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Across 12 modules • Updated Jul 31, 2026
Author
Sorena AI
Published
May 9, 2026
Updated
Jul 31, 2026
How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

When do changes trigger a new UDI-DI?

A new UDI-DI is required when a change could lead to device misidentification or ambiguity in traceability. MDR Annex VI makes a new UDI-DI mandatory for changes to the name or trade name, device version or model, single-use status, packaged-sterile status, need for sterilisation before use, quantity in a package, or critical warnings or contraindications such as latex or DEHP.

The list does not replace the general misidentification and traceability test. MDCG 2022-7 applies that test to package quantity and substance-based devices. Software has additional Annex VI rules: a modification that changes original performance, safety or intended use, or interpretation of data requires a new UDI-DI, while minor revisions generally require a new UDI-PI.

  • A package quantity change, such as moving from 5 to 10 devices in a package, requires a new UDI-DI for that package because it can create traceability ambiguity.
  • MDCG 2022-7 says a formulation or quantity change, or an additional medical-purpose claim, requires a new UDI-DI for the substance-based device examples it addresses.
  • If a person reprocesses a single-use device under MDR Article 17(2) and becomes its manufacturer, MDCG 2022-7 says the reprocessed device needs a new Basic UDI-DI and UDI. A device reprocessed and used within a health institution under Article 17(3) does not require a new UDI under that guidance; Implementing Regulation (EU) 2020/1207 and national rules still apply.
Citations
MDCG 2022-7 - UDI system Q&A

Non-binding guidance applying UDI-DI change rules to package quantity, substance-based devices, and the two Article 17 reprocessing routes.

Regulation (EU) 2017/745 on medical devices

Current consolidated MDR text for the general UDI-DI change test, listed mandatory triggers, software-specific changes, and minor software revisions; EUR-Lex notes that the consolidated text itself has no legal effect.

How should Basic UDI-DI and UDI-DI be assigned under the EU MDR?

What records should be retained?

MDR Article 27(7) requires the manufacturer to keep an up-to-date list of all assigned UDIs in the technical documentation. The supporting record should also link each identifier to the product facts that justify it: Basic UDI-DI grouping rationale, issuing entity rule, device and packaging level, label or carrier evidence, EUDAMED data, and the change assessment explaining why the identifier stayed the same or changed.

For reprocessing and relabelling situations, keep traceability back to the original device identifier where the guidance or MDR rule calls for it. MDCG 2022-7 says a reprocessor who becomes the manufacturer should keep the original product UDI in technical documentation and the QMS, and MDR Annex VI requires manufacturers that relabel or repackage devices with their own label to retain the original manufacturer's UDI.

  • Retain the Basic UDI-DI grouping rationale, including intended purpose, risk class, and essential design or manufacturing characteristics.
  • Retain UDI-DI records for the device and packaging levels, plus the UDI-PI rules used for lot, serial, software, manufacturing, or expiry data on the label.
  • Retain controlled evidence of EUDAMED submissions, label artwork, UDI carrier scans or proofs, notified-body alignment where relevant, and change assessments for each new or unchanged UDI-DI decision.
  • Periodically verify the correctness of UDI database data for devices still available on the market. Update a database element that does not require a new UDI-DI within 30 days of the change.

How quickly must EUDAMED UDI data be updated?

MDR Annex VI requires the manufacturer to update the relevant UDI database record within 30 days when a data element changes but the change does not require a new UDI-DI. Data for a new UDI-DI must be available when the device is placed on the market. Manufacturers must also periodically verify the correctness of data for devices that remain available on the market.

Does every economic operator have to store every UDI it handles?

No. MDR Article 27(8) requires economic operators to store and keep UDIs for class III implantable devices they supplied or received, and for any additional devices or groups designated by an implementing measure. MDCG 2022-7 says that provision does not generally require storage of all other UDIs, although storing them may support traceability. The supply-chain traceability duties in MDR Article 25 and applicable national rules still apply.

