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

Claim Opening

Initial claim reference information

This section stops at the point a claim is opened. It records identifiers only; it does not evaluate coverage, payment, or claim decisions.

Insurance carrier

Claim number

Date reported

Initial carrier contact (optional)

After the claim is opened, SDM continues documenting the property and work performed. Coverage interpretation, claim valuation, settlement, and negotiation are outside this tool.

Contacts

People and companies involved

Owner / policyholder

Mitigation / repair contractor

Property manager / board

Plumber / source-control trade

Other contacts

Timeline

Living recovery timeline

Mitigation and Repairs

Work status

Mitigation status

Drying / monitoring status

Repair 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 property information, or next recovery decisions

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