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📍Management Review

Overview

💡This section is only available to the Manager profile💡

The Management Review list documents formal reviews conducted by management to evaluate system performance, discuss key items, and define actions for improvement.

Using the same columns, users can record:

  • Location – The site under review
  • Item – Topics, reports, or system elements reviewed
  • Corrections / Decisions – Changes or decisions resulting from the review
  • Completed By – Management representative responsible
  • Comments – Notes, outcomes, or discussion points

Why it matters

It demonstrates leadership commitment, supports continuous improvement, and ensures compliance with food safety and quality standards.

Step-by-step actions

1 — Open the Management section

From the left-side dashboard menu, click on the Management section icon to access all management-related tools and records.

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2 — Select “Management Review List”

Within the Management module, select Management Review List to view all existing management reviews for the company.

This opens the page where all management reviews are displayed by location.

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3 — Create a New Management Review

To create a new management review, click the purple “Create” button located at the top left of the page.

A form will appear where you can:

  • Select the Location
  • Choose the Checklist of items
  • Add a comment (optional)

Once completed, click Submit — the management review is now saved in the system.

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4 — View a Management Review Checklist

To view the checklist associated with a management review, locate it in the list and click the green view button beside it.

This opens the checklist items linked to the selected management review.

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5 — Create Management Review Items

To add items to a management review checklist, click the purple “Create Management Review Item” button.

You will be prompted to:

  • Select the Location
  • Enter the Item Name
  • Define the Task Frequency
  • Complete any additional required fields

Click Submit to add the item to the management review checklist.

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