Custody and exceptions

Step by step

1. Identify copy Collection Coordinator

   Collection Coordinator records the copy code against the correct loan and item.

   • Tie a copy code to the circulation case
   • Updates Loans, Collection items, Loan events

2. Record movement Collection Coordinator

   Staff add an issue, return or transfer event with the event time, source and destination custodians.

   • Document custody and current loan state
   • Updates Loan events, Loans

3. Check condition Collection Coordinator

   The receiving person records the observed condition; a separate condition review can document an issue.

   • Keep condition notes and supporting files
   • Updates Loan events, Record attachments

4. Inspect receipt Collection Reviewer

   Collection Reviewer compares the operation receipt's expected revision and effect references to the linked loan and events.

   • Compare expected and recorded effects
   • Updates Operation receipts, Loan events, Loans

5. Resolve discrepancy Collection Reviewer

   The reviewer keeps a failed or review-needed result visible while the team investigates the actual custody trail.

   • Retain reason and reviewed result
   • Updates Operation receipts, Review decisions

Collection Coordinator

Records movement; Collection Reviewer investigates exceptions; Auditor reads the final and earlier evidence.