All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Heritage / Museum Management
Start now
More

Features

Industries

Reference

More

Heritage / Museum Management · Available now

Keep every loan tied to its collection record.

Heritage / Museum Management keeps a collection loan tied to its organization, item provider, named owner and copy quantity. Collection staff establish the item and contact details, while the loan owner records the subject, due date and requested scope.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewLoans by status
Heritage / Museum Management · Loans

Loans by status

Loans in one list

New loan
Loans in view
6
Total copy count
19
Draft
2
Review
2
Draft2
River valley pottery exhibition loanLNS-38508
1
21 Oct
Early railway map loanLNS-36416
2
25 Oct
Add
Review2
Town archive photograph loanLNS-24009
3
23 Oct
Harbor oral history listening loanLNS-27615
4
22 Oct
Add
Approved1
Coastal weaving display loanLNS-94487
2
24 Oct
Add
Open1
Foundry tools education loanLNS-66864
7
19 Oct
Add
River valley pottery exhibition loanLoans · LNS-38508
Draft
Due date21 Oct
Copy count1
OwnerHana Park
Approve loanLNS-38508 · River valley pottery exhibition loan

The Independent Reviewer decides on the current loan revision.

Waiting for Independent Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
11
Saved views
14
Roles with set permissions
7
Reports and dashboards
8
Features

Follow the collection loan

Every feature works on the same records. Pick one to see the screen your team works in.

Collection and organizations

Keep each collection item, provider contact and operating organization ready for a loan.

  • Organization record
  • Item record
  • Loan link
  • Organizations
  • Collection items
  • Team members
  • Users
  • Loans
Explore collection and organizations
OverviewActive collection items
Heritage / Museum Management · Collection and organizations

Active collection items

Collection items

New
CodeNameContact nameEligibility noteOrganization
COL-POT-041Hand-thrown river clay bowlRina DasApproved for supervised displayRiverbend Heritage Museum
COL-PHO-1181920s town market photographOmar HaddadLight exposure limited to six weeksOakbrook Community Archive
COL-TEX-027Coastal reed basketLeila OkoroRequires custom support mountWesthaven Folk Arts Museum
COL-IND-064Iron foundry measuring gaugeMarco SilvaHandling by trained staff onlyRiverbend Heritage Museum
COL-MAP-009Early railway route mapNina ChoRights cleared for gallery playbackHarborview Local History Center
6 of 6 records
COL-POT-041Collection items · CI-58122
NameHand-thrown river clay bowl
Contact nameRina Das
Eligibility noteApproved for supervised display
OrganizationRiverbend Heritage Museum
Example screen with sample data
Process

From request to verified result

Collection loan to verified completion ships ready to use. One step needs a named approval before the work moves on: Approve loan (Independent Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Create loan

    Select the item, owner, due date and requested copies.

    River valley pottery exhibition loanLNS-38508 · Loan Owner
    Create loanBy Loan Owner

  2. Submit for review

    Send the current loan revision with its evidence.

    River valley pottery exhibition loanLNS-38508 · Loan Owner
    Submit for reviewBy Loan Owner

  3. Approve loan

    An independent reviewer records a decision and reason.

    River valley pottery exhibition loanLNS-38508 · Independent Reviewer
    Approve loanBy Independent Reviewer
    ApprovalThe Independent Reviewer decides on the current loan revision.

  4. Reserve copies

    Record guarded quantities under the approved parent.

    River valley pottery exhibition loanLNS-38508 · Admissions Coordinator
    Reserve copiesBy Admissions Coordinator

  5. Record admission

    Keep the admitted line and provider receipt together.

    River valley pottery exhibition loanLNS-38508 · Admissions Coordinator
    Record admissionBy Admissions Coordinator

  6. Verify completion

    Match provider evidence to the recorded action and local effect.

    River valley pottery exhibition loanLNS-38508 · Operations Analyst
    Verify completionBy Operations Analyst

Start with Loan review

Inside a record

Check provider effects

Open any loan to see its exhibition loans, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Due date, Copy count and Owner.

