> 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/review-minutes.md).

# Review Minutes

Review the meeting minutes and decide whether to trigger follow-up actions or close the review.

## Workflow Overview

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

<i class="fa-user">:user:</i> **Performed By:** Reviewer (e.g., Senior Manager, Department Manager, Executive Team Member)

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

***

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

The **Review Minutes** 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

If the management review is submitted for examination, review the meeting details, documented outcomes, and any associated actions before determining the appropriate next step.

<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 Execution

Review the management review record to verify that the agenda, meeting outcomes, supporting information, and any associated actions accurately reflect the discussions and decisions made during the review.

{% hint style="info" %}
Most fields in this section are **read-only**. Editable fields function the same as in the [**Execute QMR**](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/execute-qmr.md) form.
{% endhint %}

***

{% endstep %}

{% step %}

### Finalize Review

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

* **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 your 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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