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Help Centre Reviews & Concerns Recording a management review

Recording a management review

What this is

A management review is a formal record that your organisation's leadership has reviewed the current compliance position. It captures who reviewed, when, and what decisions or observations were made.

What to do

Open the Compliance workspace and go to the Reviews tab. Click to confirm a new compliance review. Add notes about what was discussed, any decisions made, and who participated.

Why it matters

Regular management reviews are required evidence that your organisation actively monitors compliance rather than setting and forgetting. Missed reviews lower your compliance score.

What happens next

Each review is recorded with a timestamp and stored as compliance evidence. Cleverer tracks your review frequency and flags when you are overdue for the next one.

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