🔍 Reporting Lost Assets
How to report and track lost or missing assets using Asset Management module for Concord CRM
When assets go missing, get lost, or cannot be located, the Asset Lost Report feature helps you document these incidents and maintain accurate inventory records.
1. Access Lost Report Feature
From Assets Section: Navigate to the Assets section and click on the specific asset that has missing units. Look for lost report options in the asset detail page.
From Asset Lost Reports Section: Go directly to Asset Lost Reports to view all reported missing assets or create new lost reports.
2. Create New Lost Report
Click on the New Report button to start documenting the missing asset. This opens a form designed for capturing all relevant details about the lost items.
3. Fill in Report Details
Required Information
Report Code: System automatically creates a unique code (LR-00000001) for tracking purposes
Asset: Select which asset has missing units
Quantity: Enter the exact number of units that are lost or missing
Lost Time: Set the date and time when the asset was discovered missing
Additional Information
Description: Provide details about the circumstances - when was it last seen, where it might have been lost, any relevant information that might help locate it
Reference Information
Remaining Quantity: Shows current available/total quantity to help understand the impact
4. Save the Report
Click Save to complete the lost report. The system will:
Generate a unique report code for tracking
Update the asset's status history
Create a permanent record of the incident
Link the report to the asset for complete tracking
💡 Key Features
Simple Documentation
Unique tracking codes for each report (LR-00000001, LR-00000002, etc.)
Date and time tracking for accurate records
Detailed descriptions for context and investigation
Asset linking for complete history
Easy Management
Quick reporting process for immediate documentation
Search and filter capabilities to find specific reports
Organized by date with most recent first
🔍 Viewing Lost Reports
Reports Overview
Report Code: Unique identifier for each incident
Asset: Which asset is missing
Quantity: How many units are lost
Lost Time: When the loss was discovered
Description: Details about the circumstances
📋 Best Practices
When to Report
Report as soon as you discover an asset is missing
Don't wait - immediate reporting helps with recovery efforts
Document even temporary losses until items are found
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