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Product handbooks

Detailed working instructions for each role, from site set-up to everyday tasks and exceptions.

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Choose a handbook, then follow your role's starting guide or find the task you need. Written instructions work without an account and on any device.

Browse 18 product and shared-service handbooks. Each guide identifies the roles it is written for. Recorded lessons remain available in Watch and practise.

396 guides

CheckStation

Your role

Start here: Owner

Prepare access and site operation without taking quality authority.

OwnerYour role

Start here: Author

Encode approved inspection requirements and independent expected selections.

AuthorYour role

Start here: Reviewer

Independently approve exact plans, definitions and instrument references.

ReviewerYour role

Start here: Supervisor

Manage unit context and make quality decisions on retained inspections.

SupervisorYour role

Start here: Operator

Confirm the physical unit and record exact manual readings.

OperatorYour role

Start here: Viewer

Read quality records and distinguish completion from release.

ViewerReference

Roles and actions: who can do what

Find the authority, authentication and review conditions for a task, with links to the working procedure.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Inspection input reference: readings, files and reasons

Use the accepted decimal grammar, attachment bounds and correction-reason limits for an inspection.

Supervisor · OperatorSite administration

Prepare the inspection site

Establish people, stations and approved method responsibilities.

OwnerAuthoring

Author an inspection plan

Bind approved checks to exact context and independently expected selections.

AuthorAuthoring and approval

Review proof and activate independently

Approve exact expert definitions and whole plans through distinct decisions.

Author · ReviewerEveryday work

Register exact unit context

Review a native record or import without starting an inspection.

SupervisorEveryday work

Acquire a station and confirm the unit

Review selected requirements before recording any measurement.

Operator · SupervisorEveryday work

Record exact manual readings

Respect the approved unit, precision, repetitions and instrument.

Operator · SupervisorAuthoring and evidence

Prepare and independently approve an instrument

Retain actual qualification for the exact method, unit, range and validity.

Author · Reviewer · Supervisor · Operator · ViewerEveryday work

Attach and review required inspection evidence

Inspect exact files and make the required purpose-based human decision.

Operator · Supervisor · ViewerQuality decisions

Complete failures and release only conforming work

Keep completion, result and disposition separate, with no concession release.

Operator · SupervisorExceptions

Request a transcription correction

Retain the original entry and approve an exact correction, not a new measurement.

Operator · SupervisorExceptions

Authorise and record a full retest

Repeat every selected check and resolve the earlier finding explicitly.

Supervisor · OperatorTroubleshooting

Resolve station control and uncertain commands

Restore current authority without duplicating an inspection action.

Owner · Operator · SupervisorRecords and evidence

Read result versions and current quality records

Retain original results while checking later corrections, holds and release changes.

Operator · Author · Reviewer · Supervisor · ViewerSite administration

Retain an archive and review site recovery

Acknowledge a current archive before closure and review quality barriers separately.

Owner · SupervisorWorked example

Worked example: a failed reading and full retest

Record exact measurements and keep retest and release separate.

Author · Reviewer · Supervisor · Operator · ViewerConnected work

Permit an exact OrderRun inspection-evidence read

Authorise a receiving site for one exact source context without giving the Owner inspection-release authority.

Owner

FactorySpec

Your role

Start here: Operator

Look up an accepted result and recognise its current evaluation status.

OperatorYour role

Start here: Supervisor

Evaluate exact inputs, accept fixed results and control evaluation packs and handovers.

SupervisorYour role

Start here: Author

Capture a complete engineering model with independently calculated cases before submission.

AuthorYour role

Start here: Reviewer

Independently review model changes, approve candidates and select the release used for new evaluations.

ReviewerYour role

Start here: Owner

Arrange site access, readiness, private archives and recovery without approving engineering content.

OwnerYour role

Start here: Viewer

Inspect accepted engineering records, provenance and current eligibility without changing them.

ViewerReference

Roles, actions and additional checks

Identify exact read, authoring, evaluation, handover and recovery authority, including the evaluation-only release boundary.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Evaluation and observed handover inputs

Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.

Supervisor · Author · ReviewerAuthoring

Build an engineering family

Define a bounded model, declared dependencies and meaningful scope before saving a draft.

AuthorAuthoring

Declare inputs and exact calculations

Set meaningful types, bounds, precision and expressions before checking boundary cases.

Author · ReviewerAuthoring

Define component lines and blocking conditions

Specify exact parts, counts, dimensions and explicit reasons for unsupported configurations.

Author · ReviewerAuthoring and approval

Write independent cases and inspect proof

Calculate expected values and the complete component list from the engineering source before comparing the model.

Author · ReviewerAuthoring and approval

Review an exact candidate and its engineering impact

Compare full model differences, independent expectations and affected results before approval.

Reviewer · AuthorAuthoring and approval

Activate an approved release or review a reversion

Prepare a current impact comparison and deliberately select the model for new evaluations.

ReviewerAuthoring

Import models and inspect dependency changes

Review a prepared model or typed reference-table import before saving it into the family draft.

Author · ReviewerEveryday work

Configure a unit and accept its exact result

Evaluate declared inputs against the active family, inspect the full preview and accept deliberately.

SupervisorEveryday work

Amend a configuration or prepare a remake

Reuse source inputs with an explicit release decision and fresh evaluation while preserving accepted history.

SupervisorEveryday work

Issue an evaluation pack and record actual handover

Issue a fixed evaluation pack and work through an illustrative transfer, independent review and withdrawal follow-up.

Supervisor · ReviewerExceptions

Withdraw unsafe evidence and follow up affected recipients

Hold results or dependencies with a recorded reason and retain the original engineering history.

Reviewer · SupervisorRecords and evidence

Read accepted results and recheck retained calculation

Distinguish immutable output, current eligibility and a recheck of the original engineering basis.

Operator · Supervisor · Reviewer · ViewerSite administration

Preserve archives, reconcile a restore and close deliberately

Verify the private archive and Owner recovery evidence before administrative decisions.

Owner · SupervisorSite administration

Set up the evaluation site and prepare support evidence

Read site readiness, activity and health without confusing administrative evidence with engineering approval.

Owner · Supervisor · Reviewer

KitProof

Your role

Start here: Owner

Set up the site, people and stations, and preserve complete records.

OwnerYour role

Start here: Author

Define components, quantities and evidence policies before freezing a candidate.

AuthorYour role

Start here: Reviewer

Review requirements and activate the exact proved candidate.

ReviewerYour role

Start here: Supervisor

Import jobs, review changes and decide controlled station exceptions.

SupervisorYour role

Start here: Operator

Check one physical kit using exact component and capture evidence.

