System
Roles & Access
The screens each role opens and what they are allowed to sign.
Roles
11
One for every job in the building
People covered
25 of 25
Everybody has a role
Complete
Screens
42
Across every role
See cost
7 of 25
Buying and landed cost
7 see margin
Who sees cost, and who sees margin
Two separate permissions rather than one, and everybody logs in as themselves.
| Role | People | Cost | Margin | Why | Signs in on |
|---|---|---|---|---|---|
| Managing Director Cost and margin | 1 | Yes | Yes | The whole business, including what every job made. | Laptop and phone Named login |
| Finance & Administration Cost and margin | 3 | Yes | Yes | The ledgers are theirs, so nothing is hidden from them. | Desktop, two screens Named login |
| Operations Manager Cost and margin | 1 | Yes | Yes | Runs the make-or-buy call, which cannot be made without both sides. | Laptop and floor tablet Named login |
| Sales Margin, not cost | 2 | No | Yes | Negotiates on margin. The formulation cost is not theirs to see, and a customer conversation does not need it. | Laptop and phone Named login |
| Supply Chain Cost, not margin | 1 | Yes | No | Buys and lands the goods, so needs cost and freight. Has no business in what it sells for. | Desktop Named login |
| Production No cost or margin | 3 | No | No | Runs the schedule in kilograms and hours. Neither figure appears on a works order. | Floor terminal Named login |
| Quality & Laboratory No cost or margin | 4 | No | No | Releases on the specification, not on the value. A batch that fails costs whatever it costs. | Laboratory desktop and tablet Named login |
| Warehouse & Despatch No cost or margin | 3 | No | No | Picks, packs and moves. Quantities and locations, no figures. | Scanner and despatch terminal Named PIN on a shared device |
| Plant Operator No cost or margin | 5 | No | No | Records what was charged and what was read. Never sees a price. | Shared iPad at the station Named PIN on a shared device |
| HSE & Compliance No cost or margin | 1 | No | No | Works to the register and the permit, not to the ledger. | Laptop Named login |
| Maintenance Cost, not margin | 1 | Yes | No | Buys parts against a limit, so sees what a part costs and nothing else. | Shared iPad and phone Named PIN on a shared device |
| All 25 staff need a login | 25 | 7 | 7 | 16 of the 25 see neither figure, 8 of them signing in by PIN on a shared device rather than at a desk. 9 people in all are on a shared device. | |
Managing Director
Cost and margin 1 person · signs to $250,000The whole business. Sales by class and by region, production against sales, and anything above the delegation.
Who
Can sign
- ✓ Purchase orders above $50,000
- ✓ Anything escalated past the delegation of authority
- ✓ Reopening a closed period
Opens
Everything. Nothing is hidden from the managing director.
Finance & Administration
Cost and margin 3 people · signs to $50,000The ledgers and the close. Debtors, creditors, the trial balance, the reconciliations, the period lock and the reporting.
Who
Can sign
- ✓ Purchase orders to $50,000
- ✓ Credit releases and accounts going on stop
- ✓ Closing and reopening a period
- ✓ Corrections to committed figures
Opens
24 screens, landing on /finance
Operations Manager
Cost and margin 1 person · signs to $25,000Everything from the forecast to the despatch: stock ordering, production flow, quality, the warehouse and landed cost.
Who
Can sign
- ✓ Purchase orders to $25,000
- ✓ Works orders and the production schedule
- ✓ Releasing stock from quarantine
Opens
28 screens, landing on /stock/forecast
Sales
Margin, not cost 2 people · signs to $10,000Enquiries through to the order on the book, with the customer's own pricing and their credit position.
Who
Can sign
- ✓ Quotations at agreed pricing
- ✓ Orders within the customer's credit limit
- ✓ Non-standard pricing to $10,000 a year
Opens
16 screens, landing on /pipeline
Supply Chain
Cost, not margin 1 person · signs to $20,000The requirements run, the purchase orders, the containers on the water and the landed cost when they clear.
Who
Can sign
- ✓ Purchase orders to $20,000
- ✓ Goods receipts and the three-way match
- ✓ Clearing a shipment into landed cost
Opens
17 screens, landing on /purchasing
Production
No cost or margin 3 people · signs to $15,000The floor. Works orders, the routing across the ten work centres, and the batch cards at the stations.
Who
Can sign
- ✓ Issuing materials into work in process
- ✓ Maintenance call-outs to $15,000
Opens
18 screens, landing on /works-orders
Quality & Laboratory
No cost or margin 4 people · signs to $7,500The bench. Releasing a batch into finished goods or holding it, the control charts, and the certificates that go out with the goods.
Who
Can sign
- ✓ Releasing a batch to finished goods
- ✓ Holding a batch in quarantine
- ✓ Releasing by concession
- ✓ Correcting a quality reading in an open period
Opens
18 screens, landing on /quality
Warehouse & Despatch
No cost or margin 3 people · signs to $5,000Racking, picking and despatch. Where every pallet is, what can be picked and what has left the site.
Who
Can sign
- ✓ Despatching an order and the driver's signature
- ✓ Moving stock between racks and stock points
Opens
11 screens, landing on /warehouse
Plant Operator
No cost or margin 5 peopleOne screen: the batch card at their station. Nothing else, because nothing else is theirs.
Who
Can sign
- ✓ Confirming the materials charged and the readings recorded
Opens
2 screens, landing on /shop-floor
HSE & Compliance
No cost or margin 1 person · signs to $3,000The ISO registers, contractor permits, the plant maintenance schedule and the energy and emissions return.
Who
Can sign
- ✓ Contractor permits and inductions
- ✓ Closing out a compliance action
Opens
13 screens, landing on /compliance
Maintenance
Cost, not margin 1 person · signs to $3,000The ten work centres and what is due on each. Breakdowns, preventive work and the statutory inspections.
Who
Can sign
- ✓ Parts and consumables to $3,000
Opens
7 screens, landing on /compliance
Viewing as a role hides the screens it does not open; it is a view, not a security boundary.