When receiving a ticket that belongs in the Claims / Damages Type, follow the below steps:
What to do with a Claims / Damages query:
- Step 1: Send the customer the Claims link, OR
- Step 2: Investigate a damage, OR
- Step 3: Investigate a loss
Step 1: Send the customer the Claim's link
- Click on the reply button
- Find and click the Canned Response button in the format bar (its a speech bubble with a star in it)
- In the pop-up window, select the CSD folder
- Select the Claims Procedure template by clicking on the box with a (+) inside it - which is on the right side of the template
Step 2: Investigate a damage
- Find out how, when, and where the item was damaged.
- Investigate whether it was our fault - perhaps it was poor packaging.
- Advise the client of your findings. They will need to advise what they would like you to do with the damaged freight.
Step 3: Investigate a loss
- Advise the client of the situation and what you are doing about it.
- Check if the goods were sent from the sending branch
- Check if the goods were received at the receiving branch
- Request floor searches across the country if the above does not hold answers
- Request footage of the goods being loaded and offloaded at the sending and receiving branches.