OperatorYour role

Start here: Viewer

Read kit results and their later qualifications.

ViewerReference

Roles and actions: who can do what

Find the authority, authentication and review conditions for a task, with links to the working procedure.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Station input reference: component, serial, lot and quantity

Distinguish the component scan, trace capture and exception quantity, with their enforced limits.

Supervisor · OperatorSite administration

Prepare the site and checking stations

Establish role boundaries and usable stations before importing work.

OwnerAuthoring

Configure components, policies and kit variations

Save exact per-kit requirements with controlled alternatives and evidence.

AuthorAuthoring and approval

Prove and activate configuration

Review exact example versions and the latest candidate proof.

Author · ReviewerEveryday work

Import jobs and check per-kit plans

Preview the whole file against the active configuration before acceptance.

SupervisorEveryday work

Scan components into the correct kit

Count only server-accepted part or permitted bin evidence.

Operator · SupervisorEveryday work

Record serials, lots and quantities

Keep component identity, captured trace values and counts distinct.

Operator · Supervisor · AuthorExceptions

Decide alternatives, manual counts and waivers

Keep approved substitutions separate from completed exceptions.

Operator · SupervisorChange control

Handle source revisions and configuration changes

Review physical dispositions before restarting kits from changed requirements.

Supervisor · ReviewerExceptions

Reverse an allocation or open controlled rework

Retain mistaken scans and earlier completions honestly.

Operator · SupervisorTroubleshooting

Resolve blocked scans and uncertain responses

Clear unsent work only after the original scan is settled.

Operator · SupervisorRecords and evidence

Read kit evidence and complete exports

Keep expected contents, verified results and site archives distinct.

Viewer · Supervisor · OwnerWorked example

Worked example: quantities, serials and an exception

Follow a plausible kit without converting missing evidence into verified scans.

Author · Reviewer · Supervisor · Operator · ViewerConnected work

Permit an exact OrderRun evidence read

Allow a named receiving site to ask for one exact kit record without granting production authority.

OwnerConnected work

Connect or recover a protected ConfigSheets feed

Protect an existing order source, exchange its checkpoint and resume only with the reviewed protected bundle.

Supervisor

LabelRules

Your role

Start here: Operator

Find the right job, review the label and quantity, and follow the print outcome.

OperatorYour role

Start here: Supervisor

Import work, oversee label runs, authorise exact reprints and investigate exceptions.

SupervisorYour role

Start here: Author

Prepare layouts, rules, forms and data mappings, then freeze saved work for review.

AuthorYour role

Start here: Reviewer

Check frozen changes and evidence before publication, and review a rollback when needed.

ReviewerYour role

Start here: Owner

Set up the site, people and printing, and manage recovery, exports and closure.

OwnerYour role

Start here: Viewer

Find jobs, follow run history and interpret the evidence without changing production.

ViewerQuick reference

Who can do what in LabelRules

Find the role for a task, then check site access, release controls and printing conditions.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Enter job references, form answers and reprint evidence

Check exact number/date formats and distinguish general form values from stricter correction fields.

Owner · Author · Reviewer · Supervisor · Operator · ViewerEveryday work

Print labels for a production job

Check a work-order revision, prepare its label and follow the accepted run.

Operator · SupervisorExceptions

Authorise an exact reprint

Choose the retained copies, explain the reason and account for possible duplicates.

SupervisorExceptions

Handle uncertain PrintStation output

Investigate a lost printer answer without creating uncontrolled duplicate labels.

Operator · SupervisorAuthoring

Create and check a label layout

Edit saved layout geometry and inspect the renderer proof before release review.

AuthorAuthoring

Draft a rule in plain English

Save the intended condition, review a proposal and prove the expected behaviour.

AuthorAuthoring and approval

Verify examples and publish a release

Keep intended outcomes, frozen candidates, verification and publication distinct.

Author · ReviewerExceptions

Review and activate a rollback

Check a retained release against current conditions before making it live again.

ReviewerEveryday work

Complete a reviewed operator form

Supply the required answers and reason for a selected job line before label preparation.

Operator · SupervisorAuthoring

Prepare forms, reference data and source mappings

Check the inputs production uses as carefully as the label layout.

Author · ReviewerEveryday work

Import production jobs or stores locations

Choose the supported file type, check the import result and preserve exact source values.

SupervisorEveryday work

Check and print a label list

Review held rows before accepting a CSV for controlled delivery to a routed printer.

SupervisorSite administration

Set up and qualify LabelRules printing

Connect the correct PrintStation route and check this product’s label on the real printer.

Owner · SupervisorRecords and evidence

Read history and export retained records

Distinguish label content, printing evidence, selected history exports and complete site exports.

Supervisor · Viewer · OwnerSite administration

Review recovery holds and close a site

Restore confidence in work before resuming, and preserve records before closure.

Owner · SupervisorWorked example

Worked handover: the label may already have printed

Keep a print uncertainty separate from content changes and exact reprint approval.

Operator · Supervisor · OwnerSpecialist tasks and administration

Review and expire retained label history

Separate policy adoption, private export and irreversible expiry.

Owner · SupervisorSpecialist tasks and administration

Prepare a reviewed defect report for manual handover

Inspect the exact saved content and download it without changing production.

Owner · Author · Reviewer · Supervisor · Operator · ViewerSpecialist tasks and administration

Retain and inspect private monochrome artwork

Understand accepted PNG inputs and the current image-placement boundary.

Author · ReviewerSpecialist tasks and administration

Verify a form from raw source through to the label

Keep transient trials, independent form examples and whole-workflow proof separate.

Author · ReviewerSpecialist tasks and administration

Review portable workflow evidence at the receiving site

Inspect signed and local proofs without confusing review with signing or activation.

ReviewerSpecialist tasks and administration

Manage local access and publication controls

Restrict central grants and apply the site’s optional additional release checks.

Owner · ReviewerSpecialist tasks and administration

Understand virtual and direct QZ printer workflows

Use only the offered qualified local workflow and preserve the PrintStation boundary.

Owner · Author · Reviewer · Operator · SupervisorSite administration

Interpret workspace usage and capacity

Separate retained limits, rolling budgets, plan allowances and original requests.

Owner · Supervisor · Viewer

LotTrail

Your role

Start here: Owner

Prepare access and site controls without assuming evidence access.

OwnerYour role

Start here: Author

Prepare bounded investigation policies from permitted saved evidence.

AuthorYour role

Start here: Reviewer

Independently review policy evidence and read permitted investigations.

ReviewerYour role

Start here: Supervisor

Declare sources, admit files and manage local review cases.

