Management Review
Management review meetings — inputs reviewed, decisions and actions agreed, and whether minutes were filed.
Last updated 6 September 2026 · v1
Overview
Management Review is a log of management review meetings — a record of who attended, what inputs were reviewed, what was decided, and when the next review is due.
Why it matters
Most SHEQ management-system standards require periodic management review as a formal mechanism for leadership to look at how the system is performing and decide what needs to change. A dated, filed record of these meetings is what makes that review demonstrable — to an auditor, or simply to the organisation itself — rather than something that happens informally and leaves no trace.
How it works
Each meeting record captures its date, attendees, and two free-text fields for what was reviewed and what was decided, plus the date the next review is due and whether the meeting's minutes have been filed. There's no enforced structure or checklist for what inputs a review must cover — the register records what actually happened, not a template of what should have.
This screen
The list page shows every recorded review meeting with its date, next review date, and whether minutes are filed, filterable and sortable accordingly. The detail page shows the full record; create and edit forms share the same fields.
Fields
- Review date — required. When the meeting happened.
- Attendees — required free text. Who was present.
- Inputs reviewed — optional free text. What was looked at (e.g. incident trends, audit findings, objective progress).
- Decisions/actions — optional free text. What was decided and any actions agreed.
- Next review date — required. When the next management review is due.
- Minutes filed — a checkbox; whether the formal minutes document has been filed elsewhere.
What happens next
Nothing is triggered automatically from a management review record — decisions and actions recorded here are free text, not linked to other registers (for example, an action to review an Objective doesn't create or update that objective's record). The "minutes filed" checkbox is a manual attestation, not a file upload — the actual minutes document is expected to be kept wherever your organisation's documents normally live.