Reservation and admission

Reserve copies under a guarded loan action and retain the actual admission line.

Step by step

Select approved loan Admissions Coordinator

The Admissions Coordinator selects the parent and checks its current revision, organization and requested copy count.
- Establishes source identity and capacity
- Updates Loans, Collection items
Reserve copies Admissions Coordinator

The operator records loan-event lines with line numbers and quantities under the approved parent.
- Records quantity and stable action key
- Updates Loan events, Operation receipts
Check provider effect Finance Reviewer

The Finance Reviewer checks a verified provider capture before a reservation is treated as completed.
- Establishes whether capture is verified
- Updates Payment evidence, Operation receipts
Record admission Admissions Coordinator

The operator records the admission time and provider receipt on the line that actually moved.
- Preserves admission time and provider receipt
- Updates Loan events
Reconcile action Operations Analyst

The Operations Analyst compares the operation receipt with the persisted line and payment effect.
- Matches recorded result to actual effects
- Updates Operation receipts, Loan events, Payment evidence

Admissions Coordinator: Records custody activity; Finance Reviewer checks capture; Operations Analyst reconciles results; Loan Owner follows the parent loan.

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