SupervisorYour role

Start here: Operator

Save bounded investigations using exact recorded identities.

OperatorYour role

Start here: Viewer

Read permitted investigations, cases and decisions without changing evidence.

ViewerReference

Roles and actions: who can do what

Find the authority, authentication and review conditions for a task, with links to the working procedure.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Investigation input reference: exact identities and history cutoffs

Choose exact identities, direction and local evidence boundaries using the enforced formats.

Supervisor · OperatorSite administration

Prepare people and source responsibilities

Keep product access, dataset disclosure and source authority distinct.

Owner · SupervisorSet-up and evidence

Declare a dataset and its readers

Record exact source coverage responsibilities and captured relationship types.

SupervisorEvidence intake

Review and accept a declared evidence file

Check exact source, coverage, duplicates and conflicts before admission.

SupervisorEveryday work

Save a bounded investigation

Choose exact identities, relationship meaning, direction and evidence cutoff.

Operator · SupervisorReference

Interpret coverage and related records

State what the evidence supports and what remains unknown.

Operator · Supervisor · Author · Reviewer · ViewerReview and correction

Review an exact same-identity link

Bridge two declared sources only with supporting human evidence.

SupervisorReview and correction

Handle corrections, conflicts and late arrivals

Admit explicit notices without rewriting saved investigations.

SupervisorReview and handover

Manage a local investigation case

Attach immutable runs and record review without implying source containment.

Supervisor · Operator · Author · Reviewer · ViewerAuthoring and approval

Prepare and review investigation policies

Use exact saved queries and independent native proof through connected Automation.

Author · Reviewer · Supervisor · ViewerRecords and evidence

Read saved runs and download permitted evidence

Keep the original question and cutoff with every retained report.

Operator · Supervisor · Author · Reviewer · ViewerExceptions

Restrict disclosure during an operational problem

Use permitted reader removal and restrictive notices without admitting new facts.

Owner · SupervisorSite administration

Export permitted records and review closure or recovery

Preserve a source-scoped archive and keep unresolved datasets sealed.

Owner · SupervisorTroubleshooting

Resolve missing identities, stale reviews and uncertainty

Investigate the reason without guessing links or duplicating accepted work.

Operator · SupervisorWorked example

Worked example: two source names and a corrected shipment

Preserve source identity, gaps and earlier reports through an investigation.

Supervisor · Operator · Author · Reviewer · Viewer

OrderRun

Your role

Start here: Operator

Find assigned work, report what happened and keep physical despatch separate from approval.

OperatorYour role

Start here: Supervisor

Control source acceptance, production release, handovers, amendments and corrections.

SupervisorYour role

Start here: Author

Prepare mappings, supported rules and independently expected cases for review.

AuthorYour role

Start here: Reviewer

Independently verify mapping and policy changes before activation or withdrawal.

ReviewerYour role

Start here: Owner

Arrange the site, receiving destination and readiness without taking operational approval authority.

OwnerYour role

Start here: Viewer

Read permitted order and unit histories without accepting, releasing or correcting work.

ViewerQuick reference

Who can do what in OrderRun

Separate policy approval, factory release, reported facts and independent evidence review.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Enter source files, receiver answers and observation times

Use exact file limits, complete unit answers and UTC evidence without guessing missing physical facts.

Owner · Author · Reviewer · Supervisor · Operator · ViewerOrder intake

Prepare and accept an incoming source revision

Check the original file, sequencing and rule result before accepting manufacturing requirements.

SupervisorAuthoring and approval

Save, prove and activate mappings and routing rules

Keep supported rule outputs and independently expected results tied to the exact saved version.

Author · ReviewerFactory work

Prepare, approve and issue exact factory work

Select outstanding obligations and issue a retained pack only after its required approvals.

SupervisorFactory work

Record and independently review a receiving answer

Keep accepted, refused and unknown units explicit for each issued factory pack.

Operator · SupervisorEvidence

Record and review production evidence

Attach a fact to the correct unit and revision, then obtain the required independent review.

Operator · SupervisorFulfilment

Record exact units physically leaving

Keep departure, partial fulfilment and reasoned corrections tied to the identified units.

Operator · SupervisorExceptions

Review amendments and linked replacements

Account for every affected unit before accepting changed requirements or authorising a remake.

SupervisorDocuments

Prepare documents and follow PrintStation output

Select the correct job sheet, unit label or despatch note without confusing printing with fulfilment.

Operator · SupervisorRecords and administration

Preserve records and review recovery or closure

Build and verify the complete archive and account for exposed work before resuming or closing.

Owner · Supervisor · ViewerWorked example

Worked example: a changed order after factory issue

Follow an illustrative amendment while keeping source, receiver and physical facts distinct.

Supervisor · Operator · ViewerSpecialist tasks and administration

Link and independently review inspection and kit evidence

Prepare both exact sources for every remaining unit before guarded despatch.

SupervisorSpecialist tasks and administration

Check site readiness, stations and usage reporting

Keep configuration checks, plan reporting and restore evidence tied to the current site.

Owner · SupervisorSpecialist tasks and administration

Practise separately from production orders

Use fictional source orders without treating practice records as factory evidence.

Owner · Author · Reviewer · Supervisor · Operator · Viewer

ParcelOffice

Your role

Start here: Operator

Use the paired station, check the order and follow the current booking mode.

OperatorYour role

Start here: Supervisor

Investigate bookings, review exceptions and supervise label recovery without creating duplicate shipments.

SupervisorYour role

Start here: Author

Draft approved parcel inputs, presets and decision rules with meaningful independent cases.

AuthorYour role

Start here: Reviewer

Approve inputs, activate proven releases and qualify the exact Automatic scope.

ReviewerYour role

Start here: Owner

Arrange sources, carrier accounts, stations and printing while keeping production roles separate.

OwnerYour role

Start here: Viewer

Inspect permitted shipment outcomes, labels and history without booking or changing records.

ViewerQuick reference

Who can do what in ParcelOffice

Find the responsible role for booking, rule approval, carrier uncertainty and label recovery.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Enter scan references, carrier evidence and reprint reasons

Use the actual carrier references and supported form bounds without creating another shipment.

Owner · Author · Reviewer · Supervisor · Operator · ViewerEveryday despatch

Book a shipment at a paired station

Check the work order and understand exactly which scan or confirmation authorises booking.

Operator · SupervisorDecision modes

Understand Manual, Guided and Assisted

Know whether you are choosing a preset, responding to an offer or confirming a recommendation.

Operator · Supervisor · Author · ReviewerAuthoring

Prepare parcel inputs and preset candidates

Approve the actual service/parcel basis before using it in reviewed station choices.

