Section 13. Annex 4: Business Functions

Business functions are a set of capabilities available to the user. They are used when creating roles (see Roles (App Admin only)). Each role has one or more business functions.

For master level data, the verbs used in the business functions are as follows:

• List – Allows user to see the table with the existing data for that master data element. If only “List X” is chosen, the user can only see “X” but cannot edit or add.
• Edit – Allows user to update or edit the master data element. Note: Always include “list” along with “edit” or the user will not be able to see the screen to edit data elements. (NOTE: An entity cannot be deleted. Users can only ‘Disable” entities.)
• Add – Allows user to add a new record for the master data element. Note: Always include “list” along with “add” or the user will not be able to see the screen to add data elements.
• Manage – Allows user to perform all of the aforementioned functions.

The above business functions can be provided to users in any combination. For example:

• User A has only “List” access, so they can only view existing data (“read only”).
• User B has only “List” + “Edit” access, so they can view and edit existing data, but cannot add ‘new’ entities.
• User C has “List” + “Add” access, so they can add new entities and view the list of entities.
• User D has “Add” + “Edit” + “List” (Manage) access that enables performing all 3 actions.

13.A. Annex 4.B. Translations & Admin Dashboards

Category	Business Function	Description
Translations	Label Translations	Update "Static Labels" (UI headers) across languages.
	Database Translations	Update "Dynamic Labels" (drop-down items) immediately.
	View Translations	Read-only access to all UI strings.
Dashboards	Application Dashboard	Access the global administrator overview.
	Realm Dashboard	Access the realm-specific administrator overview.
	Program Dashboard	Access the operational dashboard for specific programs.

13.B. Annex 4.C. Master Data Management

Category	Business Function	Description
App Masters	Manage Country/Currency	Global configuration of geographic and monetary units.
	Manage User/Role	Create users and define their functional permissions.
	Create/Edit Realm	Global setup of administrative realms.
Realm Masters	Manage Realm Country/Region	Map global countries to specific realm territories.
	Manage Funding Source	Define entities providing financial support for shipments.
	Manage Organization	Manage partner and government bodies within the realm.
	Manage Products	Full control over Forecasting, Planning, and Procurement Units.
	Equivalency Units	Define aggregation logic for related products.

13.C. Annex 4.D. Program & Supply Chain Operations

Category	Business Function	Description
Programs	Setup Program	Create and configure new Supply Planning or Forecast programs.
	Manage Planning Units	Configure program-specific lead times and stock levels.
	Manage Budget	Track and allocate financial resources at the program level.
Version Control	Upload Version	Sync local program edits to the central server.
	Review/Approve	Formally audit and finalize supply plan submissions.
	Notification Rules	Configure email triggers for upload/approval/rejection events.
Shipments	ERP Linking	Link QAT shipments to external procurement systems.
	Manual Tagging	Categorize shipments for advanced tracking.

13.D. Annex 4.E. Forecasting & Reporting

Category	Business Function	Description
Methodologies	Tree Forecasting	Build and manage tiered demand models (Aggregation/Percentage/Number).
	Consumption Forecast	Access data entry, adjustment, and extrapolation screens.
	Templates	Manage Usage and Tree templates for rapid setup.
Reports	View Reports	Access the full suite of analytical outputs.
Quality	QAT Problem List	Access and manage data quality and planning issues.
	Global Reports	View aggregated data across all countries and programs.