SmartFACT Data handbook
Own exact reference tables, receive source snapshots and publish controlled selections, files and shop mappings with retained evidence.
Review edition · 25 October 2026
Search for general tasks or screen messages. Leave out customer details and private job data.
21 guides
SmartFACT Data
Start here: Operator
Maintain permitted table versions, refresh sources and prepare controlled data outputs.
OperatorYour roleStart here: Supervisor
Inspect shop orders and held changes, make permitted deduction decisions and review retained outcomes.
SupervisorYour roleStart here: Author
Prepare the Author-only SKU template, shop mappings and reviewed Automation definitions from independent expectations.
AuthorYour roleStart here: Reviewer
Check shop mapping releases and exact Data candidates independently before activation.
ReviewerYour roleStart here: Owner
Arrange source connections, access, observation producers, exports and controlled shop administration.
OwnerYour roleStart here: Viewer
Inspect source versions, queries, released selections and retained output without editing or generating new work.
ViewerReferenceRoles, 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 · ViewerReferenceTyped 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 tablesCreate a typed reference table
Choose the appropriate creation role, column types, row identity and matching keys before entering data.
Owner · AuthorReference tablesReview 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 dataRegister and refresh an external sheet snapshot
Bind one tab, preview incoming parameters and rows, then confirm the accepted source revision.
Owner · Operator · ViewerEveryday workTest 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 releasesPrepare 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 workPreview and generate a KitProof feed file
Review exact jobs, mapping precedence and source revisions before creating a retained import file.
Owner · Operator · ViewerEveryday workPrepare a LabelRules customer-product import
Export supported exact customer-product codes from one saved table version with its evidence.
Owner · Operator · ViewerRules and releasesDraft and independently activate a shop mapping
Bind a saved SKU table version, status effects and independently expected StoresFlow quantities.
Author · ReviewerOversightReview held shop orders and delivery evidence
Inspect original mappings, accepted deductions and exact receiver revisions before resolving work.
Operator · Supervisor · Owner · ViewerSite administrationManage restricted application and shop connections
Choose the correct credential type, save one-time secrets securely and inspect connection admission before use.
OwnerSite administrationEnrol source observations and preserve their validity
Bind original observation time, completeness and withdrawal to an explicit reviewed source producer.
Owner · Author · ReviewerRecords and evidenceRead 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 administrationInspect effective site access and service readiness
Use Team & access and private diagnostics while preserving central grants and task-specific recovery boundaries.
Owner