Citations
MDCG 2022-7 - UDI system Q&A

Guidance on retaining the original product UDI for Article 17(2) reprocessing and on when economic operators must store supplied-device UDIs.

Regulation (EU) 2017/745 on medical devices

Current consolidated MDR text for the up-to-date UDI list in technical documentation, original-UDI retention after relabelling or repackaging, periodic data checks, and the 30-day update rule; EUR-Lex notes that the consolidated text itself has no legal effect.

What should an EU MDR PMCF plan and report cover?

What should the PMCF plan cover?

PMCF is a continuous process that updates the clinical evaluation under Article 61 and Annex XIV, Part B. It must be addressed in the manufacturer's PMS plan and performed under a documented PMCF plan.

The technical documentation may instead contain a justification that PMCF is not applicable, but the MDR does not create a blanket class-based exemption. The justification must be specific to the device and its clinical evidence, residual risks, expected lifetime, uncertainties, and post-market questions; where a notified body is involved, its clinical-evaluation assessment covers that non-performance justification.

The plan should identify the device and covered variants, intended purpose, users, patient population, indications, contraindications, warnings, classification, expected lifetime, and the PMCF objectives for that device. It should also reference the clinical evaluation report and risk management file so the post-market clinical questions being followed are clear.

  • Define general methods such as clinical experience review, user feedback, scientific literature screening, and other clinical-data sources.
  • Define specific methods where needed, such as suitable registries, PMCF studies, real-world evidence analyses, healthcare-professional surveys, patient or user surveys, and case-report review.
  • For each activity, state the source of the need, objective, rationale, known limitations, data quality expectations, endpoints or analysis approach, and justified schedule for analysis and reporting.
  • Reference applicable common specifications, harmonised standards used by the manufacturer, and PMCF guidance where they support the plan.

What should an EU MDR PMCF plan and report cover?

The PMCF plan should specify the methods and procedures for proactively collecting and evaluating clinical data from the CE-marked device in use within its intended purpose. It should cover the device scope, PMCF objectives, planned general and specific activities, links to the clinical evaluation report and risk management file, relevant standards or guidance, and a justified schedule for analysis and reporting. PMCF is part of the PMS plan, and the notified body also assesses the manufacturer's procedures and documentation for PMCF, including the justification if PMCF is not performed. The PMCF evaluation report should analyse the PMCF findings and feed the clinical evaluation report, risk management, PMS outputs, and technical documentation.

How does PMCF connect to PMS reports and PSURs?

PMCF is addressed in the PMS plan. For class I devices, the PMS report summarizes analysis of PMS data and related preventive or corrective actions. For class IIa, IIb, and III devices, the PSUR must summarize PMS data and include the main findings of PMCF, conclusions of the benefit-risk determination, sales volume, population using the device, and usage frequency where practicable.

Can a manufacturer decide that PMCF is not applicable?

The MDR allows the technical documentation and PMS plan to contain a justification that PMCF is not applicable instead of a PMCF plan. The justification must address the specific device and explain why the available clinical evidence, residual risks, expected lifetime, and post-market uncertainties do not require proactive post-market clinical data collection. It is not an automatic exemption for class I or established devices, and a notified body reviews the justification where notified-body conformity assessment applies.

Citations
Regulation (EU) 2017/745 on medical devices

Binding MDR source for Article 61, Article 83-86, Annex III, and Annex XIV Part B requirements on clinical evaluation, PMS, PMCF planning, PMCF reports, PSUR content, and technical documentation.

MDCG 2020-7 - PMCF plan template

MDCG template source for PMCF plan sections, device description, PMCF methods and activities, links to the clinical evaluation report and risk management file, equivalent or similar device data, standards or guidance references, and report timing fields.

What should an EU MDR PMCF plan and report cover?

What evidence should be retained?

Keep evidence showing that PMCF was planned, performed, analysed, and used to update the device file. The retained record should let a reviewer trace each PMCF activity from the clinical question or risk being monitored to the data source, method, result, conclusion, and follow-up action.

