Screen reference
A screen-by-screen user manual for the core active Moduvio surfaces: what you see, the fields you can enter or read, actions, tables, access conditions and authority boundary.
This is not an operating-guide index. Use this reference when you are already on a screen and need to understand a specific field, action or displayed value. Use an operating guide when you need the end-to-end procedure across several screens and roles.
Every reference is tied to the current product route. Requiredness describes the current screen behaviour and is qualified where a field appears only for a tracking policy, workflow route, selected state or controlled exception. Read-only information is called out explicitly so that a user does not mistake current context for a record they can edit.
Catalogue & setup
Governance
Controlled documents
Upload, classify and retain controlled evidence versions. The screen is an evidence source for governed decisions; it is not a general-purpose file share or external delivery channel.
Open screen reference /supervisory-intelligenceSupervisory Intelligence
Open a role-aware Valtren AI agent from Moduvio with automatic tenant pairing, current-user authority and an attributable read-only operational scope.
Open screen reference /quality/cmmc-readinessCMMC Level 2 internal readiness
Assess the code-owned 110-practice CMMC Level 2 readiness catalogue, retain evidence and findings, and govern eligible POA&M remediation and closeout.
Open screen reference /defence-controlsDefence controls
Operate bounded codification, defence inspection calls, ownership/co-mingling controls and exact-stock MRB decisions and execution.
Open screen reference /account/securityAccount security
Change the current account password, replace recovery codes and understand the effective company sign-in policy without administering other users.
Open screen reference /admin/rolesCompany roles
Review practical small-company role bundles and the exact system/custom authorities beneath them, and govern bounded custom roles.
Open screen reference /admin/workflowsWorkflow governance
Distinguish code-owned operational flows from protected or tenant-created human workflow definitions, then inspect immutable versions, instances and task projections.
Open screen reference /admin/procurement-policiesProcurement policies
Govern versioned procurement categories, fixed routes, supplier flow-down, incoming-inspection derivation and conditional role approvals through independent publication.
Open screen reference /admin/grn-timing-policiesGRN timing policies
Govern when a future receipt presents its GRN identity and becomes eligible for one fixed controlled-document issuance, using only four code-owned stages.
Open screen reference /admin/custom-fieldsTyped RFQ custom fields
Govern immutable typed metadata definitions for the fixed Procurement RFQ draft-creation consumer, including safe applicability, role visibility and exact transaction snapshots.
Open screen referenceInventory
New inbound receipt
Capture physical receipt evidence against an authorised source and place material into quarantine. The form makes quantity exist under custody; it does not make material usable stock.
Open screen reference /inspectionsInspection and putaway
Independently disposition quarantined receipt material, then move accepted stock to an authorised location. Inspection and movement remain separate decisions.
Open screen reference /serial-identitiesSerialized identities
Resolve the stock serial, OEM serial, governed internal serial and asset code to one immutable physical instance while retaining every authorised alias correction.
Open screen reference /containersPhysical containers
Govern a persistent roll, reel, drum or other divisible-material identity and reconcile its opening, issued, adjusted and remaining content against the authoritative stock ledger.
Open screen reference /lot-attributesBatch and lot attributes
Define typed category-specific lot fields and retain immutable approved value revisions for batches already present in authorised custody history.
Open screen reference /receipt-authoritiesReceipt authorities
Version and independently approve the exact procurement or subcontract authority that permits supplier material to enter custody within a bounded quantity, cost, date and classification envelope.
Open screen reference /asnsAdvance shipment notices
Record an expected supplier dispatch against one exact approved receipt-authority line before material reaches the receiving gate.
Open screen reference /receiptsGoods receipts
Search and inspect retained goods receipts, complete deferred serial identity evidence, submit eligible drafts to quarantine and read or issue the fixed controlled GRN record at its governed stage.
Open screen reference /putawaySecure putaway
Move independently accepted receipt material from its exact quarantine source to an authorised storage destination using source and destination scan confirmation.
Open screen reference /transfersInter-location transfers
Dispatch exact unrestricted stock into in-transit custody and require a different destination operator to scan and reconcile the handoff.
Open screen reference /returnsControlled work-order returns
Authorise previously issued work-order material for return, receive it into quarantine through an independent custody handoff and require a separate Quality disposition before reuse.
Open screen reference /labelsReceipt labels
Preview, generate and download a vendor-neutral GS1-128 SVG label from an exact governed receipt identity while retaining generation and download integrity evidence.
