Give preparation and independent review clear owners.
The circulation operator enters requests, requirements, supporting documents and follow ups.
The reviewer enters a decision against the source revision and reads the case evidence.
The administrator maintains material definitions and reads operational records.
The analyst reads authorized records and summaries without editing them.
| Role | Branch & Material Catalog | Loan Intake | Requirements & Documents | Review & Decision | Delivery & Trace | Follow Ups & Reporting |
|---|---|---|---|---|---|---|
| Library Reviewer | View | View | View | Edit | View | View |
| Library Administrator | Edit | Edit | View | View | View | View |
| Library Circulation Operator | View | Edit | Edit | View | Edit | Edit |
| Read Only Analyst | View | View | View | View | View | View |
| Admin | Edit | Edit | View | Edit | View | View |
Reviews independent assigned work: record entry on Loan Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.
Starts on: Submitted Loan Requests
Maintains approved configuration: record entry on Library Materials, read-only on all operational, review and provenance tables, and access to all four library pages. No schema editing, deletion, bulk operations or export grants.
Starts on: Submitted Loan Requests
Prepares assigned work: record entry on Loan Requests, Loan Requirements, Patron Follow Ups and Supporting Documents, read-only on configuration, review and provenance tables. Scope to authorized library branches is enforced by workflow guards.
Starts on: Submitted Loan Requests
Reads authorized summaries and aggregates across every table plus the four library pages. No record creation or editing, no schema or administrative capability.
Starts on: Loan Request Board
Coordinates access and setup for the library team while preserving the circulation and reviewer separation.
Start free, then use Proto to change fields, steps and approvals before your team goes live.