The PMCF evaluation report becomes part of the clinical evaluation report and technical documentation. PMCF conclusions must be considered in the clinical evaluation and risk management; where PMCF identifies a need for preventive or corrective measures, the manufacturer must implement them.

  • Retain the PMCF plan, revision history, activity table, protocols, search strategies, registry or study summaries, survey instruments, case-review records, and analysis outputs.
  • Retain the PMCF evaluation report with links to the clinical evaluation report, risk management file, PMS plan, PMS report or PSUR where applicable, and any preventive or corrective action records.
  • Keep the rationale for method choice, sample size or data sufficiency, endpoints, comparator or state-of-the-art references, known limitations, missing-data handling, and acceptance criteria where used.
  • If PMCF is considered not applicable or an activity is limited, retain the device-specific justification and evidence showing why the residual clinical questions remain adequately controlled.
Citations
Regulation (EU) 2017/745 on medical devices

Binding MDR source for the requirement that PMCF findings are documented in a PMCF evaluation report, included in the clinical evaluation report and technical documentation, and considered for clinical evaluation, risk management, and preventive or corrective measures.

What should manufacturers do when an EU MDR classification changes?

How should manufacturers assess an MDR class change?

Start with the intended purpose as stated in labels, instructions for use, advertising, clinical documentation, and software release material. MDR classification is based on intended purpose and inherent risk, and Annex VIII applies the strictest applicable rule when more than one rule fits the device.

Treat the reassessment as a conformity-route question. A label update alone is insufficient. Moving from class I self-declaration into class Is, Im, Ir, IIa, IIb, or III can add notified-body involvement; moving between higher classes can change the depth of technical documentation, clinical evaluation, certificate scope, and surveillance expectations.

Keep classification and legacy-device significant-change decisions separate. A corrected or newly interpreted class does not by itself answer whether a design or intended-purpose change is significant under Article 120, and a non-significant legacy change does not validate the existing class. Record both analyses when both issues arise.

For software, reassess the medical purpose, the information the software provides, the clinical decision it supports, the user population and setting, and whether the software drives or influences another device. A change in algorithm, output, indication, user group, integration, or risk-control logic can change the Annex VIII analysis.

  • Re-map the product against Annex VIII using the current intended purpose, device characteristics, duration, invasiveness, active-device status, substance or medicinal components, and software functions.
  • For Rule 11 software, document the decision or physiological process supported, the worst reasonably foreseeable harm from a wrong output, whether deterioration could be serious or irreversible, whether intervention could be surgical, and whether a monitored vital-parameter variation could create immediate danger.
  • Compare the new class with the existing declaration, notified-body certificate, Basic UDI-DI/device registration data, technical documentation, clinical evaluation, PMS/PMCF plans, labels, and instructions for use.
  • If the device is a legacy device relying on MDR transitional provisions, assess whether the change is a significant change in design or intended purpose; significant changes can prevent continued reliance on the legacy route.
  • Ask the notified body before implementation when the existing certificate, approved type, technical-documentation assessment, or surveillance arrangement may be affected.
  • Do not publish new claims, indications, target populations, software outputs, or system/procedure-pack combinations until the classification rationale and conformity route have been updated.

What should manufacturers do when an EU MDR device may be in the wrong class?

Re-run classification from the current intended purpose and Annex VIII rules before relying on old evidence. Check whether the corrected class affects software qualification, the conformity assessment route, notified-body involvement, certificate scope, technical documentation, clinical evidence, PMS/PMCF plans, UDI/device registration data, labels, and instructions for use. If a legacy device also changed in design or intended purpose, run the separate Article 120 significant-change assessment.

What evidence should support an EU MDR class-change decision?

Keep a dated classification rationale showing the intended purpose reviewed, Annex VIII rules considered, the strictest applicable rule, software or accessory analysis, old and new conformity route, notified-body correspondence, certificate or declaration impact, updated technical-documentation references, clinical/PMS changes, label or IFU changes, approver, and trigger for the next review.

