# Incident report workflow template

> Report something that is down or broken, follow the fix and learn from the serious ones.

Category: IT. 5 steps, 18 form fields.

## Steps

### 1. Report

Owner: Whoever starts the request.

Describe what is happening.

Fields:

- What happened? (text, required)
- Affected system or service (text, required)
- When did it start? (date and time)
- Who is affected? (choice, required)
- Impact (long text, required)
- Screenshots (files)

### 2. Triage

Owner: A person or team you choose.

IT classifies the incident and suggests a workaround.

Due in 1 hour (business time).

Fields:

- Severity (choice, required)
- Category (choice, required)
- Does it need a post-mortem? (choice, required)
- Workaround (long text)

### 3. Resolution

Owner: A person or team you choose.

Fix the problem and record what was done.

Due in 8 hours (business time).

Fields:

- Cause (long text, required)
- What was done (long text, required)
- Resolved at (date and time, required)

### 4. Post-mortem

Owner: A person or team you choose.

Understand why it happened and how to keep it from happening again.

Due in 5 days (business time).

Fields:

- Timeline (long text, required)
- Preventive actions (table, required): Action, Owner, Deadline
- Lessons learned (long text)

### 5. Confirm the fix

Owner: The requester.

Whoever reported confirms everything is back to normal.

Due in 2 days (business time).

Fields:

- Solution (checkbox, required)
- Notes (long text)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/incident-report