This guide explains the steps for reporting a lost key in the FM Portal.
The key record already exists
Path to the starting point: Infrastructure Building Management - Security / Keys - Keys
Open the record for the key you want to report as lost.
Tip: The easiest way to find the record is by using the last name of the person who currently has the key.
In the Key Status section, change the status to VE | Lost.
In the Issued To and Storage sections, delete the information stored there.
In the Loss section, enter the date of loss and, in the Lost by field, the person responsible for the loss. In the Risk Assessment field, you can specify the level of risk resulting from the loss.
Click on Reports in the form’s toolbar and select Loss Report. A PDF file containing the key’s data will be generated. Verify that the key and person data transferred from the FM Portal in the document are correct and up to date. If not, update the data.
Have the person responsible for the key loss fill out the “Description of the cause, location, and risk assessment of the key loss” field and sign the loss report.
Sign the report.
In the Documents section, click Select Files and select the loss report. Then click Upload.
Click Save in the toolbar.
The key has been reported as lost.
