Loan review

Step by step

1. Create loan Loan Owner

   The Loan Owner chooses the organization, collection item and staff owner, then records the subject, due date and copy count. The request starts in Draft.

   • Establishes the parent and selected counterparty
   • Updates Loans, Collection items, Organizations

2. Attach evidence Loan Owner

   The owner adds relevant files under the parent loan and selects their intended visibility. The item eligibility note gives the reviewer context.

   • Keeps files with the reviewed case
   • Updates Record attachments, Loans

3. Submit for review Loan Owner

   The owner checks the quantity and due date, then submits the current revision. The loan moves from Draft to Review.

   • Moves the current revision into Review
   • Updates Loans

4. Approve loan Independent Reviewer

   The Independent Reviewer checks the item, attachment and source revision. The reviewer records approval, rejection or return with a reason.

   • Records decision and moves eligible scope to Approved
   • Updates Review decisions, Loans
   ApprovalA person approves before the work moves on.

5. Reserve copies Admissions Coordinator

   The Admissions Coordinator uses the approved parent and expected revision for the controlled custody step.

   • Records controlled reservation and action result
   • Updates Loan events, Operation receipts, Loans

Loan Owner

Prepares; Collection Manager maintains the item; Independent Reviewer decides; Admissions Coordinator handles approved custody.