How to Record Management Reviews
This guide explains how to record a Management Review meeting — required by ISO 9001:2015 §9.3.
What Is a Management Review?
A Management Review is a formal, scheduled meeting where top management evaluates the overall performance of the quality management system. It must cover specific inputs defined by ISO 9001 and produce documented outputs.
ISO requires these meetings occur at "planned intervals" — typically once or twice per year at a minimum.
Prerequisites
- Only a superuser (admin) can create or edit management review records
- Any user can view the review log
Navigating to Management Reviews
Click Mgmt Review in the navigation bar, or go to /management-review.
The table shows all reviews sorted by date, with status badges:
| Status | Meaning |
|---|---|
| Scheduled | Meeting planned, not yet held |
| Completed | Meeting held, records filed |
| Closed | All action items resolved |
Scheduling a Review
- Click Schedule Review
- Fill in the fields:
| Field | Description | Required |
|---|---|---|
| Review Date | Date of the meeting | Yes |
| Attendees | Names of all attendees (comma-separated) | Yes |
| Next Review Date | When the next management review should be held |
- Click Save
Recording Review Inputs
ISO 9001 §9.3.2 specifies what must be reviewed. After the meeting:
- Open the review and click Edit
- Fill in the Review Inputs field. This should address:
| Required Input | Example |
|---|---|
| Status of actions from previous review | "CAPA-012 closed; training on rev B complete" |
| Changes in external/internal issues | "New customer requirement for Cpk ≥ 1.33 starting Q3" |
| QMS performance and effectiveness | "First-pass yield 94% vs. 90% target; 3 major NCRs" |
| Customer satisfaction, feedback, complaints | "0 formal complaints; 2 positive customer surveys" |
| Extent of quality objectives met | "Calibration compliance 100%; gauge overdue incidents: 0" |
| Process performance and product conformity | "Measurement failure rate by part number" |
| Adequacy of resources | "Micrometer MIC-003 due for replacement; calibration backlog" |
| Effectiveness of risk and opportunity actions | "Coating thickness OOT reduced 40% after inspection-stage gate added" |
| Supplier performance | "Supplier A: 2 late deliveries, initiating SCR" |
| Audit results from previous cycle | "Q3 internal audit: 1 minor finding, closed" |
Recording Decisions and Actions
- Fill in Decisions & Actions: What management decided and assigned as action items
- Fill in Improvement Opportunities: Ideas surfaced during the review for future improvement
- Fill in Resources Needed: Equipment, training, personnel, or budget items identified
Tip: Each action item should have a named owner and a due date. These can be tracked as CAPAs in the CAPA module if they require root cause investigation.
Recording Follow-up Actions
- Fill in Follow-up Actions: Outstanding items that need completion before closing
- When all actions are resolved, update Status to
Closed
Closing a Review
- Open the review and click Edit
- Verify all follow-up actions are documented as completed
- Set Status to
Closed - Click Save
What Auditors Look For
A third-party auditor reviewing Management Review records will check:
- The review covers all required inputs (§9.3.2)
- Outputs include decisions on QMS improvement, resource needs, and product improvements (§9.3.3)
- The records show top management's personal involvement
- Frequency is appropriate (at least annually)
- Previous action items were followed up
⚠️ Warning: "Management Review held verbally" with no documentation is a Major finding. The records must show what was discussed, what decisions were made, and who is responsible for follow-up.