Management Review

Facilities Reviews There are many lands of facilities reviews that are useful in detec ting and preventing process safety problems. They include pre-start-up reviews (before the plant operates), new-plant reviews (the plant has started, but is stiU new), reviews of existing plants (safety, technology, and operations audits and reviews), management reviews, critical instrument reviews, and hazardous materials transportation reviews. 

The management review to monitor strategic quality objectives and the performance of the system... 

Part of the evidence required is the result of at least one complete internal audit and management review cycle. 

Each on-site audit, including initial and surveillance audits, shall include a review of supplier internal audit and management review results and actions and progress made toward continuous improvement targets. 

During the initial audit evidence of progress on audit and review actions, and progress toward Cl targets has to be demonstrated. Hence it is not sufficient for the supplier to have defined Cl targets, and not sufficient for internal audits and management reviews to have been conducted - there has to be evidence of achievement. 

You will need to provide evidence of internal audits and management review from the previous 12 months with your application for certification. 

It is not mandatory that you have documented procedures for forming the quality policy and the quality objectives, defining the responsibility of personnel, identifying resources, or conducting management reviews. However, section 4 of the standard is titled Quality s /stem requirements and section 4.2 requires that a quality manual be prepared covering the requirements of the standard. It follows therefore that you need to address the requirements of section 4.1 in your quality manual. You have a choice of how you address the requirements providing they are documented. 

Review the policy periodically to ensure that it remains current and relevant to the business (see later under Management review). 

Although termed a management review the requirement is strictly referring to a review of the quality system and not the Corporate Plan. 

Although there is no requirement for you to have a documented procedure for management review, you need to ensure that certain information is brought before the review and the review produces certain results. As you are going to conduct these reviews frequently you may want to ensure they follow a repeatable process and an obvious way to achieve this is through a documented procedure. 

There are three references to the management review in other sections of the standard preventive action information (clause 4.14.3), internal audit results (clause 4.17.1), and changes to procedures (clause 4.14.1.1) are required to be submitted for management... 

There is also a supplementary requirement in clause 4.1.3.2 for the management review to include the monitoring of strategic quality objectives and the regular reporting and evaluation of the cost of poor quality. 

There are two requirements addressing records of the management review which when combined require firstly that records of management review be maintained and secondly that these records provide as a minimum evidence of the achievement of objectives specified in the quality policy and the business plan and evidence of customer satisfaction with product supplied. 

Costs of poor quality were addressed under Management review and in order to provide adequate data for review, the prevention, appraisal, and failure costs need to be collected. Graphs showing the trend in quality costs for the plants, products, and processes would satisfy this requirement. 

Don t let your management reviews degenerate into a talking shop. 

Don t let the action list from the management review become a wish list ... 

Do keep the management reviews separate from other meetings. 

In order to keep the system up-to-date with the needs of the business you will need to review the system when changes occur in the business. This review may be carried out at the same time as the management reviews described in Part 2 Chapter 1 however, as these reviews may be scheduled on a periodic basis, you should not allow the system to become outdated. The system should always reflect what you do and should remain ahead of actual practice rather than lag behind it. You should therefore integrate your system review with the business review so that changes in the business are implemented through the quality system rather than as an afterthought. 

The standard doesn t require a procedure for Management Review and while it does require procedures for Design Control it does not specify that a Design Review Procedure is required. The phrases consistent with and in accordance with have the same meaning as both imply compatibility and agreement. If you restrict yourself to a literal interpretation of the standard, you need produce no more than 43 documented procedures - possibly less if some aspects do not apply to your business. You can combine several procedures in one document, the size of which depends on the complexity of your business. The more complex the business the greater the number of quality system documents. The more variations in the ways that work is executed, the larger the quality system will need to be. If you have a small business and only one way of carry-... 

To determine the procedures you need you should design the system from the top down. Some requirements will apply to many operations such as document control, corrective action, and quality records whereas other requirements may apply to only one operation, such as auditing and management review. A matrix showing this relationship is given in Appendix D. 

Design analysis procedures (reliability, safety, maintainability, etc.) Supplier/subcontractor performance review procedure Management review procedure Continuous improvement procedure... 

Ensuring that information is submitted for management review (4.14.3d)... 

Management review records (clause 4.1.3) Process verification records (clause 4.2.4.9.4) Contract review records (clause 4.3.4)... 

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