Operating scope applies to records, attached files and exports through server-enforced access checks.
Roles and Permissions
Authority boundaries for calibration evidence, impact decisions and release.
Permissions
Summarised from the authored role permissions. Scope restrictions such as “own records” still apply; these symbols do not indicate completeness or runtime access.
| Table | Calibration Coordinator | Calibration Technician | Metrology Reviewer | Quality Manager | Instrument Custodian | Auditor |
|---|---|---|---|---|---|---|
| master | ||||||
Instruments | Manage / maintain: Manage Instruments, InstrumentRanges, CalibrationPlans, CalibrationOrders, ServiceProviders | View: View Instruments, InstrumentRanges, CalibrationPlans, ReferenceStandards | View: View Instruments, CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | View: View Instruments, InstrumentUseRecords, HoldRecords, Certificates, CalibrationOrders | View: View assigned Instruments, InstrumentRanges, HoldRecords, accepted Certificates | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
InstrumentRanges | Manage / maintain: Manage Instruments, InstrumentRanges, CalibrationPlans, CalibrationOrders, ServiceProviders | View: View Instruments, InstrumentRanges, CalibrationPlans, ReferenceStandards | —No table-specific permission stated | —No table-specific permission stated | View: View assigned Instruments, InstrumentRanges, HoldRecords, accepted Certificates | —No table-specific permission stated |
CalibrationMethods | —No table-specific permission stated | Manage / maintain: Manage draft CalibrationMethods, MethodPoints, DecisionRules | Specific actions: Approve CalibrationMethods, DecisionRules, CalibrationPlans, Certificates, IntervalReviews | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MethodPoints | —No table-specific permission stated | Manage / maintain: Manage draft CalibrationMethods, MethodPoints, DecisionRules | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
DecisionRules | —No table-specific permission stated | Manage / maintain: Manage draft CalibrationMethods, MethodPoints, DecisionRules | Specific actions: Approve CalibrationMethods, DecisionRules, CalibrationPlans, Certificates, IntervalReviews | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
CalibrationPlans | Manage / maintain: Manage Instruments, InstrumentRanges, CalibrationPlans, CalibrationOrders, ServiceProviders | View: View Instruments, InstrumentRanges, CalibrationPlans, ReferenceStandards | Specific actions: Approve CalibrationMethods, DecisionRules, CalibrationPlans, Certificates, IntervalReviews | —No table-specific permission stated | —No table-specific permission stated | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
ServiceProviders | Manage / maintain: Manage Instruments, InstrumentRanges, CalibrationPlans, CalibrationOrders, ServiceProviders | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
ReferenceStandards | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | View: View Instruments, InstrumentRanges, CalibrationPlans, ReferenceStandards | Manage / maintain: Manage ReferenceStandards | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
OrderStandards | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | Manage / maintain: Manage assigned CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | View: View Instruments, CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
MeasurementResults | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | Manage / maintain: Manage assigned CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | View: View Instruments, CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
EnvironmentalReadings | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | Manage / maintain: Manage assigned CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | View: View Instruments, CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
AffectedUses | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | Manage / maintain: Manage ImpactAssessments, AffectedUses, CorrectiveActions | —No table-specific permission stated | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
| transaction | ||||||
CalibrationOrders | Manage / maintain: Manage Instruments, InstrumentRanges, CalibrationPlans, CalibrationOrders, ServiceProviders | Manage / maintain: Manage assigned CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings; Submit CalibrationOrders, Certificates | View: View Instruments, CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadings | View: View Instruments, InstrumentUseRecords, HoldRecords, Certificates, CalibrationOrders | —No table-specific permission stated | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
Certificates | Specific actions: Create Certificates, ReleaseRequests, IntervalReviews; View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | Specific actions: Create Certificates, HoldRecords; Submit CalibrationOrders, Certificates | Specific actions: Approve CalibrationMethods, DecisionRules, CalibrationPlans, Certificates, IntervalReviews | View: View Instruments, InstrumentUseRecords, HoldRecords, Certificates, CalibrationOrders | View: View assigned Instruments, InstrumentRanges, HoldRecords, accepted Certificates | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
InstrumentUseRecords | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | —No table-specific permission stated | —No table-specific permission stated | View: View Instruments, InstrumentUseRecords, HoldRecords, Certificates, CalibrationOrders | Specific actions: Create InstrumentUseRecords, HoldRecords | —No table-specific permission stated |
HoldRecords | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | Specific actions: Create Certificates, HoldRecords | Specific actions: Create HoldRecords, ImpactAssessments | View: View Instruments, InstrumentUseRecords, HoldRecords, Certificates, CalibrationOrders | Specific actions: View assigned Instruments, InstrumentRanges, HoldRecords, accepted Certificates; Create InstrumentUseRecords, HoldRecords | —No table-specific permission stated |
ImpactAssessments | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | —No table-specific permission stated | Specific actions: Create HoldRecords, ImpactAssessments | Manage / maintain: Manage ImpactAssessments, AffectedUses, CorrectiveActions; Approve ImpactAssessments, ReleaseRequests | —No table-specific permission stated | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
CorrectiveActions | —No table-specific permission stated | View: View own CorrectiveActions | —No table-specific permission stated | Manage / maintain: Manage ImpactAssessments, AffectedUses, CorrectiveActions | View: View assigned CorrectiveActions | —No table-specific permission stated |
ReleaseRequests | Specific actions: Create Certificates, ReleaseRequests, IntervalReviews | —No table-specific permission stated | —No table-specific permission stated | Specific actions: Approve ImpactAssessments, ReleaseRequests | —No table-specific permission stated | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
IntervalReviews | Specific actions: Create Certificates, ReleaseRequests, IntervalReviews | —No table-specific permission stated | Specific actions: Approve CalibrationMethods, DecisionRules, CalibrationPlans, Certificates, IntervalReviews | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
IntegrationEvents | View: View ReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locations | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated |
AuditEvents | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | —No table-specific permission stated | View: View Instruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEvents |
- Calibration CoordinatorAccess calibration operations reports
- Metrology ReviewerAccess measurement evidence reports
- Quality ManagerAccess impact and release reports
- AuditorAccess calibration reportsExport authorized evidence
How permissions work
6 rulesA visible queue grants visibility, not approval authority. A held instrument stays unavailable until the required decisions and current evidence support release.
