Incident handoff template after containment
Overview
When primary on-call hands off to SOC, IR firm, or another technician, ambiguity causes dropped tasks. Use a structured handoff.
Handoff fields (minimum)
- Incident ID and customer name, timezone, contract tier.
- Timeline of first detection → containment actions (with UTC timestamps).
- Affected systems and user accounts; isolation status.
- Preserved evidence locations (image hash, MDE incident link, log exports).
- Open hypotheses and ruled-out lines of inquiry.
- Customer communication status: who was notified, what was promised, next update time.
- Legal/insurance touchpoints if applicable.
Verbal + written
Repeat critical facts; paste template into ticket and Teams channel for the receiving team.
Verification
Receiving engineer acknowledges checklist completeness before primary goes off-call.
Post-handoff
Schedule 15-minute overlap for complex ransomware or regulated data cases.
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