9.1. Create MR

In the Create a Management Review form, users can create and customize the management review to align with their specific needs and preferences.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. QMR Name: This is a text field that allows users to input the name of the management review. It is a mandatory field.
2. MR ID: This field is automatically populated with a unique identifier when a new management review is created. Users cannot modify the field.
3. Category: This is a single-select dropdown field that retrieves the list of predefined categories. It allows users to select the category to which the management review belongs.
   • Categories are created in the Category section of General Settings.
4. Created By: This field is automatically populated with the name—full name and login name—of the user currently creating the management review.
5. Creation Date: This field is automatically populated with the creation date of the management review.
6. Frequency: This is a single-select dropdown field that retrieves the list of predefined frequencies. It allows users to select the frequency of the management review. It is a mandatory field.
   • Frequency options are created in the Frequency section of Management Review Setting.
     

     !!The number of days spanning the start and end dates of the management review must at least correspond with the selected frequency. For example, if the MR is set to occur weekly, the start and end dates must be at least a week apart.

7. Start Date: This is a date picker that allows users to input/select the start date for the management review. It is a mandatory field.
8. End Date: This is a date picker that allows users to input/select the end date for the management review. It is a mandatory field.
   

   !!While the selected end date of the management review cannot occur before the start date, there is otherwise no upper limit on its value.

9. Business Division: This is a single-select dropdown field that retrieves the list of business divisions or departments. It allows users to specify the relevant business division for the management review.
   • Once a parent department has been selected from this field, it will filter the items in the Business Line dropdown.
10. Business Line: This is a single-select dropdown field that retrieves the list of business lines associated with the selected business division. It allows users to specify the relevant business line for the management review.
    • All child departments of the selected parent department will be displayed in this list.
11. Coordinator: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. It allows for the selection of the user responsible for preparing the management review.
12. Administrator: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. It allows for the selection of the user responsible for executing the management review.
13. Reviewer: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. It allows for the selection of the user responsible for reviewing the minutes of meeting.
14. Invitees: This is a multi-select dropdown field that retrieves the list of users. It allows for the selection of the user(s) invited to participate in the management review.
15. Submit Form: This button allows users to submit the completed form.
    • Once the Create a Management Review form has been submitted, the assigned coordinator will be tasked with preparing the management review.

!Only one management review can be created for the same combination of year, business division, and business line.