Aviation Case Management Checklist Template
Streamline your aviation legal or compliance cases! Our Aviation Case Management Checklist Template ensures no detail is missed, from incident investigation to regulatory response. Get organized, reduce risk, and accelerate resolution. Download now!
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Incident Identification & Reporting
Initial steps for documenting and reporting an aviation incident.
Incident Date
Incident Time
Incident Location (Coordinates/Address)
Brief Incident Description
Aircraft Type
Aircraft Registration Number
Incident Category
Data Collection & Preservation
Gathering and securing relevant data for investigation.
Date of Incident
Time of Incident
Geographic Location of Incident
Initial Narrative Description of Incident
Flight Recorder Data (if applicable)
Radar Data (if available)
Aircraft Registration Number
Weather Conditions at Time of Incident
Regulatory Compliance
Ensuring adherence to aviation regulations and reporting requirements.
Applicable Aviation Regulation(s)
Summary of Regulatory Requirements
Reporting Deadline (Regulatory)
Reporting Agency
Incident Report Number (Regulatory)
Supporting Documentation (Regulatory)
Investigation Planning & Execution
Structuring and conducting the investigation process.
Planned Investigation Start Date
Number of Investigators Assigned
Primary Investigation Site
Investigation Lead
Initial Investigation Scope & Objectives
Initial Data Inventory & Prioritization
Planned Completion Date of Initial Investigation Phase
Evidence Analysis & Review
Examining collected evidence and identifying key findings.
Initial Evidence Summary
Aircraft Maintenance Records
Evidence Classification (e.g., Physical, Digital, Witness)
Number of Witnesses Interviewed
Date Evidence Analyzed
Detailed Analysis of Flight Data Recorder (FDR) Data
Root Cause Determination
Identifying the underlying factors contributing to the incident.
Describe Initial Hypotheses for Root Cause(s)
Select Potential Human Factors Involved (Check all that apply)
Detail Findings from Equipment/System Analysis
Estimated Time Since Last Maintenance Check (Hours)
Primary Root Cause Identified (Based on Analysis)
Explain Supporting Evidence for Primary Root Cause
Corrective Action Planning
Developing strategies to prevent recurrence.
Detailed Description of Proposed Corrective Action
Estimated Cost of Corrective Action (USD)
Planned Implementation Start Date
Planned Completion Date
Responsible Department/Team
Related Training Requirements
Approval Signature (Responsible Manager)
Action Implementation & Monitoring
Putting corrective actions in place and tracking their effectiveness.
Planned Implementation Date
Quantity of Corrective Actions Implemented
Implementation Status
Detailed Notes on Implementation Progress
Number of Revisions Required
Date of Last Monitoring Review
Metrics Tracked for Monitoring
Documentation & Record Keeping
Maintaining accurate and complete records of the entire case management process.
Incident Date
Incident Time
Initial Case Summary
Uploaded Documents (Reports, Photos, etc.)
Case ID Number
Document Status
Reviewer's Initials
Date of Last Review
Communication & Stakeholder Management
Managing communication with relevant parties, including authorities, insurers, and legal counsel.
Communication Method
Summary of Communication
Date of Communication
Time of Communication
Recipient Role
Recipient Name
Specific Communication Details
Supporting Documentation (e.g., email chain)
Case Management Screen Recording
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