Governance DocsGovernance Docs
Browse Toolkits

CART

No products in the cart.

Comprehensive EU MDR Toolkit – 68 Medical Device Regulation Templates

EU MDR Toolkit delivers 68 ready-to-use Microsoft Office templates covering Regulation (EU) 2017/745 as consolidated on 19 July 2026 — Annex II and Annex III technical documentation, the GSPR conformity checklist, classification, conformity assessment, clinical evaluation and PMCF, UDI and EUDAMED registration, post-market surveillance, PSUR and vigilance, labelling and the SSCP, and the Article 120 transition. Built for manufacturers who need a regulatory file a notified body can actually review.

$99.00

✓ In stock — instant download after checkout

Instant downloadYour files are available immediately after checkout
Fully editableNative Microsoft Word & Excel templates
30-day money-back guaranteeNot satisfied? Request a refund within 30 days
🔒Secure checkoutEncrypted payment powered by Stripe

Description

About the EU MDR Toolkit

The Medical Device Regulation is not a standard you implement once. It is a live instrument that has been amended eight times, consolidated eight times, and is served by 125 MDCG guidance documents and a harmonised standards list amended roughly twice a year.

That is why most MDR documentation packs are quietly out of date. This one is written against a dated text — Regulation (EU) 2017/745 as consolidated on 19 July 2026 — and every one of its 68 documents says so on its cover.

EUDAMED is not a future project

Under Commission Decision (EU) 2025/2371 and the six-month clock in Article 123(3)(d), four EUDAMED modules became mandatory on 28 May 2026: actor registration, UDI and device registration, notified bodies and certificates, and market surveillance.

Three of those are direct manufacturer obligations, and they are live now. A manufacturer without a Single Registration Number is not preparing for something — Article 31(7) makes registration data publicly accessible, so the gap is visible to customers, competitors and competent authorities at the same time.

The toolkit treats it that way. GDL-MDR-UDI-002 opens by making you establish whether you are registered at all, and frames a “no” as a non-conformity with a remediation plan rather than a project.

Current on the June 2026 delegated acts

Two Commission Delegated Regulations of 20 March 2026 took effect in the July consolidation, and both change what manufacturers have to do:

  • 2026/1359 sets the list of class IIb implantable devices exempted from per-device technical documentation assessment under Article 52(5).
  • 2026/1451 amends the list in Article 61(6)(b) of devices exempted from clinical investigations.

Both are reflected in the conformity assessment and clinical evaluation procedures — and, because such lists move, the toolkit points at one dated supplement rather than freezing a copy in forty documents.

The transition conditions that already closed

Article 120 lets legacy devices continue to 31 December 2027 (class III and most class IIb implantables) or 31 December 2028 (other class IIb, class IIa, class I sterile or measuring).

What is less often said is that the extension was conditional on things that had to happen in 2024: a quality management system meeting Article 10(9) and a formal notified body application by 26 May 2024, and a signed written agreement by 26 September 2024. Those dates have passed. If a condition was missed, the extension never applied to that device.

The toolkit’s transition tracker takes evidence references, not a Yes for each of the five conditions, and it carries a worked example of a device whose application cannot be evidenced — position, escalation, supply suspended. It also covers Article 120(3d), which applies MDR post-market surveillance, vigilance and registration to legacy devices *today*.

Correct on what is not harmonised

IEC 62304, IEC 62366-1 and EN ISO 20417 are described as harmonised under the MDR in a great deal of commercial material. Checked against the European Commission’s own summary list generated 17 June 2026, none of them is.

Applying them is still the right engineering decision — they are the state of the art and notified bodies expect them. What they do not give is a presumption of conformity, so conformity with the corresponding Annex I requirements has to be demonstrated directly. The toolkit gives you the correct form of words to use in a technical file instead of the wrong one, and a standards register whose primary column is whether a presumption is actually available.

What is included in the EU MDR Toolkit

68 documents — 53 Microsoft Word and 15 Microsoft Excel — across twelve sections, from the compliance policy through to the notified body evidence pack.

The Word documents carry a table of contents, document control fields, a definitions table, a roles table, a records table with Article 10(8) retention, and a related documents table. The workbooks carry an instructions sheet, controlled dropdowns, worked example rows, conditional formatting and a validation sheet.

Written once, or written per device

The Regulation requires technical documentation per device. It also requires systems and procedures that run across the organisation. The toolkit separates the two and the register records which each document is: 26 organisation documents and 42 per-device documents.

That distinction matters more here than in a quality standard. A single portfolio-wide GSPR checklist is the commonest structural error in MDR files, and it makes the checklist evidence for nothing in particular.

