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- Heritage / Museum Management
- Frequently asked questions
Questions, answered
Practical answers for collection, exhibition and loan teams.
Heritage / Museum Management
10 questions
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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.