Using Voltara Intelligence · Reference
Stores and buying card
Assets, parts and purchases on one page. From Lesson 7; every rule checked in the app on 2026-10-16.
Asset record
- Asset Vault → Asset Intelligence → search → Detail. Tabs: work orders, PM, health, documents, warranty, alarms, spare parts.
- Add and archive assets: plant, corporate, admin (technicians see the buttons but are refused).
- Completeness % under-counts: read the record itself.
- Warranty claim: compare the failure date with Warranty expiry yourself. The app does not.
Parts
| Step | Who | Remember |
|---|---|---|
| Reserve | Plant, corporate, admin | Reserved parts are not free for other jobs |
| Issue | Anyone at the plant | Always against the work order; same plant only |
| Parts Used at completion | Technician | Only parts not issued from stores. Never both |
| Reorder | The app | Draft PR-AUTO-… at the reorder level; someone must open it |
| New part | Plant, corporate, admin | Category: spares, consumables, tools, ppe or oils only |
Buying, in order
| Step | Who | Stops you when |
|---|---|---|
| 1 Request (PR) | Site, plant, admin (corporate can, from the form) | the plant has no budget for the year |
| 2 Approve | Corporate or admin, not the raiser | you raised it · not your plant · 1/2/3 levels by value ($5k, $50k) |
| 3 Order (PO) + send | Plant, corporate, admin | the request is not fully approved |
| 4 Receive (GRN) | Site, plant, admin | more than is outstanding |
| 5 Invoice | Plant, corporate, admin | (records it and runs the three-way match) |
| 6 Approve, pay | Corporate or admin | a mismatch without override + reason |
Cover by hand
- Requests typed on the form are not linked to the part: after receiving, have stores book the parts in against the PO.
- Supplier is free text: check it is in Supplier Center.
- Override reasons: write what was checked.
- Never approve an automatic request your own stock movement raised.