Check coins out and in

The Custody page shows the coins that people have now, the requests for access, and a log of each move. Use it when a coin leaves its place, for example for a show, photography or a grading submission.

Before you start

• To see the Custody page, you need the View coins permission.
• To check coins out and in, you need the Check out coins permission.
• To approve or decline requests, you need the Approve access permission.

You can check out a coin that is Available, On hold or Unpublished.

Check out coins

1. Go to Custody.
2. Click Check out coins.
3. Add the coins.
4. Select the Responsible person.
5. Select the Purpose: Sale, Show or exhibit, Photography, Grading submission, Research or Other.
6. Enter the Expected return date. The date is 7 days from today until you change it.
7. Optional: enter a Purpose note, for example the name of the show.
8. Optional: in Condition, describe the condition of the coins when they leave.
9. Click Check out.

To check out one coin from its page, open the coin, click Custody, and then click Check out.

Check coins in

1. On the Checked out tab, select the coins.
2. Click Check in.
3. Examine each coin. Select Condition matches, or select Damaged.
4. When a coin does not match or has damage, describe it in Difference or damage. This field is necessary for that coin.
5. In Return to, select The place each coin came from or One place for all coins.
6. When you select One place for all coins, select the Warehouse and the Zone. Optional: enter the Safe, Shelf and Box.
7. Click Check in.

Give more time

1. On the Checked out tab, select the coins.
2. Click Change return date.
3. Enter the new date.
4. Click Save.

A checkout after its expected return date shows as Overdue.

Request access to coins

A member who can see coins can ask an approver for access to them.

1. Go to Custody.
2. Click Request access.
3. Add the coins.
4. Tell the approver why you need the coins.
5. Click Send request.

The approvers get a notification.

Approve or decline a request

1. Go to Custody and open the Requests tab.
2. Find the request in Requests to review.
3. Click Approve or Decline.

See the log

• The Log tab shows each check-out, check-in and request.
• To filter the log, search by SKU, coin or person, or select a person or an action.
• The Custody tab on a coin page shows the custody log of that coin.