> 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/prepare-qmr.md).

# Prepare QMR

Prepare and organize the management prior to execution.

## Workflow Overview

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

<i class="fa-user">:user:</i> **Performed By:** Coordinator (e.g., Quality Coordinator, Management Systems Coordinator, Executive Assistant)

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

***

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

The **Prepare 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

Once the management review is submitted, prepare the review content, agenda, and supporting data for execution.

<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 %}

### Prepare Agenda

Prepare the agenda for the management review and distribute it to relevant stakeholders.

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

* **Agenda:** Provide the agenda for the management review, outlining the topics, objectives, and sequence of discussion items.
* **Attach Agenda:** Upload the agenda or supporting documents.
* **Send Agenda to Invitees:** Click to distribute the agenda to all invited participants.

{% hint style="info" %}
The email will include the content from the **Agenda** field as well as any attached files.
{% endhint %}

***

{% 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 %}

### Finalize Preparation

From the **Task Resolution** dropdown, select **Preparation Complete**, then click **Submit**.

→ Next Step: [Execute QMR](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/execute-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>


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