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Management Review

Simplify Compliance with Structured Reviews

The Management Review application simplifies compliance with one of the core requirements of all ISO and API standards. It helps you schedule and organize management review meetings, send out invitations, upload meeting inputs and outputs, and—most importantly—create and follow up on Action Items assigned to employees. With this app, you’ll ensure that management reviews happen proactively and consistently, and that all resulting actions are documented and resolved on time.

ISO 9001•ISO 14001•ISO 45001•ISO 27001•API Q2•AS9100•API Q1•ISO 80079-34

Join companies that have transformed their management systems

Driving Efficiency with Every Management Review

See how our Management Review solution delivers measurable improvements to your business operations

Save Time

Simplify planning and follow-up of management reviews with centralized scheduling and tracking

60% Efficient Reviews

See Results

Ensure accountability and continual improvement through actionable review outputs

75% Stronger Oversight

Save Money

Lower audit preparation costs by organizing management review records and actions in one place

30% Audit Readiness

Powerful Features for Compliant and Effective Reviews

Discover the comprehensive features that simplify scheduling, conducting, and following up on your critical management review meetings.

CREATE MANAGEMENT REVIEWS

Set up Management Review events with all required details: Date, Time, Location, Standard(s) covered, Meeting Chair, etc.
Select attendees and send meeting invitations directly from the app.
Upload meeting Inputs and Outputs in various formats including Word, PDF, PowerPoint, or Excel using drag-and-drop functionality.
Create a 5-year schedule, with ability to separate by Location and Standard.

MANAGEMENT REVIEW ACTION ITEMS

Create multiple Action Items and assign them to specific Employees with clear deadlines.
Each Action Item follows a two-step workflow: Action and Action Verification, ensuring accountability and closure.
Automatic email notifications keep assigned Employees informed and on track.

USER ACCESS, REPORTING & NOTIFICATIONS

Assign specific roles so Employees can participate in reviews, upload documents, or follow up on actions as needed.
My Tasks: Employees can easily view pending items like uploading outputs or completing assigned Action Items.
Reports: Access a variety of reports on Management Reviews, including upcoming planned meetings and completion rates.
KPIs: View performance metrics on meeting frequency, action item closure rate, and more.
Configure Reminders to notify Admins, Techs, or Employees when items are coming due or past due.
Simple and intuitive navigation, characteristic of Web QMS.

Common Features

Bulk Migration

Track Costs

Download or Export

Configurable fields

Role-Based Permission

Multiple Locations

Multiple Standards

Reminders

Multiple Print Options

Watch our Demos

Discover how our apps simplify operations, enhance productivity, and streamline compliance.

Request a Demo

Reports & KPIs

Make data-driven decisions with our comprehensive reporting and KPI features.

Available Reports

Report Types

List of Upcoming Management Reviews

List of Past Management Reviews

Detailed List of Management Reviews (inlcudes Action Items)

Management Review Schedule

Export formats: PDF, Excel, CSV

Key Performance Indicators

Available Metrics

Actions by Location

Actions by Stage

Actions by Year

Open Actions by Employee

Industry Standard Compliance

Facilitate compliance with standards requiring proactive and documented management reviews by utilizing our comprehensive Management Review app.

ISO 9001

ISO 14001

ISO 45001

ISO 27001

API Q2

AS9100

API Q1

ISO 80079-34

Industries Using Our Management Review Application

Trusted by leading companies across multiple industries for their management system compliance

Chemical

Distribution

Diving & Marine

Engineering & Project Management

Manufacturing

Software Development

Transportation

Oil & Gas

Frequently Asked Questions

Can this app maintain a schedule of planned Management Reviews and notify me when they are coming up?

Yes, the Management Review app allows you to create a schedule, with a specific start date and frequency. the app will notify you when it is time to start preparing for the next Management Review. If you have multiple locations and your management system is descentralized, you can create multiple schedules to serve each location and standard.

Can I upload my spreadsheet of actions to follow up?

While you can upload documents to each Management Review, there is no need to maintain a list of actions in another app. Our Management Review app has an internal Action Item tracker, where you can create action items, assign Employees to complete them, Assign Employees to verify completion and specify due dates; thus ensuring full closure of any action item.

Can I track action items discussed during the Management Review?

Yes! You can create Action Items, assign deadlines, and track their status through built-in workflows with verification and automatic reminders.

Can I separate Management Reviews by location and standard?

Absolutely. You can create reviews by location and ISO/API standard, and even build a 5-year schedule to plan ahead with ease.

Ready to streamline your management reviews?

Contact us to discover how implementing Management Review can lead to more efficient reviews, stronger oversight, and reduced audit preparation costs.