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Section 12. Annex 3: User Role Matrix

This matrix defines the permissions for every role within QAT. Permissions are categorized by functional area.

12.A. Annex 3.A. Role Descriptions.

RoleDescription
Application AdminGlobal system configuration, label translations, and role creation.
Realm AdminManages realm-specific master data (Products, Technical Areas, Orgs).
SP Program AdminManages program-level settings (Lead times, Planning Units, Budgets).
SP ReviewerReviews and approves supply plan versions.
SP Program UserPrimary data entry and supply planning role.
SP ViewerView-only access to reports, raw data, or review status.
Forecast AdminManages forecast-specific parameters and templates.
Forecast UserBuilds forecasts and enters consumption data.
Forecast ViewerView-only access to forecast outputs and trees.

Table 21: QAT User Role Descriptions


12.B. Annex 3.B. Administrative & Master Data.

Business FunctionApp AdminRealm AdminProgram AdminUsersViewers
Label & DB TranslationsX----
Manage Global Countries/UsersX----
Manage Realm Masters (PU/FU/Org)-XVVV
Manage Realm Countries/Regions-X--V
Manage Procurement Agents-XXVV

Table 22: Permissions for Administrative and Master Data

Legend: X = Full Access | V = View Only | - = No Access


12.C. Annex 3.C. Program Management.

Business FunctionRealm AdminSP AdminFC AdminUsers
Setup/Create New ProgramX-X-
Update Program Info & SettingsXXX-
Manage Program Planning UnitsXXX-
Budget ManagementXX-V
Import/Export ProgramsXXXX

Table 23: Permissions for Program Management


12.D. Annex 3.D. Supply Plan Operations.

Business FunctionRealm AdminSP AdminSP UserSP ReviewerSP Viewer
Data Entry (Cons./Inv./Ship.)XXX-
Manage Supply Plan/ScenariosXXXX
Upload VersionsXXX--
Review/Approve Versions---X-
ERP Shipment LinkingXXX--

Table 24: Permissions for Supply Planning Operations

¹ SP Viewer - Data only | ² SP Viewer - Data/Review


12.E. Annex 3.E. Forecasting Operations.

Business FunctionRealm AdminFC AdminFC UserFC Viewer
Consumption Data EntryXXXV
Manage/Build TreesXXXV
ExtrapolationXXXV
Usage/Tree TemplatesXXXV
Import from Supply PlanXXX-

Table 25: Permissions for Forecasting Operations


12.F. Annex 3.F. Reports Access.

Report TypeAdminsUsersViewers
Supply Plan / Stock StatusXXX
Consumption / Forecast ErrorXXX
Shipment / Cost ReportsXXX
Inventory Turns / ExpiriesXXX
Warehouse CapacityXXX

Table 26: Permissions for Reports and Analytics