This is a template that a company can use to describe the procedure behind a specific
job task. The purpose of this template is to document the detailed steps required to
complete a process, assign an employee that is responsible for each task, and track the
completion of each task. Additionally, this template can be customized to provide for
any additional industry specific language that may be necessary. This template is ideal
for small businesses or other entities that want to describe the process behind a specific
job function and assign an employee responsibility for the completion of that function.
[Company Name or Logo]
Process Procedure Checklist
[Order Fulfillment Process]
April 30, 2013
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[Type document title]
(Provide a brief summary of the process.)
Example: This process is initiated when a customer submits an order through our website. The CSR will
utilize the Order Fulfillment tool to receive the request and verify that there is sufficient inventory to
fulfill the customer’s order. When the order is ready for fulfillment, the CSR will generate a purchase
order, which will be sent electronically to the appropriate warehouse. The warehouse employee will use
the purchase order to find the ordered items on warehouse shelves and pack them into a shipping
container. The package will then be shipped according to the shipping method chosen during order
placement. The shipment will then be received by the customer and a delivery confirmation will be
recorded by the shipping carrier. This will terminate the process.
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(Use this checklist to document and track the detailed activities for this process. Make sure to substitute all information within the
table to match your needs.
Checklist Title: The first row of the table contains the checklist title. Replace the gray italicized text with your process name.
High-level Activity: Enter the high-level name for each step in your process into the light-orange colored rows (e.g., Receive
Customer Order). These rows are for organizational purposes only and will not have an Owner, Status, or Date assigned.
Activity: Enter the detailed tasks required to complete each high-level activity. Enter this into the white rows directly beneath
the appropriate high-level activity.
Owner: Enter the name or job role of the individual who is responsible for completing each activity.
Status: Enter the appropriate status of each activity (Complete, In Progress, Not Started, etc.).
Date: Enter the date the activity is completed.
Notes: Enter information that will be helpful if you need to refer to this completed checklist in the future.)
[Order Fulfillment] Process Checklist (Example)
Activity Owner Status Date Notes
Receive Customer Order
Login to the Order Fulfillment tool CSR Complete 10/14/11
Navigate to the New Request tab CSR Complete 10/14/11
Assign the order to your CSR Complete 10/14/11 Order status changed to “In
Confirm Inventory Availability
Select the Workroom tab in the CSR Complete 10/14/11
Order Fulfillment tool
Select the pending order and click CSR Complete 10/14/11
the “Check Inventory” button
Confirm that inventory is available CSR In Progress Inventory is not available;
and the order is moved to “Ready” order is on hold
Generate Purchase Order
Select the pending order, and click CSR Not Started
the “Generate P.O.” button
Confirm that the P.O. is generated CSR Not Started
Pick and Pack
Retrieve pending purchase orders Warehouse Not Started
from the Order Fulfillment tool
Pick the purchase order items from Warehouse Not Started
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