> 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/execute-qmr.md).

# Execute QMR

Conduct the management review, document outcomes, and determine any required follow-up actions.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i> **Current Task:** Execute QMR

<i class="fa-user">:user:</i> **Performed By:** Administrator (e.g., Quality Manager, Operations Manager, Management Representative)

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

***

## Accessing the Task <a href="#accessing-the-task" id="accessing-the-task"></a>

The **Execute QMR** task can be accessed through any of the following:

* The **To Do** module.
* The **Notification Panel** (via the **Notification Bell**).
* The **direct link** provided in the email notification.

***

## Completing the Task

After the management review has been prepared and the scheduled review date arrives, conduct the review meeting, document discussions and decisions, and determine any actions or escalations required as a result of the 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="info" %}

#### Saving Your Work

To save progress without submitting, click **Save** in the top-right corner of the panel.

* The task remains in the **To Do** module for you to revisit and complete later.
  {% endhint %}

***

{% stepper %}
{% step %}

### Review or Update Agenda

Review the agenda and supporting materials to ensure they accurately reflect the topics to be discussed during the management review. If necessary, update the agenda, modify supporting documents, and redistribute the revised agenda to participants before or during the meeting.

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

***

{% endstep %}

{% step %}

### Review Dashboard

Review key Quality Management System (QMS) performance data using the interactive dashboard.

#### <i class="fa-filter-list">:filter-list:</i>  Filter Data

Use the **Filter Panel** to refine the dataset displayed in the dashboard.

* **From:** Select the start date of the reporting period.
* **To:** Select the end date of the reporting period.
* **Category:** Select the relevant classification for analysis.
* **Business Division:** Select the primary organizational unit.

{% hint style="info" %}

#### Actions

* **Apply:** Click to apply your criteria and update the dashboard with matching results.
* **Clear:** Click to remove all filters and restore the default view.
  {% endhint %}

#### <i class="fa-compass">:compass:</i>  Navigate Tabs

Use the available tabs to explore different perspectives of QMS performance data.

* **Trends:** View visual representations of data trends derived from the **Quality Event, Audit,** and **Action Item** applications.
* **Audit:** View metrics on audit activity, performance, and classification.
* **Quality Event:** View metrics on quality event activity, key characteristics, and related actions.
* **CAPA:** View metrics on CAPA activity, status, and distribution across key dimensions.
* **Training:** View metrics on training compliance and timeliness.

Within each tab, dashboard elements are interactive:

* **Hover** over data points (e.g., bars, pie slices) to view tooltips showing the category and item count.
* **Double-click** a data point to drill down from a summary view into a detailed list.

***

{% endstep %}

{% step %}

### Execute Review

Conduct the management review meeting and document the discussions, decisions, and outcomes.

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

* **Attendees:** Select one or more users who participated in the management review meeting.

{% hint style="info" %}
By default, this field is populated with the initial invitees, but it can be updated in real-time to reflect actual attendance.
{% endhint %}

* **Attach Minutes:** Upload meeting minutes or any supporting document relevant to the review.
* **Minutes:** Record detailed notes from the meeting, including key discussions, decisions, conclusions, and recommendations.

***

{% endstep %}

{% step %}

### Define Actions (Optional)

Review outstanding actions from previous review cycles and define any new actions identified during the current management review.

#### <i class="fa-magnifying-glass">:magnifying-glass:</i>  Review Previous Actions

Review actions carried forward from previous instances of the management review to assess their status, effectiveness, and completion.

{% hint style="danger" %}
If this is the first instance of the management review, the **Previous Actions** grid will be empty.
{% endhint %}

#### <i class="fa-circle-plus">:circle-plus:</i>  Define New Actions

Define actions required to address issues, implement improvements, mitigate risks, or support decisions made during the management review.

{% hint style="warning" %}

#### Actions & Their Impact

An **action item** represents a corrective, preventive, or improvement activity intended to achieve measurable outcomes in quality, compliance, or risk reduction.

* When defined, actions are formally tracked through the workflow. They are assigned to responsible owners and must be completed and approved before the review can be closed.
  {% endhint %}

Click **Add** to create a new action item.

<details>

<summary><mark style="color:blue;"><strong>Add Action Item</strong></mark></summary>

The **Add Action Item** form allows you to create actions associated with the management review.

{% hint style="warning" %}
This form is a modal version of the standard **New Action** form found in the **Action Items** application. It retains nearly all the original fields and functionality, but is adapted to fit the context of the current application.
{% endhint %}

**Key Differences:**

* **Source of the Action:** This field is automatically populated based on the current application context and cannot be modified.
  * For example, in this case, the source is set to **Management Review**.
* At the bottom of the form, you can choose from the following save options:
  * **Save and New**: Click to save the action and open a new form to create another.
  * **Save and Close**: Click to save the action and close the form.

{% hint style="success" %}
For guidance on shared fields and functionality, refer to the [documentation for the **New Action** form](/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md).
{% endhint %}

</details>

Added entries appear in the grid with the following options:

* **Edit** ( <i class="fa-pen">:pen:</i> ): Click to modify an action.
* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove an action.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undelete** ( <i class="fa-rotate-left">:rotate-left:</i> ).
{% endhint %}

***

{% endstep %}

{% step %}

### Escalate to QE (Optional)

If the management review identifies an issue that requires formal investigation, corrective action, or additional quality oversight, escalate the review outcome to a quality event.

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

Select **Yes** or **No** in the **Create Quality Event** field.

* If <mark style="color:blue;">**Yes**</mark>, select the user, role, or group responsible for reviewing the report in the designated field.

***

{% endstep %}

{% step %}

### Finalize Execution

From the **Task Resolution** dropdown, select one of the following actions:

* **Create QE**

  Create a quality event based on the outcomes of the management review, concluding the **MR** workflow and initiating the **QE Management** workflow.

{% hint style="info" %}
The assigned reviewer will automatically receive the **Review Issue** task, which includes details about the management review.

* For more information on the **QE Management** workflow, refer to the [corresponding documentation](/interfacing-help-files/quality-managers/quality-event-application/creating-and-managing-quality-events.md).
  {% endhint %}

* **Send to Review the Minutes**

  Send the minutes of meeting for review.

  → Next Step: [Review Minutes](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/review-minutes.md)

* **Trigger the Action(s)**

  Initiate the defined action(s) for execution.

  → Next Step: [Execute Action(s)](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/execute-action-s.md)

* **MR Complete (No Action)**

  Close the management review without further action, concluding the workflow.

After selecting the appropriate resolution, click **Submit** to finalize the review and advance the workflow.

***

{% 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>


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