Explore Case Template Templates

The Customer Injury / Accident Case Template provides organizations with a structured way to capture and investigate incidents where a customer, guest, or vendor is injured or involved in an accident on company property. From slips and falls in retail stores to accidents in hospitality or distribution centers, this template ensures every incident is documented consistently, supported with evidence, and routed through the right workflows. Without a standardized process, customer injuries are often logged through ad-hoc emails, phone calls, or paper reports — leading to incomplete documentation, delays in response, and increased liability exposure. This template solves those problems by centralizing customer injury reporting into a trackable, audit-ready system of record, ensuring accountability and compliance. This template fits seamlessly into broader LP/AP, Risk, and Safety workflows by: Allowing staff to capture guest injury cases immediately at the point of occurrence. Triggering customizable workflows to notify Risk, Safety, Legal, and Store/Facility leadership. Documenting the incident narrative, injury type, medical response, and witness statements. Consolidating evidence such as photos, video, and supporting documents. Feeding structured case data into analytics to identify hazard trends, recurring issues, or high-risk areas. By adopting this template, organizations reduce liability, strengthen customer safety, and ensure compliance with internal policies and external regulations.

The Employee Injury / Accident Case Template gives organizations a secure, structured way to capture and investigate incidents where employees are injured or involved in workplace accidents. From slips, trips, and falls to struck-by-object injuries or medical emergencies, this template ensures every event is documented consistently, tracked through investigation, and supported with evidence. By eliminating reliance on scattered emails, phone calls, or paper forms, this template centralizes injury and accident reporting into a trackable, auditable record. All case elements — including employee details, incident descriptions, witnesses, medical response, evidence, and follow-up actions — are captured in one place. This template fits seamlessly into LP/AP, Risk, and Safety workflows by: 1. Allowing supervisors or managers to log workplace injury cases quickly and accurately. 2. Triggering customizable workflows to notify HR, Safety, and Risk teams. 3. Documenting injury details, medical response, and return-to-work status. 4. Consolidating supporting evidence such as photos, video, and witness statements. 5. Providing structured data that supports compliance and safety analytics. By using this template, organizations strengthen their safety culture, reduce response times, and create a defensible, audit-ready record of workplace accidents.

The External Case Template provides organizations with a secure and structured way to capture incidents of external theft — including shoplifting, burglary, robbery, fraud, or other non-employee incidents — directly into ThinkLP. External threats are a top risk across industries, from retail to distribution to hospitality, and this template ensures every incident is documented consistently and completely. Without a standardized process, external theft is often reported through emails, phone calls, or unstructured notes, creating gaps in data, inconsistent follow-up, and limited visibility across locations. The External Case Template solves this problem by centralizing incident reporting into a trackable, auditable system of record, where every case can be linked to suspects, merchandise, witnesses, vehicles, and evidence. This template fits seamlessly into an organization’s broader LP/AP ecosystem by: Enabling frontline staff or managers to document external incidents quickly and accurately. Triggering customizable workflows to notify investigators, regional managers, or corporate security. Tracking stolen merchandise, recovery status, and financial impact. Consolidating supporting evidence like photos, video, and witness statements. Feeding structured incident data into analytics to identify theft trends, repeat offenders, and high-risk locations. By using this template, organizations create a stronger foundation for investigations, reduce delays in response, and gain actionable insights to support both proactive loss prevention and long-term asset protection strategies.

The Internal Case Template equips organizations with a secure and confidential way to capture and investigate employee theft, fraud, and other workplace policy violations. Internal theft presents a significant compliance and financial risk across industries — not just in retail, but also in distribution centers, hospitality, and corporate environments. This template ensures sensitive cases are logged with consistency, confidentiality, and defensibility. Relying on spreadsheets, emails, or offline reporting creates privacy risks, inconsistent documentation, and incomplete investigations. The Internal Case Template addresses these challenges by providing a centralized, auditable system of record where all elements of a case — from employee details to merchandise, witness statements, vehicles, evidence, and investigator actions — are securely captured. This template fits seamlessly into an organization’s LP/AP and HR workflows by: Allowing incidents of internal theft or misconduct to be logged confidentially. Triggering customizable notifications and escalations to HR, Legal, or regional LP teams. Documenting investigator actions, interviews, and disciplinary outcomes. Consolidating digital evidence and interview records in one secure case file. Enabling enterprise-wide reporting and analytics to identify systemic risks and repeat offenders. By adopting this template, organizations protect themselves from compliance failures, reduce investigative blind spots, and align LP/AP, HR, and Legal teams around a consistent, accountable workflow for handling employee-related risks.

The Tip Form Template provides organizations with a secure and flexible way to capture information about potential theft, fraud, policy violations, or safety concerns. Tips can be submitted anonymously or with full reporter details, allowing organizations to collect critical intelligence while protecting confidentiality. Without a structured intake process, tips are often shared informally through conversations, phone calls, or emails — which can result in lost information, delayed response, and lack of accountability. This template solves those challenges by centralizing tip submissions into a trackable, auditable record within ThinkLP, ensuring every lead is logged, routed, and investigated appropriately. This template fits seamlessly into LP/AP and Compliance workflows by: Allowing employees, vendors, or customers to report concerns anonymously or by name. Triggering customizable workflows to notify investigators, HR, or compliance teams. Linking tips to ongoing cases, suspects, or locations. Elevating high-risk tips into formal investigations when needed. Supporting case collaboration across LP, HR, Legal, and Compliance teams. Feeding structured data into analytics to identify repeat offenders, fraud patterns, or risk areas. By using this template, organizations empower individuals to safely share information, increase visibility into risks, and ensure every tip is handled consistently and securely.