9.1. Create QMR

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 a name for the management review. It is a mandatory field.
2. MR ID: This field is automatically populated with a unique identifier for the management review. It ensures that each review can be distinctly referenced and tracked within the system.
3. Category: This is a single-select dropdown field that retrieves the list of active categories in the system. It allows users to specify the category to which the management review belongs.
   

   **Categories are created in the Category section of General Settings.

4. Created By: This field automatically captures and displays the name of the logged-in user who initiated the management review.
5. Creation Date: This field automatically captures and displays the date on which the management review was created.
6. Frequency: This is a single-select dropdown field that retrieves the list of active frequencies in the system. It allows users to specify the frequency at which the management review will be conducted. It is a mandatory field.
   
   !

   The selected frequency must align with the duration between the start and end dates of the review.

   • For example, if the review is set to occur weekly, the start and end dates must be at least one week apart.

   **Frequencies are created and managed in the Frequency section of Management Review Settings.

7. From: This is a date picker that allows users to input/select the start date for the period covered by the management review. It is a mandatory field.
8. To: This is a date picker that allows users to input/select the end date for the period covered by the management review. It is a mandatory field.
   

   !!The selected end date cannot be earlier than the start date, but there is no restriction on how far into the future it can be set.

9. Business Division: This is a single-select dropdown field that retrieves the list of active business divisions or departments in the system. It allows users to select the division responsible for the management review.
   

   **Selecting a division from this field filters the available options in the Business Line field.

10. Business Line: This is a single-select dropdown field that retrieves the list of active business lines associated with the selected business division. It allows users to focus the management review on a specific business line.
    

    **Only the child departments of the chosen division will be available for selection.

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 active users in the system. 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 active users in the system. 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 active users in the system. 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.
    • Upon submission, this form will trigger the Management Review workflow. 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.