Once the management review has been prepared and the scheduled date has arrived, the assigned administrator will receive a notification in their Pending Tasks prompting them to execute the management review.

They will also receive an email notification informing them of the assigned task.

Clicking on either the subject in Pending Tasks or the link in the email will direct the user to the Execute MR form. This form includes both the Agenda and Dashboard tabs from the Prepare MR stage of the workflow. Users can perform the same actions in these tabs as in the Prepare MR form, modifying any previously entered information. To avoid unnecessary repetition, only the notable aspects of the Execute MR form will be listed below.

  1. Execution
  2. Action
  3. Create QE / Send for Review / MR Completed

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