# Using Quality Management Reviews (QMS)

QMS supports management of the Quality Management Review (QMR) process, which is an evaluation of the effectiveness and suitability of a quality system. It is a collaborative effort to determine whether the system needs adjustments to meet quality requirements. The QMR object captures meeting notes, meeting attendees, and post-meeting action items.

While the QMR process, as well as object and action labels, may differ between organizations, the examples in this article assume a typical configuration. The procedure in your Vault may differ, depending on the [configuration](/en/lr/78668/) determined by your Admin.

## How QMR Management Works

QMR management in QMS centers around the _QMR_ object, one or more _Management Review Templates_, and actions available on the associated object records. When you create a _QMR_ object record from a template, Vault transfers data to that record based on the configuration of the chosen template.

The QMR process typically includes meetings in which minutes are captured, tasks assigned, and documents produced, which Vault stores in data fields, _QMR Task_ records, and _QMR Item_ records respectively. When you create a _QMR_ record from a _Management Review Template_, Vault also creates any _QMR Items_ which were included on the template.

You can use actions available on QMR Item records to create related documents, and add meeting minutes in text fields on the QMR record.

## Example QMR Process Overview

When performed in QMS, a typical QMR process includes some or all of the following components:

*   [Create a _Management Review Template_][1]
*   [Create a _QMR_ object record][2]
*   [Conduct meetings and record meeting notes and minutes in the QMR record][3]
*   [Add or generate documents for QMR Items][4]
*   [Finalize the QMR record][5]

## Creating Management Review Templates for QMRs {#creating-mrts}

To create a _Management Review Template_ for use in a typical QMR process:

1.  Navigate to **Business Admin > Management Review Templates** or to a custom object tab.
2.  Click **Create**.
3.  Fill in a **Name** and any other fields which all QMRs in your process will require. When you create a _QMR_ record from this template, Vault transfers field data such as _Country_, _Owning Facility_, and _QMR Scope_ to the resulting record, along with any other fields configured by your Admin to transfer data.
4.  Click **Save**.
5.  In the _Management Review Template Item_ section, click **Create** to make a related _Management Review Template Item_ object for each expected item in your QMR process.
6.  If applicable, select a **Document**.
7.  Click **Save**.

## Creating QMRs {#creating-qmrs}

While you can create a _QMR_ record [manually](/en/lr/18769/#how-to-create-or-edit-object-records), use the following steps to create a _QMR_ from a [template][1]:

1.  Navigate to a _Management Review Template_ record of the _QMR_ object type, either in **Business Admin** or in a custom object tab.
2.  Perform the **Create Record From Template** action on the record. When you perform this action, Vault creates the _QMR_ record, gives it a [system-managed record name](/en/lr/30986/), and transfers data and _QMR Item_ related records from the template to the new record.
3.  On the resulting _QMR_ record, add any additional information, such as meeting minutes or agenda, to the appropriate text fields.

## Creating QMR Tasks {#creating-qmr-tasks}

During the course of the QMR process, you may need to track tasks which participants should complete before or after the review:

1.  In the _QMR Tasks_ section of the _QMR_ record, click **Create**.
2.  In the drop-down, select either _Pre-Meeting Action Item_ or _Post-Meeting Action Item_.
3.  Fill in any additional details, such as a task assignee or due date.
4.  If you are tracking a previously-completed task, select a value of _Yes_ for the _Complete_ field and add a _Completed On_ date and time. You can also perform the **Complete** action on the _QMR Task_ record, which automatically populates the date and time.

## Generating QMR Item Documents {#generating-qmr-item-docs}

QMR processes typically include gathering existing Vault documents, such as presentations, and documents generated in the course of the review. Some documents may be automatically generated when you create the _QMR_ record from the template. Others, such as documents created from reports, formatted outputs, or document templates, can be created by performing the appropriate action on the _QMR Item_ record:

1.  Navigate to the _QMR Item_ section of the _QMR_ object record details page.
2.  Perform the document generation action on the _QMR Item_ record. For example, perform the **Generate Document from Report** action to attach a PDF version of the report to the _QMR Item_ record.

When you perform this action, Vault populates a document reference field on the _QMR Item_ record with a link to the generated document. The availability and labels of document generation actions depend on the configuration of your Vault, as [determined by an Admin](/en/lr/72016/).

## Adding QMR Presentation

During the QMR process, participants typically produce a presentation relevant to the review. You can attach this item to the _QMR_ record in the _QMR Presentation_ field:

1.  Add the presentation to Vault as a [document](/en/lr/15085/).
2.  From the QMR record details page, perform the **Edit** action.
3.  Select the presentation document in the _QMR Presentation_ field.
4.  Click **Save**.

## Finalizing a QMR {#finalizing}

Review and finalize the QMR record per your organization's processes.

## Related Permissions

Your security profile requires the following permissions to work with QMRs:

|Type|Permission Label|Controls|
|--- |--- |--- |
|Document Types created by [Quality Document Generation Actions](/en/lr/72016/)|Create Document|Ability to create documents for _QMR Items_|
|Security Profile|Object: Management Review Template: Create, Read, Edit, Delete|Ability to create, view, edit, and delete _Management Review Templates_ for use as the basis of _QMR_ record creation|
|Security Profile|Object: Management Review Template Item: Create, Read, Edit, Delete|Ability to create, view, edit, and delete _Management Review Template Items_ for use as the basis of _QMR Item_ record creation|
|Security Profile|Object: QMR: Create, Read, Edit, Delete|Ability to view, create, edit, and delete _QMR_ records during the QMR process|
|Security Profile|Object: QMR Item: Create, Read, Edit, Delete|Ability to create, view, edit, and delete _QMR Item_ records during the QMR process|
|Security Profile|Object: QMR Task: Create, Read, Edit, Delete|Ability to create, view, edit, and delete _QMR Task_ records during the QMR process|

  [1]: #creating-mrts
  [2]: #creating-qmrs
  [3]: #creating-qmr-tasks
  [4]: #generating-qmr-item-docs
  [5]: #finalizing