Admin
Configures organization access, people and procedure setup, and reviews run failures.
Can
- Manage Organizations, People, procedure steps, source mappings, Users
- View SOP definitions, operation runs, operation steps, state history
- Checklist & SOP Management
- Roles and permissions
Who can do what in Checklist & SOP Management
Assign procedure ownership, independent review and checklist work to named people.
Who can do what
| Role | SOP Definitions | Procedure Library | Review and Publication | Checklist Execution | Evidence and Follow-up | Run History |
|---|---|---|---|---|---|---|
| Admin | Edit | Edit | View | View | — | View |
| Procedure Owner | View | Edit | View | View | View | View |
| Independent Reviewer | View | — | Approve | View | Edit | View |
| Checklist Operator | — | View | — | Edit | Edit | — |
| Follow-up Owner | — | — | — | View | Edit | — |
| Operations Lead | View | — | View | View | Edit | View |
Each role in detail
Procedure Owner
Maintains the definition and prepares a revision for review and publication.
Can
- Manage SOP definitions, procedure steps
- View review decisions, checklist executions, state history
Starts on: Definitions by status
Independent Reviewer
Records a decision on a named revision and verifies execution evidence.
Can
- Manage review decisions, evidence documents
- View SOP definitions, checklist executions, state history
Reviews and approves
- Approve review decisions
Starts on: Publication board
Checklist Operator
Performs assigned checklist steps and records outcomes and evidence references.
Can
- Manage checklist executions
- View SOP definitions, procedure steps, evidence documents
Starts on: Execution board
Follow-up Owner
Works assigned findings to a dated resolution.
Can
- Manage follow up actions
- View SOP definitions, checklist executions, evidence documents
Starts on: Open follow-ups
Operations Lead
Reviews work in progress, incomplete runs and correction decisions.
Can
- Manage follow up actions
- View SOP definitions, execution attempts, operation runs, operation steps, state history, review decisions
Starts on: Definitions by status
Set up Checklist & SOP Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.