> 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/create-management-review.md).

# Create Management Review

Create and submit a new management review to initiate the MR workflow.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i>  **Current Task:** Create Management Review

<i class="fa-user">:user:</i>  **Performed By:** Review Creator (e.g., Quality Manager, Operations Manager, Department Manager)

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

***

## Completing the Form

Use the **Create Management Review** form to create and configure a management review.

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

{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).
{% endhint %}

{% hint style="danger" %}
Only one management review can be created for the same combination of year, business division, and business line.
{% endhint %}

***

{% stepper %}
{% step %}

### Define Scope & Parameters

Provide the basic information needed to identify and schedule the management review.

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

* **QMR Name:** Enter a brief, descriptive title for the management review.
* [**Frequency:**](#user-content-fn-1)[^1] Select how often the management review will be conducted.

{% hint style="danger" %}
The selected frequency must align with the duration between the start and end dates of the review.

* For example, if the review is set to occur weekly, the start and end dates must be **at least** one week apart.
  {% endhint %}

* **From:** Select the start date of the review period.

* **To:** Select the end date of the review period.

{% hint style="danger" %}
The selected end date cannot be earlier than the start date, but there is no restriction on how far into the future it can be set.
{% endhint %}

* [**Category:**](#user-content-fn-2)[^2] Select the classification used to group similar reviews for reporting and analysis.
* [**Business Division:**](#user-content-fn-3)[^3] Select the primary functional unit (department) relevant to the review.
  * Selecting a division filters the options shown in the **Business Line** field.
* [**Business Line:**](#user-content-fn-4)[^4] Select the specialized unit within the selected division.

{% hint style="danger" %}
If expected options are missing from the dropdowns, contact your administrator.
{% endhint %}

<p align="center">━━━━━━━━━━━━━━━━━━━━━━━━━━━</p>

**Read-Only Fields** (🔒)

* **ID:** A system-generated, unique identifier used for tracking and reference.

{% hint style="warning" %}
This ID is assigned upon submission.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>
{% endhint %}

* **Created By:** The logged-in user who created the management review.
* **Creation Date:** The date the management review was created.

***

{% endstep %}

{% step %}

### Assign Participants

Assign the individuals responsible for the management review.

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

* **Coordinator:** Select the user responsible for preparing the management review.
* **Administrator:** Select the user responsible for executing the management review.
* **Reviewer:** Select the user responsible for reviewing the minutes of meeting.
* **Invitees:** Select the user(s) invited to participate in the management review.

***

{% endstep %}

{% step %}

### Submit Review

Click **Submit** to enter the review into the **MR** workflow, routing it to the designated coordinator for [preparation](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/prepare-qmr.md).

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Tracking &#x26; Monitoring Management Reviews</strong></td><td>View, monitor, and manage reviews, tracking progress through the workflow.</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><td><a href="/interfacing-help-files/auditors/management-review-application/tracking-and-monitoring-management-reviews.md">Tracking &amp; Monitoring Management Reviews</a></td></tr></tbody></table>

[^1]: 💡 **For Administrators:**

    * Manage the options that populate the **Frequency** dropdown in:
      * **QMS Admin Settings** > **Management Review Settings** > [**Frequency**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/management-review-application-settings/frequency.md).
    * Only **active** options will appear in the dropdown.

[^2]: 💡 **For Administrators:**

    * Manage the options that populate the **Category** dropdown in:
      * **QMS Admin Settings** > **General Settings** > [**Category**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/general-application-settings/category.md).
    * Only **active** options will appear in the dropdown.

[^3]: 💡 **For Administrators:**

    * Manage the options that populate the **Business Division** dropdown in:
      * **Library** > [**Organization**](/interfacing-help-files/process-analysts/organization-management.md).
    * Only **active** departments will appear in the dropdown.

[^4]: 💡 **For Administrators:**

    * Manage the options that populate the **Business Line** dropdown in:
      * **Library** > [**Organization**](/interfacing-help-files/process-analysts/organization-management.md).
    * Only **active** departments linked to the selected parent department will appear in the dropdown.


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