Incident Management System Checklist

Respond to emergencies effectively with a digital incident management system

Published May 3rd, 2021

What is an Incident Management System?

An incident management system is set up to help an organization and its workers react to, understand, and respond to an emergency. It combines the four factors—personnel, equipment, procedures, and communications—to help provide a better understanding of an incident and its potential causes. Data about the incident is vital in making an incident management system effective, and the persons responsible should have access to as much of this data as possible at the soonest possible time.

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An incident management checklist is a useful tool because it presents the detailed steps that should be taken during the management of a crisis or incident in the workplace. Even businesses that don’t deal with dangerous situations or hazardous materials are advised to have an incident management system in place because it provides a plan of action for the organization in the event of an emergency. Incident management checklists should ideally contain all as much relevant information regarding an incident as possible, including how to respond to a specific incident and how to detail the events that transpired into a cohesive report.

How to Create an Incident Management System Checklist

Creating an incident management checklist will depend on a variety of factors, not least of which, is the organization’s nature of business. Regardless of the type of work done, however, there are common steps that will help ensure an effective checklist and incident management process.

  • Researching and reviewing past incidents and how the business responded to them.
  • Brainstorm potential incidents that could occur unexpectedly at your worksite or place of business.
  • Decide on what series of actions to take depending on the incident and list down the steps in a simple, easy-to-understand manner.
  • Once the incident management system checklist is created, conduct a training seminar on its purpose and usage so the necessary personnel can use the checklist.
  • Share the incident management system checklist to employees and management teams.

When creating the checklist, it’s important to note that it’s next to impossible to create one that will cover every situation. This is why reviewing past incidents is vital because it can provide insight on what to look out for and what other incidents can occur in the workplace. There will always be unforeseen incidents and unavoidable accidents; what’s important is that the organization create an incident management system checklist that’s flexible enough to be useful in such circumstances and can easily be revised or modified to address unexpected incidents.

5 Tips for an Effective Incident Management System

The creation of an effective incident management system often involves a long list of detailed steps, especially for businesses that are involved in the handling of hazardous substances. However, the 5 simple steps below can help any organization get started on protecting their employees from workplace incidents.

  1. Identify and log all incidents to help determine and address their root causes. This also creates a log that employees can check in case more serious incidents emerge that are related to this event and helps educate them of past incidents so they know how to manage these in case of recurrence.
  2. Categorize and prioritize incidents to determine which ones to address first. Understanding the incident and the events that led to it will help employees determine the proper plan of action.
  3. Report the incident to the proper authorities. An incident management system checklist often contains a list of people who are capable and authorized to handle the report and deal with the situation. Sometimes, the involvement of higher-authority individuals may be required; such conditions are listed in the checklist.
  4. Create an incident management team and discuss the details regarding the management of incidents. This is done after the initial incident has been addressed to help avoid recurrence and formulate solutions to help avoid similar incidents in the future.
  5. Create an on-call emergency response team comprised of individuals that can address severe incidents as they occur. This team is also responsible in walking employees through the steps of the incident management system. 

COVID-19 Incident Management

As the COVID-19 global pandemic continues to affect businesses in all industries the world over, it’s important that organizations have a plan in place to address incidents and other concerns related to the virus. COVID-19 has affected different economies in unprecedented ways, and its effects have been felt—and will continue to be felt for the foreseeable future—by both businesses and consumers.

Because COVID-19 is a different kind of monster, and one that hasn’t been tamed by time and experience, organizations should have a means to address issues or concerns resulting from it. Proper communication and information dissemination is important, in light of the misinformation caused by inaccurate data and baseless information presented as facts on social media and other online channels. To help curb the spread of the virus and manage related incidents, the COVID-19 checklists below can be used to check for symptoms, monitor regular sanitation procedures, and help employees conduct self-assessments.

Enhance Your Incident Management System With iAuditor

An incident management system should be as agile and mobile as the organization it supports, and often, paper-based workflows become more of a hindrance, especially for teams located in different geographical areas. iAuditor by SafetyCulture allows you to create incident management system checklists using a mobile and web app so data is automatically saved in the cloud and can be shared easily without leaving the app. Download iAuditor as your incident management solution so your organization can achieve the following:

  • Do away with paper forms and physical documents
  • Use photos of incidents and other medial files to provide more detailed reports
  • Automatically generate web and PDF reports to share with incident management teams
  • Save inspection and all pertinent data in the cloud for easy access anytime, anywhere
  • Capture digital signatures to verify witness statements and other incident-related information


Alexis dela Cruz

SafetyCulture staff editor

Alex has been a professional writer and editor since 2007 and has worked with website developers, online retailers, and medical and healthcare professionals in the development of web content, content for blogs, and newsletter and manuscript content, respectively.


Alexis dela Cruz

SafetyCulture staff editor

Alex has been a professional writer and editor since 2007 and has worked with website developers, online retailers, and medical and healthcare professionals in the development of web content, content for blogs, and newsletter and manuscript content, respectively.