Loans, renewals, reservations, waitlist, blacklist gating
The lending lifecycle covers everything from holding a carrier for a caregiver to lending it, extending it, and handling the line of people waiting for it. This page explains how those pieces fit together and what the blacklist gate prevents.
Loans
A loan is created when a carrier is checked out. It records the caregiver, the carrier’s condition at check-out, and a due date that pre-fills from the library’s default loan length. Checking the carrier out moves it from Available to On loan; checking it back in closes the loan and returns the carrier to Available.
A loan can also be recorded as overdue (returned or still out past its due date) or as lost if it’s closed without the carrier coming back. A free-text deposit or fee note can be kept on the loan for any deposit collected. See Check out a carrier and Check in a carrier.
Renewals
A Library Owner or User can renew an open loan to extend its due date. A renewal updates the due date, records the change (old due date, new due date, time, user, and an optional reason), and increments the loan’s renewal count. It doesn’t touch the carrier’s condition. The loan history shows the original due date and every renewal.
Reservations
A reservation holds an Available carrier for a specific caregiver before pickup, moving it to Reserved. A hold ends in one of a few ways: it’s fulfilled (converted into a loan at check-out), cancelled, or it expires after its hold window. When a hold ends without becoming a loan, the carrier returns to Available. If a reservation expires, the person who created it sees a passive notice the next time they sign in.
Waitlist
The waitlist is the line of caregivers waiting for a specific carrier. It’s kept separately from the carrier’s status — never a sixth status — so a carrier can have a waitlist while it’s On loan, In repair, or Reserved. The number waiting is shown next to the status, for example “On loan · 2 waiting.” At check-in, if anyone is waiting, you’re prompted to email the next person in line. An education-only carrier can’t have a waitlist, because there’s no loan to wait for.
Blacklist gating
The blacklist is a caregiver flag that gates check-out. If a caregiver is blacklisted:
- A User is blocked from completing the check-out and should contact a Library Owner.
- A Library Owner or Org Admin can override the gate with a required reason. The override and its reason are recorded on the loan and logged.
A blacklist flag always requires a reason when it’s set, and clearing or amending it requires a reason too. See What the blacklist gate does.