Monitoring Tools

Live Monitoring Checklist Templates

Pre-defined templates for monitoring checklists that provide support to compliance officers, internal and external monitors — enabling identification of key risk areas across all commercial activities.

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Checklist Coverage Areas

Comprehensive pre-built templates for every major commercial compliance monitoring activity.

Field Ride-Along Monitoring

Checklists for Sales Representatives, Medical Science Liaisons, Patient Advocacy Specialists, Account Managers, and Managed Care Specialists.

Speaker Programs

Pre-event, event, and post-event checklists covering venue compliance, attendee documentation, per-person spend, and content appropriateness.

Advisory Boards

Needs assessment, FMV documentation, agenda review, and deliverable verification checklists for advisory board activities.

Travel & Expense

T&E audit checklists covering meal receipts, transportation, hotel accommodations, and entertainment expenses against policy.

Medical Education Programs

IME grant monitoring, CME activity compliance, and educational content review checklists.

Social Media & Conferences

Social media promotional compliance monitoring and conference/symposium activity documentation templates.

Digital Checklists in the Compliance Monitoring Platform

These pre-defined templates are available as fully digital, interactive checklists within qordata's Global Compliance Monitoring solution — eliminating paper-based monitoring and enabling real-time documentation.

Monitors complete checklists on any device in the field or virtually. Findings are captured, flagged, and routed through automated remediation workflows immediately.

Customizable Templates: Adapt pre-built templates to your specific policies, therapeutic areas, and risk profile.
Digital Completion: Complete checklists on mobile devices in the field — no paper, no manual data entry.
Automated Finding Escalation: High-risk findings automatically routed to compliance leadership for review.
Audit-Ready Records: Every completed checklist is stored with timestamps, user signatures, and evidence attachments.
Aggregate Analytics: Roll-up analytics across all monitoring activities to identify systemic risk patterns.

Monitoring Activity Types

Field ride-along (all rep types)
Speaker programs (live and virtual)
Advisory boards
Travel and expense reviews
Medical education programs
Social media promotions
Conferences and symposia
HCP assessment activities

Live Monitoring Checklist Templates

Checklist Coverage Areas

Digital Checklists in the Compliance Monitoring Platform

Monitoring Activity Types

Get Access to Our Monitoring Checklist Templates