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Handbooks: ToolCustody

Start here: Owner

Prepare access, positions and site lifecycle controls.

Review edition · 25 October 2026 · For Owner

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As Owner, prepare ToolCustody's people, positions and site operation. Owner authority is administration. It does not let you issue tools, inspect service documents or approve reference content without the required additional roles.

Prepare a usable site

Sign in through Accounts, choose the organisation and complete Set up if offered. Check the site name and timezone. Use Team & stations to check local assignments and enrol recognisable stations. Central invitations and product grants belong in Accounts.

Create the required crib and return-review positions in Positions. Arrange an Author to prepare the asset register and policies, a Reviewer to approve them, and a Supervisor to manage borrowers and confirm opening custody. A newly registered tool is not physically available until its actual opening is confirmed.

Service review is an additional local permission for a current Supervisor. Grant it only to the people authorised to assess the actual sources and acceptance basis. An ordinary Operator or Viewer does not gain access to those private files.

Change operation deliberately

Site operation and recovery provides controls for open, draining and closed states. Draining stops new handovers while authorised existing returns can finish. Closing pauses changes. Arrange physical custody and tell the shift before using these controls.

After a restore, current custody and reference reviews are required before reopening. An Owner cannot replace those reviews with an administrative confirmation. Follow recovery and closure.

Preserve the records

An Owner or Supervisor with recent authentication can obtain the complete retained-record export. Keep it before an agreed exit. It is not a restoration package or a reconstruction of missing physical events.

Read site preparation, history and documents and Accounts access.