Run a management review that satisfies clause 9.3
Gather every ISO 9.3 input automatically, capture decisions and actions, and produce a signed minutes PDF in one session.
Step-by-step
- 1
Schedule the review
From Management Reviews, click New. Add attendees, date and scope.
- 2
Confirm the inputs
The agenda auto-loads the last audit results, top open risks, open CAPAs, KPI scorecards and prior-review actions. Add anything missing.
- 3
Capture decisions live
During the meeting, tick each agenda item, record the decision and raise actions with owners and due dates.
- 4
Circulate the minutes
Publish the signed PDF and send to attendees. Actions appear on their dashboards automatically.
- "Do you hold documented management reviews at least annually?"
- "Do reviews cover risks, audit results, incidents and improvement opportunities?"
- "Are actions from prior reviews closed or in progress?"
What this workflow produces: Signed management review minutes are one of the fastest ways to demonstrate top-management engagement.
FAQ
Annually is the minimum. Quarterly is the realistic cadence for a growing business.
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