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- Heritage / Museum Management
- Who it's for
- Traveling exhibitions
Traveling exhibitions
Traveling exhibition teams coordinate an event, a provider item and a due date under one parent loan. The exhibition record captures the planned event and ticket quantity, while the parent keeps the copy request and accountable owner. Separate statuses for the parent and exhibition request help staff see whether custody and exhibition review are at the same stage.
How Heritage / Museum Management is set up for you
Event scope
A submitted exhibition request freezes the revision the reviewer is deciding on.
Copy availability
Staff compare requested quantities with loan-event lines before approving new use.
Independent decision
The reviewer records approval, rejection or return and a reason under the parent.
Admission history
The actual admitted line keeps its date and provider receipt after a later correction.
Payment check
Verified provider evidence is checked separately from copy availability before completion.
Traveling exhibition teams coordinate an event, a provider item and a due date under one parent loan. The exhibition record captures the planned event and ticket quantity, while the parent keeps the copy request and accountable owner. Separate statuses for the parent and exhibition request help staff see whether custody and exhibition review are at the same stage.
Pick one event with a known item provider and an approved parent loan. Give the event a meaningful description and ticket quantity, then attach the handling material needed for review. Have the reviewer reject or return a version that exceeds available copies. Correct the request and resubmit it so the team can verify that the new decision applies to the current revision.
After approval, reserve a subset of the planned copies and admit one line. Try a repeated custody action and confirm it refers to the same operation receipt rather than issuing again. Then examine a case with a verified capture and a case where the provider reference disagrees. The operations analyst should keep the discrepant action in review with a clear reason. This establishes an accountable handoff between exhibition staff, finance and the person closing the loan.
Features to start with
Loan planning
Move a named collection loan through review, issue and closure with revision control.
Reservation and admission
Account for requested copies, reserved lines and the actual admission event.
Operations and payment
Reconcile guarded actions with local effects and verified provider payment evidence.
Roles on the team
- Collection Manager
- Maintains eligible collection item and organization records for loan planning.
- Loan Owner
- Prepares loans and corrects or cancels authorized scope.
- Independent Reviewer
- Examines the loan revision and evidence before recording an independent decision.
- Admissions Coordinator
- Records reservations and admissions against an approved loan.
- Finance Reviewer
- Checks provider evidence before payment-dependent completion is accepted.
- Operations Analyst
- Reconciles action receipts to local and provider effects.
Set up Heritage / Museum Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.