1. Lab & Equipment Booking
  2. Roles and access
Reference

Who can do what in Lab & Equipment Booking

Assign equipment, service and review work to the right people.

How permissions work

Give each person a job

Assign a role that matches the work the person performs.

Check linked work

An equipment case can expose a booking, permit, work order and usage record.

Rehearse exceptions

Try a read-only reviewer and a technician assigned to another case.

Who can do what

Permissions by role
RoleEquipment bookingAsset registerUsage sessionsMaintenance workSafety and qualificationsUsage and billing
Clinical Governance AdministratorEditEdit——Edit—
Clinical ReviewerViewViewViewViewView—
Licensed ClinicianViewViewEditEditEdit—
Clinical CoordinatorEditEdit—EditEditEdit
AdminViewView—View—View

Each role in detail

Clinical Governance Administrator

Maintains person and technician qualification records and dated asset assignments.

Can

  • Manage asset assignments, People, technician certifications
  • View Assets

Starts on: Qualification review

Clinical Reviewer

Reads equipment, booking, use, permit, qualification and work evidence for a human review.

Can

  • View asset assignments, Assets, equipment bookings, instrument readings, part usage, People, safety permits, technician certifications, usage sessions, work logs, work orders

Starts on: Current usage sessions

Licensed Clinician

Records assigned equipment use, readings and work updates.

Can

  • Manage instrument readings, part usage, safety permits, usage sessions, work logs, work orders
  • View asset assignments, Assets, equipment bookings, People, technician certifications

Starts on: Equipment booking schedule

Clinical Coordinator

Maintains assets, bookings, permits, charges and work orders; reads people and asset payments.

Can

  • Manage Assets, equipment bookings, safety permits, usage charges, work orders
  • View Payments, People

Starts on: Equipment booking schedule

Admin

Maintains users and operating setup while leaving equipment and charge decisions with the responsible team.

Can

  • Manage Users
  • View Assets, equipment bookings, work orders, usage charges

Set up Lab & Equipment Booking your way.

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

How to get started