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Management reviews

Run management reviews from one focused room.

The Management Review Room brings live tasks, objectives, audit oversight, documents, evidence health, decisions and follow-up actions into one meeting workspace. Use it when a planned review needs clear inputs, recorded outputs and an evidence chain.

Recommended flow

1

Open the room

Open a management review record, choose the Room tab and start on Inputs so the meeting begins with the current pressure points.

2

Review inputs

Work through tasks, objectives, audit oversight, document pressure and evidence health. Expand review notes only where a challenge, decision or exclusion needs recording.

3

Capture decisions

Move to Decisions to record attendees, inputs considered, minutes and agreed outcomes. Link a primary source when a decision came from a specific input.

4

Assign and close

Create review actions, sync them to the calendar where reminders are needed, link evidence and use Close to confirm readiness before marking the review complete.

When to use the room

Use the room when management needs to review the system, not when you only need to update a single record.

  • Use it for annual, six-monthly, quarterly, pre-audit, post-audit or integrated management reviews.
  • Use it when directors, managers, advisers or system owners need to review tasks, findings, objectives, documents and evidence together.
  • Use it before external audit preparation when the output needs a readable trail of inputs, decisions and follow-up actions.
  • Use a normal record detail page instead when the job is only to update one finding, task, objective or document.

Inputs tab

Inputs is the live meeting pack. It keeps the review focused on what needs attention now.

  • Tasks and deadlines shows open work that should be challenged in the review.
  • Objectives and performance shows targets or measures that need review input or decisions.
  • Audit oversight combines planned audits, open findings and corrective actions in one place so the meeting can see the full improvement picture.
  • Documents and evidence highlights document pressure and evidence health issues before the review output is shared.
  • Review notes should be used selectively: mark reviewed, needs action or not relevant when the meeting has considered that input.

Decisions tab

Decisions turns discussion into management-review outputs.

  • Record attendees or roles so the review pack shows who was involved.
  • Summarise the inputs considered, including reports, risks, objectives, audit results and evidence health.
  • Record decisions, approvals, changes required and agreed owners in plain operational language.
  • Use Primary decision source when a decision came from a specific task, finding, objective, document or evidence-health input.
  • Save minutes while the meeting is fresh, then attach signed minutes or supporting files on the Evidence tab if needed.

Actions tab

Actions keeps follow-up work owned after the meeting finishes.

  • Use Add review action when a decision creates follow-up work.
  • Assign an owner and due date so the action is not left as a meeting note.
  • Choose the source input when the action came from a specific task, finding, objective or evidence issue.
  • Sync to the calendar when the action needs reminders, status tracking and normal task reporting.
  • Mark actions closed when the follow-up has been completed and the evidence chain is clear.

Close tab

Close is a readiness gate so the review is not marked complete too early.

  • The review should have decisions or minutes captured.
  • Evidence should be linked where the agenda, minutes, pack export or supporting management information needs to be retained.
  • Review actions should have owners and open actions should either be synced to the calendar or acknowledged for manual tracking.
  • Once complete, the management review record closes while linked follow-up tasks can continue until finished.

Review pack export

The review pack gives a readable record of the meeting inputs and outputs.

  • Download the pack after inputs, notes, decisions and actions have been reviewed.
  • Use the pack for directors, advisers, internal audits, external-audit preparation or management-system file records.
  • Attach the final pack or signed minutes as evidence when the organisation needs a retained record.
  • Review the pack content against your organisation scope, risks, adviser input and certification-body expectations.

Related guides

Standards Hub guide

Understand ISO Core, starter records and specialist pack setup.

Open guide

Calendar guide

Track review actions and follow-up tasks after the meeting.

Open guide

Evidence guide

Link minutes, packs and supporting records clearly.

Open guide

Reports guide

Use reports and audit packs alongside management reviews.

Open guide

My Work guide

Use the command centre to keep assigned review actions moving.

Open guide

Audit pack guide

Prepare records for review conversations and evidence sharing.

Open guide

Important boundary

Obligary supports organisation and evidence. It does not replace professional judgement.

Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.