# Roles, actions and additional checks

Check who can perform each task, when a station or recent verification is needed, and which reviews require independent people.

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

Review edition: 25 October 2026

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

Use this reference when arranging access or handing work to another person. Roles come from current Accounts grants and the site's assignment. A rack or station scope narrows an operational role; it never adds one. Owner-only access is administration and takes no production seat.

## Read the permission terms

OR means either listed role can perform the task. If somebody administers the site and also operates, they need Owner AND the relevant working role. Another person means a different eligible individual, not the same person selecting another role. A role label alone does not satisfy a contributor-independence check.

Recent verification means an Accounts second-factor check from the last five minutes where stated. Owner, Reviewer and Supervisor also need their normal session verification. Plan, recovery, closure, current revision and physical-state checks still apply. The table does not grant permission to work around a refusal.

## Match the task to its authority

| Task | Who | Additional conditions | Related guide |
| --- | --- | --- | --- |
| Set up the site, people and station pairing | Owner | Access and station changes need recent verification. A new assignment or scope must still match Accounts authority. | [Site and stations](/manuals/remnantrack/site-and-stations) |
| Configure racks, bins and the label profile | Owner | Use actual bin capacity and permitted material families. Administration does not confer piece custody. | [Site and stations](/manuals/remnantrack/site-and-stations) |
| Obtain or print bin cards | Owner OR Supervisor | These identify physical locations. Inspect readability with the site's equipment. | [Site and stations](/manuals/remnantrack/site-and-stations) |
| Read piece history, reports or search results | Author OR Reviewer OR Supervisor OR Operator OR Viewer | Owner alone has no general production-record reading role. Physical-work rack scopes do not restrict these reads. | [History and state](/manuals/remnantrack/history-and-state) |
| Register, put away, move or verify a piece at a bin | Operator OR Supervisor | Current paired station session, permitted station/rack scope, exact current label and required location evidence. | [Register and put away](/manuals/remnantrack/register-and-put-away) |
| Search without holding stock | Any production reading role above | Use the released policy and exact demand. Searching reserves nothing. | [Find a piece](/manuals/remnantrack/find-a-piece) |
| Reserve or renew a piece | Operator OR Supervisor | No station is needed for reservation itself. Current piece, demand, release and admission checks still apply. | [Reservations and checkout](/manuals/remnantrack/reservations-and-checkout) |
| Check out, complete a cut, use whole or return unchanged | Operator OR Supervisor | Physical station checks apply. Normally the operation holder completes or returns their own work. | [Complete a cut](/manuals/remnantrack/complete-a-cut) |
| Take over another person's open work | Supervisor | Explicit takeover and recent verification are required before completing it under your own identity. | [Exceptions](/manuals/remnantrack/exceptions) |
| Release somebody else's reservation | Supervisor | Give a reason and obtain recent verification. The reservation owner receives a product notice. | [Reservations and checkout](/manuals/remnantrack/reservations-and-checkout) |
| Correct measurements, mark missing or decide disposal | Supervisor | Use the correct evidence and reason. Physical disposal is a later station confirmation by Operator OR Supervisor. | [Exceptions](/manuals/remnantrack/exceptions) |
| Reclassify a material or replace a piece label | Supervisor | Recent verification. Reclassification requires quarantine; replacement creates a new current label generation. | [Exceptions](/manuals/remnantrack/exceptions) |
| Start and scan a rack check | Operator OR Supervisor | Current station and rack authority; actual sightings against the fixed check scope. | [Rack checks](/manuals/remnantrack/rack-checks) |
| Close a rack check | Supervisor | Review its evidence. Closure records the comparison but does not correct stock automatically. | [Rack checks](/manuals/remnantrack/rack-checks) |
| Draft materials and aliases, including their CSV import | Author | Changes wait for material release. Owner does not acquire this production-authoring power. | [Materials](/manuals/remnantrack/materials) |
| Release or roll back materials | Reviewer | Recent verification and a reason. The local distinct-reviewer setting can exclude contributors; permitted self-review is recorded. This is the separate material-release path. | [Materials](/manuals/remnantrack/materials) |
| Draft policy defaults, rules and expected examples | Author | Save the exact draft revision. Assisted proposal adoption is still a draft change. | [Rules and examples](/manuals/remnantrack/rules-and-examples) |
| Run policy proof | Author OR Reviewer | Saved current revision and intended rack comparison; proof is not publication. | [Policy release](/manuals/remnantrack/policy-release) |
| Publish or roll back policy | Reviewer | Recent verification, current passing proof and local review policy. Enrolled Automation policy review additionally requires independently approved cases and whole release, with exact approval for publication. | [Policy release](/manuals/remnantrack/policy-release) |
| Preview and adopt imports | Author for materials and aliases; Owner for racks and bins; Supervisor for opening pieces | Adoption needs recent verification and the exact unchanged complete preview. Material changes await Reviewer release; opening pieces await physical registration. | [Imports](/manuals/remnantrack/imports) |
| Manage read credentials, webhook destinations, subscriptions and replay | Owner | Real site and recent verification for changes. Credentials are read-only, and replay deliberately repeats retained event identities. | [Integrations](/manuals/remnantrack/integrations) |
| Print a piece label or operation sheet | Operator OR Supervisor | Current product printing checks and route. A PDF or accepted print job does not prove physical output. | [Connection and scanning](/manuals/remnantrack/connection-and-scanning) |
| Request an exact reprint | Supervisor | Use retained print evidence and account for possible duplicates before requesting more output. | [Exceptions](/manuals/remnantrack/exceptions) |
| Make or download an operational export | Supervisor | Real site, recent verification and the requester's private available archive. | [Exports and closure](/manuals/remnantrack/exports-and-closure) |
| Prepare the complete closure export | Owner OR Supervisor | Real site and recent verification. This is the Owner's deliberate production-record portability route. | [Exports and closure](/manuals/remnantrack/exports-and-closure) |
| Close the site | Owner | Recent verification; checked-out or held cuts and live reservations must first be settled. | [Exports and closure](/manuals/remnantrack/exports-and-closure) |

## Plan the independent handover

For a local policy outside Automation enrolment, one person with Author AND Reviewer can self-review only where the site allows it. Requiring distinct review prevents that person releasing their own changes. Once policy review is enrolled in [Automation](/manuals/automation), local settings cannot remove its independent case and whole-release review requirements. Do not apply that enrolled-policy statement to the separate material-release workflow.

An Owner who also supervises needs both roles. A Supervisor who takes over a cut does so explicitly; using its original holder's sign-in is not a handover. Use the task's recorded outcome, piece reference and current label generation when passing work on.