Loan Intake

Give each request an owner, branch, material and traceable status. The team should be able to start at a request and reach the branch, material, people and evidence that explain the next decision. The main work screen is the Loan Requests Workspace, where the status board and selection-driven request detail keep the current case beside its history, requirements and pending decisions.

A patron asks for a material held by a particular branch. The operator records the request number, name, submitted date, branch, material and owner, then submits it. The owner can locate that case in My Loan Requests and the team can see it on the Loan Request Board.

• Ownership. The operator prepares and owns the request. The reviewer sees submitted and verified work in context; administrators can read it to answer branch questions.
• Evidence. Keep the request’s linked records and source revision together so a later reader can reconstruct the action.
• Status. Read the saved status and decision values before moving the case forward or assigning a correction.

Agree how a request number is assigned, when the submitted date is recorded and who owns a case if it crosses branches. Staff should agree which material definition applies before marking a request submitted. The applicant reference and service code are request identifiers; their meaning should be explained to everyone who enters them.

The request number connects a patron conversation to the case. The Library Circulation Operator records the named material, branch, submitted date and owner, then checks that the selected material belongs to that branch. A status change should leave enough history for the next operator to tell when the case entered the queue.

Open a real request in Draft, then record the required intake context and submit it. Confirm that the board shows the new status, the owner sees the same request, and the material and branch match the patron conversation. Read the status history before correcting a wrongly selected material.

Ask another circulation operator to find the submitted request by its number. They should confirm the owner, branch and material without asking the preparer. If a material or owner is wrong, correct the request before evidence review and keep the status history readable. The reviewer should see the same current revision when the case reaches a decision.

• Submitted Loan Requests — Requests awaiting requirement review, with the assigned owner and material.
• Loan Request Board — Requests grouped by their current status for a quick handoff check.

Follow request intake, evidence review and decision and delivery. Use the data model to check record ownership and references during setup.