Author · ReviewerAuthoring and approval

Draft and review Guided or Assisted rules

Use independent cases and current preset/source dependencies before enabling a decision mode.

Author · ReviewerExceptions

Resolve an uncertain carrier booking

Obtain the carrier’s evidence before recording whether a shipment exists.

SupervisorLabels and exceptions

Recover labels and authorise the same-label reprint

Keep document recovery for an existing booking separate from another physical print.

SupervisorPrinting

Set up bench printing and follow output

Check the station-to-printer route before unattended labels and investigate uncertainty in the right product.

Owner · Operator · SupervisorAutomatic

Qualify, enable and arm Automatic

Use observed decision evidence for a bounded scope before allowing one-scan bookings.

Reviewer · Supervisor · OperatorSite administration

Configure the source and carrier account carefully

Keep source lookups/callback versions and live carrier sending distinct from production decisions.

OwnerRecords

Read shipment history and download the complete export

Interpret the retained booking/document/print chain and preserve private site records.

Viewer · Supervisor · OwnerWorked example

Worked example: booked shipment, missing label

Resolve the right uncertainty without creating a second shipment for the same parcel.

Operator · Supervisor · ViewerSpecialist tasks and administration

Prepare local people and pair the actual station

Separate Accounts grants, site restrictions, browser pairing and scanner choices.

Owner · Supervisor · OperatorSpecialist tasks and administration

Version an order source and recover callback delivery

Keep source lookup, signed delivery replay and endpoint migration distinct.

OwnerSpecialist tasks and administration

Use Guided reports and current preset sheets

Read observed selections correctly and replace obsolete station codes.

Author · Reviewer · Supervisor · OperatorSpecialist tasks and administration

Read health, retention and usage without repeating work

Separate readiness, support diagnostics, reporting and private exports.

Owner · Supervisor · ViewerSpecialist tasks and administration

Use the sample despatch workspace

Practise with fictional orders and return deliberately to the real site.

Owner · Author · Reviewer · Supervisor · Operator · Viewer

PrintStation

Your role

Start here: PrintStation Owner

Set up a workstation or agent, bind its printer and qualify the intended stock.

OwnerYour role

Start here: Operator

Follow the source product’s print request and check the copy outcome at the printer.

OperatorYour role

Start here: Supervisor

Investigate transport outcomes and coordinate any further print with the source product.

SupervisorQuick reference

Who can do what in PrintStation

Separate printer setup, transport investigation and authority from the source product.

Owner · Supervisor · OperatorReference

Enter printer setup, calibration and investigation evidence

Use the selected printer profile, actual measurements and supported uncertainty observations.

Owner · Supervisor · OperatorSet-up

Qualify a printer and media profile

Print the calibration copy, measure it and record the real result.

OwnerReference

Understand jobs, copies and print attempts

Read transport evidence without confusing submission with physical output.

Owner · Supervisor · OperatorExceptions

Investigate and record uncertain output

Check the physical printer and record what you found before further printing.

Owner · SupervisorSet-up

Manage destinations and printer changes

Keep source products, printer bindings and qualification aligned when routing changes.

Owner · SupervisorWorked example

Worked handover: an uncertain production copy

Investigate the original attempt and return the decision about further printing to its source product.

Owner · Supervisor · OperatorSet-up and reference

Install and recognise the PrintStation app

Choose the offered build for the actual printing computer and resolve discovery problems.

OwnerSet-up and reference

Pair an agent and prepare its printer

Compare the real computer fingerprint before approval, binding and calibration.

Owner · SupervisorSet-up and reference

Control which products may print

Keep organisation allowance, destination products and earlier print requests distinct.

Owner · SupervisorSet-up and reference

Run a signed-in test and retain its result

Distinguish an unsaved quick check, a saved measurement and printer calibration.

Owner · Operator · SupervisorEveryday printing

Follow an attended print from the source product

Check this workstation and exact copy outcomes before the physical handover.

Operator · Owner · Supervisor

ReclaimStation

Your role

Start here: Operator

Receive actual returns, recover identified parts and record checks before independent release.

OperatorYour role

Start here: Supervisor

Check permission, review component evidence independently and resolve holds and corrections.

SupervisorYour role

Start here: Author

Prepare engineering templates, exact reuse policies and independent expected examples.

AuthorYour role

Start here: Reviewer

Independently approve complete template and reuse-policy versions for production.

ReviewerYour role

Start here: Owner

Arrange site access, named stations, physical locations and recovery administration.

OwnerYour role

Start here: Viewer

Trace returns, components, assessments and installation history without changing production.

ViewerReference

Roles, actions and additional checks

Separate configuration approval, material contributions, component release and destination approval before assigning work.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Assessment values and supporting evidence inputs

Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.

Operator · SupervisorEveryday work

Receive and authorise a return

Keep receipt and permission distinct, then follow an illustrative independently released component to its approved destination.

Operator · SupervisorEveryday work

Recover components and account for every expected position

Record actual parts, missing positions and the remaining source unit before closing recovery.

Operator · SupervisorEveryday work

Check a component against an approved method

Record complete observations, precise values and supporting evidence for independent review.

Operator · SupervisorOversight

Review and release a component independently

Check current assessment, permission, identity and holds before approving actual stock.

SupervisorEveryday work

Approve a destination, reserve and fit a component

Match current released stock to an exact approved requirement, then confirm actual fitting.

Operator · SupervisorExceptions

Handle holds, corrections and removal

Withhold uncertain stock, preserve identity history and record actual removal from an installed unit.

Operator · SupervisorRules and releases

Prepare and approve recovery and check templates

Preserve complete engineering methods, evidence requirements and validity in a frozen reviewed version.

Author · ReviewerRules and releases

Prove and release reuse policies with independent examples

Specify exact permitted uses, inspect deterministic rule proof and independently activate a frozen policy.

Author · ReviewerRecords and evidence

Validate imports and adopt held stock deliberately

Review source claims without turning files or local history into authenticated approval.

Owner · Author · Reviewer · SupervisorRecords and evidence

Trace records and source evidence

Follow each return visit, recovered component, assessment and installation without losing earlier history.

Operator · Supervisor · Author · Reviewer · ViewerSite administration

Prepare site access and named stations

Arrange roles, real physical locations and independent people before floor work begins.

OwnerTroubleshooting

Resolve station, scan and missing-answer problems

Check the current command outcome and physical identities before attempting another action.

Operator · Supervisor · OwnerSite administration

Export records, reconcile a restore and control admission

Preserve a private site archive and resolve physical uncertainty before reopening or closure.

