Help
Track custody of coins
Custody shows the coins that people have now, the requests for access, and a log of each move. You need the "View coins" permission to see it.
Check out coins
- Go to Custody.
- Click "Check out coins".
- Add the coins.
- Select the "Responsible person".
- Select the "Purpose": "Sale", "Show or exhibit", "Photography", "Grading submission", "Research" or "Other".
- Enter the "Expected return" date.
- Optional: enter a "Purpose note" and the "Condition" of the coins when they leave.
- Click "Check out".
To check out one coin from its page, click "Custody" and then "Check out".
Check in coins
- On the "Checked out" tab, select the coins.
- Click "Check in".
- Examine each coin. Select "Condition matches" or "Damaged".
- When a coin does not match or has damage, describe it in "Difference or damage".
- In "Return to", select "The place each coin came from" or "One place for all coins".
- Click "Check in".
To give more time, select the coins and click "Change return date".
Request access
A member who can see coins can ask an approver for access to them.
- Click "Request access".
- Add the coins and tell the approver why you need them.
- Click "Send request".
The approvers get a notification. The request shows on the "Requests" tab. An approver clicks "Approve" or "Decline".
The log
The "Log" tab shows each custody event. The "Custody" tab on a coin page shows the custody log of that coin.
Is something missing or wrong? Send an email to support@coinmanagerpro.com.