Inquiry opening


Pipefy’s Inquiry Opening Template optimizes the analysis process of an investigative open inquiry. After an incident occurs and is registered, the workflow process is forwarded to analyze and determine if the claim is legit or fraudulent.

Use template now

See how this template is structured. As this is just an example, you can customize it.

  1. Name of Requester
  2. Phone
  3. Email
  4. Date of the occurrence
  5. City of the incident
  6. Incident description
  7. Attach the evidences
  1. Assignee to handle the inquiry
  2. Number of the process
  3. Type of process
  1. Does the claim seem to be fraudulent?
    • Yes
    • No
  2. If yes, why?
  3. Based on that, an investigation will be opened?
    • Yes
    • No
  1. Evidences will be search in:
    • Background checks
    • Visit where the incident occurred
    • Interview with neighbours
    • Search for cameras on site
    • Inspections
    • Documents check
    • Analysis of how the event occurred
  2. Copy of the evidences
  3. Which information about the case the investigation uncovered?

Inquiry accepted

Inquiry archived

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template