9.2.1. Agenda

In this section of the Prepare MR form, users can prepare the agenda for the management review and distribute it to relevant stakeholders.

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

1. Agenda: This is a rich text field that allows users to outline the agenda.
   

   !! Users must complete this field before initiating the agenda distribution (via the Send Agenda to Invitees button).

2. Attach Agenda: This is an attachment field that allows users to upload the agenda.
3. Send Agenda to Invitees: This button allows users to send the agenda to the previously selected invitees.
   • Upon selection, the invitees will promptly receive the agenda by email.
     • This email will include any attachments and/or information entered in the rich text field.
       
4. Submit: This button allows users to submit the completed form.
   • After submission, the management review remains inactive until the specified Scheduled Date date is reached.
     • Upon reaching this date, the system automatically triggers the Execute MR task, assigning it to the designated administrator.