1. Batch Manufacturing
  2. Roles and permissions
Reference

Who can do what in Batch Manufacturing

Assign production preparation, material posting and quality release to the people responsible.

Who can do what

Permissions by role
RoleWork orders and resourcesMaterials and lot inventoryProduction logsBatch inputsBatch outputs and qualityOrders and purchasing
PlannerEditViewViewViewViewEdit
OperatorViewEditEditEditEditView
Quality ReviewerViewViewViewApproveApproveView
BuyerViewViewViewViewViewEdit
AdminEditEditEditEditEditEdit

Each role in detail

Planner

Plans customer demand and production resources and releases eligible work orders.

Can

  • Manage work orders, Resources, Orders, order lines
  • View Items, Parties, inventory balances, material issues, production logs, Batches, batch inputs, batch outputs, purchase orders, People

Starts on: Production Schedule

Operator

Posts material issues, records production intervals and captures batch input and output evidence.

Can

  • Manage material issues, production logs, batch inputs, batch outputs
  • View work orders, Batches, Items, inventory balances, Resources, People

Starts on: Production Schedule

Quality Reviewer

Creates batch identities, inspects batch evidence, maintains disposition and approves accepted output for inventory receipt.

Can

  • Manage Batches
  • View work orders, production logs, batch inputs, batch outputs, material issues, inventory balances, Items, People

Reviews and approves

  • Approve Batches

Starts on: Production Schedule

Buyer

Maintains supplier purchase records and reconciles ordered and received quantities.

Can

  • Manage purchase orders, purchase lines, Parties
  • View Items, inventory balances, work orders

Starts on: Open Purchase Orders

Admin

Maintains identities and reference data and configures the team's access.

Can

  • Manage Users, People, Items, Parties, Resources
  • View Orders, order lines, purchase orders, purchase lines, work orders, material issues, inventory balances, production logs, Batches, batch inputs, batch outputs

Set up Batch Manufacturing your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started