This is a sample Inward Loan workflow.
Please note: this is a guide to demonstrate how to map a process, not a guide on what this process should be at your institution.
Activity: Inward Loan
Status No. |
Status Name Description |
Requirements (* Mandatory) |
1 |
Loan Proposed Initial request for loan sent to lender |
Document loan details, proposed dates and requested objects * Email lender with proposed loan * |
2 |
Loan Approved Loan details approved internally |
Document internal approval details Generate Facilities Report Loan Agreement * |
3 |
Loan Agreed by Lender Lender agrees to conditions and requirements set up by museum
|
Receive loan agreement Arrange insurance |
3 |
Loan Declined by Lender Lender does not agree to conditions and requirements set by museum |
|
4 |
Objects Received Objects physically arrive at museum |
Record location details * Photograph objects on arrival Email lender confirming receipt of objects Condition Report * |
5 |
Objects Returned Objects physically returned to the Lender |
Arrange transport Update location and condition details * Condition Report * |
|
Cancelled Inward loan can be cancelled by museum at any point prior to receiving objects |
Email lender details of cancellation * |
