APQP/PPAP: User Roles

Access to APQP/PPAP packages is controlled via user alignment to roles.  APQP/PPAP roles can be granted to a user by an administrator through the User Management page.

Please note that users must have the "view only" role in order to view PPAPD records linked on an APQP/PPAP package.

Role Name	Brief Overview
View Only	View APQP packages (limited by security controls established through system admins) without any ability to edit
Submitter	Create APQP/PPAP packages.  Confirm the checklist (and remove signature). Generate, update, and submit deliverables and PPAP Approval Forms for review.
Package Owner (Submitter)	Create, put on hold, and void APQP/PPAP packages. Define the team/user responsibilities, manage the package, generate and update deliverables. Confirm the checklist (and remove signature). *Must have this role to be aligned as the package owner on a specific record.
Approver	Create APQP/PPAP packages. Update and review/disposition deliverables and PPAP Approval Forms.
Package Owner (Approver)	Create, put on hold, and void APQP/PPAP packages. Define the team/user responsibilities, manage the package, generate, and update deliverables and PPAP Approval Forms. Confirm the checklist (and remove signature) Change part number. *Must have this role to be aligned as the package owner on a specific record.
APQP Administrator	Update and manage APQP configuration settings, view packages, manage package owners, and change part number.

Role Alignment for Organizations Operating Only as the Supplier

If your customer has requested your utilization of Net-Inspect for their APQP/PPAP process then align your users as below.  Note, this assumes your organization does not flow APQP/PPAP down to sub-tier suppliers for your customer or do internal APQP records.

• Users acting as representatives for APQP records but not actively involved: View Only
• Users working with the customer defining requirements and submitting deliverables: Submitter
• Users managing their organization's responsibilities and the electronic APQP record: Package Owner (Submitter)
• Users that will act as back ups for user alignment on records: APQP Administrator

Users can be aligned with multiple roles as well.  Small organizations are recommended to align users to both submitter and package owner (submitter).

Role Alignment for Organization Operating Only as the Customer

These recommendations assume that your organization does not operate as the supplier for another organization nor that you manage internal elements or APQP/PPAP requirements.  

• Users acting as representatives for APQP records but not actively involved: View Only
• Users approving submitted deliverables: Approver
• Users working with the supplier defining requirements and managing the electronic APQP record: Package Owner (Approver)
• Users that establish APQP customization for all records in the organization (which flows down to suppliers) and who will act as back ups for user alignment on records: APQP Administrator

Users can be aligned with multiple roles as well.  Small organizations are recommended to align users to both approver and package owner (approver). 

Role Alignment for Organizations Performing Only Internal APQP Records

These recommendations assume that your organization only processes internal APQP records and does not engage with customers or suppliers.  

Preliminary Assignments

• Users acting as representatives for APQP records but not actively involved: View Only
• Users that establish APQP customization for all records in the organization and who will act as back ups for user alignment on records: APQP Administrator

Internal Team for Submitting Deliverables

• Users working with the customer defining requirements and submitting deliverables: Submitter
• Users managing their organization's responsibilities and the electronic APQP record: Package Owner (Submitter)

Internal Team for Approving Deliverables

• Users approving submitted deliverables: Approver
• Users working with the supplier defining requirements and managing the electronic APQP record: Package Owner (Approver)

Role Alignment for Organizations Generating Customer, Supplier, and Internal APQP Records

If your organization generates records both internally and externally (as customer and supplier) then apply a combination of the recommendations listed above.

In many cases, your users will have overlapping responsibilities with submittal and approval roles.  Each organization is recommended to have strong process guidelines capturing these use cases.  For instances where users need to be aligned to deliverables as the submitter or approver, it is recommended that users be "assigned" to line items or package owner slots.  This will limit access from others to those actions/fields.