Owner · SupervisorSpecialist tasks

Recover an existing part and resolve unconfirmed fitting

Use linked recovery and independent physical reconciliation while preserving component and installation history.

Operator · SupervisorSpecialist tasks

Prepare identity labels, recovery reports and controlled reprints

Keep private PDFs, print-request recovery, supervised copies and label-generation replacement distinct.

Owner · Operator · Supervisor · Reviewer · Viewer

RefillFlow

Your role

Start here: Owner

Set up people, stations, physical activation and the site’s administrative controls.

OwnerYour role

Start here: Author

Prepare reference data, loop revisions, calendar, rules and expected examples.

AuthorYour role

Start here: Reviewer

Prove and release current candidates, apply reviewer policy and control retirement.

ReviewerYour role

Start here: Supervisor

Resolve urgency, holds, short closure, routing, disputes and operational exceptions.

SupervisorYour role

Start here: Stores

Accept responsibility, pick whole quantities and dispatch each leg in your queues.

StoresYour role

Start here: Operator

Request for an empty container and receive actual deliveries under your station sign-in.

OperatorYour role

Start here: Viewer

Read refill progress and evidence without performing fulfilment or supervisor decisions.

ViewerSite administration

Set up and physically activate a refill loop

Complete references, release, stations and observed container conditions before operational use.

Owner · Author · Reviewer · SupervisorAuthoring

Prepare reference data and adopt CSV previews

Keep exact codes, inactive containers and released loop revisions distinct.

Author · Reviewer · OwnerAuthoring and approval

Prove routing, urgency and escalation before release

Save independent expected examples and review the complete current candidate.

Author · Reviewer · OwnerEveryday work

Request a refill for an empty container

Scan, inspect and confirm one current request, including urgent and repeated cycles.

Operator · SupervisorEveryday work

Accept, pick and dispatch refill legs

Work within the responsible queue and preserve partial quantities through each leg.

Stores · SupervisorEveryday work

Receive a dispatched leg at the line

Match ticket, container and location, then record only what arrived.

Operator · Stores · SupervisorExceptions

Handle shortages, holds, returns and short closure

Account for every picked quantity before cancelling or accepting a short refill.

Stores · SupervisorExceptions

Reroute work and investigate a closed-cycle dispute

Change responsibility before picking and preserve history after closure.

SupervisorPrinting

Print tickets, manage cards and recover output

Keep document delivery separate from material fulfilment and control possible duplicates.

Owner · Stores · Supervisor · ViewerReference and follow-up

Check working time and follow escalation tasks

Read due-time evidence, scheduler delays and task completion in their proper scope.

Owner · Author · Reviewer · Stores · SupervisorRecords and evidence

Read cycle history, reports and export the right scope

Trace exact evidence and interpret process statistics with their included sample.

Author · Reviewer · Stores · Supervisor · Viewer · OwnerExceptions

Recover an unconfirmed command or paused station

Keep the original action in its page and check its outcome before continuing.

Operator · Stores · Supervisor · Owner · Author · ReviewerSite administration

Reconcile a restore and preserve records before closure

Account for each held refill, ticket and event before administrative resumption.

Owner · SupervisorYour role

Match roles, queue membership and approval authority

Check required role combinations, physical setup and the distinct authentication rules for each workflow.

Owner · Author · Reviewer · Supervisor · Stores · Operator · ViewerWorked handovers

Hand over a ten-unit refill across two legs

Follow queue and floor responsibilities through partial receipt, a hold and an interrupted response.

Owner · Author · Reviewer · Supervisor · Stores · Operator · ViewerField reference

Enter refill quantities, cards and exception evidence correctly

Check floor and stores fields, exact whole quantities, ticket matching, reasons and shortage follow-up times.

Operator · Stores · SupervisorAdministration

Manage people, queue membership and floor stations

Keep central grants, site restrictions, queue membership and browser pairing aligned.

Owner · Supervisor · Stores · OperatorAdministration

Manage read access and webhook delivery

Issue scoped credentials, review signed subscriptions and explicitly repair retained event gaps.

Owner

RemnantRack

Your role

Start here: Operator

Register, locate and use a measured piece while keeping its label and physical location together.

OperatorYour role

Start here: Supervisor

Review held cuts, missing pieces, disposal decisions and other people's unfinished work.

SupervisorYour role

Start here: Author

Draft exact material definitions, policy rules, defaults and examples before review.

AuthorYour role

Start here: Reviewer

Check material changes and the saved policy proof before making a version live.

ReviewerYour role

Start here: Owner

Set up the site, people, racks and integration settings while keeping production decisions with their roles.

OwnerYour role

Start here: Viewer

Read piece history, search explanations and reports without reserving or changing stock.

ViewerReference

Roles, actions and additional checks

Check who can perform each task, when a station or recent verification is needed, and which reviews require independent people.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Remnant measurements and cut-result inputs

Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.

Operator · SupervisorEveryday work

Register and put away a piece

Measure and put away a piece, then follow an illustrative fit, cut-balance and kept-child handover.

Operator · SupervisorEveryday work

Find a piece that fits

Enter a complete demand, read candidates and rejection reasons, then reserve an exact piece.

Operator · Supervisor · Author · Reviewer · ViewerReference

Understand exact lengths, kerf and uncertainty

Read accepted measurement entries and the guaranteed length needed for a cut.

Operator · Supervisor · Author · Reviewer · ViewerEveryday work

Manage reservations and check out a piece

Hold a candidate for a job, verify it at the bin and handle expiry or release correctly.

Operator · SupervisorEveryday work

Complete a cut and account for the remainder

Record actual output and losses, review the balance and put away the child piece.

Operator · SupervisorEveryday work

Record whole use, an unchanged return or quarantine

Choose the ending that describes the physical outcome of checked-out material.

Operator · SupervisorRules and releases

Control exact materials and aliases

Draft material changes and scanner aliases, then release the checked set independently.

Author · Reviewer · OwnerRules and releases

Draft policy rules and independent examples

Choose outcomes, write conditions and save challenge cases before running proof.

Author · ReviewerRules and releases

Prove, release or roll back policy

Inspect the current saved proof and understand what activation does to reservations and open work.

Author · ReviewerExceptions

Resolve held cuts, missing stock and label exceptions

Use a supervisor decision that preserves the actual measurements, identity and physical outcome.

Supervisor · OperatorEveryday work

Check a rack and review discrepancies

Record witnessed piece sightings against a fixed location baseline before resolving differences.

Operator · SupervisorSite administration

Prepare a site, rack and station

Arrange roles, location cards and station access before production begins.

