Best for
Any business that wants to stop repeating the same mistakes.
Use this when
Every time something goes materially wrong. Same day.
Preview
Incident record
INCIDENT #[Number] Date and time: [Date] [Time] Logged by: [Name] Severity: [ ] Low [ ] Medium [ ] High [ ] Critical WHAT HAPPENED [Factual description. No blame, no interpretation.] WHO WAS AFFECTED [Customer / team / supplier — and how] IMMEDIATE ACTION TAKEN [What was done, by whom, when] CURRENT STATUS [ ] Resolved [ ] In progress [ ] Escalated to [Name] ROOT CAUSE [Why it actually happened — process, information, capacity, tooling, or judgment] PREVENTION Action: [what changes] — owner: [Name] — by: [Date] Does this need an SOP change? [Y/N] — which: [SOP name] CUSTOMER COMMUNICATION Contacted: [Y/N] — when: [Date] — by: [Name] What we told them: [summary] Any remedy offered: [details] FOLLOW-UP CHECK Date: [Date] — did the fix hold? [Y/N] — notes: [notes]
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Some incidents carry legal reporting obligations — particularly those involving personal data breaches, safety, or regulated activities, often within tight deadlines. Know which rules apply to you before an incident happens, and get professional advice immediately when one occurs.
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