Workflow Templates: Damage and Loss Report Checklist

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

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

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

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

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

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

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

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Damage and Loss Report Checklist