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EU MDR · Article 22 · Systems and procedure packs

When is a medical kit a procedure pack—and when is it a new device?

A compliant Article 22 pack does not receive an additional CE mark. It does require a documented compatibility decision, a producer statement, its own UDI and controlled release.

Change one boundary condition—include a non-CE-marked device, create an incompatible combination or sterilise outside a manufacturer’s instructions—and the combination becomes a device in its own right. This guide shows where that boundary lies and what to prepare on each side.

Updated 30 December 2024 16-minute guide Includes release checklist
Identify the correct route ↓
ARTICLE 22 BOUNDARYCOMBINE · VERIFY · CONTROL
THE KEY TEST

Stay
inside

CE-marked parts
Compatible use
Manufacturer limits

  1. 01

    Purpose

    One medical objective

  2. 02

    Components

    Eligible products

  3. 03

    Compatibility

    Verified combination

  4. 04

    Statement

    Article 22 evidence

  5. 05

    Identity

    UDI and registration

BREAK THE CONDITIONS

The entire combination follows the device-manufacturer route

The direct answer

Article 22 is a controlled assembly route—not a shortcut around conformity assessment

You may place a combination on the market under Article 22 when every regulated component is eligible, the combination remains within the original manufacturers’ intended purposes and instructions, and the producer can prove compatibility and control.

ARTICLE 22(1) ROUTE

The combination remains a system or procedure pack

  • Medical devices bear the required CE marking
  • Any IVD bears the required CE marking under the IVDR
  • Other products comply with their own applicable legislation
  • Every component is used within its intended purpose and limits
  • Mutual compatibility is verified and documented
ARTICLE 22(4) ROUTE

The combination becomes a device in its own right

  • A device lacks the required CE marking
  • The chosen combination conflicts with an original intended purpose
  • A limit or instruction must be exceeded or changed
  • Sterilisation does not follow the manufacturer’s instructions
  • The responsible person assumes full manufacturer obligations
DO NOT DECIDE FROM THE BOX

A commercial “kit” is not automatically an MDR procedure pack. Start with who defines the combined medical purpose, whether the products are placed on the market as one combination, and whether the claimed use remains inside every component manufacturer’s documented limits.

System, procedure pack or ordinary supply

Define what you place on the market before applying Article 22

The labels “system” and “procedure pack” describe combinations with a specific medical purpose. Products simply delivered together for convenience do not necessarily create an Article 22 product.

PROCEDURE PACK

Packaged together

One market presentation

Specific purpose

Intended for one medical procedure or objective

SYSTEM

Together or separate

Components need not share one package

Combined function

Interconnected or combined for one medical purpose

MDCG 2018-3 gives first-aid kits, orthodontic procedure packs and skin-traction kits as procedure-pack examples, and an X-ray system as a system example.

ORDINARY DISTRIBUTION

One shipment is not enough to create a procedure pack

A supplier may deliver several CE-marked devices together at a hospital’s request without placing the entire selection on the market as one combination for a specific medical purpose.

  • The customer chooses the separate products
  • The supplier does not market one combined configuration
  • No combined intended purpose is assigned by the supplier
  • Products remain separately identified and supplied
  • Importer or distributor obligations still apply as relevant
ASK 01

What is the combined medical purpose?

Write one precise sentence. If the combination has no supplier-defined medical purpose, Article 22 may not be the correct starting point.

ASK 02

Who fixes the configuration?

Identify who selects the components, approves substitutions, packages or identifies the combination and places it on the market.

ASK 03

What claim exists only at combination level?

Check catalogues, labels, instructions, tenders and sales statements. A combined claim can establish the intended use even if no document is titled “intended purpose.”

Choose the route from the facts

Four routes that look similar on a purchase order

Select the scenario that matches the marketed configuration. The result changes the statement, Notified Body involvement, CE marking and the legal role of the responsible person.

ROUTE 01 · NOT AN ARTICLE 22 PRODUCT

Several products are supplied, but not placed on the market as one medical combination

  • Typical fact

    A customer requests sterile tweezers, a sterile needle and gloves in one shipment, while each remains a separate product.

  • Legal role

    The operator acts as importer or distributor as applicable, rather than as a system or procedure pack producer for that selection.

