Request review

Step by step

1. Prepare request Inventory Coordinator

   Inventory Coordinator records the purpose, item, location, owner, requested units and required date while the request is Draft. Check that the organization and location belong together.

   • Sets the item, quantity, owner and location
   • Updates Stock requests, Stock items, Storage locations

2. Attach return evidence Inventory Coordinator

   Inventory Coordinator adds the receiving files and marks their visibility. Give each attachment a title and evidence type that a reviewer can identify.

   • Keeps the source files with the request
   • Updates Record attachments, Stock requests

3. Submit for review Inventory Coordinator

   Inventory Coordinator moves the current revision into Review. Any later change to quantity should be visible as a different revision.

   • Presents the current revision
   • Updates Stock requests

4. Review revision Inventory Reviewer

   Inventory Reviewer reads the current request and attachments, then records approve, reject or return with a reason.

   • Records a reasoned decision against the source revision
   • Updates Review decisions, Stock requests
   ApprovalA person approves before the work moves on.

5. Hand off approved work Inventory Coordinator

   Inventory Coordinator opens the approved request for reservation or execution. A rejected case remains available for audit, while returned work is corrected before another review.

   • Identifies approved demand for a quantity claim
   • Updates Stock requests, Stock reservations

Inventory Coordinator

Prepares and resubmits; Inventory Reviewer decides; Auditor reads the retained decision; App Administrator maintains access.