Loan planning

A loan records a number, subject, owner, organization and collection item. Its due date and copy count tell the team what must be returned or accounted for. The lifecycle distinguishes a draft request, a request under review, an approved request, open work and a completed or cancelled result. The owner remains visible through these changes, so follow-up does not depend on an email thread.

The Loans workspace places a calendar strip and copy-count bars above selected-record detail. Staff can choose the parent loan explicitly before they review linked work. The native form handles draft input. Guarded actions use the chosen record and its current revision, which matters when two people work on the same request.

• Draft scope. The Loan Owner records the subject, counterparty, due date and copy count before asking for review.
• Reviewed scope. The reviewer considers the current revision and supporting evidence, then records the decision and reason.
• Open work. Issued copy lines and payment evidence stay linked to the loan until actual completion or a controlled cancellation.

Agree what a complete draft contains, how the due date is chosen and who may change the requested copy count. Define when a reviewer should return a request for correction rather than reject it. Decide which real-world custody event moves an approved loan into open work and which evidence is required to close it. A status change should follow the recorded event, not stand in for it.

Choose a representative case with a known item and provider. Have the owner revise it after review begins. The reviewer should decide on the current version and leave a reason that a later operator can understand. Check that the previous revision cannot silently authorize a changed copy count.

A Loan Owner requests three copies for a temporary display and selects the correct provider item. The Independent Reviewer examines the due date, item eligibility note and attachment, then approves the submitted version. The Admissions Coordinator records reserved lines and later an admitted line. If the owner asks to reduce the scope, staff distinguish copies that were only reserved from copies already issued. A cancellation can release unused scope while retaining the issued history. The decision and operation receipts give the next shift a clear trail.

• Loans by status — Find each active loan and its next review or operational state.
• Loan board — Compare draft, review, approved and open work by owner and requested quantity.
• Due loans — Find loans whose due date needs attention today.

See loan review and correction and closure.