Separate stock preparation, chemical assessment and independent inventory decisions.
Inventory Coordinator prepares the stock request, compatibility submission and supporting attachments, then uses the authorized operation for the assigned work.
Chemical Safety Reviewer assesses the submitted compatibility evidence against the request and source documentation before the stock decision proceeds.
Inventory Reviewer authorizes eligible frozen requests and reviews correction or reconciliation evidence. A direct edit to quantity or status must not replace that decision path.
Admin maintains agreed identity and master-data setup. Auditor reads authorized requests, movements, reservations and evidence without changing the operating history.
| Role | Chemical items and lots | Storage locations | Stock requests | Compatibility and SDS evidence | Posted stock movements | Reservations and consumption | Reversals and reconciliation |
|---|---|---|---|---|---|---|---|
| Admin | Edit | Edit | Edit | View | Edit | Edit | Edit |
| Inventory Coordinator | View | View | Edit | Edit | View | View | View |
| Inventory Reviewer | View | View | Approve | View | View | View | View |
| Chemical Safety Reviewer | View | View | View | View | View | View | View |
| Auditor | View | View | View | View | View | View | View |
Maintains user identity, organization membership, chemical item and lot records and storage locations under the setup policy, with posted quantities and review decisions protected from direct editing.
Prepares assigned stock requests, compatibility submissions and supporting evidence, using guarded actions for stock effects.
Starts on: Compatibility Drafts
Independently reviews frozen stock-request revisions and eligible corrections, then reconciles the resulting evidence through guarded actions.
Starts on: Compatibility Drafts
Checks the submitted chemical evidence and source documents under the site's assessment procedure, raising concerns for the Inventory Reviewer's stock decision without editing the preparer's evidence.
Starts on: Compatibility Drafts
Traces authorized stock quantities, reservations and retained decision evidence without changing the operating records.
Starts on: Compatibility Drafts
Start free, then use Proto to change fields, steps and approvals before your team goes live.