What each role can do

Role	See work	Mark Ready	Done / Waive / Finalize	Dashboard & Admin
Member	yes	yes	—	—
Reviewer	yes	yes	yes	—
Admin	yes	yes	yes	yes

The Tracker (main screen)

Lines are grouped by sales order. Each line is in one of four states:

• Needs MTR — nothing done yet.
• Ready — the MTRs are in hand and it can be worked.
• Done — the MTR is complete.
• No MTR — this line doesn't need one.

Update a line:

• Mark Ready: the line's ⋯ menu → Mark MTRs ready to work, then enter the Lot Number (required). A line must be Ready before it can be Done.
• Mark Done: tick the checkbox. (Greyed out until the line is Ready; only reviewers/admins can tick it.)
• Mark No MTR: ⋯ menu → Mark "No MTR required". (Reviewers/admins.)
• Undo: un-tick the checkbox, or use the ⋯ menu to reopen.

Find lines: use the search box (item, description, SO number, or customer), the Order Status dropdown (from the ERP), or the MTR state dropdown.

Finalize an order (reviewers/admins)

When every line on an order is Done or No MTR, it shows Awaiting final review. Click ✓ Final review to finalize it. If a line is reopened later, the finalize clears by itself.

Get the report from Acumatica

1. Log in to Acumatica.
2. Go to Sales Orders → Reports → Sales Order Details by Inventory Item.
3. Make sure the date range is correct.
4. Click Run Report.
5. Click Export → Excel to download the .xlsx file.

Import the weekly file (anyone)

1. Go to the Import tab.
2. Click Choose file and pick the Acumatica .xlsx export you just downloaded.
3. It shows how many lines were added/updated. Re-importing the same file is safe — your team's progress is kept.

Dashboard (admins)

Overall % resolved, open count, orders finalized vs. awaiting review, and a chart of completions per person over time. Counts can't be padded by clicking — credit stays with whoever first completed each line.

Manage users (admins → Admin tab)

• Add user — username + role; you get a one-time temp password to hand them.
• Reset password — gives a new temp password (they set their own next login).
• Deactivate / Reactivate — turn access off or on.
• Change role — member / reviewer / admin.

The Activity log shows who did what, and when.

If something's stuck

• Forgot password: ask an admin to reset it.
• Can't tick Done: mark the line Ready first — and only reviewers/admins can complete lines.
• Can't finalize an order: every line must be Done or No MTR first.