Logistics Shipment Support Checklist

Ensure every shipment runs smoothly! Our Logistics Shipment Support Checklist helps your team troubleshoot delivery delays, manage customer communication, and proactively resolve issues, minimizing disruptions and maximizing customer satisfaction. Get organized and keep those shipments moving!

This Template was installed 3 times.

Initial Contact & Information Gathering

1 of 8

Capturing essential details from the shipper or recipient regarding the shipment issue.

Contact Name

Contact Phone Number

Contact Email Address

Tracking Number

Shipment Origin Address

Shipment Destination Address

Issue Reported?

Brief Description of Issue

Shipment Tracking Verification

2 of 8

Confirming shipment status and location through tracking systems.

Tracking Number

Tracking Link (Direct URL)

Last Updated Tracking Date

Last Updated Tracking Time

Current Shipment Status Code (if applicable)

Current Shipment Status (as displayed)

Last Scanned Location

Issue Identification & Categorization

3 of 8

Determining the specific problem (e.g., delay, damage, loss).

Primary Issue Type

Detailed Description of Issue

Severity Level

Estimated Value of Lost/Damaged Goods

Affected Goods (if applicable)

Date Issue Noticed

Internal Communication & Collaboration

4 of 8

Alerting relevant teams (e.g., warehouse, carrier support).

Affected Department(s)

Relevant Team Members Notified

Communication Summary (Brief notes on communication)

Date of Initial Communication

Time of Initial Communication

Carrier/Vendor Contact & Investigation

5 of 8

Working with the carrier or vendor to investigate the problem.

Carrier Contacted?

Carrier Contact Summary

Estimated Resolution Time (Hours)

Contact Date

Contact Time

Vendor Involved?

Vendor Contact Notes

Resolution Actions & Updates

6 of 8

Implementing corrective actions and providing updates to stakeholders.

Detailed Description of Resolution Actions Taken

Estimated Resolution Time (in hours)

Date of Resolution

Time of Resolution

Resolution Status

Impacted Parties (Select all that apply)

Communication Updates Provided to Stakeholders

Documentation & Follow-up

7 of 8

Recording all actions taken and ensuring resolution is complete.

Detailed Description of Actions Taken

Date of Resolution

Time of Resolution

Resolution Time (in hours)

Resolution Status

Supporting Documentation (e.g., photos, emails)

Customer Feedback/Comments

Root Cause Analysis (RCA)

8 of 8

Investigating the underlying reasons for the issue to prevent recurrence (for recurring problems).

Describe the initial problem/incident in detail.

Summarize the investigation steps taken.

Possible Contributing Factors (Select all that apply)

Estimated Cost of Incident (USD)

Severity Level

Describe the Root Cause Identified.

Proposed Corrective Actions to Prevent Recurrence.

Date Corrective Actions to be Implemented

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