> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/auditors/management-review-application.md).

# Conducting Management Reviews (Apps)

Use the Management Review application to plan, execute, document, and track management reviews.

## Overview

The **Management Review** (**MR**) application is a workflow-driven solution for planning and conducting management reviews. It supports the full lifecycle of a review, from creation and preparation through meeting execution, minute review, and implementation of follow-up actions.

{% hint style="info" %}
All reviews are logged, assigned, and tracked in a centralized system, ensuring visibility, accountability, and compliance with organizational standards.
{% endhint %}

***

## Application Prerequisites

Before users can work with the **MR** application, administrators must configure the following settings:

<details>

<summary><i class="fa-gear">:gear:</i>  <strong>General Settings</strong></summary>

<i class="fa-location-crosshairs">:location-crosshairs:</i>  **Location**

Define geographical or operational locations relevant to your organization.

<i class="fa-file-certificate">:file-certificate:</i>  **Compliance Program**

Define compliance programs applicable to your organization.

<i class="fa-calendar-days">:calendar-days:</i>  **Frequency**

Define the intervals at which activities are scheduled to occur.

&#x20;<i class="fa-folder-tree">:folder-tree:</i>  **Category**

Define categories for classifying and organizing activities across the organization.

</details>

<details>

<summary><i class="fa-chart-user">:chart-user:</i> <strong>Management Review Settings</strong></summary>

<i class="fa-calendar-days">:calendar-days:</i>  **Frequency**

Define the intervals at which reviews are scheduled to occur.

</details>

<details>

<summary><i class="fa-calendar-check">:calendar-check:</i> <strong>Action Item Settings</strong></summary>

<i class="fa-timer">:timer:</i>  **Effectiveness Check Duration**

Define durations used for effectiveness checks.

</details>

{% hint style="success" %}
For detailed setup instructions, see [**Management Review Application Settings**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/management-review-application-settings.md).
{% endhint %}

***

## Accessing the Application

To access the **MR** application:

1. Select the **Apps** tile in the side navigation bar.
2. On the **Apps** page, either:
   * Expand **Management Review** in the navigation tree, or
   * Navigate to the **Management Review** section in the application gallery.

<p align="center"><kbd><strong>[IMAGE]</strong></kbd></p>

The application opens, displaying its available modules.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Management Review Definition</strong></td><td>Use this module to create and submit a new management review for preparation and execution.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>Management Review List</strong></td><td>Use this module to view, monitor, and manage reviews, tracking progress through the workflow.</td></tr></tbody></table>

{% hint style="danger" %}
Available modules vary based on your assigned permissions.
{% endhint %}

***

## Learn More

Refer to the following guides for detailed instructions:

<table data-view="cards"><thead><tr><th></th><th></th><th>Role(s)<select multiple><option value="OLEFMZaVChuS" label="Creator" color="blue"></option><option value="q3wype2NRi6d" label="Coordinator" color="blue"></option><option value="2u9VEYP4jTd0" label="Administrator" color="blue"></option><option value="0fZjTvNAmsPC" label="Reviewer" color="blue"></option><option value="TLaRb8Jcz2X9" label="Action Owner" color="blue"></option></select></th><th>Related Module(s)</th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>Creating &#x26; Managing Management Reviews</strong></td><td>Perform assigned tasks to advance reviews through the <strong>MR</strong> workflow.</td><td><span data-option="OLEFMZaVChuS">Creator, </span><span data-option="q3wype2NRi6d">Coordinator, </span><span data-option="2u9VEYP4jTd0">Administrator, </span><span data-option="0fZjTvNAmsPC">Reviewer, </span><span data-option="TLaRb8Jcz2X9">Action Owner</span></td><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Management Review Definition</strong></td><td><a href="/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews.md">Creating &amp; Managing Management Reviews</a></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F7xnyHkvLPtjKbZYQlycM%2FIMS-V16-NAV-Library-Icons-64.png?alt=media&amp;token=ac158510-5671-497b-888a-5715d4d84ddf">IMS-V16-NAV-Library-Icons-64.png</a></td></tr><tr><td><strong>Tracking &#x26; Monitoring Management Reviews</strong></td><td>View, monitor, and manage reviews, tracking progress through the workflow.</td><td><span data-option="OLEFMZaVChuS">Creator, </span><span data-option="q3wype2NRi6d">Coordinator, </span><span data-option="2u9VEYP4jTd0">Administrator, </span><span data-option="0fZjTvNAmsPC">Reviewer</span></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>Management Review List</strong></td><td><a href="/interfacing-help-files/auditors/management-review-application/tracking-and-monitoring-management-reviews.md">Tracking &amp; Monitoring Management Reviews</a></td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td></tr></tbody></table>


---

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