Yard Management System

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  1. Yard Management System
  2. Roles and permissions
Reference

Who can do what in Yard Management System

Assign preparation, independent dock decisions and stock reconciliation to the responsible people.

Who can do what

Permissions by role
RoleGate and parkingDock reviewLoad planningDriver and vehicle readinessStock handoffOperations evidence
Inventory ClerkEditEditEditEditEditEdit
Inventory SupervisorViewViewViewViewEditView
AuditorViewViewViewViewViewView
App AdministratorEditViewEditViewViewView
Transport SupervisorApproveApproveApproveViewViewEdit
AdminEditViewEdit——View

Each role in detail

Inventory Clerk

Prepare stock requests, maintain items, lots, locations and operational records, and run the stock actions on the Operations Desk.

Can

  • Manage Drivers, handling units, load assignments, load stops, Loads, record attachments, stock items, stock lots, stock requests, transport partners, vehicle defects, Vehicles, yard visits
  • View allocation policies, operation receipts, Organizations, review decisions, stock movements, stock reservations, team members

Starts on: Load Stops Schedule

Inventory Supervisor

Review and decide stock requests, reverse movements, correct or cancel scope, reconcile, and maintain stock policies.

Can

  • Manage allocation policies
  • View Drivers, handling units, load assignments, load stops, Loads, operation receipts, Organizations, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, team members, transport partners, vehicle defects, Vehicles, yard visits

Starts on: Load Stops Schedule

Auditor

Read-only access to every record and the evidence trail (decisions, receipts, movements).

Can

  • View allocation policies, Drivers, handling units, load assignments, load stops, Loads, operation receipts, Organizations, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, team members, transport partners, vehicle defects, Vehicles, yard visits

Starts on: Yard Visits Awaiting Review

App Administrator

Maintain the organization and its team members.

Can

  • Manage Organizations, team members
  • View allocation policies, Drivers, handling units, load assignments, load stops, Loads, operation receipts, record attachments, review decisions, stock items, stock lots, stock movements, stock requests, stock reservations, transport partners, vehicle defects, Vehicles, yard visits

Starts on: Active Storage Locations

Transport Supervisor

Decides submitted yard visits independently of their creator and approves route feasibility before dispatch.

Can

  • View yard visits, Loads, load stops, load assignments, Drivers, Vehicles, vehicle defects, Organizations, team members, transport partners, record attachments, operation receipts
  • Manage review decisions

Reviews and approves

  • Approve yard visits, Loads

Starts on: Load Stops Schedule

Admin

Configures application access and setup without overriding independent operational approval.

Can

  • Manage Users, Organizations, team members
  • View Loads, yard visits, review decisions, operation receipts

Set up Yard Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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