Management Review
Before you add this module to your QMS, make sure you have added your Management Review Document into the system. Once the document is added, click on the Custom Form icon to add Management Review module to your system.
Note:
You will have to install 2 forms which are available under "Available Forms" section. You must add Management Review (parent) first, and then Management Review : Agendas from.
Note
Management Review Form Layout
Form Header with title & actions like add, view, edit, select all, search etc.
Management Review Document Details like name, number, revision number, prepared/ approved by etc.
Copy of a Management Review Document loads via ONLYOFFICE Editor
Main Management Review HTML Form (Single)
Child HTML Form linked with the main HTML Form (Multiple rows)
Loads by default with main form.
No document is required.
You can add multiple records while adding main record.
Assign meeting agendas to users with target dates
Add action to assign these agenda's to users
Approval Panel
Approval History
Management Review Schedule
By default Existing Meeting Review Module has following fields:
Parent- Title
- Meeting Schedule Date
- Status
- Meeting Location
- Meeting Proposed By
- Invitees
- Meeting Start Time
- Meeting End Time
- Meeting Attendiees
- Agenda Name
- Agenda Details
- Assigned To
- Target Date
- Closure Remarks
Along with these fields, other fields like, Prepared By, Approved By are also available.You can add additional fields after saving the existing form.
Data added to the form can be sent for Approval to one or many users simultaniously.
Additional Configuration
add your business rules!
Email Triggers
Add email triggers on specific actions. These triggers are configurable from the Custom Table view pages.
This email trigger will send notification to all the invitees.
You can additionally configure which field should be enable/ disabled at which point, for each from by Recreate Form page. Goto to Recreate page by clicking icon. Click on the field you want to add a rule. It will open a new Modal, choose your rule from the available options and save the form. E.g Clouser Comment field is disabled while adding the agenda. It will be enabled after the meeting.
Enable/ Disable fields
Create Tasks
You may want to add certain tasks to meeting attendiess like updating Action Taken on the agenda item assigned to them with target date.
Do add such tasks, goto Management Review Agenda form. On the left hand side panel, click on Create Tasks. Chose the employee field first, then select the field for which you want to add the task, select condition, CVS Option and date field as Target Date and click publish & submit.
This step will display a Task on the user's dashboard, everytime any meeting agenda is assigned to the user and the status of the tasks is "Open" (or as per defined while adding the tasks rule).
Available Modules
These readily available forms are created within the system without any coding. Similar to these forms, you can create your own forms & modules on-the-fly without any help from experts and with zero-coding.
Audit Management
Add Audit Schedules, Audit Checklists, Audit Findings, Assign findings to users with target dates.
Audit Management
Change Control
Have complete control on your documents & processes. Lock documents which are under review.
Change Control
Management Review
Schedule management review meetings, send email alerts to invitees, assign agendas and more.
Management Review
Customer Complaints
Record every Customer Complaint and assign them with target dates to users, send email alerts.
Customer Complaints
Corrective Actions
Create and track Corrective Actions performed. Use drag and drop to create the Custom Forms.
Corrective Actions
Employee Training
Add training details of employees or departments. Keep track of all the Trainings and Evaluations.
Employee Training
Device-Equipment
Use ready forms and add Devices/ Equipment list along with Manufacturer and Supplier Details.
Device-Equipment
Calibrations
Add Devices/ Equipment to the system. Define your Calibration Method and add Calibration Details as per defined.
Calibration
You can customize all these existing modules & forms without any coding. You can add/ remove fields, change field locations, resize them, hide/ show fields on index page, restrict users from editing fields etc. You can also add your own business rules, email notifications, custom alerts & tasks and much more.
More Features
ONLYOFFICE Doc Editors
With ONLYOFFICE™ Editors, you have complete control on your documents without loosing any formatting unlike online web-based HTML editors.
Document Version Control
Each and Every QMS document created/ uploaded in the QMS is Version Controlled and Access Controlled and follows all the Document Management best practices.
Security
Add password to secure your PDFs while you download them. System records every downloads with issue number & timestamps along with user details.
Validation
HTML forms created are automatically version controlled, ready with required validations as well as design/ layout you choose while creating these HTML forms.
Access Control
Each of these forms are either linked with the QMS document and by default inherit access restrictions based on document access.
Approvals
Every form created, by default follows system's approval system. Users with limited roles, cannot publish any record in the system unless that record/ document is approved by HoDs or Administrators.
Lossless Migration
With ONLYOFFICE™ Editors, you can preserve all your formulas and sheets in your spreadsheets.
Upload / Create
Simply upload the existing documents/ spreadsheets/ presentations to create the document or spreadsheet.
Scheduled Data Entry
You can easily create spreadsheets, documents, formats etc and share with users within the system for scheduled data entry, eliminating efforts of printing and distributing these documents manually.
Centralized Data
Users can open these shared documents from within the system, add their data and save them onto the system without any need to download/ upload. All data is stored in a singled location and can be accessed secuerly.
Drag and Drop
To store this data in SQL format instead of Document format, you are free to build HTML forms within the system by using our Drag-and-Drop feature.
Digital Signature
Digitally sign all your QMS document while downloading them in PDF format. You can draw your signature or upload existing signature to the system.
