Management Review
ISO 9001 §9.3 — schedule and conduct management reviews. Covers the review list, scheduling form, the review record, live §9.3.2 input panel (nonconformities, CAPA, audits, inspection rates, suppliers, prior actions), editing narrative inputs (§9.3.2b–f), output actions categorised as Improvement opportunity, QMS change or Resource need (§9.3.3), and completing a review to freeze QMS data as evidence.
Section 01
What is Management Review?
2 minutes
Management Review in Brytebuild implements ISO 9001 §9.3 — the formal scheduled review by top management of the quality management system's continuing suitability, adequacy and effectiveness. Brytebuild eliminates re-keying of data by pulling the §9.3.2 input figures (nonconformances, CAPA, audits, inspection rates, suppliers) live from the QMS for the review period.
- Each review is scoped to a period (e.g. H1 2026: 1 Jan – 30 Jun 2026) — the system aggregates QMS activity within that window
- §9.3.2 inputs are live data — not re-keyed — and are frozen as evidence when the review is marked Complete
- Narrative inputs (changes in context, customer satisfaction, objectives, resources, risks, OFIs) are entered in the Edit view
- Outputs (§9.3.3) are decisions and actions — classified as Improvement opportunity, QMS change, or Resource need
- Reviews move through two statuses: Draft → Complete
- Prior open actions from previous reviews are tracked automatically (§9.3.2a)
The period you set drives which QMS activity the §9.3.2 inputs aggregate. Leave Period — From blank to aggregate everything to date. Pick a period that actually contains the activity you want to review — the nonconformities, corrective actions, audits and inspections inside that window are what the input panel reports.
Section 02
The review list
1 minute
Navigate to Quality → Management Review to view all management reviews. Each row shows the review number, title, review date, period covered, who chaired it, current status and a View action.
| Number | Title | Review Date | Period Covered | Chaired By | Status | Actions |
|---|---|---|---|---|---|---|
| MR-2026-0001 | H1 2026 management review | 29 Jul 2026 | 1 Jan 2026 – 30 Jun 2026 | Syed Naqeeb ul Haq | Draft | View |
| MR-2025-0002 | H2 2025 management review | 15 Jan 2026 | 1 Jul 2025 – 31 Dec 2025 | Syed Naqeeb ul Haq | Complete | View |
| Column | What it shows |
|---|---|
| Number | Auto-assigned reference — e.g. MR-2026-0001. Immutable. |
| Title | The review title — e.g. H1 2026 management review. |
| Review Date | The date the review meeting was held. |
| Period Covered | The from–to window used to aggregate §9.3.2 inputs. "All time" if no period was set. |
| Chaired By | The top management member who chaired the review. |
| Status | ● Draft — review in progress, data live. ● Complete — review closed, data frozen as evidence. |
Section 03
Scheduling a review
2 minutes
Click + Schedule review (top-right) to open the scheduling form. Enter the title, review date, period, chair and attendees. Click Schedule review to create it at Draft status — the §9.3.2 input panel populates immediately from live QMS data.
Schedule a Management Review
The period you set drives which QMS activity the §9.3.2 inputs aggregate
Leave blank to aggregate everything to date
| Field | Required | What to enter |
|---|---|---|
| Title | Required | A descriptive name — e.g. H1 2026 management review, Annual QMS review 2026. |
| Review Date | Optional | The date of the review meeting — e.g. 29 Jul 2026. |
| Period Covered — From | Optional | Start of the period whose QMS data should be aggregated. Leave blank to include all data from the beginning. |
| Period Covered — To | Optional | End of the review period. Leave blank to aggregate everything up to today. |
| Chaired By | Optional | Top management member chairing the review — e.g. Syed Naqeeb ul Haq. |
| Attendees | Optional | Names and roles of everyone present — e.g. Quality Manager, Production Manager, Managing Director. |
Section 04
The review record
2 minutes
Click View on any row to open the full review record. It has four sections: Review Details, Review Inputs — Pulled from the QMS (§9.3.2), Review Inputs — Narrative, and Outputs — Decisions & Actions (§9.3.3). The header badges show STATUS and total ACTIONS count.
Review Details
Review Date
29 Jul 2026
Period Covered
1 Jan 2026 – 30 Jun 2026
Chaired By
Syed Naqeeb ul Haq
Attendees
Quality Manager, Production Manager, Managing Director
Section 05
§9.3.2 inputs — pulled from the QMS
2 minutes
The Review Inputs — Pulled from the QMS panel shows live figures for the review period. Nothing is re-keyed — Brytebuild reads the data directly from NCRs, CAPA, Audits, Inspections and Purchasing within the period you set. When the review is marked Complete these figures are frozen as evidence.
Review Inputs — Pulled from the QMS (§9.3.2)
Live figures for the period — nothing re-keyed
Nonconformities
8
8 open · 0 closed
Corrective Actions
4
2 open
Audits Conducted
1
1 findings · 1 open NC
Inspection Pass Rate
66.7%
18 inspections
Suppliers Approved
52
0 suspended · 2 unapproved
Prior Actions Open
0
from previous reviews (§9.3.2a)
| Input card | ISO clause | What it shows |
|---|---|---|
| Nonconformities | §9.3.2c.3 | Total NCRs in the period — split by open and closed. Amber when open NCs exist. |
| Corrective Actions | §9.3.2c.3 | Total CAPA actions linked to the period — split by open and closed. |
| Audits Conducted | §9.3.2c.5 | Audits completed in the period — count of findings and open nonconformity findings. Amber when open NCs exist. |
| Inspection Pass Rate | §9.3.2c.1 | Percentage of inspections passed in the period — with total inspection count. |
| Suppliers Approved | §9.3.2c.4 | Total active approved suppliers — with suspended and unapproved counts. |
| Prior Actions Open | §9.3.2a | Output actions from previous management reviews that are still open — carried forward as required by §9.3.2a. |
Review Inputs — Narrative
Changes in Context (§9.3.2b)
New regulatory requirements for fastener torque documentation under UK MHSR 2026 — requires inspector sign-off at goods-in stage for safety-critical batches.
