Shipment exception, accessorial and claim record
Keep accessorial charges, service exceptions, cargo claims and shift handoffs in one record with the evidence, an owner and the days each one has been open.
- Industry
- Logistics and Freight
- Team
- Operations, Client services
- Use case
- Requests and exceptions, Documents and evidence
- Tags
- Approval workflow Client delivery
Template preview
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Overview
What this template supports
A shipper account record for freight brokerages. It records each accessorial event with its evidence and the commercial decision it needs, each service exception with one owner and one approved status, each cargo claim with what its packet is missing and how long it has waited, the account review items for the next shipper meeting and the exceptions handed over at each shift change. It includes a complete table view, a status board and saved views for accessorials awaiting a shipper decision, open exceptions with shift handoffs and claim packets with the account review, plus example records you replace with your own.
- Accessorial events with evidence and the open decision
- Exceptions with one owner and one approved status
- Claim packets showing what is missing and who holds it
- Account review items beside the claims
- Shift handoff records with confirmed and unconfirmed items
How to use this template
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Review the workflow
Confirm the item types and the stages from Logged to Resolved match how your operations and account teams work an exception.
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Replace the sample records
Delete the example records and add your own shippers, loads, carriers, owners and evidence standards.
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Decide who has access
Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.
Frequently asked questions
What does Shipment exception, accessorial and claim record track?
Keep accessorial charges, service exceptions, cargo claims and shift handoffs in one record with the evidence, an owner and the days each one has been open.
Which views are included?
An All records table, a Workflow Kanban board grouped by status and 3 saved views: Accessorials awaiting a shipper decision; Open exceptions and shift handoffs; Claim packets and account review.
Which statuses does a record move through?
Logged, In progress, Waiting for evidence, Under review, Ready to decide, Disputed, Escalated and Resolved. Terminal states stay at the end of the board.
Which document templates embed this database?
Accessorial charge evidence pack (DD28, view: Accessorials awaiting a shipper decision), Cargo claim packet checklist (DD30, view: Claim packets and account review) and Night shift handoff board (DD32, view: Open exceptions and shift handoffs). Each page embeds one saved view and cites its records.
How many records does it start with?
40 example records in the Shipper account record table, spread across the saved views. Replace them with your own records before you share any view.
Who can open the database?
People you invite to the workspace, with the view and edit rights you give them. There is no public database link; the gallery shows screenshots of the table and the Kanban board.