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Review Meetings

Run management reviews that end in decisions, not minutes.

Schedule compliance review meetings, send calendar invitations, walk through audits, incidents and open actions, and record decisions as tracked action items.

Capabilities

What Compliance Review Meetings gives you

Scheduling & invitations

Set the date, time and chairperson, invite attendees, and send calendar invitations they can accept from their inbox or in the app.

Agenda from live data

Bring recent audits, incidents, lessons and open actions into the meeting so the discussion starts from the current picture.

Decisions & minutes

Record discussion points and decisions with formatted notes and attachments on the meeting record.

Follow-up actions

Raise action items during the meeting with owners and due dates. They appear in the Action Management hub immediately.

Time-zone aware

Meetings are scheduled in your organisation or site time zone, so distributed teams see the right time.

Meeting reports

Export a branded PDF of the meeting, its attendance, decisions and actions for your ISO evidence file.

Workflow

How it runs, end to end

  1. Schedule
  2. Invite
  3. Review
  4. Decide
  5. Report
  1. 1

    Schedule

    Pick the date, chairperson and attendees.

  2. 2

    Invite

    Send calendar invitations and collect responses.

  3. 3

    Review

    Walk through audits, incidents and actions.

  4. 4

    Decide

    Record decisions and raise actions.

  5. 5

    Report

    Close the meeting and export the record.

Common Questions

Compliance Review Meetings questions

Do attendees need a Compliance Manager Plus account to respond?

Invited users receive a standard calendar invitation and can respond from their email client or from the meeting page in the app.

Does this satisfy the ISO management review requirement?

The meeting record captures inputs, attendance, decisions and follow-up actions, which is the evidence auditors ask for in ISO 9001, ISO 27001 and ISO 45001 management reviews.

What happens to actions raised in a meeting?

They become action items with an owner and due date, tracked in the Action Management module and visible on the meeting record until closed.

Bring compliance review meetings into one environment

Start a free trial, or see which plan includes the modules your program needs.