Prepare a Management Review

Training records show who confirmed which page. Analytics summarizes how the program is performing (completion rate, speed, deadlines). Bring both.

Open Analytics

  1. Open the space in the Confluence left sidebar.

  2. Open Space settings

  3. In the left list, click Integrations.

  4. Click QC R&U - Space Settings.

  5. Click the Analytics tab

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You should see: Filters (including Display by Users or Pages), a Time Range, a Deadline, and Calculate.

Calculate the KPIs

  1. Set Time Range to the period the meeting covers (for example the last quarter).

  2. Set Deadline to the number of weeks you treat as “on time” for that program.

  3. Click Calculate. Wait until it finishes.

  4. Read the header figures:

KPI

What to say in the meeting

Completion rate

Share of assigned R&U work that is done in the period.

Completion by deadline

Share finished within the deadline you set. Low numbers mean chasing or content problems.

Time to completion

How long people take to confirm. Long times can mean pages they cannot find, or assignment of the wrong roles.

  1. Use Display by Users vs Pages if you need to discuss a person or a document.

  2. Export the table if the minutes need an attachment.

You should see: The three KPIs filled in after Calculate, not empty placeholders.

What else to take to the meeting

  • Export of Pending and Accepted older version from training records — the action list.

  • Whether reminders ran (automated reminders).

ISO standards that commonly ask for competence / training evidence include ISO 27001, ISO 9001, and ISO 13485. The blog below lists example clauses. The app does not “tick the clause” by itself; the export is the evidence.