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Handbooks: RefillFlow

Start here: Supervisor

Resolve urgency, holds, short closure, routing, disputes and operational exceptions.

Review edition · 25 October 2026 · For Supervisor

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Supervisors make exception decisions. You can read all queues and manage holds, cancellation, short closure, card replacement, rerouting, disputes, urgency approvals and escalation tasks. You still need operator for floor requests or receipts, and stores plus current queue membership for accept, pick and dispatch.

Read the current position

Open Stores board and Tasks. The board separates Requested, Accepted, Picking, Awaiting receipt, Exceptions and History. Read the exact cycle, container, target, received quantity and unresolved legs before making a decision.

A shortage is a review record, not cancellation. A cycle hold stops new picking and dispatch, while material already in transit can still be physically received or returned under the appropriate role. Do not require staff to conceal an arrival merely because the cycle is held.

Make reasoned decisions

Urgent requests that require approval appear on the board. Approve the exact intent under your verified Supervisor sign-in; the approval records your second-factor evidence, and the requester cannot approve their own intent. The operator must then confirm the request. Approval alone does not create the cycle.

Cancel only when no material has been received and no picked or in-transit balance remains unresolved. Short-close only after a positive partial receipt, below target, with all leg balances reconciled. Use the actual received quantity and reason.

Rerouting is available only before any leg has been picked, outside a hold and to an enabled queue allowed by the loop. Deal with the superseded ticket. A closed-cycle dispute leaves the terminal history intact and holds the container for reconciliation.

Preserve the handover

Record owners and review times for shortages. Mark escalation tasks done with what was actually checked; doing so does not complete a refill. Inspect late scheduler alerts and printing exceptions separately.

Before the next shift, list every held cycle, in-transit leg, shortage, pending urgent approval, superseded ticket, disputed container and unconfirmed action. Give the references and evidence, not just a count of exceptions. Use holds and shortages and routing and disputes.