T130 Cargo claim packet checklist
Cargo claim packet checklist
The six open cargo claims on Hollowell Paper Products loads, each packet checked against the documents it needs, with what is missing, who holds it and the date the claim can be filed. Prepared by the Quartzline Freight claims coordinator for the Hollowell claims contact, Bettina Kowalczyk, Transportation manager, and for the carriers who hold the missing papers. Vashti Verhoeven, Claims specialist, decides whether a packet is sufficient to file. Issued Thursday, October 1, 2026, from records checked on Monday, September 28, 2026.
Sample template: the firm, people, clients and figures are fictional, and the embedded view holds synthetic sample records.
Open claims and what each is missing
Six claims are open, with $18,300 claimed in all. Two packets are sufficient to file, one is under review, and three are incomplete. Each incomplete packet waits on an outside party: the delivery photos sit on driver phones, and the receiving dock keeps paper receipts.
Live example from the Dashboards app, shown with Hollowell Paper Products' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
| Claim | Load | Type | Claimed | Missing | Held by | Days open |
|---|---|---|---|---|---|---|
| Claim 1, damage | QF-30644 | Damage | $4,900 | Signed delivery receipt | Receiving dock, through the carrier | 34 |
| Claim 2, shortage | QF-30871 | Shortage | $3,600 | Delivery photos | Driver phone, through the carrier | 27 |
| Claim 3, damage | QF-31020 | Damage | $3,100 | Delivery photos | Driver phone, through the carrier | 21 |
| Claim 4, damage | QF-31344 | Damage | $2,800 | Nothing | Packet complete | 15 |
| Claim 5, shortage | QF-31560 | Shortage | $2,200 | Nothing | Packet complete | 9 |
| Claim 6, damage | QF-31737 | Damage | $1,700 | Nothing | Packet complete | 6 |
Claim packets and the account review
The board groups the cards by status. Three cards sit in Waiting for evidence (Claim 1, damage, Claim 2, shortage and Claim 3, damage), two in Ready to decide (Claim 4, damage and Claim 5, shortage), one in Under review (Claim 6, damage) and one in In progress. The board holds seven cards: the six claims and the Third-quarter account review owned by Marcus Ellery. Read Waiting for evidence first, because nothing moves in that column until a document arrives.
Before you share this page with a client
This view is filtered to Hollowell Paper Products. The database also holds records for Bramblewood Beverage and Coyne Building Products. Keep the embed on a view filtered to the client the page is shared with, and never point it at an unfiltered view.
All six claim cards are owned by Vashti Verhoeven. The three in Waiting for evidence and the two in Ready to decide share the same date: Oct 12. Claim 6, damage is due for a decision on Oct 16.
How long each claim has been open
Days are counted from the day each claim was raised to Monday, September 28. A claim that ages without a document is the first to review.
Live example from the Dashboards app, shown with Hollowell Paper Products' demo data.
Claim 1, damage, is the oldest at 34 days
Claim 1, damage (load QF-30644, $4,900) was raised on Aug 25. Paper reels arrived damaged, and the signed delivery receipt is missing because the receiving dock keeps paper receipts. Priyanka Raghunathan asked the carrier for the receipt with a date. If it has not arrived by Oct 12, the claim will be 48 days old (a calculation from the raise date), and Vashti Verhoeven decides whether to file without it.
Required documents and where each comes from
Every claim packet holds the same six items. Each item has one source, so the packet can be traced from the claimed amount back to the load.
The two open boxes are the two items missing from the three incomplete packets. Claim 1 lacks the receipt, and Claims 2 and 3 lack the photos.
What a packet status means
Filing steps
Claims 4 and 5 are ready, and Claims 1 to 3 follow once their documents arrive.
- File Claim 4, damage, with the carrier. Owner: Vashti Verhoeven, by Oct 12
- File Claim 5, shortage, with the carrier. Owner: Vashti Verhoeven, by Oct 12
- Receive the signed delivery receipt for Claim 1 from the carrier. Owner: Priyanka Raghunathan, by Oct 12
- Receive the delivery photos for Claims 2 and 3 from the carrier. Owner: Priyanka Raghunathan, by Oct 12
- Decide whether to file Claim 6 after checking the values and the notice dates. Owner: Vashti Verhoeven, by Oct 16
- Decide that Claims 4 and 5 are sufficient to file. Owner: Vashti Verhoeven, done
How many packets are ready
Live example from the Dashboards app, shown with Hollowell Paper Products' demo data.
The third-quarter account review on Oct 15 will count nine claims for the quarter. Six of them are the open claims on this page.
How to use this template
Build one checklist for each claims review, once the open claims are listed. Check each packet against the required documents, and name every missing item with the party who holds it and the date it is due.
| Variable | Meaning | Required |
|---|---|---|
{{account.name}} | Shipper the checklist is for | Required |
{{claim.rows}} | Each open claim with load, type, amount and days open | Required |
{{claim.missing_item}} | The missing document for each incomplete packet | Required |
{{claim.item_holder}} | Party who holds each missing document | Required |
{{claim.filing_date}} | Date each sufficient packet is due to be filed | Required |
{{claim.specialist}} | Person who decides sufficiency and filing | Optional |
If a required value is missing, show Needs review in its place and hold the checklist; never guess a document, an amount or a date. If the claims record cannot be read, show Unavailable for the claim rows.
The live Dashboards blocks on this page show the Hollowell Paper Products demo profile. Point each block at your own client's profile, or remove it, before you share the page. Filter the embedded view to the same client as well.