Loss Prevention · As needed

Store Incident Reporting Template

Record theft, damage, injury or cash incidents in one complete store report.

An incident reporting template is the standard form a store uses to record any event that causes loss, harm or risk, such as theft, fraud at billing, a cash shortage, damage, an injury or a fire. The Store Manager fills it as soon as the area is safe, capturing the incident type, date and time, location in store, people involved, a factual description, the CCTV clip reference, a photo, any police complaint, the loss value in rupees and the immediate action taken. The Loss Prevention Executive reviews every report and owns the investigation. It works the same way for a brand outlet, a showroom or a company-owned cafe, and gives the loss prevention team one consistent record across every store.

Free. No form. The workbook has the same columns as the table below, with the score formula and a fatal-item check in place.

Filled by
Store Manager
Reviewed by
Loss Prevention Executive
Cadence
As needed
Time
About 15 minutes
Items
12 across 3 sections
Photos
1 required
Score
Not scored. A complete entry is the standard.
Store formats
All own-store formats
The full template

Every item, with the question the store manager answers on the phone.

What happened 4 items

#ItemAudit questionAnswerPhotoWhat good looks like
1Incident typeWhat type of incident was it: theft, fraud, cash shortage, damage, injury, fire, customer dispute or other?TextNoOne type chosen, with other explained in a few words if selected.
2Date and timeOn what date and at what time did the incident happen, and when was it discovered?TextNoDate and time of the incident and of discovery, both in 24 hour format.
3Location in storeWhere in the store did it happen, for example billing counter, trial rooms, stockroom or forecourt?TextNoExact area named, with the fixture, counter or bay number if relevant.
4Incident descriptionWhat happened, step by step, in plain words?TextNoA factual sequence of events, who did what, with no opinions or guesses.

People and evidence 4 items

#ItemAudit questionAnswerPhotoWhat good looks like
5People involvedWho was involved, including staff names, roles and whether any customer or outsider was involved?TextNoStaff names and roles listed, outsiders described without personal details beyond what is needed.
6Witness detailsWho witnessed the incident and have they given a written statement?TextNoWitness names and roles, with a note of whether each statement is attached.
7CCTV clip referenceWhat is the CCTV camera number and clip time range, and has the footage been saved?TextNoCamera number, start and end time, and where the saved clip is stored.
8Photo of the sceneCan you attach a photo of the scene, damage or item involved?PhotoRequiredClear live photo showing the area or item, taken before anything is moved.

Loss and action 4 items

#ItemAudit questionAnswerPhotoWhat good looks like
9Loss valueWhat is the estimated loss in rupees at MRP, including stock, cash or damage?NumberNoA rupee figure at MRP, or zero if nothing was lost.
10Police complaintWas a police complaint or FIR filed, and if so what is the reference number and station?TextNoYes or no, with the complaint number, police station and date if filed.
11Immediate action takenWhat immediate action was taken to contain the incident and protect people and stock?TextNoActions listed with who took them and when, such as area sealed or keys changed.
12Escalated toWho was the incident escalated to, and at what time?TextNoName and role of each person informed, with the time of each call or message.
Take it with you.Excel workbook: one row per item, answer and remark columns, score and fatal-item formulas, an About sheet with cadence and roles.
Download Store Incident Reporting Template (.xlsx) ↓
In BorentisOps

The same template, with proof.

Loaded into BorentisOps, each required photo is live, GPS and time-stamped, so a photo from yesterday or another store does not pass. Where the brand has a docket or display standard, Drishti scores the photo against it and marks the misses. Every fail raises a ticket with an owner and a deadline, and the loss prevention executive sees the store on a heat map before the next visit.

The checklist runs offline and syncs when signal returns, in Hindi, English and Hinglish, and the operations score sits next to the store's selling score from Borentis Floor on one store card. Pricing is per store, so every store manager and staff member in the store is on the app.

Import
The Excel keeps the columns BorentisOps reads: section, item, question, answer type, photo rule, weight, fatal. A Borentis onboarding person maps roles and stores.
Assign
By role and cadence per store format: this template to every store manager, as needed.
Prove
Live photo with GPS and time. Drishti verdict against the docket where one exists.
Fix
Fail becomes a ticket with SLA escalation: store, area, region.
FAQs

About this template.

When should a store fill the incident report?

The Store Manager should fill the report as soon as the area is safe and the facts are fresh, ideally within the same shift. That includes theft, fraud at billing, cash shortages, damage to stock or fixtures, injuries, fire and serious customer disputes. Filling it on the day matters most for CCTV, because many recorders overwrite footage within a few weeks and a missed clip cannot be recovered.

Why is there no score on this template?

An incident report is a record, not an audit, so it has no pass mark, weights or fatal items. What matters is that every entry is complete and factual. In BorentisOps the report raises a ticket to the Loss Prevention Executive with an owner and a deadline for the investigation, and the pattern of incidents by store feeds into the loss prevention audit.

What should the description avoid?

The description should stick to facts: what was seen, what was found and what was done, in the order it happened. It should avoid guesses about motive, accusations against named people and personal details of customers beyond what the investigation needs. If staff are suspected, the Loss Prevention Executive takes that forward separately, following the brand's own process.

Can I import this template into BorentisOps?

Yes. The Excel file keeps the same columns as this page and imports into BorentisOps as a report template, with text, number and photo answers. A Borentis onboarding person maps the Store Manager and Loss Prevention Executive roles to your people. Photos are taken live with GPS and a time stamp, and the report can be filled offline and synced later.