Plan and authorize work

Step by step

1. Prepare asset context Inventory Clerk

   App Administrator maintains the organization and team roster. Inventory Clerk checks the active asset and relevant item or lot.

   • Establish active site, item and owner context
   • Updates Organizations, Assets, Stock items, Team members

2. Plan work order Inventory Clerk

   Inventory Clerk records the subject, location, owner, due date and requested units. The work order stays in draft while the scope is being prepared.

   • Record requested scope and due date
   • Updates Work orders

3. Record port assignment Inventory Clerk

   Inventory Clerk links a held assignment to the parent, with device, port number, VLAN and expiry if the job needs one.

   • Keep intended port and held quantity with the parent
   • Updates Port assignments, Stock lots, Work orders

4. Review authorized scope Inventory Supervisor

   Inventory Supervisor examines the current work order revision and linked assignment. The reviewer approves, rejects, returns or escalates the case with a reason.

   • Record decision and action result on the current revision
   • Updates Review decisions, Work orders, Operation receipts
   ApprovalA person approves before the work moves on.

Inventory Clerk

Prepares the work and assignment.

Inventory Supervisor

Makes the decision.

App Administrator

Maintains the organization and team.

Auditor

Reads the decision and receipt history.