OwnerTroubleshooting

Handle a lost answer, locked station or rejected scan

Establish what the server recorded before repeating a physical action.

Operator · Supervisor · OwnerRecords and evidence

Read piece history and current state

Follow identity, custody, label generations and parent-child lineage without mistaking them for fresh inspection.

Operator · Supervisor · Author · Reviewer · ViewerSite administration

Export records and close a site

Choose the right archive, preserve exact values and resolve open work before closure.

Owner · SupervisorSpecialist tasks

Preview and adopt reference or opening-stock imports

Choose the correct importing role, resolve the complete preview and keep provisional stock separate from available pieces.

Owner · Author · SupervisorSpecialist tasks

Manage read credentials and outgoing event delivery

Issue site-bound credentials, maintain subscriptions and preview deliberate replay without treating delivery as a stock action.

Owner

SmartFACT Accounts

Quick reference

Who manages identity, membership and product access

Distinguish your personal security, organisation administration and local product permissions.

Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresReference

Enter account security and invitation details

Check password, authenticator and team-input rules without sharing private security information.

Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresGetting started

Sign in and join your organisation

Accept your invitation, verify your identity and open the correct product.

Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresYour account

Protect your account and confirm sensitive actions

Set up two-factor authentication and understand requests to confirm your identity again.

Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresOrganisation administration

Manage team membership and product roles

Give each person the product access their job needs and check site restrictions separately.

OwnerTroubleshooting

Resolve a sign-in or access problem

Identify whether the issue is identity, membership, role, plan or local site access.

Owner · Author · Reviewer · Supervisor · Operator · Viewer · StoresSite administration

Review subscriptions, allowances and reported usage

Keep organisation billing, employee grants and product admission separate.

OwnerSite administration

Choose the organisation retention policy

Set declared retention values and verify the product still owns eligibility and removal.

OwnerSite administration

Manage standalone installation links

Register the actual public key and distinguish a hosted link from local operation.

Owner

SmartFACT Automation

Your role

Start here: Operator

Recognise Automation's requirement list and keep production work in its owning product.

OperatorYour role

Start here: Supervisor

Inspect requirements and native evidence, explain operational concerns and retain the site's records.

SupervisorYour role

Start here: Author

Turn a complete requirement into explicit product changes, independently expected cases and a reviewable release.

AuthorYour role

Start here: Reviewer

Check independent cases and exact native and central release evidence before activation.

ReviewerYour role

Start here: Owner

Arrange current Accounts access, site setup, records export and the people needed for independent decisions.

OwnerYour role

Start here: Viewer

Read requirements, plans, original source evidence and native release status without changing them.

ViewerReference

Roles, actions and additional checks

Separate Automation roles, native product grants, independent contributors, fresh security checks and retained original requests.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Requirement, native file and review inputs

Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.

Author · Reviewer · Supervisor · ViewerPlanning

Capture a requirement and prepare a complete working plan

Record intended behaviour, missing-information handling, source contexts and unresolved capability gaps.

Author · Reviewer · Supervisor · ViewerRecords and evidence

Open original product context and retained decision evidence

Check actor, site, source revision and realm before using a private handover or current native view.

Author · Reviewer · Supervisor · ViewerAuthoring

Edit the complete native revision

Choose the exact product draft and inspect whole-document differences before saving or adoption.

Author · ReviewerAuthoring

Review and adopt a plain-English proposal

Check provider disclosure, exact source basis, proposed meaning and limits before a separate draft adoption.

AuthorAuthoring and approval

Write and review complete independent expected cases

Supply intended outcomes from the source, freeze the complete set and keep case approval separate from release approval.

Author · ReviewerAuthoring and approval

Prove the whole native release and obtain independent review

Keep candidate identity, cases, verification, native review and central review attributable to one complete version.

Author · Reviewer · Supervisor · ViewerExceptions

Activate a reviewed release and recover uncertain requests

Inspect readiness and reconcile the original command before allowing another native change.

Author · Reviewer · Supervisor · ViewerShared definitions

Create and independently approve a shared definition

Define exact organisational outputs and cases before compatible products map them into native configurations.

Author · Reviewer · Supervisor · ViewerShared definitions

Map a reviewed shared definition into a product

Map every required input to a selected native revision and inspect the complete retained configuration before saving.

Author · ReviewerShared definitions

Review source-validity rules and bind exact observations

Independently test age, completeness and lifecycle restrictions before binding enrolled sources to a native draft.

Author · ReviewerCoordinated releases

Coordinate complete policy releases across products

Review the exact member relationship, hold new work, activate each release and open each ready member explicitly.

Author · Reviewer · Supervisor · ViewerRecords and evidence

Retain records and use the practice workspace

Preserve attributable revisions and delivery evidence while keeping sample and real product realms explicit.

Owner · Supervisor · Author · Reviewer · ViewerSpecialist tasks

Review and record a saved plan-step configuration action

Use the exact retained workflow source, bounded native action and original-command outcome checks.

Author

SmartFACT Data

Your role

Start here: Operator

Maintain permitted table versions, refresh sources and prepare controlled data outputs.

OperatorYour role

Start here: Supervisor

Inspect shop orders and held changes, make permitted deduction decisions and review retained outcomes.

SupervisorYour role

Start here: Author

Prepare the Author-only SKU template, shop mappings and reviewed Automation definitions from independent expectations.

AuthorYour role

Start here: Reviewer

Check shop mapping releases and exact Data candidates independently before activation.

ReviewerYour role

Start here: Owner

Arrange source connections, access, observation producers, exports and controlled shop administration.

OwnerYour role

Start here: Viewer

Inspect source versions, queries, released selections and retained output without editing or generating new work.

ViewerReference

Roles, actions and additional checks

Use the exact native-table template, shop role, reader grant and review checks rather than relying on a broad route or job title.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Typed table, paste and export inputs

Check the exposed field formats, units, bounds and required evidence, then resolve the actual refusal before recording work.

Owner · Operator · AuthorReference tables

Create a typed reference table

Choose the appropriate creation role, column types, row identity and matching keys before entering data.

Owner · AuthorReference tables

Review and save a new table version

Use the correct template-specific role, preserve exact rows and hand over a confirmed saved version.

Owner · Author · OperatorExternal data

Register and refresh an external sheet snapshot

Bind one tab, preview incoming parameters and rows, then confirm the accepted source revision.

Owner · Operator · ViewerEveryday work

Test an exact query without changing data

Choose sources and typed matches, then inspect the query and source data that produced the answer.

Owner · Operator · ViewerRules and releases

Prepare and run an independently reviewed selection

Keep allowed sources, complete conditions, expected examples and native publication distinct from current data results.

