Use this reference for the real site. Or means either role is sufficient for the named action. Plus means the same person needs both the role and the additional authority. A requirement for another person is stated separately. Accounts grants and the local site assignment must both allow the role.
Recent authentication means completing the Accounts second factor within the last five minutes. Ordinary sign-in checks still apply to the other rows. Current site state, commercial admission, record revisions and any active holds can also refuse an otherwise permitted action.
Choose the task and authority
| Task | Who | Additional conditions | Related guide |
|---|---|---|---|
| Prepare local people and stations | Owner | Recent authentication for local assignments, station changes and setup. Owner administration does not grant inspection or quality disposition. | Procedure |
| Save an inspection plan or adopt its proposal | Author | Use approved methods and independent expected selections; save the exact revision before proof. | Procedure |
| Run plan proof | Author or Reviewer | Proves the saved method and selection cases, not actual physical measurements. | Procedure |
| Approve a definition needing expert approval | Reviewer | Recent authentication and independence from plan contributors. Read the actual expert statement; approval revises the draft and requires new proof. | Procedure |
| Approve and activate a plan | Reviewer | Recent authentication, unchanged current passing proof and no saved-draft contribution to that plan. Holding another role cannot remove contributor exclusion. | Procedure |
| Withdraw a plan release | Reviewer | Recent authentication and reason. Affected open or released work receives its specific barrier. | Procedure |
| Prepare an instrument qualification reference | Author | Upload the actual source and exact supported method, unit, range and validity. Preparation is not approval. | Procedure |
| Approve that instrument reference | Reviewer | Recent authentication and a different person from its preparer. The exact retained file and current revision are checked. | Procedure |
| Revoke an instrument | Reviewer or Supervisor | Recent authentication and reason. Retained history remains; affected use is restricted. | Procedure |
| Register exact unit context or accept its import | Supervisor | Use current source revision and a reviewed preview. Registration starts no inspection. | Procedure |
| Acquire a station, start and record readings | Operator or Supervisor | Current station lease, reviewed selection and physical unit confirmation. Exact readings use the specified unit and precision. | Procedure |
| Take over station control or resume under another station | Operator or Supervisor | Recent authentication for takeover or changed station control, current occupancy and reason where requested. Earlier control is invalidated. | Procedure |
| Attach required inspection evidence | Operator or Supervisor | Current attempt and inspected retained file. Attachment is distinct from any required Supervisor acceptance. | Procedure |
| Review attached evidence | Supervisor | Recent authentication and a reasoned decision on the exact clean file while the inspection is in progress. | Procedure |
| Request a transcription correction | Operator or Supervisor | Identify the original reading and exact intended entry. A new physical measurement needs a full retest. | Procedure |
| Approve a transcription correction | Supervisor | Recent authentication and current attempt revision. The native action allows the same person to request and approve; it retains the original. | Procedure |
| Complete the inspection | Operator or Supervisor | All required records must exist. Completion can retain nonconforming work in a held disposition. | Procedure |
| Authorise a full retest | Supervisor | Recent authentication and reason. A successor repeats every selected check and retains the earlier attempt. | Procedure |
| Resolve an earlier failure and separately release conforming work | Supervisor | Recent authentication. Resolve against the conforming full successor where required; release needs completed conforming work, valid references and no active hold. No concession release is available. | Procedure |
| Read retained results, current unit records and inspection evidence | Operator or Supervisor or Viewer | Use the permitted record and exact result version; a historical PDF is not permanent release permission. | Procedure |
| Prepare, download and acknowledge a complete site archive | Owner | Recent authentication and exact current archive/hash. Supervisor authority alone does not grant this archive operation. | Procedure |
| Drain, close or record technical restore review | Owner | Recent authentication. Closure needs no unresolved blockers and a current acknowledged archive; restore review returns to draining rather than releasing units. | Procedure |
| Allow or withdraw an exact OrderRun evidence read | Owner | Real site and recent authentication. Exact registered namespace, unit, revision and context hash; no inspection or release action follows. | Procedure |
Use the right independent person
Plan and instrument approval have explicit actor exclusions. Routine evidence review, transcription correction and quality disposition each have their own checks; do not apply the instrument's two-person rule to every action. A Supervisor can also perform station work directly, but must acquire its current control and record the actual unit. The worked inspection preserves the difference between failure, full retest and release.