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
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
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
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
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
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
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
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)
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
Support Management Solution Screen Recording
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