# Who can do what in OrderRun

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

Source: https://help.smartfact.ai/manuals/orders/roles-and-actions

Review edition: 25 October 2026

Roles: owner, author, reviewer, supervisor, operator, viewer

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](/manuals/orders/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](/manuals/orders/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](/manuals/orders/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](/manuals/orders/reviewer). |
| Configure an allowed receiving destination | Owner | Technical configuration does not approve work for manufacture. | [Owner](/manuals/orders/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](/manuals/orders/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](/manuals/orders/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](/manuals/orders/receiving). |
| Report production evidence | Operator or Supervisor | An Operator acting without Supervisor needs the permitted station. Manual observations remain visibly reported evidence. | [Evidence](/manuals/orders/evidence). |
| Approve or revoke production evidence | Supervisor | Review approval excludes the person who reported that evidence. | [Evidence](/manuals/orders/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](/manuals/orders/despatch). |
| Add a hold | Operator or Supervisor | State the actual problem; adding a hold is different from resolving it. | [Operator](/manuals/orders/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](/manuals/orders/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](/manuals/orders/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](/manuals/orders/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](/manuals/orders/inspection-and-kit-links). |
| 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](/manuals/orders/site-readiness). |
| 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](/manuals/orders/practice-workspace). |

## 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](/manuals/orders/worked-example) to see the handover when work may already have started. Role labels on Help articles are reading aids, not product permissions.