Free flowchart template
An incident escalation flowchart shows what to do when something goes wrong, and how serious it must be before it goes to a team lead or a manager. This incident management template covers making the area safe, emergencies, rating the incident minor, moderate or major, external reporting and the review that stops it happening again.
Updated November 2026 · Opens in Wikidoc as a process map · Free to use, don’t resell
The template opens as a process map, laid out with its lanes, steps and decisions, ready to edit.
Rename the lanes to your team’s roles, change the questions to match your rules, and add or remove steps.
Attach your SOPs and checklists to the steps, so whoever does the work can open the instructions from the map.
This works on the Free plan: up to 10 process maps from templates, free forever.
EmergenciesFirst aidHazards and controls
Show every emergency exit and the assembly point
Explain the alarm, the evacuation procedure and the wardens
Show the fire extinguishers and explain who may use them
Onboarding checklist
Exits, first aid, hazards and reporting for every new starter.
PDF · Word · CSV
Procedure
1Listen and thank the customer
2Resolve it on the spot if you can
3Record the complaint
SOP
Receive, record and resolve complaints, with owners and timeframes.
PDF · Word
The business
Organisation and roles
Daily, weekly and monthly operations
Document
Write down how your business runs, day to day.
PDF · Word
About the role
Days 1–30, learn
Days 31–60, contribute
Document
What a new hire learns, does and achieves in three months.
PDF · Word
Flowchart
A request, a decision by the approver, and what happens either way.
Opens in Wikidoc
Procedure
1Issue and check the float
2Take payments correctly
3Keep to one cashier per till
SOP
Take, count, store and bank cash so every dollar is accounted for.
PDF · Word
A diagram of what staff do when something goes wrong, and the point at which each kind of incident goes up to a more senior person, so nothing serious is handled too low down.
Write two or three plain levels with examples for each, such as minor, moderate and major, and put them in the rating step. Everyone then rates incidents the same way.
It depends on your country, industry and insurer. Serious injuries and dangerous events usually must be reported within a set time, so check the rules and put them in the reporting step.
Yes. Open it in Wikidoc and edit it at no cost; the Free plan includes 10 process maps made from templates.
The operations management platform for SMEs that turns the way they work into a documented, repeatable, and teachable system.
