On an Order's Participants tab, Ownership, Custody and Full chain of custody are not three settings you assign to a participant. They are three viewing lenses (tabs) over the same list. The system works out everyone who touched the goods automatically from the recorded supply-chain history, so you never tag anyone by hand.
The three views and what each answers
Each view filters the Order's participant list to answer a different question. Behind the scenes every participant is auto-classified as an Owner, a Custodian or Other, and the views simply filter on that:
View | What it shows |
Ownership history | Who has legally owned these goods. The list of legal owners only. |
Full chain of custody | Everyone who has physically held these goods at any point, including transporters and hauliers. |
Custody ex transport | Everyone who has physically held the goods, but excluding the transport-only legs. So processors and warehouses are shown, but not the trucking or shipping legs. |
The list is built automatically
The participant list is derived automatically. It reflects the recorded ownership and custody history of the products on the Order and their input products, so it builds up as products are allocated. If the tab is empty, participants will appear once products have been allocated to the Order.
Whether you can see the list depends on Order sharing
The three views only change what is shown; they do not control whether you can see the participant list at all. That is controlled by Order sharing. The Order's creator always sees the participant list. Anyone the Order was shared with sees it only if the share included the Participants permission.
For how to share these details, see How do I view and manage the Sharing permissions in an Order?
For the steps to open the Participants tab, read the table and the chain-of-custody graph, and switch between the three views, see How do I view an Order's Participants?