Separate preparation, independent decisions, provider coordination and exception review.
| Role | Organizations and people | Instructions | Independent review | Provider execution | Property statements | Receipts and exceptions |
|---|---|---|---|---|---|---|
| Operations Analyst | Edit | Edit | Edit | Edit | Edit | Edit |
| Independent Reviewer | View | View | Edit | View | View | View |
| Finance Reviewer | — | View | Edit | View | Edit | View |
| Provider Coordinator | View | View | View | Edit | — | Edit |
| Operations Manager | Edit | Edit | Edit | Edit | View | View |
| Admin | Edit | Edit | Edit | View | View | View |
Prepares instructions, checks counterparties and resolves operating exceptions.
Starts on: Pending provider response
Decides whether the exact instruction revision can be authorized.
Starts on: Instruction review inbox
Reviews property statements against source evidence and the parent instruction.
Starts on: Submitted property statements
Submits authorized instructions and matches provider acknowledgments to the original identity.
Starts on: Pending provider response
Oversees instruction owners, unresolved exceptions and correction decisions.
Starts on: Instructions by status
Maintains organizations, user links and reference data.
Start free, then use Proto to change fields, steps and approvals before your team goes live.