🔍 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.

Asset Lost Report

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