Owner · Author · Reviewer · Operator · ViewerEveryday work

Preview and generate a KitProof feed file

Review exact jobs, mapping precedence and source revisions before creating a retained import file.

Owner · Operator · ViewerEveryday work

Prepare a LabelRules customer-product import

Export supported exact customer-product codes from one saved table version with its evidence.

Owner · Operator · ViewerRules and releases

Draft and independently activate a shop mapping

Bind a saved SKU table version, status effects and independently expected StoresFlow quantities.

Author · ReviewerOversight

Review held shop orders and delivery evidence

Inspect original mappings, accepted deductions and exact receiver revisions before resolving work.

Operator · Supervisor · Owner · ViewerSite administration

Manage restricted application and shop connections

Choose the correct credential type, save one-time secrets securely and inspect connection admission before use.

OwnerSite administration

Enrol source observations and preserve their validity

Bind original observation time, completeness and withdrawal to an explicit reviewed source producer.

Owner · Author · ReviewerRecords and evidence

Read history, export records and recover held work

Retain exact snapshots and outputs, review protected retention and resolve each restore boundary deliberately.

Owner · Operator · Supervisor · ViewerSite administration

Inspect effective site access and service readiness

Use Team & access and private diagnostics while preserving central grants and task-specific recovery boundaries.

Owner

SmartFACT Purchasing

Your role

Start here: Owner

Set up access, documents and connections without taking purchasing approval authority.

OwnerYour role

Start here: Author

Prepare supplier data, exact conversions, rules and independent examples.

AuthorYour role

Start here: Reviewer

Review frozen catalogue changes and evidence before making a release live.

ReviewerYour role

Start here: Supervisor

Approve commitments, manage revisions and investigate sending and receipt exceptions.

SupervisorYour role

Start here: Operator

Raise needs, prepare ordinary drafts and confirm eligible non-stock deliveries.

OperatorYour role

Start here: Viewer

Inspect requests, orders, commitments and communication evidence without changing them.

ViewerSite administration

Set up ordering, access and product connections

Prepare valid site details and reviewed dependencies before creating commitments.

Owner · Author · Reviewer · SupervisorEveryday work

Raise a request and manage additional need

Choose the exact target and preserve distinct contributions without duplicating demand.

Operator · SupervisorEveryday work

Prepare and check order drafts

Group requests, preserve existing lines and submit the exact saved revision.

Operator · SupervisorApproval

Review and approve an order revision

Apply the displayed approval route to the exact current proposal.

SupervisorExceptions

Amend or cancel approved commitment

Keep the approved revision in force until a valid change completes.

SupervisorCutover and existing work

Record an order placed before Purchasing

Declare an existing commitment without presenting it as a new approval or send.

SupervisorEveryday work

Record partial deliveries and correct confirmations

Keep stock receipts in their source and local non-stock confirmations in Purchasing.

Operator · Supervisor · ViewerCommunication

Send or record an approved supplier communication

Distinguish approval, provider acceptance, delivery evidence and a controlled resend.

Supervisor · OwnerCommunication

Record supplier replies and acknowledge exceptions

Keep the sent revision and supplier statement separate from quantity changes.

Operator · Supervisor · ViewerAuthoring

Prepare suppliers, items and reviewed CSV imports

Check destinations and exact units before the catalogue is used for new work.

Author · ReviewerAuthoring and approval

Prove rules and activate a reviewed release

Test all purchasing decisions and preserve independent review where required.

Author · Reviewer · OwnerExceptions

Resolve an unconfirmed action

Check the original command before creating a replacement request, approval or send.

Owner · Author · Reviewer · Supervisor · OperatorRecords and administration

Read retained history, export records and handle recovery

Preserve approved documents and unresolved commitments before closure or resumption.

Owner · Supervisor · Viewer · OperatorYour role

Choose the right role for purchasing work

Separate catalogue review, commitment approval, supplier communication and delivery authority.

Owner · Author · Reviewer · Supervisor · Operator · ViewerWorked handovers

Hand over a partial delivery, correction and cancelled remainder

Track a twelve-box non-stock order through independent approval, an interrupted confirmation and the supplier communication still due.

Owner · Author · Reviewer · Supervisor · Operator · ViewerField reference

Enter request, order and delivery fields correctly

Check quantities, supplier packs, prices, addresses and delivery corrections using the exposed forms.

Operator · Supervisor · Author · ReviewerConnections

Manage connected products and exception reviews

Bind the correct source site, repair retained updates and acknowledge the exact exception without changing quantities.

Owner · SupervisorAdministration

Set up and qualify the sending mailbox

Connect the intended mailbox, inspect test evidence and control real-provider qualification.

OwnerRecovery

Close a Purchasing site with a recorded handover

Stop new work, account for commitments and uncertain communications, then retain a current complete export.

Owner · Supervisor

StoresFlow

Your role

Start here: Owner

Prepare the site and assignments, and arrange independent operational authority.

OwnerYour role

Start here: Author

Prepare materials and policies, exact quantities and evidence for review.

AuthorYour role

Start here: Reviewer

Check exact proofs, operational impact and reviewer independence before activation.

ReviewerYour role

Start here: Supervisor

Oversee physical stock, discrepancies, holds and the Purchasing handover.

SupervisorYour role

Start here: Operator

Record actual receipts, locations, picks, issues, returns and count observations.

OperatorYour role

Start here: Viewer

Read current quantities, movements, receipts and retained evidence safely.

ViewerSite administration

Set up stores, bins and opening stock

Prepare locations and reviewed imports before a single controlled opening.

Owner · Author · Reviewer · SupervisorAuthoring

Prepare materials, exact units and policies

Build the reference and policy drafts production will use.

Author · ReviewerAuthoring and approval

Prove, review and activate an exact release

Check independent examples, current impact and reviewer rules, including rollback.

Author · ReviewerEveryday work

Receive and put away an actual delivery

Record partial arrivals, approved lots and physical placement without duplicating a receipt.

Operator · SupervisorEveryday work

Reserve, pick and issue for a job

Keep requested demand, committed material and physical use distinct.

Operator · Supervisor · ViewerEveryday work

Move material and return unused stock

Preserve custody through transfers, arrivals, picked returns and issued returns.

Operator · Supervisor · ViewerStock control

Count locations and review discrepancies

Freeze a reconciled scope, record observations and complete the reviewed count.

Operator · SupervisorExceptions

Correct stock and manage holds

Keep reason-coded adjustments, named corrections and review acknowledgements distinct.

SupervisorConnected work

Understand replenishment and receipt reports

Follow need and on-order status while preserving StoresFlow stock authority.