  2. 2
    Exhibition loans

    Each line is linked to this loan.

  3. 3
    Who works on it

    Collection Manager, Loan Owner and Independent Reviewer, each with their own permissions.

  4. 4
    Process stages

    Create loan and Attach evidence, with the role that acts.

  5. 5
    Approvals

    Approve loan, with who decides.

Loans by statusRiver valley pottery exhibition loan
Heritage / Museum Management · Loans

River valley pottery exhibition loan

Draft

Log activity
1
Record details
Due date21 Oct
Copy count1
OwnerHana Park
2
Exhibition loans

River valley pottery exhibition loan

ParentEventStatus
River valley pottery exhibition loanRiver valley craft exhibitionSubmitted
Town archive photograph loanTown market photo showcaseSubmitted
Mill worker ledger research loanCoastal weaving retrospectiveSubmitted
Exhibition loans
6
Total revision
4,460
3

Who works on it

  • Collection ManagerManage collection items, Organizations
  • Loan OwnerManage Loans, loan events, record attachments
  • Independent ReviewerManage review decisions
4

Process stages

  • Create loanLoan Owner
  • Attach evidenceLoan Owner
5

Approvals

  • Approve loanIndependent Reviewer
    Approved
Example screen with sample data
Approvals

Decide on the current revision

OverviewApprovals
Heritage / Museum Management · Overview

Approvals

Signed in as Independent Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • EL-60809River valley craft exhibition
    River valley pottery exhibition loanRequested by Collection Manager
    Submitted0dActions
  • EL-31756Town market photo showcase
    Town archive photograph loanRequested by Collection Manager
    Submitted4dActions
  • EL-59955Coastal weaving retrospective
    Mill worker ledger research loanRequested by Collection Manager
    Submitted4dActions
  • EL-44608Foundry tools school program
    Foundry tools education loanRequested by Collection Manager
    Submitted6dActions

Who approves what

DecisionApprover
Approve loanAn independent reviewer records a decision and reason.Independent Reviewer
Approve Loans, exhibition loansIndependent Reviewer
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Heritage / Museum Management to the work that is theirs. Pick a role to see what it starts with.

Collection Manager

Maintains eligible collection item and organization records for loan planning.

This is the first screen this role sees.

OverviewMy staff record

My staff record

Team members · Collection Manager

NameRole nameOrganizationUser
Elena MarquezCollections registrarRiverbend Heritage MuseumAmara Nwosu
Tariq RahmanExhibitions curatorNorthgate Industrial MuseumAmara Nwosu
Mei TanConservatorOakbrook Community ArchiveKofi Mensah
Amara NwosuLoan coordinatorCedarfield Archive TrustMei Tan
Jonah WhitakerArchive technicianHarborview Local History CenterKofi Mensah
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

See what moved and what waits

Answer questions about loan state, copy activity, decisions and provider evidence.

Overview
Heritage / Museum Management · Overview

Heritage / Museum Management dashboard

This quarter

Exhibition loans in view
6
Total ticket quantity
3,740
Submitted
6

Loans by status

How far records got this quarter

StageReachedStep
Draft31
Review826%
Approved225%
Open150%

Copy count by status

Sample totals per stage

2.0k0
-6000Draft
2.0kReview
-3000Approved
-1000Open
-4000Completed
Example screen with sample data
  1. 01Loan lifecycle by status

    Count loans by current status and owner for the operating organization.

  2. 02Upcoming loan due dates

    List open or approved loans by due date and copy count.

  3. 03Collection item activity

    Show each collection item with linked loans and current state.

  4. 04Exhibition review outcomes

    Compare submitted, approved, rejected and completed exhibition loans by organization.

  5. 05Reserved and admitted quantities

    Reconcile loan-event quantity and admission dates under each parent loan.

  6. 06Reviewer decision history

    Show each loan's revision, reviewer, decision, reason and decision date.

  7. 07Verified capture evidence

    Show payment captures, verified flag, amount and provider reference under each loan.

  8. 08Operation exception register

    List action receipts needing review with expected revision and failure reason.

