Inventory Coordinator
Prepare assigned operational records and execute eligible reviewed actions.
Can
- Access assigned records
Starts on: Request board
Use the organization and team membership on a request to establish who owns the case. Inventory Reviewer inspects the current revision and records a separate decision. Auditor follows the linked evidence.
Inventory Coordinator prepares the request; Inventory Reviewer records the decision and reason.
A team membership belongs to an organization, as do items, locations and requests. Check those links when assigning a case.
Review decisions, record attachments and operation receipts stay linked to the parent request for later review.
| Role | Stock requests | Seasonal plans | Items and lots | Reservations | Movements | Review and evidence | Organizations and locations |
|---|---|---|---|---|---|---|---|
| Inventory Coordinator | — | — | — | — | — | — | — |
| Inventory Reviewer | — | — | — | — | — | — | — |
| App Administrator | — | — | — | — | — | — | — |
| Auditor | — | — | — | — | — | — | — |
| Admin | Edit | — | — | View | View | Edit | Edit |
Prepare assigned operational records and execute eligible reviewed actions.
Starts on: Request board
Review eligible revisions independently and reconcile operational evidence.
Starts on: Request board
Maintain organization configuration and membership.
Starts on: My memberships
Read authorized evidence and reports.
Starts on: Restricted lots
Administers app access and resolves membership setup with the App Administrator.
Start free, then use Proto to change fields, steps and approvals before your team goes live.