> 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/tracking-and-monitoring-management-reviews.md).

# Tracking & Monitoring Management Reviews

Browse and manage all management reviews across the organization.

Use the **Management Review List** module to view and manage management reviews, whether they are planned, in progress, or completed.

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

***

## Working with Management Reviews

Follow the steps below to locate, review, and manage reviews efficiently.

{% stepper %}
{% step %}

### Filtering Reviews

Use the **filter row** below the column headers to find specific reviews or narrow the results displayed in the grid.

Commonly used filters include:

* **QMR ID:** Filter reviews by unique identifier.
* **QMR Name:** Filter reviews by keywords in the title.
* **Start Year:** Filter reviews by the year in which the review period begins.
* **Business Division:** Filter reviews by the associated business division.
* **Business Line:** Filter reviews by the associated business line.

{% hint style="success" %}

#### Tips for Filtering

Filtering options vary depending on the column’s data type.

* **Text Search:** Type directly in the filter field to quickly find matching values.
* **Dropdown:** Select a value from the dropdown (e.g., true or false).
* **Advanced Filtering:** Use the **magnifying glass** ( <i class="fa-magnifying-glass">:magnifying-glass:</i> ) icon to apply conditions (e.g., equals, contains, or range-based filters).
* **Date/Time Filtering:** Use the **calendar** ( <i class="fa-calendar">:calendar:</i> ) icon to select specific values.

If the filter field is not editable or no controls are available, the column cannot be filtered.
{% endhint %}

***

{% endstep %}

{% step %}

### Managing Reviews

Use the action buttons in the grid to manage reviews:

* **Add:** Click to create a new management review. This opens the [Create Management Review](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/create-management-review.md) form.
* **Edit** ( <i class="fa-pen">:pen:</i> ): Click to modify an existing management review.

<details>

<summary><mark style="color:blue;"><strong>Edit MR Definition Instance</strong></mark></summary>

The **Edit MR Definition Instance** form allows you to update an existing management review, manage scheduled review dates, and review previously completed management review cycles.

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

1. **Review & Update Details**

Review the management review and update information as required.

{% hint style="info" %}
This form is similar in layout and content to the **Create Management Review** form.

* For instructions on completing each field, refer to the [corresponding form documentation](/interfacing-help-files/auditors/management-review-application/creating-and-managing-management-reviews/create-management-review.md).
  {% endhint %}

***

2. **Manage Scheduled Reviews**

Review, add, modify, or remove scheduled management review dates and associated agenda information.

* **Add:** Click to add a new scheduled date.
  * In the form that opens, use the **Scheduled Date** field to specify when the management review is planned to occur.
  * Click **Save and Close**.

{% hint style="warning" %}
Once selected and saved, the new date is added to the management review schedule.
{% endhint %}

* **Edit** ( <i class="fa-pen">:pen:</i> ): Click to modify an existing scheduled review.
  * In the form that opens, you can:
    * Update the agenda.

      * **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.

      <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p>The email will include the content from the <strong>Agenda</strong> field as well as any attached files.</p></div>
    * Update the scheduled date.
    * Click **Execute QMR** to manually initiate the execution of the management review.
* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove a management review date from the schedule.

{% 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 %}

***

3. **Review Completed Cycles**

Review past cycles of the management review. These MRs have been processed/executed.

* **View** ( ![](https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FIAlpvjgSBR3lKZjwsXm7%2FIMS-KI-L-9.svg?alt=media\&token=262f3701-b544-43fe-b1bc-d17a29a18e55) ): Click to open a management review in read-only mode.

***

4. **Save Changes**

When done editing, choose one of the following options:

* **Previous:** Click to save changes and navigate to the previous review.
* **Save and Close:** Click to save changes and close the window.
* **Next:** Click to save your response and proceed to the next review.

</details>

***

{% endstep %}
{% endstepper %}

***


---

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