Incident Report and Post-Incident Review Form

Incident Report and Post-Incident Review Form — Form Fields

This operations template includes 12 fields. Document workplace incidents, near-misses, or operational failures and capture a structured post-incident review. Free to customize and use on ZenBuild.

• Reporter Name (text, required)
• Reporter Email (email, required)
• Incident Date and Time (text, required)
• Location / System Affected (text, required)
• Incident Type (dropdown selection, required) — options: IT/system outage, Security breach, Data loss, Workplace injury, Process failure, Customer impact, Financial error, Near-miss
• Severity (dropdown selection, required) — options: Critical (P1), High (P2), Medium (P3), Low (P4)
• Incident Description (long text, required)
• Immediate actions taken (long text, required)
• Was customer impact involved? (dropdown selection, required) — options: Yes, No, Unknown
• Root cause (preliminary) (long text, optional)
• Preventative measures recommended (long text, optional)
• Post-incident review scheduled? (dropdown selection, required) — options: Yes, No, Completed