  • Required action

    Keep the products separate in commercial claims and fulfil the relevant Article 13 or 14 supply-chain duties.

The evidence behind the statement

“Compatible” needs a component-by-component record

The Article 22 statement is the conclusion. The working file must show how the producer reached it, controlled the pack and verified that the released configuration matches the approved one.

Decision
Check
Keep as evidence
Release trigger
01

Component eligibility

Identity, CE status, applicable legislation and current market status
Approved component list, declarations, certificates where applicable, labels and supplier verification
No unapproved or obsolete component enters the pack
02

Intended-purpose fit

Each component use matches its label, IFU, indications, users and limitations
Compatibility matrix with cited manufacturer documents and reviewed versions
No new combined claim exceeds a component’s authorised use
03

Technical compatibility

Connections, dimensions, materials, energy, software, environment and sequence of use
Engineering assessment, test protocol and report, rationale and resolved deviations
Acceptance criteria pass for the exact marketed configuration
04

Packaging and transport

Protection, mix-up prevention, shelf life, transport and access to instructions
Packaging specification, validation or verification, artwork and distribution challenge where needed
Pack remains identifiable, complete and safe through delivery
05

Assembly control

Incoming status, line clearance, quantities, lot traceability and final inspection
Work instruction, training, batch record, nonconformity control and release authorization
Released pack matches the approved bill of materials and labelling
06

Change control

Supplier, device, IFU, certificate, design, packaging, UDI and sterilisation changes
Change notification agreement, impact assessment, revalidation and identifier decision
No substitution occurs before regulatory and technical approval
ARTICLE 22(2) STATEMENT

Three declarations must be supportable

Do not copy the legal wording into a signed page until the records behind each declaration are complete.

  1. 01

    Compatibility verified

    Components were assessed together in accordance with their manufacturers’ instructions.

  2. 02

    Instructions followed

    The producer’s combining activities stayed inside those instructions and limitations.

  3. 03

    Information supplied

    Packaging and user information incorporate relevant information from every component.

  4. 04

    Controls applied

    Internal monitoring, verification and validation govern the combining activity.

  5. 05

    Configuration fixed

    Bill of materials, variants and approved substitutions are unambiguous.

  6. 06

    Release recorded

    Each batch or serialised system links components, labels, checks and release authority.

  7. 07

    Changes assessed

    New components, claims or processes reopen the Article 22 boundary decision.

  8. 08

    Records retained

    The longest Article 10(8) period among the combined devices determines retention.

Sterile systems and procedure packs

A limited Notified Body scope still requires a complete sterile process

Article 22(3) limits conformity assessment to the aspects securing sterility until opening or damage. It does not reduce sterilisation to a certificate purchase or permit departure from component instructions.

01FEASIBILITY

Check every component

Confirm that the selected modality, exposure limits, packaging and reprocessing conditions are permitted for each product.

Stop if the instructions conflict
02ROUTE

Select Annex IX or XI Part A

Engage an MDR-designated Notified Body for the aspects relating to sterility and define the assessment scope.

Before commercial release
03VALIDATION

Validate the process

Establish load configuration, bioburden or applicable inputs, cycle parameters, residuals where relevant and acceptance criteria.

Use the final marketed configuration
04STERILE BARRIER

Protect sterility to use

Validate sealing, integrity, ageing, transport and handling so sterility is maintained until the package is opened or damaged.

Link shelf life to evidence
05ROUTINE CONTROL

Control every released lot

Define monitoring, release parameters, deviations, reprocessing limits, subcontractor records and traceability.

Certificate alone is insufficient
06STATEMENT

Declare conformity to instructions

Draw up the Article 22(3) sterilisation statement and retain the supporting process and packaging records.

Sign after evidence is complete
THE HARD BOUNDARY

Sterilising outside a component manufacturer’s instructions activates Article 22(4)

The combination then becomes a device in its own right. The producer assumes manufacturer obligations for the whole product and must justify the device, its classification, evidence, risk controls, technical documentation and applicable Article 52 conformity assessment.

Identity, label and market records

The pack has its own identity without an additional CE mark

Article 22 separates the CE status of the components from the identity of the marketed combination. The producer must make the entire pack traceable and give the user the information needed to use every component safely.

