Use this reference to arrange engineering evaluation and its handover. This deployed release produces evaluation results only. No role, proof, pack or combination of roles enables manufacturing qualification here. Production, inspection, stock availability and order approval are not established by an accepted evaluation.
Read the permission terms
OR means either listed role meets the role check. AND means both roles are needed when one person undertakes both responsibilities. Another person means a different eligible individual, not a second role on the contributor's account. Current Accounts access, site assignment, exact source revision and recovery conditions still apply.
Recent verification means an Accounts second-factor check within the last five minutes. Native drafting and submission use current Author authority without that extra fresh-check requirement; review, evaluation, packs, operational decisions and site-operation commands below require recent verification. Read-only inspection does not itself establish freshness or authority to change a result.
Match the task to its authority
| Task | Who | Additional conditions | Related guide |
|---|---|---|---|
| Read the engineering office workspace and full accepted-result facts | Owner OR Author OR Reviewer OR Supervisor OR Viewer | Current permitted site. Full model/case detail is further restricted to Author OR Reviewer. | Results and replay |
| Look up a result on the floor | Operator, or another permitted reading role | Operator alone sees eligibility, evaluation notice, named values and component projection, not original inputs or full source provenance. | Operator |
| Create, rename or save a family draft | Author | Current draft revision, complete model and supplied expectations. Owner and Supervisor do not acquire Author authority. | Engineering family |
| Prepare and submit independent cases with the model | Author | Independently established complete expected values and component list. Passing proof is required before submission. | Independent cases |
| Inspect complete model and candidate proof | Author OR Reviewer | The exact retained candidate and revision, rather than just the family's display name. | Candidate review |
| Approve or return a pending candidate | Reviewer | Recent verification. A contributor to its model or expectations cannot review that candidate. Approval does not activate it. | Candidate review |
| Activate or revert to an approved release | Reviewer | Recent verification, current impact comparison and eligible retained release. An editor of that release cannot select it; enrolled Automation evidence also remains authoritative. | Release activation |
| Evaluate unit inputs | Supervisor | Recent verification, current approved release and evaluation admission. A changed input, release or expired preview needs evaluation again. | Configure and accept |
| Accept the exact previewed result | Supervisor | Recent verification and a valid unchanged preview. The accepted result is fixed evaluation evidence, not manufacturing approval. | Configure and accept |
| Amend a configuration or prepare a remake | Supervisor | Fresh release choice and evaluation. Amendment and separate remake have different history relationships. | Amend or remake |
| Generate a private engineering pack | Supervisor | Recent verification and permitted purpose/current eligibility. Reviewer alone may inspect evidence but does not issue a pack. Manufacture-qualified output is unavailable. | Packs and handover |
| Record manual handover evidence | Supervisor | Recent verification, an exact retained evaluation pack, actual receiver, observation time and outcome. A download is not receipt. | Packs and handover |
| Independently review handover evidence | Another Supervisor | Recent verification; the reporter cannot review their own handover. | Packs and handover |
| Record receiver follow-up | Supervisor | Recent verification and observed evidence. Notified, acknowledged and unreachable remain open outcomes. | Withdraw and follow up |
| Close a reported stopped/disposed follow-up | Another Supervisor | Recent verification and pending review. The person reporting that disposition cannot close it through independent review. | Withdraw and follow up |
| Withdraw an individual result | Reviewer OR Supervisor | Recent verification and reason. Accepted historical values remain; eligibility and follow-up change. | Withdraw and follow up |
| Withdraw a family release, component or reference table | Reviewer | Recent verification and critical engineering reason. Inspect affected results and receiver work. | Imports and dependencies |
| Request, build or download a private exit archive | Owner OR Supervisor | Real site, recent verification and current archive state. Build, retained download and acknowledgement are separate. | Archives and recovery |
| Acknowledge the verified archive | Owner | Recent verification and the exact SHA-256 of the actually downloaded current archive. | Archives and recovery |
| Reconcile restored result evidence | Supervisor | Recent verification. The restored historical result remains held; reconciliation does not reapprove its engineering output. | Archives and recovery |
| Complete site recovery review, pause, resume or close | Owner | Recent verification and the action's current evidence/obligations. The heading Independent recovery review does not add an enforced different-actor requirement to this Owner action. | Archives and recovery |
Plan more than one handover role
An engineer who needs to author and inspect full source content can hold Author; approving their own model is still refused even if they also hold Reviewer. A Supervisor accepting an evaluation does not need Author or Reviewer, but cannot edit or approve the model through that operational role.
For a completed handover and later stopped/disposed follow-up, arrange another Supervisor to perform the independent review. An Owner who reconciles operational result evidence needs Supervisor AND Owner if they also perform the final site review. Those are separate permission checks; no different-actor condition is implied beyond the rows that expressly require another person.