Management Reviews

The Management Reviews module supports the ISO 9001 requirement for top management to review the QMS at planned intervals.

Management review list with dates, chair, and frequency

Sidebar location: Compliance > Management Reviews

Review List

A data table showing all management reviews with columns for title, review date, chair, frequency, participant count, and status.

Creating a New Management Review

1. Click "New Review"
2. Fill in the form:

Field	Description	Required
Title	Review meeting title (e.g., "Q1 2026 Management Review")	Yes
Review Date	When the review meeting takes place	Yes
Chair	Job role chairing/facilitating the review	No
Scope	What topics and areas are being reviewed	No
Frequency	How often reviews occur: Monthly, Quarterly, Semi-Annual, or Annual	No
Lookback Months	How far back to pull data for review inputs (default: 3 months)	No
Next Review Date	When the next review is scheduled	No

3. Click "Create" to save

Management Review Detail Page

Tab	Content
Overview	Review details, scope, frequency, and schedule
Inputs	Auto-populated data from other modules for the review period: audit results, customer feedback, KPI performance, NCR summaries, supplier performance, process performance, previous review actions. Data is pulled based on the lookback period.
Decisions	Record management decisions and action items. Each decision includes a description, responsible person, and due date.
Participants	List of attendees with their roles
Agenda	Meeting agenda and scope
Audit Trail	Complete change history

ISO 9001 Reference

Clause 9.3 requires management reviews to consider: audit results, customer feedback, process/product conformity, corrective actions, follow-up from previous reviews, changes that could affect the QMS, and improvement opportunities.