Where the EU MDR Toolkit puts its weight

The two heaviest sections are the ones a notified body opens first and a competent authority asks for: technical documentation (8 documents, structured to Annex II’s own six sections with Annex III kept properly separate) and post-market and vigilance (8 documents, with the 2-day, 10-day and 15-day reporting clocks, trend reporting methodology and the field safety notice).

The GSPR conformity checklist ships all 23 Annex I requirements as a controlled list, and insists on the column that actually fails review: a specific evidence reference. “See design file” is not one.

EU MDR Toolkit structure

# Section Documents
01 Programme and Scope 4
02 Economic Operators 6
03 Qualification and Classification 4
04 Safety and Performance 5
05 Technical Documentation 8
06 Clinical Evaluation and PMCF 7
07 Conformity Assessment 5
08 UDI Registration and EUDAMED 6
09 Post-Market and Vigilance 8
10 Labelling and Transparency 4
11 Change and Transition 4
12 Mapping Audit and Evidence 7

List of Documentation Toolkit:

  1. EU MDR Compliance Policy.docx
  2. MDR Scope and Device Portfolio Statement.docx
  3. Toolkit Index and Deployment Guide.docx
  4. Device Portfolio and Certificate Register.xlsx
  5. Manufacturer Obligations Procedure.docx
  6. Person Responsible for Regulatory Compliance Charter.docx
  7. Authorised Representative Mandate Procedure.docx
  8. Importer and Distributor Obligations Procedure.docx
  9. Systems and Procedure Packs Procedure.docx
  10. Economic Operator and Supply Chain Register.xlsx
  11. Device Qualification and Borderline Procedure.docx
  12. Device Classification Procedure.docx
  13. Annex XVI Products Guide.docx
  14. Classification Rationale Record.xlsx
  15. General Safety and Performance Requirements Procedure.docx
  16. GSPR Conformity Checklist.xlsx
  17. Harmonised Standards and Common Specifications Procedure.docx
  18. Substances of Concern Justification.docx
  19. Standards and Common Specifications Register.xlsx
  20. Technical Documentation Procedure.docx
  21. Device Description and Specification Template.docx
  22. Information Supplied by the Manufacturer Compilation.docx
  23. Design and Manufacturing Information Template.docx
  24. Benefit-Risk and Risk Management Summary.docx
  25. Product Verification and Validation Report Template.docx
  26. Technical Documentation on Post-Market Surveillance.docx
  27. Technical Documentation Completeness Matrix.xlsx
  28. Clinical Evaluation Procedure.docx
  29. Clinical Evaluation Plan Template.docx
  30. Clinical Evaluation Report Template.docx
  31. Clinical Investigation Procedure.docx
  32. Post-Market Clinical Follow-up Plan Template.docx
  33. PMCF Evaluation Report Template.docx
  34. Clinical Data and Literature Appraisal Log.xlsx
  35. Conformity Assessment Route Procedure.docx
  36. Notified Body Application and Interaction Procedure.docx
  37. EU Declaration of Conformity Template.docx
  38. CE Marking Procedure.docx
  39. Notified Body and Certificate Log.xlsx
  40. UDI Assignment and Management Procedure.docx
  41. EUDAMED Actor Registration and SRN Procedure.docx
  42. Device Registration and UDI Data Submission Procedure.docx
  43. EUDAMED Data Governance Procedure.docx
  44. Basic UDI-DI and Device Data Register.xlsx
  45. EUDAMED Module Status Log.xlsx
  46. Post-Market Surveillance System Procedure.docx
  47. Post-Market Surveillance Plan Template.docx
  48. Post-Market Surveillance Report Template.docx
  49. Periodic Safety Update Report Template.docx
  50. Vigilance and Serious Incident Reporting Procedure.docx
  51. Trend Reporting Procedure.docx
  52. Field Safety Corrective Action and Notice Procedure.docx
  53. Complaint Incident and FSCA Register.xlsx
  54. Labelling and Instructions for Use Procedure.docx
  55. Label and IFU Content Checklist.xlsx
  56. Summary of Safety and Clinical Performance Template.docx
  57. Language and Translation Control Procedure.docx
  58. Significant Change Assessment Procedure.docx
  59. Legacy Device Transition Plan.docx
  60. Supply Interruption Notification Procedure.docx
  61. Transition Deadline and Condition Tracker.xlsx
  62. MDR to ISO 13485 Cross-Reference Matrix.xlsx
  63. Risk Management Interface Procedure.docx
  64. Regulatory Currency Supplement.docx
  65. MDR Internal Audit Procedure.docx
  66. MDR Internal Audit Checklist.xlsx
  67. Notified Body Audit Evidence Pack.docx
  68. Software Usability and AI Interface Guide.docx

One document holds everything that moves

Consolidation date, the eight amendments, the transition deadlines, the harmonised standards list and its generation date, the MDCG index, the EUDAMED module status and the pending simplification proposal COM(2025) 1023 all live in a single Regulatory Currency Supplement, each entry with a verified-on field and a nine-step re-check procedure against primary sources.

