Incident

What happened and what matters now?

Incident title

Date discovered

Reported source

Source status

Affected areas

Current highest priority

Additional observations

Property

Property context

Property type

Property label

Occupancy / operations

Levels affected

Materials and contents affected

recovery documentation

incident record information

recovery documentation third-party reviewer

incident record number

Date reported

Deductible

contract terms status

reviewer name

reviewer contact

Mortgage company

Recording incident record information does not mean SDM Intelligence has verified contract terms or third-party reviewer decisions.

Contacts

People and companies involved

Owner / policyholder

Mitigation / repair contractor

Property manager / board

Plumber / source-control trade

Other contacts

Financial

Estimates, payments, and withheld amounts

Mitigation estimate / invoice

Mitigation paid

Repair estimate

Repair paid

payment adjustment / withheld amount

Mortgage-check status

Timeline

Living recovery timeline

Mitigation and Repairs

Work status

Mitigation status

Drying / monitoring status

Repair status

scope updates / dispute status

Documents

Document status—not document upload

This milestone records whether documents exist and where you keep them. It does not upload or store the files.

Photos and videos

Mitigation records

Estimates and invoices

Receipts and temporary expenses

incident record communications

Open Questions

What remains unresolved?

Questions, missing information, disputed items, or next decisions

Carry one organized recovery record from first discovery through final repairs.