Operator · Supervisor · Viewer · OwnerRecords and evidence

Read history and prepare documents

Trace running balances, sources and retained outcomes without mistaking a PDF for current stock.

Operator · Supervisor · Viewer · OwnerExceptions

Recover an unconfirmed recording

Check the original request before retrying a recording or physical action.

Owner · Author · Reviewer · Supervisor · OperatorSite administration

Review recovery and close or reopen a site

Preserve custody evidence, complete exports and independent decisions.

Owner · SupervisorYour role

Choose the right role for each action

Check operational, authoring and administrative authority, additional station checks and review independence.

Owner · Author · Reviewer · Supervisor · Operator · ViewerWorked handovers

Work through a partial delivery and a shift handover

Follow exact stock, job demand, Purchasing receipt evidence and an interrupted recording across two shifts.

Owner · Author · Reviewer · Supervisor · Operator · ViewerField reference

Enter material quantities, references and locations correctly

Check exposed movement and demand inputs, exact units, reference lengths and recovery after a refused or interrupted recording.

Operator · Supervisor · Author · ReviewerAdministration

Manage site people and working stations

Restrict central grants, enrol a working position and hand over station access safely.

Owner · Supervisor · OperatorConnections

Approve sales channels and resolve deductions

Bind the intended SmartFACT Data channel and distinguish waiting changes, refusals and recorded shortfalls.

Owner · Author · Reviewer · SupervisorAdministration

Manage read credentials and event delivery

Issue scoped read access, maintain signed destinations and review retained event replays.

Owner

ToolCustody

Your role

Start here: Owner

Prepare access, positions and site lifecycle controls.

OwnerYour role

Start here: Author

Prepare approved tool identities, tasks and suitability policies.

AuthorYour role

Start here: Reviewer

Review reference proofs and approve the unchanged revision.

ReviewerYour role

Start here: Supervisor

Manage opening custody, borrowers, holds and reviewed returns.

SupervisorYour role

Start here: Operator

Check eligibility, record deliberate handovers and return tools truthfully.

OperatorYour role

Start here: Viewer

Read asset custody and history without making operational changes.

ViewerReference

Roles and actions: who can do what

Find the authority, authentication and review conditions for a task, with links to the working procedure.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Station input reference: tool labels, time and return details

Enter exact identities, whole-minute intervals and truthful return details, and interpret refusals.

Supervisor · OperatorSite administration

Prepare access, positions and borrowers

Complete the administrative and operational prerequisites for a first crib.

Owner · SupervisorAuthoring and approval

Prepare references and approve the release

Save exact catalogue content and independently expected suitability examples.

Author · ReviewerSet-up and handover

Confirm the physical opening

Record observed custody without inventing historical issue evidence.

SupervisorEveryday work

Check and record a tool handover

Preview current eligibility, then confirm the actual physical issue.

Operator · SupervisorEveryday work

Record a return, review and actual restow

Receive unsuitable tools truthfully without making them ready automatically.

Operator · SupervisorExceptions

Review holds, missing tools and disputed custody

Retain observed facts while resolving the specific operational barrier.

Supervisor · Operator · ViewerRecords and evidence

Submit and review service evidence

Bind the actual private source to one asset and make a separate human decision.

Supervisor · OwnerEveryday work

Carry out a recorded spot check

Record observed assets against the check’s snapshot and retain discrepancies.

Operator · SupervisorTroubleshooting

Settle uncertain actions and station problems

Recover the original command before repeating a physical action.

Owner · Operator · SupervisorRecords and evidence

Read history, prepare documents and retain an export

Separate asset identity, historical status, printing and complete records.

Supervisor · Operator · Viewer · OwnerSite administration

Drain, close and review recovery

Reopen only after current custody and reference reviews.

Owner · Supervisor · ReviewerWorked example

Worked example: a qualified issue and damaged return

Follow one individual tool through its actual custody and review states.

Owner · Author · Reviewer · Supervisor · Operator · ViewerConnected work

Allow a WorkSteps tool-readiness check

Record the exact approved task, receiving site and actor-to-borrower mappings, then withdraw deliberately when required.

Owner

WorkSteps

Your role

Start here: Owner

Set up people and stations, and preserve the site records.

OwnerYour role

Start here: Author

Create unit-specific procedures and independently expected examples.

AuthorYour role

Start here: Reviewer

Review a frozen procedure and control its release lifecycle.

ReviewerYour role

Start here: Supervisor

Import and issue units, resolve holds and preserve completed evidence.

SupervisorYour role

Start here: Operator

Identify one unit, follow its issued steps and record truthful evidence.

OperatorYour role

Start here: Viewer

Read units, travellers and completed evidence without changing work.

ViewerReference

Roles and actions: who can do what

Find the authority, authentication and review conditions for a task, with links to the working procedure.

Owner · Author · Reviewer · Supervisor · Operator · ViewerReference

Station input reference: identifiers, text and photographs

Check exact evidence formats, text bounds and photograph limits before saving a step.

Supervisor · OperatorSite administration

Prepare people and stations

Check the site, role restrictions and named stations before production use.

OwnerAuthoring

Author procedures for unit variations

Define steps, options, parameter tables and evidence before proof.

AuthorAuthoring and approval

Verify and publish a procedure

Compare independent expectations and publish only the exact passing candidate.

Author · ReviewerEveryday work

Import units and issue their travellers

Preview exact source data and issue a consistent batch.

SupervisorEveryday work

Record evidence at the station

Claim the correct unit and satisfy each issued requirement.

OperatorExceptions

Resolve holds and hand over unfinished work

Use the remedy for the specific barrier and arrange the physical transfer.

Supervisor · OperatorExceptions

Correct evidence, replace work or authorise rework

Preserve the original attempt and review what must be repeated.

SupervisorChange control

Retire or withdraw a release

Stop future issuance or execution with the appropriate release action.

Reviewer · SupervisorTroubleshooting

Recover from an uncertain answer or station lock

Reconcile the original action and restore current station authority.

Operator · SupervisorRecords and evidence

Read history and retain the right export

Distinguish reference instructions, completed evidence and complete site records.

Supervisor · Viewer · OwnerSite administration

Handle recovery and close the site

Review held work and preserve records before the read window ends.

Owner · SupervisorWorked example

Worked example: two unit variations and a handover

Follow a plausible job through variation, evidence and a supervised interruption.

Author · Reviewer · Supervisor · Operator · ViewerConnected work

Require a ToolCustody check before a step

Register the source permission, bind the approved step and check the actual loan and tool at the station.

Owner · Author · Reviewer · Supervisor · Operator