Use this reference to assign the next task. Or means either listed role can perform that action. People can hold several roles, but the same identity cannot satisfy an independent-review check by changing roles. Current site access, record state and required evidence still apply.
Find the right person
| Task | Who | Additional conditions | Related guide |
|---|---|---|---|
| Read operational orders, units, packs and despatch records | Operator, Supervisor or Viewer | Owner, Author and Reviewer alone do not gain operational records. | Viewer. |
| Prepare an incoming source file and accept or reject its candidate | Supervisor | Review the exact source revision, sequencing and impact. Acceptance is separate from factory release. | Intake. |
| Draft mappings, policies and expected examples; run proof | Author | Use independently expected outcomes. Drafting does not activate policy or release an order. | Mappings and rules. |
| Activate or withdraw a policy release | Reviewer | Activation excludes contributors to the draft version and needs recent confirmation. Withdrawal can create operational reconciliation work. | Reviewer. |
| Configure an allowed receiving destination | Owner | Technical configuration does not approve work for manufacture. | Owner. |
| Prepare, approve and issue exact factory work | Supervisor | Current approved policy, unit identities, destination and any additional approval must agree. If multiple approvals are required, the approvers must be different people. | Factory release. |
| Report a receiver's answer | Operator or Supervisor | An Operator acting without Supervisor needs the permitted station. Report the complete unit partition and actual observation. | Receiving. |
| Review a receiver report or reconcile exposed work | Supervisor | The report needs independent review. A download does not establish acceptance, non-start or recall. | Receiving. |
| Report production evidence | Operator or Supervisor | An Operator acting without Supervisor needs the permitted station. Manual observations remain visibly reported evidence. | Evidence. |
| Approve or revoke production evidence | Supervisor | Review approval excludes the person who reported that evidence. | Evidence. |
| Record exact units physically despatched | Operator or Supervisor | A permitted station is required for either role. Unit, hold and prerequisite checks must pass. | Despatch. |
| Add a hold | Operator or Supervisor | State the actual problem; adding a hold is different from resolving it. | Operator. |
| Resolve holds or amendments, arrange a remake, or correct a despatch record | Supervisor | Use the applicable evidence and current state. A local correction does not reverse physical departure. | Amendments. |
| Prepare documents and submit permitted prints | Operator or Supervisor | Use the configured integration and exact source record. Some further print actions are Supervisor-only. | Printing. |
| Take the complete export or manage technical recovery/closure | Owner or Supervisor for the export; Owner for site administration | Export needs recent confirmation. Technical restore review does not settle physical work. | Records and recovery. |
| Prepare and independently review complete inspection/kit links | Supervisor | Both sources for every remaining unit, at most eight; exact read grants, current scope/generation and independent contributors apply. | Link and independently review inspection and kit evidence. |
| Configure a site, station and reconcile held usage | Owner | Readiness is visible to Owner/Supervisor; setup and independent Accounts event review do not certify factory or physical work. | Check site readiness, stations and usage reporting. |
| Practise in the separate fictional workspace | Permitted signed-in reader; Owner creates or resets | Normal authority and review checks remain; confirm the workspace before returning to production. | Practise separately from production orders. |
Confirm privileged actions
Supervisor workflow changes such as source acceptance, release preparation/approval/issue and independent reviews require a second factor from the last five minutes. Ordinary receiver reporting, evidence reporting, despatch and adding a hold do not use that extra five-minute workflow check. Session authentication, station and other authority checks still apply.
Hand over the exact uncertainty
Give the next person the order, source revision, pack and affected unit identities, plus the reported facts and outstanding review. Name which question remains open: policy permission, factory acceptance, start of work, physical evidence or departure. These questions have different records and owners.
Use the changed-order example to see the handover when work may already have started. Role labels on Help articles are reading aids, not product permissions.