9.2.1. Agenda

In this section of the Prepare QMR 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 draft and format the agenda directly within the form.
   

   !! Users must complete this field before using the Send Agenda to Invitees button. If opting to upload a file instead, this field can be used to indicate that.

2. Attach Agenda: This is a file attachment field that allows users to upload a file containing the agenda.
3. Send Agenda to Invitees: This button allows users to send the agenda to the designated invitees via email.
   • The email will include both the content from the rich text field and any attached files.
     

     ** Invitees are selected in the Create a Management Review form.

4. Preparation Complete: This button allows users to mark the preparation process as complete and submit the management review for further action.
   • Upon submission, the management review remains inactive until the specified Scheduled Date date is reached.
     • On this date, the system will automatically trigger the Execute QMR task and assign it to the designated administrator.