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

Use this form in Tallyfy with people, AI, and conditions

Security Incident Report Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Customer fills "Security Incident Report" form

Completed · today
CX
Customer
 On time
Status: Active

2. AI summarizes and tags submission

Running · 7s elapsed
Claude
AI agent
 3m left
Status: Waiting

3. Reviewer approves and assigns

Waiting for approval
RV
Reviewer
 4h left
Status: Conditional

4. Auto-trigger next workflow

Auto-runs when approved
Conditional
On approval
 Auto
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