Workflow

Flow 19 — Management review, quality objectives and accountable actions

Freeze QMS inputs and Quality performance metrics, independently approve completeness, record top-management objectives and outputs, then retain assigned action evidence and effectiveness before closure.

Overview

Inventory meaning

Flow 19 reads and snapshots governed Quality facts. It never closes an NCR, changes an audit or escape, releases configuration, alters supplier approval, posts inventory or sends an external message; actions cite the authoritative module where work occurred.

Responsible roles

Quality Management Representative → different QA Head → different Accountable Executive → different Management Review Action Owner → Representative → Executive → Auditor read-only

Process

1
Input & metrics
Snapshot governed Quality registers, sourced manual indicators and prior objectives.
Immutable read snapshot · no source update
2
QA completeness
Reject for immutable replacement or approve the complete evidence package.
Independent input gate
3
Executive outputs
Set objectives, resources, QMS/risk/customer decisions and named actions.
Accountability only · no execution
4
Assigned evidence
Named owners cite completed work and authoritative record references.
Source module retains authority
5
Effectiveness
Representative rejects, verifies target achievement or accepts missed with follow-up.
Independent evidence decision
6
Executive closure
Close only after every action and objective reaches a final accountable result.
Read-only QMS history
READ ONLY

Role handoff

Quality Management Representative → different QA Head → different Accountable Executive → different Management Review Action Owner → Representative → Executive → Auditor read-only

Detailed reference chapters

Management review, quality objectives and accountable outputs Nonconformance and CAPA governance Quality audit programmes, findings and closure Product escape, recall and affected-product accountability Controlled documents and evidence roles

Detailed steps

1
As Quality Management Representative, open Quality → Management review and create input v1 with reporting period, meeting, required QMS narratives, optional sourced customer/external metric and CLEAN evidence. Confirm Moduvio snapshots current NCR, CAPA, SCAR, audit, FAI and escape metrics plus prior objectives.
2
Submit v1. As a different QA Head, reject it and confirm its inputs and metrics remain immutable. Create v2 to refresh the governed snapshot and narrative, submit it, then approve completeness independently.
3
As a separate Accountable Executive, record the meeting outputs: QMS change, resource, improvement, risk and customer-focus decisions; at least one measurable objective; and exactly one named action per objective plus any additional output actions.
4
As the separately assigned Management Review Action Owner, submit immutable completion evidence. For routed work, cite the authoritative NCR, audit, escape, supplier, configuration, procurement, inventory, document or external reference; Flow 19 does not perform that work.
5
As the Representative, reject response v1 and confirm it remains immutable, then verify corrected v2. System-backed objective values are recalculated from governed registers; a missed objective needs an accepted-missed decision and controlled follow-up reference.
6
As Accountable Executive, close only when every action is VERIFIED and every objective is ACHIEVED or MISSED with follow-up. As Auditor, reconcile four distinct actors, evidence links, audit/outbox chronology and unchanged source-domain records.

Field-by-field practice data

Use a disposable training tenant

Prepare one quarterly management-review input package with governed metrics and actions. The page shows sample set A; the workbook includes independent A, B and C values.

Download all workflow samples (.xlsx)

Field names match the current application labels. Select existing approved records where shown, leave optional values blank unless they genuinely apply, and never copy fictitious TRAIN values into live work.

Quality Management Representative

Create the review package

Open /quality/management-reviews

Define the review period and meeting, then attach the immutable input evidence for independent QA review.

Exact field name	Requirement	Sample value A	How to use it
Site	Select existing	`COM-01`	Select the governed site.
Classification	Required	`RESTRICTED`	Match the included evidence.
Review title	Required	`TRAIN-A Q3 management review`	Use the controlled meeting title.
Period start	Required	`2026-07-01`	Start of the metric period.
Period end	Required	`2026-09-30`	End of the metric period.
Meeting date	Required	`2026-10-10`	Use the planned accountable-executive meeting date.
Input package evidence	Select existing	`TRAIN-A-MR-INPUT-001`	Select CLEAN controlled evidence.
Input submission note	Required	`Includes NCR ageing, supplier performance, audit status and prior actions.`	Summarise completeness and source boundaries.

Expected result: Executive outputs and assigned actions are attributable without rewriting source metrics or Quality records.

End state

One closed management review retains immutable input/metric versions, independent QA completeness, accountable-executive objectives and outputs, named action owners, independent effectiveness evidence and final accountability without acquiring operational authority.