Review a stock request

Step by step

1. Draft request Inventory Coordinator

   Inventory Coordinator records the subject, item, locations, owner, required date and requested units.

   • Establishes demand and owner
   • Updates Stock requests

2. Attach evidence Inventory Coordinator

   Inventory Coordinator links the supporting file to the request and chooses its visibility.

   • Links support and visibility
   • Updates Record attachments

3. Submit for review Inventory Coordinator

   Inventory Coordinator places the request in Review with the current revision.

   • Identifies the revision awaiting decision
   • Updates Stock requests

4. Approve request Inventory Reviewer

   Inventory Reviewer records Approve, Reject or Return with the source revision and reason.

   • Records the human decision and outcome
   • Updates Review decisions, Stock requests
   ApprovalA person approves before the work moves on.

5. Prepare approved work Inventory Coordinator

   Inventory Coordinator checks the decision against the current request before any reservation, scan or movement is associated with approval.

   • Connects approved demand to a stock claim
   • Updates Stock requests, Stock reservations

Inventory Coordinator

Drafts and submits; Inventory Reviewer decides independently; Auditor reads the decision and evidence; App Administrator manages membership.