What is out or late?
Read loan status, due date and owner together before planning follow-up.
Read circulation, handoff decisions and operation exceptions from linked records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Requested | 40 | ||
| Reserved | 14 | 35% | |
| Issued | 5 | 36% | |
| Returned | 1 | 20% |
Sample totals per stage
Read loan status, due date and owner together before planning follow-up.
Compare submitted interlibrary requests by owning library and requested copies.
Follow custody events for a loan in event order.
Read operation result states with failure reasons and linked effects.
Review the decision, reviewer, source revision and date.
Count Loans by Status and Organization to see the current queue.
Group Loans by due date, Status and Owner for follow-up.
Compare collection items and their linked Loans by Organization and item Code.
Count interlibrary requests by Status and owning library.
Read loan events by Parent, event type and occurred at.
Group operation receipts by result state, Action and failure reason.
Compare review decisions by Decision, Reviewer and decided at.
Group record attachments by Visibility, evidence type and uploaded by.
Start free, then use Proto to change fields, steps and approvals before your team goes live.