Security form template for Tallyfy

Document security incidents before details disappear

Security incidents need immediate documentation. This form captures incident date, type, severity level, affected systems, how it was discovered, and evidence preservation status so your security team can start investigating fast.

1 steps
8 fields
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Security/Investigations security

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Security Incident Report Run #2,481 Running now
1 done . 1 running . 2 to go
Status Step Assignee Deadline
Status: Completed

1. Customer fills "Security Incident Report" form
CX
Customer
 On time
Status: Active

2. AI summarizes and tags submission

why this works
Claude
AI agent
 3m left
Status: Waiting

3. Reviewer approves and assigns
RV
Reviewer
 4h left
Status: Conditional

4. Auto-trigger next workflow
Conditional
On approval
 Auto
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