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Missing, lost, or damaged shipment

A process to handle cases of missing, damaged, or lost shipments reported by clients.

Workflow template includes the following steps

Step 1 — Report Analysis

Customer service analyzes the client's report and decides whether to approve it.

Due Date

Output Field Conditions

Step 2 — Error Evaluation

The logistics team evaluates if there was an error on the company part. If confirmed, the case is moved to the appropriate phase depending on the type of error.

Output Field

Step 3 — Manager and Director Approval

The manager and director review and approve the case.

Due Date

Output Field Conditions

Step 4 — Root Cause Description

The customer services representative responsible fills out a description of the root problem cause for future improvements.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Missing, lost, or damaged shipment

This business process is crucial to ensure customer satisfaction and maintain the company’s reputation. It involves the meticulous investigation of the customer’s report, the evaluation of the error by the logistics team, and the approval of the manager and director. The process ends with a detailed description of the root cause of the problem for future improvements. This process helps in identifying loopholes in the existing system and aids in the development of more robust procedures for handling shipments. By promptly addressing and resolving issues related to missing, damaged, or lost shipments, the company can improve its customer service and retain its client base. Furthermore, the insights gained from the root cause analysis can help in preventing the recurrence of similar issues, thereby improving the overall efficiency of the business operations.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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