In the Create a Management Review form, users can define the details of the management review.
- MR ID: This field is automatically populated with the management review ID whenever a new quality event is created. Users cannot modify the field.
- MR Name: This is a text field that allows users to input the name of the management review. It is a mandatory field.
- Category: This is a single-select dropdown field that retrieves the list of predefined categories.
- Categories are created in the Category section of General Settings.
- Created By: This field is automatically populated with the name—full name and login name—of the user currently creating the management review.
- Creation Date: This field is automatically populated with the creation date of the management review.
- 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.
- 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.
- 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.
- Business Division: This is a single-select dropdown field that retrieves the list of business divisions or departments.
- Once a parent department has been selected from this field, it will filter the items in the Business Line dropdown.
- Business Line: This is a single-select dropdown field that retrieves the list of business lines associated with the selected business division.
- All child departments of the selected parent department will be displayed in this list.
- Coordinator: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. The user selected will be tasked with preparing the management review.
- For more details on this task, click here.
- Administrator: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. The user selected will be tasked with executing the management review.
- For more details on this task, click here.
- Reviewer: This is a single-select dropdown field that retrieves the list of users. It is a mandatory field. The user selected will be tasked with reviewing the minutes of meeting.
- For more details on this task, click here.
- Invitees: This is a multi-select dropdown field that retrieves the list of users. The user(s) selected will be invited to take part in the management review.
- Submit Form: This button allows users to submit the form.
- Once the form has been submitted, the assigned user will be tasked with
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