Citations
What should manufacturers do when an EU MDR classification changes?

What evidence should be retained for an MDR class-change review?

The evidence file should let a reviewer see why the old class is still valid or why the device needs a new conformity route. Keep the classification rationale with the technical documentation rather than as a separate project note.

Where a notified body is involved, retain the submission, questions, decisions, certificate supplement or new-certificate path, and any surveillance-transfer or transitional-provision correspondence. Where the conclusion is that no class change occurred, retain the classification analysis and the device facts that kept the same Annex VIII rule and class. If a separate Article 120 review concludes that a legacy-device change is not significant, retain that assessment separately.

  • Intended-purpose evidence: current IFU, label, website and sales claims, clinical claims, target population, user setting, contraindications, and any planned claim changes.
  • Rule evidence: Annex VIII rule mapping, rule conflicts resolved by the highest applicable class, software Rule 11 analysis, accessory or system/procedure-pack analysis, and rationale for exclusions.
  • Route evidence: old and new conformity route, notified-body role, certificate/declaration status, Basic UDI-DI or device-registration impact, and affected technical-documentation sections.
  • Change evidence: design, material, sterilisation, software, algorithm, data model, cybersecurity, integration, manufacturing, supplier, or intended-use changes reviewed for significance.
  • Approval evidence: regulatory owner, quality approval, notified-body correspondence, open conditions, implementation hold/release decision, and post-market monitoring trigger.
Citations
When can clinical equivalence be used under the EU MDR?

When clinical equivalence can support an MDR clinical evaluation

The MDR allows a clinical evaluation to rely on clinical data for another device only where equivalence to the device under evaluation can be demonstrated. The manufacturer must still plan, continuously conduct, and document the clinical evaluation in a clinical evaluation report.

The equivalence argument has to cover technical, biological, and clinical characteristics. The comparison should identify differences, explain why they are not clinically significant for safety or clinical performance, and point to the underlying data rather than relying on a shared product category or broad similarity claim.

  • Technical: compare design, conditions of use, specifications and properties, deployment methods, principles of operation, critical performance requirements, and software algorithms where relevant.
  • Biological: compare the same materials or substances in contact with the same tissues or body fluids, including kind and duration of contact and release characteristics such as degradation products and leachables.
  • Clinical: compare the same clinical condition or purpose, site in the body, similar population, same kind of user, and relevant critical performance for the expected clinical effect.
  • Access: retain evidence that the manufacturer has sufficient access to the equivalent-device data needed to justify the equivalence claim.

When can clinical equivalence be used under the EU Medical Device Regulation?

Clinical equivalence can be used when the manufacturer demonstrates equivalence across the MDR technical, biological, and clinical characteristics, gives a proper scientific justification that differences are not clinically significant for safety or clinical performance, and has sufficient access to the equivalent-device data needed to justify the claim. If those conditions are not met, the manufacturer should not use equivalence as clinical evidence for conformity assessment.

Does equivalence replace the MDR clinical evaluation or PMCF?

No. Equivalence may allow clinical data from another device to enter the clinical evaluation, but the manufacturer must still conduct and document the clinical evaluation. The manufacturer must address PMCF in the post-market surveillance plan or justify why PMCF is not applicable; where PMCF is performed, it is a continuous process that updates the clinical evaluation.

Citations
Regulation (EU) 2017/745 on medical devices

Annex XIV supports the three equivalence characteristics, scientific-justification requirement, data-access requirement, clinical evaluation report, PMCF, and technical-documentation evidence.

MDCG 2020-5 - Clinical Evaluation - Equivalence

MDCG 2020-5 explains how manufacturers and notified bodies should demonstrate equivalence under the MDR, including comparison tables, data access, class III and implantable-device limits, and use of similar-device data.

When can clinical equivalence be used under the EU MDR?

Class III and implantable-device limits

For implantable devices and class III devices, clinical investigations are generally required. The same-manufacturer modification route in Article 61(4) applies only when the manufacturer demonstrates equivalence to its already marketed device, the notified body endorses that demonstration, the marketed device's clinical evaluation is sufficient for the modified device, and the notified body confirms that the PMCF plan is appropriate and includes post-market studies.