01CE MARKING

No additional CE mark

A compliant Article 22(1) system or procedure pack does not bear another CE mark at combination level. Do not present the producer as the manufacturer of the CE-marked components.

VERIFY

Artwork clearly distinguishes component CE markings from the producer’s own identity

02PRODUCER

Name and contact address

The system or procedure pack bears the name, registered trade name or trademark of the Article 22 producer and an address at which that person can be contacted.

VERIFY

The responsible legal entity and location are consistent across label and registration

03USER INFORMATION

Relevant information travels with the pack

Supply the Annex I Section 23 information that applies and incorporate relevant instructions, warnings, storage limits and expiry information from the combined products.

VERIFY

No component instruction is hidden, contradicted or made unusable by repackaging

04UDI

Own Basic UDI-DI and UDI

The combination receives identifiers distinct from the component UDIs. The UDI carrier is generally on the outside, or remains readable and scannable through transparent packaging.

VERIFY

Issuing-entity rules, production identifiers and change triggers are documented

05EUDAMED

Actor and product registration

The producer registers as an actor and registers the system or procedure pack. The Actor and UDI/Devices modules have been mandatory since 28 May 2026.

VERIFY

SRN, actor data, Basic UDI-DI and device data match the marketed product

RETENTION RULE

Keep the longest period

  1. A

    Review every component’s Article 10(8) period

  2. B

    Apply the longest period to the Article 22 statement

  3. C

    Preserve traceability and readable controlled records

RELEASE FILE

Keep one controlled index for the marketed configuration

  • Combined intended purpose and route rationale
  • Approved bill of materials and component versions
  • CE and supplier verification records
  • Compatibility matrix and test evidence
  • Packaging and sterilisation validation where applicable
  • Article 22 statements and approvals
  • Labels, instructions, Basic UDI-DI and UDI rules
  • Batch traceability, release and change records

A release sequence that exposes boundary problems early

Seven gates from commercial concept to market release

Do not wait for final artwork to discover that a component’s intended purpose, sterilisation limitation or supply status makes the proposed pack impossible under Article 22(1).

  1. GATE 01
    MARKETED PRODUCT

    Define the combination and its medical purpose

    Fix the pack or system, user, patient, procedure, claims, variants and whether the components are supplied together or intended to be interconnected.

    PASS WHEN

    The exact combination being placed on the market is unambiguous.

  2. GATE 02
    REGULATORY BOUNDARY

    Approve the Article 22 route

    Distinguish ordinary distribution, Article 22(1), sterile Article 22(3) and device-in-its-own-right Article 22(4).

    PASS WHEN

    The written rationale addresses every Article 22 condition and contrary fact.

  3. GATE 03
    COMPONENT BASELINE

    Approve each product and supplier

    Verify identity, CE status, declarations, certificates where applicable, instructions, versions, supply-chain role and change-notification arrangements.

    PASS WHEN

    Only approved components can enter purchasing and assembly.

  4. GATE 04
    COMPATIBILITY

    Test the combination against intended use

    Assess clinical-use sequence, physical and technical interfaces, materials, software, environment, packaging, transport and sterilisation effects.

    PASS WHEN

    Objective evidence shows the combination works without exceeding manufacturer limits.

  5. GATE 05
    CONTROLLED PRODUCTION

    Validate and implement assembly controls

    Establish incoming checks, line clearance, bill of materials, work instructions, training, traceability, nonconformity and final release.

    PASS WHEN

    A completed production record reconstructs every released pack or system.

  6. GATE 06
    IDENTITY AND STATEMENT

    Complete labelling, UDI, EUDAMED and declarations

    Finalise user information, producer details, identifiers, registration and Article 22(2) and, where relevant, 22(3) statements.

    PASS WHEN

    Market data, artwork, product records and statements describe the same configuration.

  7. GATE 07
    MARKET CONTROL

    Monitor components, complaints and changes

    Forward complaints and safety information, maintain traceability, control substitutions and reassess the route when claims, components or processes change.

    PASS WHEN

    Each signal has an owner, deadline and documented impact on affected combinations.

Common Article 22 failures

Six mistakes that move the product across the regulatory boundary

Most failures are not caused by missing legal wording. They arise because the commercial configuration, component evidence and production records no longer match.

