1. The date the management review will take place.
2. Enter a description of the management review.
3. Choose the reason for the review.
4. Define the period under review.
5. State the person who chaired the meeting.
6. Select the person (usually the secretary) who took the minutes.
7. Any relevant notes at this stage.
8. Select any documents that may be required during the management review.
9. Select the employees who were in attendance (their position will automatically appear).
10. Select the employees who should have been in attendance but could not attend.

1. Enter the executive summary of the report.
2. A default list of Agenda Items will be presented when you create the record. However, there is complete freedom to add, remove, and change this default list to fit the needs of the meeting.
3. For each agenda item select whether it has been reviewed as part of this management review.
4. You can enter a report for each agenda item.
5. You can attach documents that might relate to a particular agenda item by clicking Add File. You can also Link a record completed elsewhere in the system to a particular item if required.

The Action & Improvement Report section allows you to define certain actions to be conducted following the Management Review. At a minimum you should;

1. Enter the action required that can improve the process.
2. Select the person responsible for carrying out that action.
3. Set the deadline by which the action should be conducted.

The file can now be saved. However, it enters into an 'open - awaiting & improvement report' state until the action for improvement has been taken. At which point;

4. You should report back with findings of how the necessary action has been taken to improve on the opportunity identified.
5. Select the person who completed the action. (This may or may not be the 'responsible person').
6. Select the date when the action was completed.

When all actions are complete you can now save and submit the file.