Where a manufacturer of an implantable or class III device claims equivalence to a device from another manufacturer, MDCG 2020-5 identifies the MDR contract requirement: the manufacturer needs full access to the technical documentation on an ongoing basis. The guidance also notes that this means relying on a device certified only under the old directives will not be possible for that route.

  • Do not use a competitor equivalence claim for a class III or implantable device unless the access-to-technical-documentation requirement is actually met.
  • For high-risk devices, check whether the claim is based on a same-manufacturer modification or another manufacturer's device, because the access conditions differ and both routes retain the other Article 61(4) safeguards.
  • For devices other than implantable and class III devices, still document sufficient access to the data used for the equivalence claim.
Citations
MDCG 2020-5 - Clinical Evaluation - Equivalence

The guidance gives the class III and implantable-device limits for equivalence, including same-manufacturer modification and full ongoing technical-documentation access for another manufacturer's device.

When can clinical equivalence be used under the EU MDR?

How equivalence connects to PMCF

Equivalence evidence should remain connected to the clinical evaluation and the PMCF plan or justification why PMCF is not applicable. MDR Annex XIV treats PMCF as the continuous process that updates the clinical evaluation, confirms safety and performance over the device lifetime, checks the benefit-risk ratio, and detects emerging risks on factual evidence.

Equivalent or similar devices may also matter after market entry, but not as a substitute for data on the device under evaluation. PMCF should identify which equivalent or similar-device data will be monitored, why it is relevant, and how new findings will update the clinical evaluation, risk management, or corrective actions.

  • Link the equivalence table to the clinical evaluation report and the PMCF plan or justification why PMCF is not applicable.
  • Keep PMCF objectives specific to the device's intended purpose, clinical claims, known risks, and evidence gaps.
  • Use similar-device data for state of the art, risk signals, outcome parameters, PMCF design, or clinical-investigation design when equivalence cannot be demonstrated.
Citations
When can clinical equivalence be used under the EU MDR?

Evidence to retain

Retain a reviewer-ready record showing which device was assessed, which presumed equivalent device was used, what data were available, and why the manufacturer concluded that the MDR equivalence criteria were met. The record should sit with the clinical evaluation report and technical documentation, not in an informal rationale detached from the conformity-assessment file.

Use a structured equivalence table with device-by-device comparisons, data references, identified differences, scientific justifications, and conclusions on whether any difference is clinically significant.

  • Device identity, intended purpose, clinical condition, target population, user type, site in the body, and relevant critical performance claims.
  • Technical comparison for design, conditions of use, specifications, software algorithms, deployment methods, principles of operation, and critical performance requirements.
  • Biological comparison for materials or substances, body contact, contact duration, release characteristics, degradation products, and leachables.
  • Evidence of access to equivalent-device data, including technical documentation access where the MDR route requires it.
  • Clinical evaluation report, PMCF plan and PMCF evaluation reports or justification why PMCF is not applicable, favourable and unfavourable clinical data considered, and any risk-management or corrective-action updates.
Citations
Regulation (EU) 2017/745 on medical devices

The MDR requires the clinical evaluation results, clinical evidence, favourable and unfavourable data, PMCF outputs, and supporting documentation to be documented in the clinical evaluation report and technical documentation.

When do software or products make medical purpose claims under the EU MDR?

When does a claim create MDR medical-device scope?

A product, including software, is within the MDR device definition when the manufacturer intends it to be used for one or more MDR medical purposes for human beings. Core medical-purpose language includes diagnosis, prevention, monitoring, prediction, prognosis, treatment, or alleviation of disease, injury, or disability; investigation, replacement, or modification of anatomy or a physiological or pathological process or state; and certain in vitro information uses.

