Templates
Incident management process template

Incident management process template

Report incidents clearly, track actions step by step, and stay on top of every detail with this template for managing workplace incidents.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF
Incident management process template

Report incidents clearly, track actions step by step, and stay on top of every detail with this template for managing workplace incidents.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

When incidents strike, documentation quality can make the difference between quick resolution and prolonged disruption. This incident report template aids you in recording essential information, from incident details to resolution steps.

It’s particularly valuable for organizations in regulated industries where proper incident documentation is mandatory. According to GOV.UK, sectors like healthcare and finance lead in formal incident response adoption, with 66% having documented incident response plans. Use this template to transform incident situations into organized, actionable intelligence.

Related categories

Preview of the template
Entity
Page 1
Incident Identification
What is the date and time of the incident?
Describe the incident in detail.
What is the location of the incident?
Who discovered the incident?
What is the category of the incident?
What is the impact level of the incident?
Incident Response
Has the incident been contained?
What actions have been taken to mitigate the incident?
Who has been notified about the incident?
What is the current status of the incident?
Incident Resolution
What is the root cause of the incident?
What are the next steps to resolve the incident?
When is the estimated time of resolution?
Who is responsible for resolving the incident?
Post-Incident Review
What lessons were learned from this incident?
What improvements can be made to the incident management process?
Has a post-incident report been prepared?

Frequently asked questions

How do I determine the right impact level for an incident in this template?

Assess the incident’s effect on operations, customers, and reputation. “Minor” impacts affect few users with minimal disruption, “Moderate” impacts multiple departments with temporary effects, “Major” impacts significant business functions, while “Critical” incidents threaten business continuity or pose safety risks. Consider both immediate and potential long-term consequences.

How can I ensure my incident report leads to actual improvements?

Complete the post-incident review section thoroughly, connecting lessons learned directly to specific action items. Assign clear ownership for each improvement, set realistic deadlines, and establish a follow-up mechanism to verify implementation. Share key findings with relevant teams to spread knowledge and prevent similar incidents across your organization.

What should I include in the “next steps” section of the incident report?

List specific, actionable items needed to fully resolve the incident, including temporary workarounds and permanent fixes. Each step should have a responsible party, deadline, and clear success criteria. Include communication plans for affected stakeholders and any verification testing needed to confirm resolution.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.