Everything else in the pack defers to it. When the Regulation is next amended you update one document and let it drive the rest, instead of hunting a date through forty procedures and missing one.

Built to sit alongside your quality system and your risk file

The toolkit owns the regulatory file. It does not re-author the quality management system or the risk management file, and it says so.

Article 10(9) requires a quality management system; ISO 13485:2016 is the harmonised route to demonstrating it, and the toolkit includes a cross-reference matrix showing what the standard covers and — the useful column — what the Regulation adds on top. Annex I Section 3 requires a risk management system; EN ISO 14971:2019 is the harmonised standard, and the interface procedure defines what the file must contain for MDR purposes and the eight points where the Regulation goes further than the standard.

If you also need those, our ISO 13485 Toolkit covers the medical device quality management system and our ISO 14971 Toolkit covers the risk management file.

Simply add your organisation’s name, replace the bracketed placeholder values with your own detail, and implement the documented policies and procedures within your operational framework.

Frequently Asked Questions (FAQ)

What is the EU MDR Toolkit?

It is a set of 68 ready-to-edit documentation templates covering Regulation (EU) 2017/745 on medical devices — 53 Word documents and 15 Excel workbooks across twelve sections, from the compliance policy and economic operator obligations through classification, the GSPR checklist, Annex II and Annex III technical documentation, clinical evaluation and PMCF, conformity assessment, UDI and EUDAMED, post-market surveillance and vigilance, labelling and the SSCP, the Article 120 transition, and internal audit.

Which version of the Regulation does it follow?

Regulation (EU) 2017/745 as consolidated on 19 July 2026 (CELEX 02017R0745-20260719). That includes all eight amendments to date, among them Regulation (EU) 2024/1860 which inserted the Article 10a supply-interruption obligation, Regulation (EU) 2025/2457 which added Category 1 endocrine disruptors to Annex I Section 10.4, and the two Commission Delegated Regulations of 20 March 2026. Every document states the consolidation date it was written against.

Does it cover EUDAMED?

Yes, and as a live obligation rather than a forthcoming one. Four modules became mandatory on 28 May 2026 following Commission Decision (EU) 2025/2371. The toolkit covers actor registration and the Single Registration Number, device registration and UDI data submission, EUDAMED data governance and access control, and a module status log that tracks the remaining modules and the six-month clock each will start.

Does it replace ISO 13485 or ISO 14971?

No. Article 10(9) requires a quality management system and Annex I Section 3 requires a risk management system; ISO 13485:2016 and EN ISO 14971:2019 are the harmonised routes to demonstrating both. This toolkit owns the regulatory file and includes bridge documents to each — a cross-reference matrix for the QMS and an interface procedure for the risk file — rather than duplicating them.

Is IEC 62304 harmonised under the MDR?

No. IEC 62304, IEC 62366-1 and EN ISO 20417 do not appear on the Commission’s list of harmonised standards for this Regulation, verified against the summary list generated 17 June 2026. They remain the state of the art and are expected by notified bodies, but no presumption of conformity arises from them. The toolkit explains what to write in a technical file instead, and tracks citation status per standard.

Does it cover the Article 120 transition?

Yes. It covers the 31 December 2027 and 31 December 2028 deadlines, the five Article 120(3c) conditions — including the two whose deadlines passed in 2024 — the significant change test that ends a transition immediately, and Article 120(3d), which applies MDR post-market surveillance, market surveillance, vigilance and registration to legacy devices now.

Does it cover software and AI-enabled devices?

It covers what the Regulation requires of them: Annex VIII Rule 11 classification with all six limbs, Annex I Section 17 on electronic programmable systems demonstrated directly, and a guide to the software, usability and artificial intelligence position including model change control and the interaction with other Union legislation. It is not an IEC 62304 or IEC 62366-1 implementation, and it says where those files belong.

What formats are the documents in?

53 Microsoft Word documents and 15 Microsoft Excel workbooks. The Word documents carry a table of contents, document control fields and a consistent structure; the workbooks include instruction sheets, controlled dropdown lists, worked example rows, conditional formatting and validation checks. Nothing is locked and no password is required.

Do I need a copy of the Regulation as well?

No — and this is the one standard-shaped product where the answer is no. Regulation (EU) 2017/745 is published free of charge on EUR-Lex in all 24 official languages, so the toolkit quotes article and annex numbers directly and you can check any of them in one click. You may still want the harmonised standards themselves, which are sold by the standards bodies.

Find More Products:

Stay Compliance-Ready

Get compliance tips, new toolkit releases, and standard updates in your inbox.

We don’t spam! Read our privacy policy for more info.

Reviews

There are no reviews yet

Add a review
Currently, we are not accepting new reviews