Incident Response Checklist Spreadsheet Template

Steps to follow in case of an IT security incident or system failure to ensure quick recovery.

Incident Response Checklist
This checklist outlines the standard steps to follow in the event of an IT security incident or system failure to ensure rapid assessment and recovery.

Organization Name:	{organizationName}
System/Service Affected:	{systemAffected}
Incident Reported By:	{reportedBy}
Incident Date:	{incidentDate}
Time Reported:	{timeReported}

Initial Assessment
Incident Type:	{incidentType}
Severity Level:	{severityLevel}
Brief Description:	{incidentDescription}

Immediate Actions Taken
Action	Performed By	Timestamp	Notes
{#actionsTaken.action}	{#actionsTaken.performedBy}	{#actionsTaken.timestamp}	{#actionsTaken.notes}

Communication Log
Contacted Party	Method	Timestamp	Message Summary
{#communications.contactedParty}	{#communications.method}	{#communications.timestamp}	{#communications.messageSummary}

Evidence Collected
Item	Collected By	Location	Time Collected
{#evidence.item}	{#evidence.collectedBy}	{#evidence.location}	{#evidence.timeCollected}

Recovery Steps
Step	Responsible	Completed (Yes/No)	Timestamp	Notes
{#recoverySteps.step}	{#recoverySteps.responsible}	{#recoverySteps.completed}	{#recoverySteps.timestamp}	{#recoverySteps.notes}

Final Resolution Summary
Resolution Summary:	{resolutionSummary}
Follow-up Actions:	{followUpActions}
Closure Date:	{closureDate}

Reviewed By:	{reviewedBy}
Review Date:	{reviewDate}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download the Incident Response Checklist template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

collect incident report details via form to generate incident response checklist

use web form to create customized IT system failure recovery plan in Excel

create incident response spreadsheet from SOC analyst form input

generate Excel checklist from user-submitted cyberattack incident form

fill out computer outage form to auto-create incident response plan

generate incident response checklist via API after security alert in SIEM

auto-create incident response Excel file from helpdesk ticketing system

trigger Excel incident recovery plan from monitoring tool API

build incident response spreadsheet from API event in network firewall

use API call from intrusion detection system to generate response checklist

automatically generate incident response Excel file from Google Forms using Zapier

create IT incident checklist in Excel when new Jira issue is created

use Make to build security incident response plan from Microsoft Forms data

auto-generate breach recovery plan in Excel when Slack alert is received

trigger Excel incident checklist generation from ServiceNow record via automation

DocumentDOCX

Describes how systems or components will be integrated technically and procedurally.

DocumentDOCX

Tracks routine maintenance tasks and incidents for physical or virtual servers.

SpreadsheetXLSX

Plans regular maintenance tasks for servers, including dates and responsible personnel.

DocumentDOCX

Specifies who has access to what systems, roles, or data within the organization.