Open screen reference /traceabilityBatch and serial traceability
Trace one authorised batch or serial backward to receipt and forward through inspection, append-only movements, current custody, related controls and document references without inventing graph relationships.
Open screen reference /replenishmentReplenishment policies and proposals
Govern immutable forecast and master-schedule buckets, consume them against eligible firm demand, and review advisory MRP/replenishment proposals without creating procurement or inventory transactions.
Open screen reference /part-requisitionsPart requisitions
Request approved catalogue parts, independently approve demand, reserve exact stock into a material kit and link existing governed shortage actions.
Open screen reference /kitsMaterial issue kits
Reserve exact available stock for a work order and perform an independent scan-confirmed issue, keeping handheld offline intent separate from server-confirmed custody.
Open screen reference /cycle-countsBlind cycle counts
Govern recurring count policies or one-time location snapshots, execute blind first counts and independent recounts, then adjudicate any remaining variance without inventing a physical quantity.
Open screen reference /shelf-lifeShelf-life controls
Review expiring material, explicitly block eligible expired stock and independently decide evidence-backed re-test or re-life requests without releasing unrelated holds.
Open screen reference /subcontractorsSubcontractor custody and reconciliation
Dispatch scan-verified job-work material to an approved subcontractor, receive outstanding material into quarantine and account for evidence-backed loss or scrap while retaining custody reconciliation.
Open screen reference /offline-conflictsOffline sync conflicts
Review server-rejected handheld intents and independently choose revalidation or discard without editing the original payload or treating queued work as confirmed stock.
Open screen referenceSupply
Supplier lifecycle
Maintain governed supplier identity, site, qualification scope and time-bounded versions before the supplier becomes eligible for controlled sourcing.
Open screen reference /procurementProcurement
Take approved demand or a current firmed MRP BUY proposal through governed RFQ, quotation, award, purchase order and acknowledgement records. MRP sourcing creates only a draft RFQ; Procurement creates commitments, not inventory, inspection or payment.
Open screen referenceEngineering
Product configuration
Model product family, model, variant, configuration items and released baselines for the as-designed product. It never creates physical inventory or an as-built record.
Open screen reference /engineering/plmEngineering BOM and PLM release
Build the governed Requirements → CAD/PDM → EBOM → ECR/ECO → Manufacturing handoff thread. Each section retains exact source evidence and maker-checker decisions.
Open screen reference /catalogue-governanceCatalogue governance
Govern item control attributes, immutable item revisions, Assembly BOMs, typed specifications and managed serialized-instance definitions without creating stock.
Open screen referenceQuality
Nonconformance and CAPA
Record, contain, investigate, correct and independently verify a nonconformance. The screen preserves the source record and routes any required physical action back to its owning authority.
Open screen reference /quality/supplier-actionsSupplier corrective action
Draft a supplier corrective-action request (SCAR) from a contained supplier NCR, capture a versioned response, and independently decide, verify and close the supplier action.
Open screen reference /quality/counterfeitSuspect-counterfeit control
Preserve authenticity evidence, record investigation and impact assessments, and obtain a joint QA/Security decision while the exact suspect material remains held.
Open screen reference /quality/first-articleFirst article inspection
Freeze an exact first-article scope and characteristic plan, record every inspection result, then independently review the report and decide final QA acceptance.
Open screen reference /quality/auditsAudit programmes and findings
Approve an audit programme and versioned plan, record independent fieldwork and findings, then verify responses and close only after linked NCR/CAPA closure.
Open screen reference /quality/product-escapesProduct escapes and recall
Trace a contained S1/S2 NCR into an immutable affected-product population, obtain independent QA and Product Safety decisions, record external action evidence and close after the linked NCR/CAPA.
Open screen reference /quality/management-reviewsManagement review and objectives
Prepare immutable QMS inputs and metric snapshots, obtain QA completeness approval, record executive objectives and assigned actions, then independently verify results and close the review.
Open screen reference /quality/metrologyMetrology impact and calibration recall
Assess an exact failed calibration certificate and its invalid measurement interval, approve affected uses, record Product Safety follow-up and independently verify evidence without changing calibration or custody.
Open screen reference /quality/compliance-controlsCompliance controls and risk coverage
Version an obligation-to-control register, independently approve applicability and evidence requirements, then account for each applicable control through an exact approved audit or eligible gap-treatment route.
Open screen reference /quality/supplier-performanceSupplier performance
Create a deterministic supplier scorecard from exact Supply and Quality sources, approve its source population independently and collect one scoped supplier response.
