Summary
In short
- A shortage investigation record is a record used in KnowLogistics that investigates stock that left as one quantity and arrived as another, before anybody assumes theft. It is built against ISO 9001 cl.10.2 and forms part of the Inventory Accuracy programme.
- Raised on confirmed shortage. Completed by the inventory controller.
- The template holds 45 fields across 5 sections.
- Scoring is shortages explained, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: links Delivery Confirmation and Security Incident.
What it is
What it is
What is a shortage investigation record?
A shortage investigation record is a record used in KnowLogistics that investigates stock that left as one quantity and arrived as another, before anybody assumes theft. It is built against ISO 9001 cl.10.2 and forms part of the Inventory Accuracy programme.
When is a shortage investigation record completed?
A shortage investigation record is completed at the moment the event happens, rather than reconstructed afterwards. Raised on confirmed shortage.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Inventory Accuracy programme and this is one of its steps
- A linked record needs this one to exist: links delivery confirmation and security incident
Not for
- Freight Claim Record, which pursues a claim against a carrier for loss or damage in transit.
- Detention and Demurrage Log, which records time a vehicle or container spent beyond its free period, why, and who is liable.
- Carrier Service Failure Record, which records a carrier failing to deliver the service agreed, covering late collection, missed delivery, refusal or a damaged load.
- Anything outside KnowLogistics, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the shortage investigation record template based on?+
It is built against ISO 9001 cl.10.2. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the shortage investigation record contain?+
There are 5 sections: header, paperwork first, physical, only then, outcome. Together they hold 45 fields, 36 of which are required.
How many shortage investigation record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the shortage investigation record belong to?+
It is part of Inventory Accuracy, Claims and Carrier Performance. Adjustments investigated before they are posted, and location accuracy measured separately.
How is a shortage investigation record scored?+
Scoring is shortages explained. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the shortage investigation record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the shortage investigation record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowLogistics — supply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.
Meet KnowLogistics→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization