In Logistiqo, Claim Management is the process of documenting and managing claims and deviations associated with shipments, such as damaged or missing goods, carrier errors, incorrect goods, or other shipment-related issues. Claims remain connected to the relevant shipment, allowing the issue, its cause, and any corrective or preventive measures to be documented in one place. Financial information related to the claim can also be recorded and tracked.
Go to Shipment > Claim Management and select Shipments from the dropdown.
Select a Shipment from the table and click New to create a claim.
Under Shipment, fill in the necessary fields.
Select a date in the Reported On field and select Employee in the Reported By field.
Select the Clerk and enter a Claim Ref if necessary.
Enter the relevant information in the following fields:
- Details: Describe the claim or shipment-related issue and provide relevant information about what occurred.
- Corrective Actions: Document actions taken to resolve the reported issue.
- Cause Investigation: Record the investigation into what caused the issue or deviation.
- Preventive Measures: Document measures taken to prevent the same or a similar issue from recurring.
- Efficacy Evaluation: Record whether the corrective or preventive measures were effective.
Under Kind of Devation, select the option or options that apply to the claim:
- Damage: Physical damage to the goods during transport or handling.
- Date Problem: A problem with the planned or actual transport, collection, or delivery date.
- Missing Quantity: Part or all of the expected quantity is missing.
- Carrier Error: An issue related to the carrier or transport service.
- False Documents: Shipment or transport documents contain incorrect or inaccurate information.
- Wrong Goods: The transported or delivered goods do not match the expected goods.
- Temperature Deviation: Goods were transported or stored outside the required temperature range.
- Miscellaneous: Other shipment-related issues that do not belong to the available categories.
If applicable, select Cause Eliminated and/or Change Existing Processes.
Under Settled, select the applicable option:
- Insured: The claim is handled or settled through insurance.
- Cash: The claim is settled through a monetary payment.
- Credit Note: The claim is settled through a credit note.
- Completed: The claim has been completed and requires no further processing.
Enter the relevant information in the following fields:
- Claimed Amount
- Recognised Amount
- Self Contribution
- On Charged Cost
- Sum Insured
- Completed On
Click Save to save the claim that you have created.
The saved claim will appear under Claims in the dropdown.
Note: A shipment must already exist in Logistiqo before a claim can be created.