Open screen reference /quality/assurance-plansAssurance plans
Govern reusable inspection/test plans and calculate immutable assurance analytics from the complete matching inspection, FAI and NCR source population.
Open screen reference /quality/communicationsExternal Quality communications
Prepare an immutable UNCLASSIFIED communication from one eligible Quality source, release it independently and track per-recipient delivery, acknowledgement and escalation.
Open screen reference /quality/repair-assuranceRepair and replacement assurance
Govern the evidence that an exact serialized NCR disposition was repaired, returned, replaced and independently reinspected without acquiring source custody authority.
Open screen reference /quality/deviationsDeviations and concessions
Govern a time- and scope-bounded deviation, concession or waiver against one exact approved design/configuration source and verify each authorised application.
Open screen referenceManufacturing
Manufacturing BOM
Translate one exact released Engineering handoff into a governed manufacturing BOM and routing context. It retains source provenance and does not change the Engineering baseline.
Open screen reference /manufacturing/build-controlManufacturing build control
Plan, schedule and record an exact build using released sources, then capture authoritative as-built evidence and independent acceptance. It does not perform material custody itself.
Open screen reference /assembly-work-ordersAssembly work orders
Plan an Assembly from one released BOM, reserve and consume exact components, then receive the independently completed output with genealogy.
Open screen reference /manufacturing/instructionsVisual work instructions
Release immutable visual instructions against an exact manufacturing plan/operation, pin them to dispatch and require ordered operator observations and independent Quality holds.
Open screen reference /manufacturing/toolingTooling and fixture lifecycle
Govern exact serialized cutting-tool controls, crib custody, life/inspection counters, preset evidence, service review and immutable fixture configurations.
Open screen reference /manufacturing/execution-packsSoftware and test execution packs
Release signed software/test definitions for an exact manufacturing plan and compile immutable build-result packs for independent Quality acceptance.
Open screen reference /manufacturing/acceptanceFAT, SAT and commissioning
Define and release an exact BUILT-product acceptance campaign, then record sequential FAT, SAT and commissioning evidence with independent Quality and contract decisions.
Open screen reference /manufacturing/mes-evidenceMES evidence adapters
Release an ingest-only evidence profile for one exact automated test/acceptance target, retain immutable external receipts and require independent Quality acceptance before single use.
Open screen reference /manufacturing/readinessProduction readiness
Govern resources and competencies, qualify named operators, plan an exact operation dispatch and release it only after live readiness checks.
Open screen reference /manufacturing/capacityCapacity and cost evidence
Govern exact-resource calendars and evidence-rate versions, inspect finite dispatch loads and read immutable operation cost evidence.
Open screen reference /manufacturing/cost-rollupsManufacturing WIP and cost variance
Derive an immutable build-level planned-versus-actual rollup from every retained operation attempt and exact cost-evidence version, then review variance independently.
Open screen referenceInventory & Quality
Sustainment
Finance
Statutory tax & localisation
Govern a site-bound legal/jurisdiction profile containing registration, fiscal/localisation, effective tax-rule and statutory document-series policy through immutable versions and independent approval.
Open screen reference /financeFinance control centre
Control deterministic supplier-invoice statutory tax, operational cost, fixed assets, budgets, payables, receivables and accepted cash through immutable journals, classified cash flow, comparative and consolidated statements, reciprocal intercompany elimination and independently approved bank reconciliation.
Open screen referenceAdministration
Users and access
Provision a tenant user using the practical company-role templates, site scope and classification clearance. The UI simplifies assignment but does not replace server-side technical permission checks.
Open screen reference /admin/settingsCompany settings
Maintain tenant identity, regional defaults, controlled email transport and sign-in protection policy. Changes are administrative controls, not changes to operational business data.
Open screen reference /admin/product-analyticsProduct analytics
Review tenant-isolated semantic click usage and explicit instrumented outcomes without collecting record contents, field values or free-form user input.
Open screen referenceProgramme
Customer estimates, quotations and sales-order demand
Govern customer estimates, outbound quotation evidence, an attributable customer decision and independently approved sales-order demand without creating operational transactions.
Open screen reference /programme/cost-insightsJob and contract cost insight
Read approved Manufacturing rollup evidence by job, project, customer and contract while preserving currency and source-version lineage.
Open screen reference /programme-operationsProgramme operations and defence evidence
Access bounded defence/programme controls for demilitarisation, magazine rules, party screening, DMSMS/LTB, governed reports, migration and advisory evidence.
Open screen reference