Admin Responsibilities
User Management
Approve new user registrations and assign roles to team members
Catalog Maintenance
Manage suppliers, products, presentations, destinations, statuses, and units
Full Data Access
Create, edit, and delete requisitions across all departments
System Configuration
Control system-wide settings and permissions
User Management
Approving New Users
When new team members register, they appear in the Solicitudes Pendientes (Pending Requests) section.Assign Role
Click Aprobar and select the appropriate role:
- Admin - Full system access
- Coordinadora - Create/edit requisitions and manage catalogs
- Laboratorio - View-only access for quality control team
- CEDIS - View-only access for warehouse team
Users with “pendiente” status cannot access the system until an admin approves their account.
Managing Active Users
Catalog Management
Managing Catalogs
Admins have full control over all system catalogs used in requisitions.Select Catalog Type
Choose from the available tabs:
- Proveedores (Suppliers)
- Productos (Products)
- Presentaciones (Package types)
- Destinos (Delivery destinations)
- Estatus (Status options)
- Unidades (Units of measure)
Status Colors
When managing the Estatus catalog, you can customize the color (hex code) for each status. This affects how requisitions appear on the calendar:- Pendiente - Amber (#F59E0B)
- Confirmado - Blue (#3B82F6)
- En Tránsito - Purple (#8B5CF6)
- Recibido - Green (#10B981)
- Cancelado - Red (#EF4444)
- En Revisión - Orange (#F97316)
Requisition Management
Creating Requisitions
Admins can create requisitions on behalf of any department.Fill Required Fields
Complete all mandatory fields marked with asterisks (*):
- Fecha Confirmada (confirmed delivery date)
- Proveedor (supplier)
- Producto (product)
- Presentación (package type)
- Destino (destination)
- Estatus (status)
- Cantidad y Unidad (quantity and unit)
Add Optional Details
Fill in tracking information:
- № REQUI (requisition number)
- Fecha de OC (purchase order date)
- Folio OC (purchase order number)
- Fecha Solicitada (requested date)
- Factura/Remisión (invoice/receipt)
Add Delivery Information
Update actual delivery details:
- Fecha Entregado (actual delivery date)
- Cantidad Entregada (actual quantity received)
Editing Requisitions
All changes are tracked in the audit history (requisiciones_historial table) for accountability.
Deleting Requisitions
Calendar View
Admins can view and manage all requisitions in the calendar view.- Month View: See all scheduled deliveries by month
- Week View: Switch to weekly view for detailed planning
- Event Colors: Each requisition is color-coded by status
- Click Events: Click any event to view details or edit
Quick Add Feature
When creating requisitions, admins can quickly add missing catalog entries without leaving the form.Best Practices
Regular User Reviews
Review pending user requests weekly to ensure team members have timely access
Catalog Cleanup
Periodically deactivate unused suppliers or products instead of deleting them
Audit Trail
Monitor the history table to track who made changes to critical requisitions
Backup Coordinator Access
Assign coordinator roles to backup personnel to ensure business continuity
Common Admin Tasks
Daily
- Review and approve pending user registrations
- Monitor calendar for delivery confirmations
- Respond to coordinator requests for catalog updates
Weekly
- Review active users and role assignments
- Clean up inactive catalog entries
- Export data for management reporting
Monthly
- Audit system usage and permissions
- Review and update status colors and categories
- Plan system maintenance or upgrades
Next Steps
Coordinator Workflow
Learn how coordinators create and manage daily requisitions
Role Permissions
Understand detailed permission levels for each role