Inquiry opening

Template

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.

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Template structure

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

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  • 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

Open inquiries

  • 1. Assignee to handle the inquiry

  • 2. Number of the process

  • 3. Type of process

Investigation

  • 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

Documents of the process

  • 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?

Final report

  • 1. Based on all information collected, what can be said about the case?

  • 2. In you opinion after the investigation, the claim seem to be fraudulent?

    • Yes - Move to "Inquiry accepted"
    • No - Move to "Inquiry archived"
  • 3. Final signed report

  • 4. Investigation ended:

Inquiry accepted

Inquiry archived

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