Management Review — the minutes that write themselves
What sinks facilities in an external audit is rarely the absence of work — it is the absence of minutes proving that top management reviewed the system and decided. This tool writes those minutes for you.
A distinction auditors catch immediately: the internal audit (9.2) is not the management review (9.3). The first is an examination performed by an auditor; the second is a review performed by top management — and the audit result is one input to the review, never a substitute for it. In goiso they are two separate surfaces: the scored audits board and Management Reviews.
The cycle in three states
- Draft — open the cycle with its session date and chair, and every section of the minutes is generated at once. A new cycle cannot open while a previous one is still unsealed.
- In session — management meets, writes its discussion and conclusion under each input, and records attendees and decisions.
- Sealed — the snapshot is frozen for good.
The input pack fills itself
Eight sections read straight from the platform, so you gather no figure by hand:
- Actions from the previous review and the status of each — the loop closes itself.
- Internal audit results: completed audits, average score, and open nonconformities.
- Indicator performance by colour, alongside the Living Compliance Index.
- Nonconformities and corrective-action status: opened, closed, and overdue.
- Incidents and their impact: counts, high/critical, injuries and fatalities.
- Consultation and worker participation: committee meetings, closed surveys, and voices received and answered (see Worker Voice).
- Context changes since the last review (see Context register).
- Extent to which objectives are met: indicators with targets, and energy targets.
Two sections remain management's own judgment: adequacy of resources, and opportunities for improvement. No machine computes those.
Every automatic section carries its coverage stamp: the period read and the moment it was read. The figures stay live until the moment of sealing — management discusses the latest picture, not one that went cold.
Sealing gates — guidance, not a wall
Sealing waits for three things, and tells you which one is missing:
- At least one attendee — the attendance list is a pillar of the minutes (a guest from outside the system can be recorded by name and role).
- The management-judgment sections are not empty.
- At least one decision — or an explicit acknowledgment: "no decisions this cycle". Only silence is blocked.
Decisions do not stay on paper
Every decision is classified by the three outputs of 9.3: improvement opportunity, system change, resource need — with an owner and a due date.
The "Escalate to action" button moves the decision onto the corrective-actions board as a single, non-duplicating thread that carries its lineage: "born from a management review". From then on the decision's status is derived from its action's, and it returns as the first input of the next cycle to be answered for.
What happens at the moment of sealing
- Every automatic section is read one last time and then frozen into the minutes — no figure changes afterwards, however much the world does.
- Clause 9.3 is recomputed for every standard you have activated and turns green for twelve months from the seal.
- A notification reaches the organization owner and the compliance manager.
No reopening after sealing. Sealed minutes are the reference for the next cycle; correcting them happens through a new cycle, not by editing — and that is exactly what makes them testimony in front of an auditor.
The signed minutes and the report
Uploading the scanned signed minutes stays available after sealing — signatures naturally follow the session. It then appears in the evidence library like any other evidence. The PDF report button issues the minutes ordered by the inputs and outputs of 9.3 exactly as an auditor reads them, marked "draft" while the cycle is unsealed.