Separate assigned field capture, operational review and financial recordkeeping.
Operations Manager maintains sites and partners, plans work orders and handles authorized operational records. People and service charges remain read-only for this role.
Operations Officer records work logs, waste streams and disposal manifests. The role reads the parent work and exceptions without gaining general work-order or exception-entry authority.
Operations Reviewer reads operational evidence and authorizes eligible outcomes through page actions. That authority does not grant direct record entry across the underlying tables.
Finance Officer prepares service charges and reads the operational context. Being assigned to a work order does not grant Operations Officer access to enter financial charges.
Admin maintains platform identities and their linked people records. A job title on a person record does not replace the platform permission policy.
| Role | Work Planning | Field Evidence | Waste Streams | Disposal Manifests | Exception Resolution | Service Charges |
|---|---|---|---|---|---|---|
| Operations Reviewer | View | View | View | View | View | View |
| Operations Manager | Edit | Edit | Edit | Edit | Edit | Edit |
| Finance Officer | View | View | View | View | View | Edit |
| Operations Officer | View | Edit | Edit | Edit | View | View |
| Admin | Edit | Edit | Edit | View | Edit | View |
Reviews evidence and authorizes eligible domain outcomes. Read only across every table; no record entry; can interact with the app pages.
Starts on: Due Work
Owns operations setup, planning and assigned operational work. Record entry on Sites, Work Orders, Work Logs, Partners, Exceptions, Waste Streams and Disposal Manifests; read only on People and Service Charges; can interact with the app pages.
Starts on: Due Work
Prepares authorized financial drafts and reconciles confirmed receipts. Record entry on Service Charges only; read only on People, Sites, Work Orders, Work Logs, Partners, Exceptions, Waste Streams and Disposal Manifests; can interact with the app pages.
Starts on: Manifest Progress
Captures assigned operations work and evidence. Record entry on Work Logs, Waste Streams and Disposal Manifests; read only on People, Sites, Work Orders, Partners and Exceptions; can interact with the app pages.
Starts on: Due Work
Maintain platform identities and active people records without inheriting operational review or financial approval authority.
Start free, then use Proto to change fields, steps and approvals before your team goes live.