01

Calling every bundle a procedure pack

First determine whether the supplier actually places one combination on the market for a specific medical purpose. Convenience shipping alone is not decisive.

02

Checking CE marks but not intended purposes

CE-marked components can still be incompatible. Review indications, contraindications, users, interfaces, environmental limits and required accessories.

03

Adding an unsupported combined claim

A claim made for the pack can exceed what any component manufacturer permits and turn the combination into a device in its own right.

04

Substituting an “equivalent” component informally

A new catalogue item can change compatibility, packaging, sterilisation, UDI data or instructions. Treat every substitution as a controlled change.

05

Using the component UDI for the whole pack

The system or procedure pack needs its own UDI. Component identifiers do not identify the marketed combination.

06

Signing the statement before validation

The statement is a declaration supported by records—not a plan to obtain them later. Complete verification and production controls before release.

Practical questions

Systems and procedure packs under the MDR

Open the question that affects your component list, statement, Notified Body route, labelling or registration.

What is the difference between a system and a procedure pack?+

A procedure pack is a combination of products packaged together and placed on the market for a specific medical purpose. A system is a combination of products, packaged together or not, intended to be interconnected or combined for a specific medical purpose. The regulatory route in Article 22 is substantially the same, but the physical presentation and UDI-carrier placement may differ.

Does an Article 22 system or procedure pack need its own CE mark?+

No additional CE marking is placed on a compliant system or procedure pack assembled under Article 22(1). The individual devices retain their own CE markings. The outer product must identify the system or procedure pack producer and carry the required information and its own UDI. If Article 22(4) applies, the combination is treated as a device in its own right and follows the applicable conformity assessment and CE-marking route.

Can non-medical products be included?+

Yes, but only when those products comply with the legislation applicable to them and are used within a medical procedure or their presence is otherwise justified. Their use must remain compatible with the intended purposes and limits specified by the relevant manufacturers. A convenience item is not automatically justified merely because it fits in the box.

Can a non-CE-marked medical device be included under Article 22(1)?+

No. If a component that should be a medical device does not bear the required CE marking, the Article 22(1) route is unavailable. Under Article 22(4), the combination is treated as a device in its own right and the responsible person assumes manufacturer obligations and must complete the applicable conformity assessment.

Is a Notified Body required for a non-sterile procedure pack?+

Not merely because compliant CE-marked devices are combined under Article 22(1). A Notified Body is required under Article 22(3) when the producer sterilises the system or procedure pack for placing it on the market; its involvement is limited to the aspects that ensure sterility until the sterile packaging is opened or damaged. Full Notified Body involvement may also arise when Article 22(4) makes the combination a device in its own right and its classification requires it.

What must the Article 22 statement contain?+

The producer declares that mutual compatibility was verified in accordance with the component manufacturers’ instructions, that combining activities followed those instructions, that the system or procedure pack was packaged with the relevant information for users, and that combining was controlled through appropriate internal monitoring, verification and validation. A sterilising producer also declares that sterilisation followed the manufacturers’ instructions.

How long must the Article 22 statement be retained?+

It must remain available to competent authorities for the Article 10(8) retention period applicable to the combined devices. If the periods differ, the longest applies. This generally means at least 10 years after the last relevant device was placed on the market and at least 15 years where an implantable device determines the longer period.

Does the system or procedure pack need its own UDI and EUDAMED record?+

Yes. Article 22 systems and procedure packs receive their own Basic UDI-DI and UDI, distinct from the identifiers of their components. The UDI carrier is generally placed on the outside of the pack, or must remain readable or scannable through transparent packaging. Since 28 May 2026, the EUDAMED Actor and UDI/Devices modules are mandatory to use.

Is supplying several devices in one shipment always a procedure pack?+

No. MDCG guidance distinguishes a combination placed on the market for a specific medical purpose from products merely supplied together at a customer’s request. If the supplier neither markets the products as one combination nor intends them to be used together for a specific medical purpose, it may remain ordinary distribution rather than Article 22 production.

Confirm the boundary before release

Need to determine whether your combination fits Article 22?

MDRC can review the intended purpose and component documentation, define the correct route, build the compatibility and statement file, structure sterilisation controls and prepare the UDI, EUDAMED and release requirements.

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