Asset investigations

When a unit goes missing or comes back damaged, an investigation is opened: it gathers custody, tickets and who held the unit, asks those involved what they know and ends with a decision on the unit and the money.

Where it is: Records → Assets → Investigations. Also from the unit (Investigate), from an audit with missing items and from a renewal plan (Report missing). Who sees it: those who can read assets; deciding needs administer assets. Plan: Inventory and assets module.

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Investigations of lost or damaged units.

The list shows the unit, the Reason (Lost or Damaged), the state (Open or Decided), the Outcome, the Amount and when it was opened. Search by asset number or serial.

Opening an investigation

Field	What it is
Unit	Which one.
Reason	Lost or Damaged.
What happened	At least a minimum length: when it was last seen, where and by whom. E.g. It wasn't at the store at the September count; the Tijuana crew installed it.
People involved	They can read the case and add what they know. You're included.

Open investigation. The unit shows Lost: under investigation or Damaged: under investigation.

The case

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A case: evidence, findings and decision.

Section	What it holds
Case	What happened, who opened it and Opened from (the unit, an audit or a plan).
Evidence	What's already on record: Who held it (and when last), the Custody (where it left from and went to) and the Tickets that name it.
Findings	What the people involved added. Ask someone else to look adds another person.
Decision	The outcome, the amount, who decided and when.

Deciding

Once the findings are in, Decide: state what happened to the unit and, if it didn't turn up, where the money goes.

Outcome	Meaning
Found	It turned up; it goes back to inventory.
Written off	Lost and recorded as a write-off.
Replaced by us	Your company replaces it for the client.
Refunded to the client	The value is returned to the client.
Charged to a vendor	Charged to a vendor (choose which).

Amount: what's written off, refunded or charged (book value is suggested). A note explains why.