This guide describes the step-by-step process for conducting management reviews. Management reviews, per ISO 17025 §8.9.1, are periodic evaluations of the Quality Management System (QMS) by top management — typically on an annual basis. (§8.9.2 lists the required inputs; §8.9.3 covers the outputs.)
Before you begin, make sure that:
| # | Prerequisite | Why | Page |
|---|---|---|---|
| 1 | Users | Recording attendees | Users |
| 2 | QC Data | Data to review | Control Samples |
Go to the Management Reviews page from the main menu. A table of existing records is displayed.
The visible table columns are:
| Column | Description |
|---|---|
| Review No. | Unique code (for example MR-YYYY-0001) |
| Review Date | When the review was conducted |
| Attendees | Members who attended |
| Status | Planned or Completed |
| Next Review | Date of the next scheduled review |
There are also hidden columns (Agenda Items, Previous Action Status, Findings, Decisions, Actions, Notes). You can show them from the column settings.
Schedule the review at least once a year. Click the "+" button and create a record with status "Planned".
| Field | Description | Required |
|---|---|---|
| Review No. | Leave blank for auto-numbering (for example MR-YYYY-0001) | No |
| Review Date | When the review will take place | Yes |
| Attendees | Management members and staff | Yes |
| Status | "Planned" | Yes |
| Next Review | Date of the next review | No |
| Notes | Additional remarks | No |
Fill in the Agenda Items field with the topics to be examined. A typical ISO 17025 agenda:
| Topic | Data Source |
|---|---|
| QC results | Control samples, proficiency testing |
| Audit findings | Internal and external audits |
| CAPA status | Open and closed actions |
| Customer complaints | Complaint records |
| Training | Staff training records |
| Resources | Equipment and staffing needs |
| Deviations | Deviation records |
| Risk assessments | Risk register |
Gather the data before the meeting so the review is efficient.
During the meeting, open the record and fill in:
After the meeting:
During ISO 17025 audits, assessors require documentation of at least one annual review with findings, decisions, and actions.
Type in the search field for quick text filtering.
Click the filter icon to open the filter panel:
| Filter | Type | Description |
|---|---|---|
| Status | Select | Show only one status |
| Date (from) | Date | Review date from |
| Date (to) | Date | Review date to |
| Max Records | Number | Record limit for print/export (default: 200) |
How often should reviews be conducted?
At least once a year per ISO 17025. Many laboratories conduct reviews semi-annually or quarterly depending on size and workload.
What should be reviewed?
QC results, audit findings, CAPA effectiveness, customer complaints, staff training, resource needs, deviations, and risk assessments. The goal is a holistic evaluation of the QMS.
Who should attend?
Senior management, the quality manager, laboratory heads, and anyone who can contribute to the agenda topics.
How does auto-numbering work?
If you leave the "Review No." field blank during creation, the application assigns the next available code (format MR-YYYY-NNNN). You can also enter your own code.