Often, the staff in the golf car return area or the golf shop are given items found on the course or left elsewhere in the clubhouse. When those items are turned in, your first steps will be to visit your Lost and Found Dashboard. Here you can review items that have already been reported as lost to the golf shop. If the item has not already been reported as lost, your first step in managing a found item will be to add it to the dashboard.
In this article, we will discuss the process of managing found items, from when they were first found to when they are returned to the individual who lost them:
Entering a New Found Item
Marking a Found Item as Claimed
Finalizing Found Item as Returned to Owner
Entering a New Found Item:
To enter a new found item, follow these instructions:
Go to Services > Lost and Found > Dashboard.
Click "New Found Item" in the lower left corner (as shown below).
Enter or select the following information:
Found Date: The day the item was found.
Found By (Customer Type): Select the appropriate customer type (i.e., Member, Staff, or Guest).
Found By (Name): Enter the individual who found the item based on the customer type:
Member: Select the member name from your member roster.
Guest: If you maintain a Guest Roster, you can start typing a guest's first name, last name, or email in the field and select that guest from the guest roster. If you are adding a new guest, click "Add new Guest" and enter the following:
Enter the new guest details (e.g., First Name, Last Name, etc.) (as shown below).
Add to Guest Roster: If this is a new guest, you can save them to your Guest Roster.
Click "Save."
Staff: Select a staff member from the list. If a staff member has not been added, click "Add new Staff Member" and enter the following:
If the staff member is a Golf Shop user, select "Yes," and if they are not, select "No."
If you selected "Yes":
Select the User and enter their cell phone details (as shown below).
If you selected "No:"
Enter the new staff details (e.g., First Name, Last Name, etc.) (as shown below).
Click "Save."
Item Number: The running Lost and Found Item Number will be populated here. You can edit the item number if necessary.
Item Category: Select the appropriate category to place an item. Find the product category by typing in the name or selecting it from the dropdown menu. Adding a category allows you to easily search for the item using the advanced filter. Note: Categories can be added in the Lost and Found General Settings.
Description: Add a brief description of the found item.
Internal Notes: Enter any internal notes (can only be viewed by managers) specific to the item. The internal notes can be viewed and edited at any time.
Click "Save" and the item will be added to the Lost and Found Dashboard with the status of "Found and Unclaimed" on the dashboard (as shown below).
Marking a Found Item as Claimed:
If you have determined that a lost item is already on the Lost and Found Dashboard list, you can mark the item as claimed. To mark a found item as claimed, follow these directions:
Go to Services > Lost and Found > Dashboard.
Search for the item that has been claimed. Note: If a lost item has not been reported as found, you can add it to the dashboard as a New Lost Item. For more details, Click Here.
Click the action dropdown for the item.
Select one of the following options:
Found and Claimed: Enter the following information (as shown below):
Claimed By (Customer Type): Select the appropriate customer type (i.e., Member, Staff, or Guest).
Claimed By (Name): Enter the individual who claimed the item based on the customer type:
Member: Select the member name from your member roster.
Guest: Select the guest name or enter a new guest's details (more details outlined in the prior section).
Staff: Select a staff member from the list or enter a new staff member's details (more details outlined in the preceding section).
Click "Save" and the item status on the Lost and Found Dashboard will be updated to "Found and Claimed" (as shown below).
Return to Owner: Enter the following information (as shown below):
Claimed Date: Enter the date the item was claimed.
Claimed By (Customer Type): Select the appropriate customer type (i.e., Member, Staff, or Guest).
Claimed By (Name): Enter the individual who found the item based on the customer type:
Member: Select the member name from your member roster.
Guest: Select the guest name or enter a new guest's details (more details outlined in the prior section).
Staff: Select a staff member from the list or enter a new staff member's details (more details outlined in the preceding section).
Return to Owner Date: Enter the date the item was returned to the owner.
Click "Save" and the item status on the Lost and Found Dashboard will be updated to "Found and Returned to Owner" (as shown below).
Finalizing Found Item as Returned to Owner:
When a found item is returned to its owner, you can finalize the item and mark it as returned. When an item is marked as returned, it will be removed from the dashboard within 48 hours. To mark a found item as returned, follow these directions:
Go to Services > Lost and Found > Dashboard.
Search for the item that is being returned.
Take one of the following actions (as shown below):
Click the quick action "Fast-Forward" button.
Click the action dropdown and click "Return to Owner."
The item status on the Lost and Found Dashboard will be updated to "Found and Returned to Owner" (as shown below).
