9.1. Create MR

In the Create a Management Review form, users can define the details of the management review.

*For more details on the single-select and multi-select dropdown fields populating this form, click here. For more details on field behavior, click here.

1. MR ID: This field is automatically populated with the management review ID whenever a new quality event is created. Users cannot modify the field.
2. MR Name: This is a text field that allows users to input the name of the management review. It is a mandatory field.
3. 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.
4. Created By: This field is automatically populated with the name—full name and login name—of the user currently creating the management review.
5. Creation Date: This field is automatically populated with the creation date of the management review.
6. 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.
7. 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.

!A management review cannot begin or conclude on a weekend. Users must set the start and end dates on a weekday. Moreover, while the selected end date cannot occur before the start date, there is otherwise no upper limit on its value.

8. 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.

!The number of days spanning the start and end dates of the management review must at least correspond with the selected frequency. For example, if the MR is set to occur weekly, the start and end dates must be at least a week apart.

9. 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.
10. 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.
11. 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.
12. 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.
13. 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.
14. 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.
15. Submit Form: This button allows users to submit the form.
    • Once the form has been submitted, the assigned user will be tasked with

!Only one management review can be created for the same combination of year, business division, and business line.