Shipping restricted items without asking
Batteries, liquids, and chemicals can be restricted, and a standard courier request does not check them. Mark Not sure and ask the mailroom lead before anyone packs the parcel.
A shipping request form asks for the pickup location, the recipient's full address, the number and weight of the packages, and whether the contents are restricted. Those answers let whoever books the courier pick the right service and avoid a missed pickup. The form records the request; booking the courier, confirming the pickup, and tracking the parcel happen in your own process.
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| Field | Type | Required | Why you ask it |
|---|---|---|---|
Requester name | Short text | Required | Tells the mailroom who to contact if the pickup or the address needs confirming. |
Billing codeThe code your finance team gave your department. | Short text | Required | Shows which budget pays for the shipment, so the courier cost lands in the right place. |
Pickup locationBuilding, floor, and the desk or mailroom where the parcel is ready. | Short text | Required | Tells the courier where to collect the parcel. A vague location can cause a missed pickup. |
Pickup date | Date | Required | Sets the day the courier comes. A pickup needed today should also be phoned in to the mailroom. |
Pickup windowfor example 2 PM to 4 PM | Short text | Optional | Tells the courier when the parcel will be ready. The form has no time field, so a short text answer keeps the format simple. |
Recipient name | Short text | Required | Names the person who should receive the parcel at the other end. |
Recipient addressStreet, suite or unit, city, state, and ZIP code. | Long text | Required | The courier delivers from the address on the label. A missing suite number or postal code can send the parcel to the wrong place. |
Recipient phone | Phone | Optional | Lets the courier call if the address needs confirming. |
Number of packages | Number | Required | Tells the courier how many parcels to collect, so none are left at the desk. |
Approximate weight in poundsWeigh the parcel if you can. Estimate high if you cannot. | Number | Required | Helps the carrier choose the service and the vehicle. Round up when you are not sure. |
Dimensions in inchesLength by width by height, for example 12 x 9 x 6. | Short text | Optional | Helps check that the parcel fits the service you choose. |
Service levelStandardExpeditedLet the mailroom choose | Single choice | Required | Sets how fast the parcel travels. Speed changes the cost, so the requester should say which one they need. |
What is being shippedDocumentsProducts or samplesEquipmentOther | Dropdown | Required | Shows whether the parcel needs standard handling or a closer look first. |
Restricted or hazardous contentsNoYes, described belowNot sure, ask the mailroom first | Single choice | Required | Flags contents that may not ship as a standard parcel, such as batteries, liquids, or chemicals. This form does not check the carrier's rules for you. |
Describe the contentsName the items in plain words. Do not write miscellaneous. | Long text | Optional | Gives the mailroom enough detail to judge the restricted-contents answer. |
Needed by | Date | Required | The day the recipient must have the parcel. Check it against the pickup date and the service level before booking. |
Estimate based on question types; actual completion time varies.
Requests are stored, and the hourly processing run then notifies the form's creator. A same-day pickup should be phoned in to the mailroom, because the request may not reach the person booking the courier in time.
Check each answer to the restricted-contents question before the courier is booked. A Not sure answer needs the mailroom lead to decide how the parcel ships, so pass it on yourself. The form does not route it.
The form records the request. Booking the pickup, confirming it with the carrier, and tracking the parcel happen in the process your team already uses. Export the grid as a CSV to see which billing codes ship most often.
Batteries, liquids, and chemicals can be restricted, and a standard courier request does not check them. Mark Not sure and ask the mailroom lead before anyone packs the parcel.
The form asks for a pickup and a needed-by date. It does not confirm a delivery time, so do not tell the recipient one until the carrier has confirmed it.
The courier builds the delivery from the label. Ask the recipient to confirm the full address before the parcel goes out, especially for shared buildings.
An out-of-date code stalls the request until finance answers. Keep the current code list beside the form and update it when departments change.
This page does not provide a downloadable file. Attain OS builds online forms that are shared by link, not Word or PDF documents, so build the form from the fields above and keep the questions the same for everyone.
The form has no carrier field. Let the mailroom choose the carrier unless your team has agreed to use one, which keeps requests consistent and easier to check.
Some restricted items need special handling or a different service, and the rules depend on the carrier and the item. Answer Yes or Not sure on the form, and let the mailroom lead decide before anything is booked.
No. The form records what needs to ship and where it goes. It does not connect to carriers, print labels, or track parcels, so your team books the pickup in its own process.
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