Workflow Templates: Damage and Loss Report Checklist

Template Library Home

Start using this Workflow

Damage and Loss Report Checklist

Initial Assessment

Identify the type and extent of the damage or loss

Determine the time and location where the incident occurred

Record the product details, including SKU, description, and quantity affected

Incident Documentation

Take photographs of the damaged or lost items and the surrounding area

Write a detailed description of the incident, including any potential causes

Gather witness statements if available and relevant

Inventory Adjustment

Update inventory records to reflect the damaged or lost items

Adjust stock levels in the inventory management system

Flag the items in the system to prevent them from being sold or shipped

Financial Reporting

Estimate the financial impact of the damage or loss

Record the incident in financial logs, including cost of goods and potential revenue loss

Inform the accounting department to make necessary adjustments in financial statements

Investigation and Analysis

Review security footage if available to determine cause or responsible parties

Analyze operational procedures to identify any lapses in process

Develop a plan to prevent similar incidents in the future

Insurance and Claims

Notify the insurance company about the incident

Compile all necessary documentation for the insurance claim

Follow up with the insurance company to ensure the claim is processed

Communication

Inform relevant internal departments about the incident

Communicate with suppliers or partners if they are implicated in the damage or loss

Update management with the status of the incident and any ongoing actions

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.