Product Lifecycle Mgmt (PLM)

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  1. Product Lifecycle Mgmt (PLM)
  2. Roles and permissions
Reference

Who can do what in Product Lifecycle Mgmt (PLM)

Configure the people responsible for design review, operating actions and output acceptance.

Who can do what

Permissions by role
RoleDesign documentsEngineering changesProduction planningMaterials and purchasingProduction executionBatch acceptance
AdminEditEditEditEditEditEdit
Product EngineerEditEditViewViewViewView
Engineering ReviewerApproveApproveViewViewViewView
Production PlannerViewViewEditViewEditView
Inventory ControllerViewViewViewEditViewView
OperatorViewViewViewViewEditView
Quality InspectorViewViewViewViewViewApprove
BuyerViewViewViewEditViewView

Each role in detail

Admin

Configures access and reference data while engineering and quality owners retain their decision responsibilities.

Can

  • Manage Users, People, Items, Parties, Resources
  • View design documents, engineering changes, work orders, inventory balances, material issues, production logs, Batches, Orders, order lines, purchase orders, purchase lines, exchange rates

Product Engineer

Prepares product-linked design submissions and engineering change evidence.

Can

  • Manage design documents, engineering changes
  • View Items, People, work orders

Starts on: Engineering change drafts

Engineering Reviewer

Reviews immutable design evidence and decides the engineering change outcome.

Can

  • View design documents, engineering changes, Items, People, work orders

Reviews and approves

  • Approve design documents, engineering changes

Starts on: Engineering change drafts

Production Planner

Maintains customer order context and feasible production plans, then runs the validated release action.

Can

  • Manage Orders, order lines, work orders, Resources
  • View Items, Parties, engineering changes, design documents, inventory balances, material issues, purchase orders, Batches

Starts on: Production schedule

Inventory Controller

Prepares and posts eligible lot-based material issues and reconciles stock effects.

Can

  • Manage material issues
  • View inventory balances, Items, work orders, Batches, purchase orders, purchase lines

Starts on: Active work orders

Operator

Records production intervals attributed through the authenticated account and its linked person.

Can

  • Manage production logs
  • View People, work orders, Items, Resources

Starts on: Production schedule

Quality Inspector

Decides which pending batches are accepted and invokes the controlled output-release action.

Can

  • View Batches, production logs, work orders, Items, inventory balances, design documents

Reviews and approves

  • Approve Batches

Starts on: Production schedule

Buyer

Maintains supplier purchase orders and inspects outstanding quantities.

Can

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

Starts on: Open supplier orders

Set up Product Lifecycle Mgmt (PLM) your way.

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