Do not use the MDR reference to in vitro examination as a shortcut for an IVD decision. Regulation (EU) 2017/746 is the principal framework for in vitro diagnostic medical devices, while this page addresses qualification under the MDR. A product that examines human specimens needs a separate MDR/IVDR scope analysis based on its intended purpose and the applicable definitions.

The MDR does not limit intended purpose to a single formal statement. It is read from data supplied by the manufacturer on the label, instructions for use, promotional or sales materials or statements, and as specified in the clinical evaluation. Advertising and product claims also matter because Article 7 prohibits claims that mislead users or patients about intended purpose, safety, or performance.

  • Treat phrases such as diagnose, predict, monitor, treat, triage, detect, screen, clinical decision support, therapy recommendation, or patient-specific risk score as MDR qualification triggers to assess, not as copy-only choices.
  • Review the live claim set across packaging, app-store text, website pages, sales decks, manuals, onboarding screens, demo scripts, support articles, and clinical evaluation material.
  • If the intended use changes from wellness, administration, or information transfer into patient-specific medical information or device control, reopen the qualification and classification rationale.

When do software or products make medical purpose claims under the EU MDR?

They make MDR-relevant medical purpose claims when the manufacturer presents the product or software as being intended for an MDR medical purpose for human beings, such as diagnosis, prevention, monitoring, prediction, prognosis, treatment, or alleviation. Check the intended purpose evidence in labels, instructions for use, promotional and sales materials, statements, and clinical evaluation, not only the product team's internal label.

Can marketing copy affect the intended purpose analysis?

Yes. The MDR definition of intended purpose includes promotional and sales materials or statements, and Article 7 addresses misleading claims in labelling, instructions, making available, putting into service, and advertising. Keep screenshots or controlled copies of public claims and sales materials with the qualification rationale.

Citations
When do software or products make medical purpose claims under the EU MDR?

How should software and borderline functions be handled?

MDCG software guidance says software must have a medical purpose on its own to qualify as medical device software, unless it is an accessory, an Annex XVI product, or software that drives or influences a medical device. The location of the software, such as cloud, mobile, computer, or a hardware device, does not determine qualification.

The practical split is the function and intended purpose. General administration, invoicing, staff planning, storage, archival, communication, simple search, or population-only analytics are not enough by themselves. Software that processes, analyses, creates, or modifies medical information for an individual patient and for a medical intended purpose can qualify as medical device software.

  • Keep a module-level map for mixed products: separate administrative, communication, display, control, and patient-specific analysis functions.
  • For software that drives or influences a hardware device, document whether it operates, controls, modifies, or supplies output related to the device's functioning.
  • For patient-specific outputs, record the input data, algorithmic action, output, intended user, medical purpose, and whether the output treats, diagnoses, drives, or informs clinical management.

Is software automatically outside the MDR if it only runs in the cloud or on a phone?

No. MDCG guidance says software may qualify regardless of location, including cloud, computer, mobile phone, or additional functionality on hardware. Qualification depends on intended purpose and function, especially whether it creates or modifies patient-specific medical information or drives or influences a device.

Are hospital workflow or analytics tools medical device software?

Not merely because they are used in healthcare. MDCG guidance distinguishes non-medical administration, storage, communication, simple search, population analytics, and generic pathways from software that performs patient-specific medical analysis or supports diagnosis, therapy, monitoring, or other MDR medical purposes.

Citations
When do software or products make medical purpose claims under the EU MDR?

How does Annex XVI differ from a medical purpose claim?

Annex XVI is the MDR route for listed groups of products without an intended medical purpose, such as certain contact lenses, invasive anatomy-modification products, dermal fillers, adipose-tissue reduction equipment, high-intensity electromagnetic radiation equipment for skin treatment, and brain-stimulation equipment. That is different from saying a product has no MDR relevance.

The contrast matters: a product with both medical and non-medical intended purposes must satisfy both sets of applicable requirements. Do not use Annex XVI language to neutralize medical claims if the same product materials also claim diagnosis, treatment, monitoring, or another MDR medical purpose.

