Network setup

Organizations carry the operating name, code, time zone and currency. Storage locations link to an organization and retain code, address, contact and eligibility note. Team members connect a person and role name to an organization and user account.

The App Administrator maintains these reference records so coordinators can select the right organization, item and location on each request. Active flags on organizations, locations, items and team members help the administrator maintain the working network as sites or assignments change.

Locations carry code, contact, address and an eligibility note. Team members link an organization to a user account and role name. Those links give the coordinator and reviewer a shared context for the same request.

• Maintain. App Administrator updates organizations, locations, items and team members.
• Select. Inventory Coordinator uses the maintained references when preparing a request and route.
• Check. Inventory Reviewer confirms the organization and locations on a submitted case.

Agree naming and coding rules for organizations and sites. Decide who maintains eligibility notes and how a location change is communicated to coordinators. Review member access when a person changes responsibility, and check existing requests before changing reference data.

Before piloting a transfer between two warehouses, the administrator confirms both locations belong to the expected organization, their codes are distinct, and the relevant team members have active records. The coordinator then prepares a request with those locations. A reviewer can read the same organizational context when checking the transfer.

If a site changes ownership or code, check open requests and transfers that still refer to the earlier location. Confirm that the team member linked to the request owner belongs to the right organization and that an Auditor can still read the historical trail.

For a new location, agree its code and organization before coordinators use it on requests. Review the contact and eligibility note with the site owner. When an operating member changes assignment, check the user link and the requests they still own so review work does not lose an accountable person.

• My team membership — Shows the signed-in member’s organization, role name and time zone.
• Approved requests — Shows requests whose item and location references are ready for the next check.

See the related process and the data model for the connected records.