Review and reconciliation

Step by step

1. Freeze the case Collection Coordinator

   Collection Coordinator submits a request with the loan revision and supporting evidence ready to inspect.

   • Identify a submitted revision
   • Updates Interlibrary requests, Loans

2. Read the history Collection Reviewer

   Collection Reviewer compares the request to the loan, item, custody events and attachments.

   • Bring eligibility and custody into review
   • Updates Collection items, Loan events, Record attachments

3. Decide the revision Collection Reviewer

   A different reviewer records approval, rejection or return with a reason and operation key.

   • Record reviewer, source revision and reason
   • Updates Review decisions, Interlibrary requests
   ApprovalA person approves before the work moves on.

4. Match the effects Collection Reviewer

   The reviewer compares the operation receipt's expected revision and effect references with the recorded loan and custody events.

   • Compare expected and observed work
   • Updates Operation receipts, Loans, Loan events

5. Close the exception Collection Reviewer

   A completed result is supported by matching effects; a discrepancy remains visible for review with its failure reason.

   • Explain completed or review-needed result
   • Updates Operation receipts, Review decisions

Collection Coordinator

Prepares the case; Collection Reviewer decides and reconciles; Auditor inspects authorized evidence.