> 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/creating-and-managing-management-reviews.md).
# Creating & Managing Management Reviews
Perform tasks assigned to your role to advance reviews through the MR workflow.
## Workflow Overview
The **Management Review** (**MR**) application operates through a single, standardized workflow: the **MR** workflow. This workflow governs the full lifecycle of a management review, from creation through final evaluation and closure.
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## Interactive Tour
Explore the **MR** workflow and learn how each stage works, with key guidance and best practices along the way.
{% @howdygo/embed url="" %}
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## Workflow Stages
The workflow is organized into **five key stages**, each with specific roles and responsibilities.
{% hint style="success" %}
For detailed instructions on any stage, click the corresponding button.
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{% stepper %}
{% step %}
### Create Management Review
> **Performed By:** Review Creator (e.g., Quality Manager, Operations Manager, Department Manager)
**Responsibilities:**
* Define the scope, schedule, and classification of the management review.
* Assign the individuals responsible for preparing, executing, and reviewing the management review.
* Identify participants who should attend the review.
* Submit the management review to initiate the workflow.
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{% endstep %}
{% step %}
### Prepare QMR
> **Performed By:** Coordinator (e.g., Quality Coordinator, Management Systems Coordinator, Executive Assistant)
**Responsibilities:**
* Prepare the agenda and supporting materials for the management review.
* Distribute the agenda to invited participants.
* Review relevant Quality Management System (QMS) performance data and metrics.
* Ensure all information required for the review meeting is available and up to date.
* Submit the review for execution.
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{% endstep %}
{% step %}
### Review Minutes
> **Performed By:** Reviewer (e.g., Senior Manager, Department Manager, Executive Team Member)
**Responsibilities:**
* Review the management review record, including meeting outcomes and documented minutes.
* Verify the accuracy and completeness of the information recorded during the review.
* Evaluate any actions identified during the management review.
* Determine whether actions should be initiated or whether the review can be closed.
{% hint style="warning" %}
This stage is triggered only if the management review is submitted for examination.
{% endhint %}
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{% endstep %}
{% step %}
### Execute Action(s)
> **Performed By:** Assigned Action Owners
This stage includes the **Execute Action(s)** subprocess, which manages all actions required to address the quality event. It integrates with the [Action Item Management](/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items.md) workflow.
**Responsibilities:**
* Accept or decline assigned action(s).
* Execute assigned items according to instructions.
* Document progress and provide evidence of completion.
* Report any issues or deviations from the plan.
* Submit completed work for approval.
{% hint style="warning" %}
This stage is triggered only if specific actions were defined during the workflow.
{% endhint %}
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{% endstep %}
{% endstepper %}
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---
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