AVIATION CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)

--- INCIDENT IDENTIFICATION & REPORTING ---
[ ] Incident Date
[ ] Incident Time
[ ] Incident Location (Coordinates/Address)
[ ] Brief Incident Description
[ ] Aircraft Type (Fixed Wing, Helicopter, Other)
[ ] Aircraft Registration Number
[ ] Incident Category (Near Miss, Damage, Injury, Fatality)

--- DATA COLLECTION & PRESERVATION ---
[ ] 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 (Clear, Cloudy, Rain, Fog, Snow)

--- REGULATORY COMPLIANCE ---
[ ] Applicable Aviation Regulation(s) (FAA Regulations (Part 91), FAA Regulations (Part 135), FAA Regulations (Part 121), EASA Regulations, Other (Specify))
[ ] Summary of Regulatory Requirements
[ ] Reporting Deadline (Regulatory)
[ ] Reporting Agency (NTSB, FAA, EASA, Other)
[ ] Incident Report Number (Regulatory)
[ ] Supporting Documentation (Regulatory)

--- INVESTIGATION PLANNING & EXECUTION ---
[ ] Planned Investigation Start Date
[ ] Number of Investigators Assigned
[ ] Primary Investigation Site
[ ] Investigation Lead (Investigator A, Investigator B, Investigator C)
[ ] Initial Investigation Scope & Objectives
[ ] Initial Data Inventory & Prioritization
[ ] Planned Completion Date of Initial Investigation Phase

--- EVIDENCE ANALYSIS & REVIEW ---
[ ] Initial Evidence Summary
[ ] Aircraft Maintenance Records
[ ] Evidence Classification (e.g., Physical, Digital, Witness) (Physical, Digital, Witness Statement, Other)
[ ] Number of Witnesses Interviewed
[ ] Date Evidence Analyzed
[ ] Detailed Analysis of Flight Data Recorder (FDR) Data

--- ROOT CAUSE DETERMINATION ---
[ ] Describe Initial Hypotheses for Root Cause(s)
[ ] Select Potential Human Factors Involved (Check all that apply) (Fatigue, Inadequate Training, Communication Breakdown, Complacency, Distraction, Stress, Poor Decision Making)
[ ] Detail Findings from Equipment/System Analysis
[ ] Estimated Time Since Last Maintenance Check (Hours)
[ ] Primary Root Cause Identified (Based on Analysis) (Equipment Failure, Human Error, Environmental Factor, Procedural Deficiency)
[ ] Explain Supporting Evidence for Primary Root Cause

--- CORRECTIVE ACTION PLANNING ---
[ ] Detailed Description of Proposed Corrective Action
[ ] Estimated Cost of Corrective Action (USD)
[ ] Planned Implementation Start Date
[ ] Planned Completion Date
[ ] Responsible Department/Team (Operations, Maintenance, Training, Safety, Engineering)
[ ] Related Training Requirements (Emergency Procedures, Aircraft Systems, Regulatory Updates, Safety Management System)
[ ] Approval Signature (Responsible Manager)

--- ACTION IMPLEMENTATION & MONITORING ---
[ ] Planned Implementation Date
[ ] Quantity of Corrective Actions Implemented
[ ] Implementation Status (Not Started, In Progress, Completed, Delayed)
[ ] Detailed Notes on Implementation Progress
[ ] Number of Revisions Required
[ ] Date of Last Monitoring Review
[ ] Metrics Tracked for Monitoring (Incident Recurrence Rate, Compliance Scores, Employee Feedback, Financial Impact)

--- DOCUMENTATION & RECORD KEEPING ---
[ ] Incident Date
[ ] Incident Time
[ ] Initial Case Summary
[ ] Uploaded Documents (Reports, Photos, etc.)
[ ] Case ID Number
[ ] Document Status (Draft, Reviewed, Final, Archived)
[ ] Reviewer's Initials
[ ] Date of Last Review

--- COMMUNICATION & STAKEHOLDER MANAGEMENT ---
[ ] Communication Method (Email, Phone Call, Letter, Meeting)
[ ] Summary of Communication
[ ] Date of Communication
[ ] Time of Communication
[ ] Recipient Role (FAA, Insurance Provider, Legal Counsel, Internal Management, Other)
[ ] Recipient Name
[ ] Specific Communication Details
[ ] Supporting Documentation (e.g., email chain)

--- END OF TEMPLATE ---
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