Calibration Coordinator prepares plans and schedules; Metrology Reviewer approves technical configuration and certificate evidence independently.
Quality Manager approves historical impact assessments and release requests. The preparer or requester cannot approve their own item.
Changing roles or adding authority does not remove the independent-person rule. Immutable preparation and execution identities remain part of the decision.
Admin maintains access and integrations without technical or quality approval authority through that role.
Auditor can inspect authorized evidence without changing it. Assistants act within the authenticated user's permitted scope.
The roles
Calibration Coordinator
Owns the instrument register, due queue and external laboratory coordination within assigned locations.
Permissions and screens
ManageInstruments, InstrumentRanges, CalibrationPlans, CalibrationOrders, ServiceProvidersCreateCertificates, ReleaseRequests, IntervalReviewsViewReferenceStandards, HoldRecords, ImpactAssessments, MeasurementResults, OrderStandards, EnvironmentalReadings, Certificates, InstrumentUseRecords, IntegrationEvents within assigned locationsAccesscalibration operations reports
View filterStatusScheduledInProgress
Calibration Technician
Performs assigned calibration work and records observations without approving their own technical evidence.
Permissions and screens
ViewInstruments, InstrumentRanges, CalibrationPlans, ReferenceStandardsManagedraft CalibrationMethods, MethodPoints, DecisionRulesManageassigned CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadingsCreateCertificates, HoldRecordsSubmitCalibrationOrders, CertificatesViewown CorrectiveActions
View filterStatusScheduledInProgress
Metrology Reviewer
Owns technical approval of methods, rules, plans, reference evidence and certificates independent of preparation.
Permissions and screens
ViewInstruments, CalibrationOrders, MeasurementResults, OrderStandards, EnvironmentalReadingsApproveCalibrationMethods, DecisionRules, CalibrationPlans, Certificates, IntervalReviewsManageReferenceStandardsReviewServiceProvidersCreateHoldRecords, ImpactAssessmentsAccessmeasurement evidence reports
View filterSubmitted
- CRT-85435 CO-54402 3 d
- CRT-87758 CO-28363 12 d
- CRT-88904 CO-69150 10 d
- CRT-37005 CO-49777 12 d
- CRT-62260 CO-40359 13 d
CRT-85435
- Order
- CO-54402
- IssuedDate
- 11 Oct
- ResultSummary
- Pass
- PreparedBy
- YU
- Status
- Submitted
Review calibration evidence waits for the metrology reviewer.
Illustrative preview · actions are unavailable here.
Quality Manager
Owns historical impact decisions, corrective-action verification and release from hold independent of request preparation.
Permissions and screens
ManageImpactAssessments, AffectedUses, CorrectiveActionsApproveImpactAssessments, ReleaseRequestsVerifyCorrectiveActionsViewInstruments, InstrumentUseRecords, HoldRecords, Certificates, CalibrationOrdersAccessimpact and release reports
View filterSubmitted
- IA-50348 INS-99546 in 6 d
- IA-60949 INS-42916 in 8 d
- IA-63690 INS-14482 in 4 d
- IA-52956 INS-38697 in 8 d
- IA-31433 INS-85922 in 12 d
IA-50348
- Instrument
- INS-99546
- WindowStart
- 20 Oct
- WindowEnd
- 28 Oct
- UseHistoryComplete
- PreparedBy
- XR
Review historical impact waits for the quality manager.
Illustrative preview · actions are unavailable here.
Instrument Custodian
Records assigned instruments' location, use and condition, and raises restrictions when suitability is uncertain.
Permissions and screens
Viewassigned Instruments, InstrumentRanges, HoldRecords, accepted CertificatesCreateInstrumentUseRecords, HoldRecordsRequestCalibrationOrders, ReleaseRequestsViewassigned CorrectiveActions
View filterStatusActivePendingRelease
Auditor
Reads controlled evidence within the assigned scope without altering operational records or decisions.
Permissions and screens
ViewInstruments, CalibrationPlans, CalibrationOrders, Certificates, ImpactAssessments, AffectedUses, ReleaseRequests, AuditEventsAccesscalibration reportsExportauthorized evidence
View filterSubmitted
- CRT-85435 CO-54402 3 d
- CRT-87758 CO-28363 12 d
- CRT-88904 CO-69150 10 d
- CRT-37005 CO-49777 12 d
- CRT-62260 CO-40359 13 d
CRT-85435
- Order
- CO-54402
- IssuedDate
- 11 Oct
- ResultSummary
- Pass
- PreparedBy
- YU
- Status
- Submitted
Review calibration evidence waits for the metrology reviewer.
Illustrative preview · actions are unavailable here.
ERP•AI workspace
Get started Calibration Management
Create your ERP.AI account and get started with Proto.