All reports and dashboards

Who it's for

Built around exhibition work

See how Heritage / Museum Management fits your kind of team.

Museums

Coordinate collection item loans, exhibition requests and independent decisions.

Heritage sites

Keep temporary display loans tied to their provider, event and handling evidence.

Traveling exhibitions

Follow exhibition loan scope and custody evidence across event decisions.

Controls

Preserve custody and review history

Each stage of collection loan to verified completion names the role that acts and the status it records, so a change is never anonymous.

OverviewCollection loan to verified completion
Heritage / Museum Management · Process

Collection loan to verified completion

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
8
Submit for review
Loan Owner
StatusDraft → Review
RecordsLoans
Approve loanApproval
Independent Reviewer
StatusReview → Approved
RecordsReview decisions
Submit exhibition scope
Admissions Coordinator
StatusDraft → Submitted
RecordsExhibition loans
Collection loan to verified completion
  1. Start
    Submit for reviewDraft → Review
    Loans
  2. Approval
    Approve loanReview → Approved
    Review decisions
  3. Step
    Submit exhibition scopeDraft → Submitted
    Exhibition loans
  4. Approval
    Review exhibition scopeSubmitted → Approved
    Independent Reviewer
  5. Step
    Reserve copiesApproved → Open
    Loan events
Example screen with sample data

See each stage in detail

AI agent

Prepare the case with Proto

Use Proto to prepare loan cases, surface exceptions and support human review.

It can

  • Loan Owner: Prepare a loan draft from a named item, due date and requested copy count for the owner to check.
  • Independent Reviewer: Gather the current loan revision, item eligibility note and linked evidence for a decision.
  • Admissions Coordinator: Compare requested copies with reserved and admitted lines before a custody action.
  • Operations Analyst: List receipts needing review with their expected revision and discrepancy reason.

Stays with a person

  • Proto cannot decide collection eligibility, approve its own prepared request or declare a provider payment complete from a local status alone.
  • The named people review the source record, decision and verified external effect before release.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Heritage / Museum Management
  • Payment provider
  • Authoritative operation source
  • Platform identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 11 tables
11tables
  • Collection and organizations5
  • Loan planning5
  • Exhibition loans6
  • Reservation and admission5
  • Review and evidence6
  • Operations and payment5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Establish ownership

    Create the operating organization, staff membership and active collection items with contacts and eligibility notes.

  2. Prepare loan cases

    Enter representative loans with different due dates, copy counts and counterparty items.

  3. Rehearse review

    Submit a loan, return a version for correction and record an independent approval of the current revision.

  4. Exercise custody

    Reserve copies, admit a line and confirm a repeat action does not create a duplicate effect.

  5. Verify effects

    Connect provider evidence, reconcile operation receipts and review a discrepancy before closing the pilot.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Heritage / Museum Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Heritage / Museum Management for your business. Start with one organization, a representative item and a loan the team can follow through review.

What does the app keep for each loan?

It keeps the named subject, owner, collection item, due date, copy count, status and revision, with linked decisions, event lines, attachments and operation receipts.

Can we review exhibition use separately?

Yes. An exhibition request links to its parent loan and carries its own event, ticket quantity and review state.

Who decides whether a loan is approved?

An Independent Reviewer examines the current revision and evidence, then records a decision and reason.

How do we see what was actually admitted?

The loan-event line records its admitted date and provider receipt. Compare that line with reserved quantity on the same parent.

What happens when a requested quantity changes?

The team reviews the current loan revision. Earlier decisions stay tied to the version that was examined.

Can we cancel an unused reservation?

The owner can release unused scope through the controlled correction path. Issued history remains attached to the loan.

How is payment completion checked?

The Finance Reviewer checks provider evidence, and the Operations Analyst reconciles the operation receipt with the recorded effect.

Where do evidence files belong?

Attach them to the parent loan with a title, evidence type, uploader and Internal or Shared visibility.

What should we do with a receipt needing review?

Read its failure reason and compare the local line and provider reference before resolving it. Reconciliation checks the existing effect.

Set up Heritage / Museum Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appHeritage / Museum Management

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.