficiency references related to Pharmaceutical Quality System (PQS) and Documentation requirements.

This may not be surprising given that regardless of the size, complexity, and licence type of the site being inspected, all are expected to have a PQS and associated documentation, and at least some of the elements of the PQS will always be inspected.

Is it therefore, inevitable that all GMP inspections are destined to receive a PQS-related deficiency, or is it possible to buck the trend by getting to the root of the problem?

A closer look at the latest MHRA deficiency data from 2019 Good Manufacturing Practice Inspection Deficiencies – GOV.UK (www.gov.uk), and from EPiC’s own experiences of providing pre-inspection and remediation support, shows EU GMP Chapter 1 reference C1.4(xiv) relating to poor root cause investigations and ineffective CAPA as the most frequent recurring PQS deficiency.

Here are our top tips for improving root cause investigations to help you get to the root of the problem:

  1. Understanding the meaning of Root Cause Analysis (RCA) – RCA is an activity intended to identify the origin or root cause of the problem. The root cause is the leading cause of the problem and may be made up of several factors. It’s essential to the identify root cause rather than just causal factors. Causal factors are contributing actions that affect an incident/event’s outcome. Removing a causal factor will be beneficial but on it’s own, won’t prevent the problem from recurring.
  2. Use an appropriate level of RCA – The level of RCA undertaken should be commensurate with risk and be based on Quality Risk Management (QRM) principles. For a simple problem that presents no risk to product quality or patient safety for which there is an obvious root cause, then a simple correction to fix and document the issue can be justified without the need for RCA and additional CAPA. However more complex or recurring problems that present a potential risk to patient safety and have no obvious root cause will require in depth investigation using RCA tools and may generate multiple CAPAs.
  3. Thorough documentation – RCA investigations should be thoroughly documented to demonstrate the risk-based rationale, tools, and critical evaluation of potential root causes and causal factors used to identify the root cause. The information could provide learnings for future investigations or for education and training such as examples for inclusion in GMP refresher training. Having the complete picture to hand will also help you explain in a clear and succinct way what the issues were and what is being done to improve the situation should you need to present RCA investigation data during an inspection.
  4. It’s a team effort – RCA investigations should involve as many people as is reasonably practicable. Multidisciplinary teams contribute different knowledge, experience and points of view that are valuable to the investigation as they help to generate a wider range of potential root causes and causal factors and can enhance the application of critical thinking to form a judgement on the likely root cause. Sharing the issues and output from the investigation through team meetings, Quality forums, newsletters etc. can help others learn from the issue which may prevent similar issues elsewhere.      
  5. PQS metric targets – Beware of setting targets e.g. 30 days to complete RCA investigations as this may drive the wrong behaviours. Although it makes sense to have a target to complete investigations as soon as possible, speed is not as important as identifying the true root cause. Meeting the target should not prevent a thorough investigation and investigations should not be stopped at an inappropriate level just to meet a target. The PQS should therefore acknowledge that complex investigations may take longer than the target and have a mechanism to document and maintain oversight.

By following these tips, you can turn the inevitable into avoidable by enhancing your RCA knowledge and investigation process, and reduce the likelihood of receiving a PQS deficiency for poor RCA investigations.

Get in touch if you want to know more about our bespoke root cause analysis and effective CAPA training.

Telephone: +44 (0)1244 980544 or email us at enquiries@epic-auditors.com

What Our Clients Say

Ensuring Excellence in GXP Compliance: Discover the EPiC Difference Through Our Client Testimonials

Our mission has always been to foster product quality, patient safety, and ensure the highest regulatory standards. But don’t just take our word for it—let our clients tell you about their EPiC journey. 

Check out our latest testimonials in this short video “What Our Clients Say” and see why EPiC Auditors is a trusted partner for pharmaceutical businesses seeking excellence in their GXP compliance needs.

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WE SPECIALISE in helping pharmaceutical and biotechnology companies, as well as other associated healthcare clients, to achieve and maintain regulatory compliance and excellent pharmaceutical quality systems, to best industry standards.