  • Identify whether the product is listed in Annex XVI and whether the claim set is limited to a non-medical purpose.
  • Check for mixed positioning, such as aesthetic promotion alongside therapeutic, diagnostic, or clinical-performance claims.
  • If both medical and non-medical purposes are claimed, preserve both analyses instead of forcing the product into a single bucket.

Does no medical purpose mean no MDR analysis?

No. Annex XVI brings specific listed products without an intended medical purpose into the MDR framework through common specifications. The key questions are whether the product is in an Annex XVI group, whether any medical purpose is also claimed, and whether the claim evidence supports a medical, non-medical, or mixed intended purpose.

Citations
When do software or products make medical purpose claims under the EU MDR?

What evidence should be retained?

Keep the qualification record with the technical documentation or equivalent product-compliance file. MDR Annex II expects a product description including intended purpose and users, medical conditions to be diagnosed, treated or monitored where relevant, qualification rationale, classification rationale, labels, instructions for use, and user-facing specifications such as brochures or catalogues.

The evidence should let a reviewer reconstruct the decision without interviews. Keep the source rule, the claim inventory, the software or product function map, the intended-user and patient-population analysis, screenshots or controlled copies of claims, clinical-evaluation linkage where applicable, approvals, unresolved assumptions, and triggers for review after claim, feature, indication, user, output, or market changes.

  • Preserve the dated claim inventory and identify which claim text maps to each medical-purpose criterion.
  • Attach the labels, instructions for use, website and app-store copy, sales materials, release notes, and clinical evaluation excerpts reviewed.
  • For software, keep version, module, input, processing action, output, intended user, patient-specific benefit, and device-control or device-influence evidence.
  • Record the final qualification conclusion, classification follow-up if in scope, reviewer approvals, and the change triggers that reopen the analysis.
Citations
When is a PSUR required under the EU MDR and what should it contain?

When a PSUR is required

Prepare a PSUR when the device is class IIa, class IIb, or class III. MDR Article 86 applies the duty to each device and, where relevant, to each category or group of devices.

Class IIb and class III PSURs must be updated at least annually. Class IIa PSURs must be updated when necessary and at least every two years. Except for custom-made devices, the PSUR is part of the technical documentation under Annexes II and III; for custom-made devices, it belongs with the Annex XIII documentation.

Article 86 requires electronic submission for class III and implantable devices through the Article 92 system, but the EUDAMED Vigilance/PMS module is still in development as of 24 July 2026. Until it becomes mandatory and available, manufacturers should follow the current notified-body and competent-authority arrangements rather than claim that an EUDAMED PSUR upload has been completed.

  • Class I: prepare the Article 85 post-market surveillance report, not an Article 86 PSUR.
  • Class IIa: PSUR required, update when necessary and at least every two years.
  • Class IIb and class III: PSUR required, update at least annually.
  • Class III and implantable devices: prepare the PSUR for the Article 86(2) route and follow the current notified-body and competent-authority process until the EUDAMED Vigilance/PMS module becomes available.
  • Other PSUR devices: make the PSUR available to the notified body involved in conformity assessment and, on request, to competent authorities.

When is a PSUR required under the EU MDR?

A PSUR is required for class IIa, class IIb, and class III devices. Class IIb and class III PSURs are updated at least annually; class IIa PSURs are updated when necessary and at least every two years. Class I devices instead have the Article 85 post-market surveillance report.

Who receives the PSUR under MDR Article 86?

Article 86(2) assigns class III and implantable-device PSURs to the Article 92 electronic system for notified-body review and evaluation. The Commission currently lists the EUDAMED Vigilance/PMS module as in development, so manufacturers must use the current notified-body and competent-authority arrangements until that module becomes mandatory and available. For other PSUR devices, the manufacturer makes the PSUR available to the notified body and, on request, to competent authorities.

Citations
Regulation (EU) 2017/745 on medical devices

MDR Articles 85 and 86 distinguish class I PMS reports from PSURs for class IIa, IIb, and III devices and state the update cadence, technical-documentation placement, and notified-body handling.

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