1. Heritage / Museum Management
  2. Features
  3. Reservation and admission
Feature · Reservation and admission

Reservation and admission

Account for requested copies, reserved lines and the actual admission event.

OverviewAdmission lines
Heritage / Museum Management · Reservation and admission

Admission lines

Loan events

New
ParentLine numberQuantityAdmitted atProvider receipt
LNS-1247914010007 OctPR-397
LNS-3326188087015 OctPR-810
LNS-580386042009 OctPR-833
LNS-593861807007 OctPR-665
LNS-2105757043015 OctPR-120
6 of 6 records
PR-397Loan events · LE-23950
ParentLNS-12479
Line number140
Quantity100
Admitted at07 Oct
Example screen with sample data

What you can do

Account for every issued copy

The parent loan carries the requested copy count. Loan-event lines record quantity, reservation time, admission time, a provider receipt and an attendee reference when those details apply. Each line has a number and revision, so staff can identify the exact part of the loan affected by a correction. The work should distinguish a reserved claim from an admitted or issued event.

The guarded custody action checks the authenticated organization, source identity, expected revision and actor scope before writing. It records an operation receipt with a stable key. A reservation is only complete when a verified provider capture exists. This creates a specific handoff between the person handling the copy and the person checking the provider effect.

How the work is organized

  • Capacity request. The loan’s copy count frames the quantity requested from the selected collection item.
  • Reserved line. A loan-event line records the quantity and reservation timing under its parent.
  • Admission event. Staff record the admission time and provider receipt on the line that actually moved.

What to agree during setup

Agree how line numbers are assigned, which staff member may reserve copies and what counts as an actual admission. Define the provider reference format that staff will record and the process for a missing receipt. Choose who compares reserved quantities to the parent’s copy count. The same organization and parent identity should be used in the reservation, provider evidence and operation receipt. Agree how staff will identify a partially admitted line so its remaining reservation is not mistaken for issued quantity.

A pilot should include a retry of the same action. The operation key should identify that attempt so a second click cannot issue another copy. It should also include a stale revision: if the loan changed after the operator opened it, staff need the current version before recording new custody activity.

Check the handoff on an actual case

A Loan Owner requests four copies for an event. The Admissions Coordinator reserves two lines against the approved loan, each with a quantity and line number. One line is admitted and receives its admission time and provider receipt. The other remains only reserved. If the event is cancelled, the unused reservation can be released, while the admitted line stays in the history. The Finance Reviewer confirms the provider capture before the operation is treated as completed.

What your team sees

  • Admission lines — Find the loan-event lines with recorded admission dates and receipts.
  • Approved loans — Identify parent loans ready for controlled reservation.
  • Open loans — Follow active custody until the loan is closed.

Follow the work through

What it keeps track of

Data model
Loans
Loans with copy count, lifecycle and revision.
Loan events
Reserved and issued loan-event lines for a loan.
Payment evidence
Provider payment authorizations, captures, refunds and voids.
Operation receipts
Idempotent receipts for guarded operations with expected revision and result state.
Collection items
Physical or virtual collection items and resource providers used by loans.

Who uses it

Permissions
Admissions Coordinator
, Loan Owner, Finance Reviewer, Operations Analyst.

Set up Heritage / Museum Management your way.

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

How to get started