If you need our help and support, then please don’t hesitate to contact us; enquiries@epic-auditors.com

Call: +44 (0)1244 980544

Joint Professional Bodies QP Symposium 2024

Future Proofing the QP Role

EPiC will be attending the Joint Professional Bodies QP Symposium 2024 on 15th May 2024.

Hosted by the Royal Pharmaceutical Society, Royal Society of Biology and Royal Society of Chemistry, the JPB QP Symposium brings together peers across pharmacy, chemistry and biology. The theme of the symposium will be on “Future Proofing the QP Role” and the event is aimed at eligible QPs and trainee QPs. 

Our Managing Director, Richard Andrews will be presenting on ‘Qualified Persons in an Ever-changing World’  This presentation will highlight and explore the world in which QPs are now required to operate, giving consideration to areas such as product and technological developments, post-COVID practices, global supply chains and expanding regulations and guidance. Insights into the challenges faced by QPs in navigating this complex environment will be presented, along with thoughts on how they can be overcome. Points for trainee and practising QPs to consider in order to ensure they are fulfilling the requirements of their role, as well as their own potential, in an ever-changing world. 

Making Pharmaceuticals Conference 2024

The EPiC Team

Pharma Discovery to Distribution

The EPiC team were pleased to be able to attend the UK’s Making Pharmaceuticals Conference 2024 in Coventry from 23rd to 24th April 2024.

The two-day conference covered topics spanning the entire product lifecycle, from discovery to distribution, and it was a fantastic opportunity to explain and promote our services to the conference attendees as well as meet with many of our current and past clients

EPiC delivered two presentations at the event. Darren Jones presented ‘Annex 1—Current & Future Deficiencies’, which identified areas where the pharmaceutical Industry routinely failed to comply with the previous Annex 1 and looked ahead to predict the potential compliance ‘pitfalls’ within the revised guidance and how to avoid these. 

Lewis Corbett presented on ‘Inspection Readiness’, which covered what being inspection-ready means in practice based on insights from former MHRA Inspectors. It highlighted expectations for PQS documentation, completion of operational activities, and examples of how to leverage output from the PQS to confirm GMDP compliance and prepare for a regulatory inspection.

The conference brought together industry leaders, professionals, and experts to share knowledge, insights, and innovations in the pharmaceutical field. Attending this event was an opportunity to engage in meaningful conversations, learn about developments in the industry, and contribute to ongoing advancements in healthcare.

We’ve already signed up to attend again next year, so be sure to save the date and join us on 29th and 30th April 2025!

EU GMP Inspection Readiness: Path to Success

Following on from the how to prepare for a regulatory inspection advice we shared during our recent virtual symposium, one of EPiC’s GMP consultants has recently returned from helping a client in California with their inspection readiness activities in preparation for the site’s first EU GMP regulatory inspection.

The on-site consultancy support provided the opportunity for the inspection hosts and subject matter experts (SMEs) to gain an appreciation of the EU GMP inspection process style and what to expect. It highlighted general points for all staff as well as some specific Do’s and Don’ts.

Newfound Confidence

The visit provided recommendations for the management of the inspection with respect to hosting, tour, and the ‘back room’ logistics and provided the opportunity to practice the inspection document request system. The facility tour focused on identifying key GMP issues so that the consultant could work with the SMEs to develop recommendations to address any issues and provided an opportunity for the SMEs to practice presenting information to an inspector.

The client reported that our consultant had been “an amazing asset by highlighting some gaps, conveyed the likely criticality of those gaps, and provided recommendations on how to address.” The inspection readiness support has given the site a newfound confidence to approach the inspection with a realistic yet positive mindset.

The client reported that “whilst we know we will have some observations, we now feel confident that the site will show well and will be able to demonstrate that we are in a state of control”, which all bodes well for a successful inspection outcome.

Are you Inspection Ready?

Take a look at our recent top-tip article by Michelle Yeomans focusing on Inspection Readiness to help you stay calm and be prepared!

Get in touch if you want to know more about our mock inspections or bespoke inspection readiness training by using our contact form here: Contact Us