Customer Satisfaction & Feedback (§9.3.2c.1)
Reef Zlements reported 2 delivery delays in Q1 due to late goods-in inspections. RSA Customz satisfaction score 4.2/5 — no quality complaints raised.
Quality Objectives (§9.3.2c.2)
Goods-in pass rate target 90% — actual 66.7%. Corrective action raised (CAPA-2026-0003). Supplier on-time delivery target 95% — actual 88%.
Adequacy of Resources (§9.3.2d)
Second Quality Lab technician position approved — start date Sep 2026. Vernier caliper EQ-2026-0001 recalibrated Jul 2026. Calibration schedule now current.
Risks & Opportunities (§9.3.2e)
Single-source risk on M8 Hex Bolts (Steelco Fasteners Ltd) remains open — second supplier evaluation in progress. Opportunity: digitise goods-in sign-off workflow (see OFI AF-2026-0002).
Opportunities for Improvement (§9.3.2f)
Digital goods-in sign-off workflow could eliminate paper documentation gaps identified in AUD-2026-0001 and reduce NCR rate from 8 to <3 per half-year.
| Narrative input | ISO clause | What to record |
|---|---|---|
| Changes in Context | §9.3.2b | External and internal issues that affect the QMS — regulatory changes, market shifts, new customer requirements, organisational changes. |
| Customer Satisfaction & Feedback | §9.3.2c.1 | Complaints, survey results, delivery feedback and satisfaction scores from customers including Reef Zlements and RSA Customz. |
| Quality Objectives | §9.3.2c.2 | Progress against measurable objectives — actual vs target for pass rates, on-time delivery, CAPA closure time, etc. |
| Adequacy of Resources | §9.3.2d | People, equipment, competence and infrastructure — whether current resources are sufficient and what changes are needed. |
| Risks & Opportunities | §9.3.2e | Effectiveness of actions taken to address risks and opportunities identified in clause 6.1. |
| Opportunities for Improvement | §9.3.2f | Improvement opportunities identified across the period — link to OFI findings from audits and inspections where relevant. |
Section 06
Editing a review
2 minutes
Click Edit review from the footer to open the edit view. The edit view is different from the schedule form — it shows the live QMS input panel and exposes all six narrative textarea fields for writing up the review discussion. The outputs section also appears below for managing actions during the edit session.
The Schedule form (used to create a new review) only captures the header fields. The Edit view provides the full working form — narrative fields, access to the live QMS input panel, and the outputs section. All narrative work happens in Edit, not Schedule.
Review Inputs — Narrative
Drives which activity the §9.3.2 files aggregate
Section 07
Outputs — decisions & actions (§9.3.3)
2 minutes
The Outputs section records the decisions and actions that arise from the management review discussion — as required by §9.3.3. Each output action is classified into one of three categories. Click + Add action to record each decision.
Outputs — Decisions & Actions (3) (§9.3.3)
Decisions on improvement, QMS change and resource need
Implement digital sign-off workflow for goods-in inspection records to eliminate paper-based documentation gaps and reduce NCR rate. Target: live by Q4 2026.
Update QP-GI-001 Goods-in inspection procedure to mandate inspector signature on all delivery notes — not just safety-critical batches. Effective from 1 Sep 2026.
Second Quality Lab technician approved and hired — commence 1 Sep 2026. Address inspection throughput bottleneck and support calibration programme.
Output action categories
Improvement opportunity
A decision to pursue an improvement to the QMS, a process or a product — e.g. digitising a manual process, improving inspection coverage, reducing NCR rate.
QMS change
A decision to change a QMS document, procedure or policy — e.g. updating a procedure to reflect new requirements, revising quality objectives, adding a new process step.
Resource need
A decision to provide resources — e.g. approving a new hire, purchasing calibration equipment, funding training, upgrading infrastructure or tooling.
Output actions left open when the review is completed appear in the Prior Actions Open (§9.3.2a) KPI card on the next management review. This ensures continuity and traceability across review cycles.
Section 08
Completing a review
1 minute
When the review meeting is finished, all narrative fields are filled and actions recorded, click Complete review from the footer. This freezes the §9.3.2 input figures as evidence — they are no longer live — and sets the status to Complete. A completed review cannot be edited.
| Footer button | Available when | What it does |
|---|---|---|
| Go Back | Always | Returns to the review list without changes. |
| Delete | Draft only | Permanently removes the review and all its outputs. |
| Edit review | Draft only | Opens the edit view — fill in narrative fields, adjust header fields, manage output actions. |
| Complete review | Draft only | Freezes the §9.3.2 input data, sets status to Complete, prevents further editing. Action is irreversible. |
Once Complete review is clicked the §9.3.2 input figures are frozen — any NCRs, CAPAs or inspections added after this point will not affect the review record. The narrative fields and outputs also become read-only. If you need to correct a completed review, contact your Quality Manager.