Incident Handling Procedure
When an incident hits, this is your playbook. Triage, investigate, escalate if needed, resolve, and document. Every time...
8 steps
3 automations
Security/Investigations Information Technology
IT security workflow for Tallyfy
Stop access creep before auditors find it
That contractor from 2019 still has admin rights. This quarterly review workflow ensures managers certify who needs what, exceptions get flagged, and everything is documented for auditors. Run it before someone asks why the intern has database access.
7 steps
3 automations
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign IT security to generate access reports across covered systems 2
Set deadlines for manager certification steps and configure exception flagging with required documentation fields 3
Track each review cycle in real-time and capture compliance reporting dates for your next audit Process steps
1
Generate access report
1 day from previous step
Form fields in this step
Report generation date *
Total users in report *
Systems covered in this review *
2
Distribute to managers
1 day from previous step
3
Manager certification
1 day from previous step
Form fields in this step
Manager name *
Date certified *
Number of users reviewed *
4
Exception identification
1 day from previous step
Form fields in this step
Exceptions identified *
Total exceptions *
5
Access modification
1 day from previous step
Form fields in this step
Changes made *
Access removed (count) *
6
Documentation
1 day from previous step
Form fields in this step
Where is documentation stored? *
Review summary *
7
Compliance reporting
1 day from previous step
Form fields in this step
Report submitted to *
Submission date *
Next review scheduled *
Related templates
Incident Response Plan
When something goes wrong, you need a plan that actually works. This covers detection through recovery and the lessons l...
7 steps
3 automations
Security/Investigations Information Technology
App Integration Documentation
Document how your business apps connect and share data. This Tallyfy template captures integration details, data flows, ...
4 steps
Information Technology integrations
Employee Onboarding - Pre-Start
With this blueprint, you can onboard a new employee and track tasks such as requesting documents, preparing and sharing ...
15 steps
6 fields
9 automations
Information Technology onboarding HR
Ready to use this template?
Sign up free and start running this process in minutes.