Management Reviews

What. The cyclic IMS management review meeting where leadership looks at audits, CAPAs, risks, KPIs, and decides on continuing improvement. Where. /management-reviews.

Lifecycle

Draft → Scheduled → In Progress → Completed
                                  ↘ Cancelled
            ↺ Reopen (from Completed)

1. Schedule a review

  1. Side nav → Management Reviews → Create Review.
  2. Fill Title (e.g. Q2 2026 Management Review), Description.
  3. Pick Review Date + optional Next Review Date.
  4. Optional: Location, Duration (min).
  5. Add Attendees (people, can be users in the org or external).
  6. Save → status starts as Draft.

In the detail page, click Schedule in the top bar to flip Draft → Scheduled. (Use this when invitations are sent.)

2. Run the review

  1. Click Start in the top bar to flip Scheduled → In Progress.
  2. The four tabs in detail are:
    • Overview - title, dates, summary, minutes (free text).
    • Attendees - Add Attendee button + list with present/absent.
    • Decisions - record each decision the meeting makes.
    • Actions - action items the meeting commits to (later linked to CAPAs).

Edit the Overview tab to fill in Summary and Minutes during the meeting.

3. Finalize

When the meeting wraps up, click Finalize to flip status to Completed.

Read-only after Finalize. Per the task #90 finalization workflow, Completed management reviews go read-only. To edit, click Reopen (admin only) - that flips status back to In Progress.

Why management reviews matter

A management review is the upstream funnel for CAPAs and risk register updates. Many ISO standards require an annual management review with specific inputs (audit results, customer feedback, NCs, status of preventive actions, etc.). The minutes and decisions you record here become the auditable trail that the IMS works.

Test it

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