Use this reference for the real site. Or means either role is sufficient for the named action. Plus means the same person needs both the role and the additional authority. A requirement for another person is stated separately. Accounts grants and the local site assignment must both allow the role.
Recent authentication means completing the Accounts second factor within the last five minutes. Ordinary sign-in checks still apply to the other rows. Current site state, commercial admission, record revisions and any active holds can also refuse an otherwise permitted action.
Choose the task and authority
| Task | Who | Additional conditions | Related guide |
|---|---|---|---|
| Prepare site access, stations and positions | Owner | Use the intended real site. Access changes and the relevant setup controls retain their own authentication checks. | Procedure |
| Maintain borrower contacts | Supervisor | Contacts describe custody recipients. A borrower badge supplies identity evidence, not an application role or sign-in. | Procedure |
| Save asset, task and suitability references | Author | Save the exact draft and approved engineering facts; drafting creates no verified physical custody. | Procedure |
| Prove the saved draft | Author or Reviewer | Review independently expected outcomes and current position dependencies. Proof does not activate. | Procedure |
| Activate references | Reviewer | Recent authentication. Where distinct review is required, the actor must differ from both original author and last editor; enrolled review controls still apply. | Procedure |
| Confirm opening or reviewed custody | Supervisor | Recent authentication and actual asset, condition, location or loan evidence. A reference release alone leaves new assets unverified. | Procedure |
| Issue a tool | Operator or Supervisor | Active authorised station, current exact preview, physical handover and eligibility covering the whole declared use interval. | Procedure |
| Record an ordinary return or actual restow | Operator or Supervisor | Active authorised station and exact current loan or asset. Return review and current checks determine whether restow is allowed. | Procedure |
| Review returned condition | Supervisor | Recent authentication. Review does not physically restow the tool or automatically clear independent holds. | Procedure |
| Declare lost or disputed custody; reconcile a found asset | Supervisor | Recent authentication and the required reason or physical evidence. Found reconciliation also needs an authorised station. | Procedure |
| Submit service evidence | Supervisor | Retain the actual inspected source, exact scope and dates. Submission remains pending review. | Procedure |
| Accept, reject or revoke service evidence | Supervisor plus current service-review permission | Recent authentication and retained evidence review. This is additional local permission, not the Reviewer role; native review does not automatically require a different submitter. | Procedure |
| Hand over for service or record a service return | Supervisor plus current service-review permission | Recent authentication, active authorised station and real service custody evidence. This is separate from an eligible operational issue. | Procedure |
| Review asset holds | Supervisor | Recent authentication and the specific physical resolution. Service acceptance alone does not clear damage or custody barriers. | Procedure |
| Start or close a spot check | Supervisor | Choose the declared scope and retain observations and discrepancies; closing does not rewrite custody. | Procedure |
| Record a spot-check or unexpected observation | Operator or Supervisor | Active authorised station and the actual observed asset and position. An observation does not silently transfer custody. | Procedure |
| Read ordinary asset history | Author or Reviewer or Supervisor or Operator or Viewer | Private original service files have separate Supervisor controls. Current qualification status is not unrestricted access to those originals. | Procedure |
| Prepare supported identity or status PDFs | Supervisor | Select the exact asset and document kind. Current permitted readers can download prepared records under their own permissions. | Procedure |
| Prepare a complete export | Owner or Supervisor | Recent authentication. This administrative export exception does not grant ordinary operational access. | Procedure |
| Review restored custody | Supervisor | Recent authentication and current physical snapshot; service qualifications also require the service-review permission where applicable. | Procedure |
| Review restored references | Reviewer | Recent authentication and retained approved references/proof. This is separate from the custody review. | Procedure |
| Drain, close or reopen the checked site | Owner | Recent authentication. Restore reopening requires current custody and reference reviews and retained-evidence checks. | Procedure |
| Allow or withdraw WorkSteps task-readiness permission | Owner | Recent authentication, active approved task and explicit current actor-to-borrower mappings. This does not issue a tool or enable a connection. | Procedure |
Arrange service review explicitly
Giving someone Reviewer does not make them a service reviewer. The responsible administrator must arrange the current service-review permission for the Supervisor who will review actual qualification evidence. The same person may hold Author, Reviewer and Supervisor roles, but the site's distinct-reference-review rule and enrolled reviews still apply to the particular release. Use the worked tool when handing a damaged return to the next shift.