I'm currently looking for a template or best practices for tracking losses and incidents within an organization. Does anyone have a template they can share or recommend, or perhaps any tools or resources that would be helpful for managing and documenting these types of events?

As someone deeply invested in performance optimization and process improvement, I recommend starting with a framework like a Loss Tree or Incident Tracking Log that incorporates key data points such as root cause analysis, corrective actions, and timelines for resolution. You might also consider tools like a SIPOC diagram to map processes and identify gaps, 5-Whys, or Fishbone Diagram for root cause analysis (RCA). Leveraging software like Smartsheet, ClearPoint or Microsoft Power Automate for comprehensive tracking can streamline documentation and reporting. If you'd like, I can share some templates or additional tools that align with best practices in operational performance. For a more safety-leaning perspective, I recommend integrating tools designed for incident and loss tracking within safety-focused frameworks. Here are a few suggestions:

Bowtie Analysis: Excellent for identifying and visualizing risks, preventative measures, and mitigation steps in safety-critical environments.
Incident Reporting Software: Tools like iAuditor or Intelex simplify data collection, trend analysis, and compliance tracking.
Root Cause Analysis Tools: Online tools like TapRooT or KPI Fire in identifying underlying causes of safety incidents.
Safety Dashboards in Power BI: Customizable dashboards for real-time tracking and visualizing incident trends and key safety KPIs.
Risk Assessment Matrices: A standard template to evaluate risk severity and probability, aiding in prioritization.
Near-Miss Reporting Systems: Digital platforms such as Safesite encourage proactive hazard identification and trend tracking.
Safety Management Systems (SMS): Comprehensive tools like Cority or Gensuite support regulatory compliance, incident tracking, and continuous improvement.

Respectfully,
Darren Long
Performance Optimization Consulting Manager
MSS Business Transformation Advisory

We use the "Incident" module from Appriss Retail.  It can track incidents, investigations, and losses.