LOSS CONTROL ACADEMYINTERACTIVE FIELD MODULE · 2026 EDITION
Freight Forwarder — Field Module
Cargo Handling, Storage & Transit Field Worksheet
Trace who owns each shipment, who takes custody, where cargo pauses, and which party moves it. Identify reported values and handling controls without implying insurance coverage.
Not saved. Complete fields as available. Use Save Draft before leaving this page.
Site / Business Profile
Named insured / DBA / contact
Survey address / website / phone
Survey date / inspector
Years active / years on premises
Stories / SF / construction / occupancy
Office / break / storage layout
Recent changes / observed housekeeping
Business / after-hours cargo activity
Separate warehouse, office and freight-forwarding functions. Confirm if the location handles freight or only documentation.
Cargo / Custody / Values
Goods commonly handled
Hazardous / high-value / fragile cargo
Customs-bonded warehouse / designated area?Yes No Not observed Unable to confirm Not applicable
Choose Yes, No or Unable to confirm
Typical storage / dwell time
Who owns / has custody at each stage?
Average third-party goods on premises
Peak accumulation and single shipment value
Insured-owned BPP / sales
Establish goods held on behalf of others and any unusual peak accumulation. Value estimates require attribution.
Warehouse / Handling Equipment
Pallets / shelving / rack condition
Forklift / pallet jack / driver training
Propane cylinders / charging storage
Loading docks / truck interface
Packing / consolidation / segregation
Inventory / receiving / release records
Spills, blocked aisles, housekeeping
Observe storage configuration, forklift traffic and cylinder safety; do not certify racking capacity.
Transit / Outside Providers
Transit modes / carriers
Owned truckContract truckOcean containerRailAir freightThird-party warehouse
Select applicable movements
Pickup / delivery and destinations
Owned vehicles / trailers / drivers
Independent carrier vetting / COIs
Handoff / cargo seal / receipt controls
Lost, damaged or rejected freight process
Clarify which party transports goods and the subcontractor oversight stated by management.
Property / Safety / Security
Sprinklers / fire alarm / service records
Extinguishers / lighting / exit routes
CCTV / burglar alarm / gates
Electrical panels / battery charging
Exterior / parking / truck yard
Claims in last 3–5 years
Unverified records / restricted areas
Confirm protections and avoid assuming that a system is operational because equipment is present.
Photographs to Obtain
Check when obtained. Priority photographs are bold; required only where applicable, safe and permitted. Record restricted access or missing documentation.
☐Warehouse exterior, dock doors and signs
☐Representative cargo and storage pattern
☐Racks, pallets and main aisles
☐Forklift / charging or propane-cylinder storage
☐Loading docks and safe truck interface
☐Cargo controls and security equipment
☐Fire system, sprinkler riser and extinguisher tags
☐Electrical panels (if safe)
☐Any unusual cargo or conditions
☐Exterior yard, lighting and access
☐All conditions supporting recommendations
Editable Narrative Insert
Replace bracketed cues with reported or verified facts; delete claims that do not apply. Save your draft and copy the finished narrative into the report.
The risk, [name/DBA], operates a freight-forwarding and temporary warehouse facility at [address], occupying [stories/SF/construction]. The facility includes [offices, dock, warehouse and other areas]. Commodities handled include [types], with hazardous or other specialty goods representing approximately [amount/%] as reported by [contact]. Customs-bonded storage is [present/not reported/record not verified].
The business receives cargo by [means], consolidates or temporarily stores it [description/duration], and releases goods to [owned/contract carriers] for shipment [destinations]. Handling equipment includes [forklifts/pallet jacks]; propane-cylinder or charging controls were observed/reported as [details]. Typical property-of-others value is [amount/source], with a reported peak of [value/location/time]. Owned BPP and gross income were estimated at [amounts/source].
Fire, theft and premises protections include [systems and observations]. Relevant loss history is [details]. Cargo custody, contracts or areas not independently verified include [limitations].
The risk, [name/DBA], operates a freight-forwarding and temporary warehouse facility at [address], occupying [stories/SF/construction]. The facility includes [offices, dock, warehouse and other areas]. Commodities handled include [types], with hazardous or other specialty goods representing approximately [amount/%] as reported by [contact]. Customs-bonded storage is [present/not reported/record not verified].
The business receives cargo by [means], consolidates or temporarily stores it [description/duration], and releases goods to [owned/contract carriers] for shipment [destinations]. Handling equipment includes [forklifts/pallet jacks]; propane-cylinder or charging controls were observed/reported as [details]. Typical property-of-others value is [amount/source], with a reported peak of [value/location/time]. Owned BPP and gross income were estimated at [amounts/source].
Fire, theft and premises protections include [systems and observations]. Relevant loss history is [details]. Cargo custody, contracts or areas not independently verified include [limitations].
Recommendations / Follow-Up
Document only visible or otherwise supported concerns. Cite the condition, location and action needed. Use “unable to confirm” where appropriate.