Standard Guide for Forms Used for Search and Rescue

SCOPE
1.1 This guide gives examples of forms used in the SAR community.
1.2 It is not the intent of this guide to recommend one form over another, but to make the user aware of the many different types of forms used. This guide does not purport to contain every form used in SAR, only a few examples of forms in each category.
1.3 These forms cover a great variety of the many aspects involved in SAR. This guide will attempt to give a few versions of forms used for each aspect identified. The user may choose which form best fits his particular need.
1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety and health practices and determine the applicability of regulatory limitations prior to use.

General Information

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Historical
Publication Date
09-Oct-1998
Technical Committee
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NOTICE: This standard has either been superseded and replaced by a new version or withdrawn.
Contact ASTM International (www.astm.org) for the latest information
e1
Designation: F 1767 – 98
Standard Guide for
Forms Used for Search and Rescue
This standard is issued under the fixed designation F 1767; the number immediately following the designation indicates the year of
original adoption or, in the case of revision, the year of last revision. A number in parentheses indicates the year of last reapproval. A
superscript epsilon (e) indicates an editorial change since the last revision or reapproval.
e NOTE—Editorial changes were made to Sections 4.1 and Table 1 in October 1999.
INTRODUCTION
Many organizations have been working in the Search and Rescue (SAR) community using the
Incident Command System (ICS) framework. In doing so, these organizations have adapted the
existing ICS forms to fit their needs. They have also found that some new forms needed to be
developed in order to address problems or areas not considered in the fire-oriented forms. Some of
these organizations have developed their own standard packet of forms that will address the typical
needs of that organization. By addressing the appropriate actions called for by the average mission,
these forms can focus the team members’ activities into a standard operating procedure. This guide
will show examples of form packets used by some SAR organizations.
1. Scope 2.2 ICS National Training Curriculum— ICS Forms Cata-
log
1.1 This guide gives examples of forms used in the SAR
community.
3. Significance and Use
1.2 It is not the intent of this guide to recommend one form
3.1 This guide will give SAR personnel options in choosing
over another, but to make the user aware of the many different
a form that will fit their specific need. These forms will assist
types of forms used. This guide does not purport to contain
in the organization, management, and documentation of a
every form used in SAR, only a few examples of forms in each
search or rescue incident.
category.
3.2 Additional forms will be categorized by topics such as
1.3 These forms cover a great variety of the many aspects
management,investigation,trainingdocumentation,equipment
involvedinSAR.Thisguidewillattempttogiveafewversions
maintenance, and reports. This guide will compare the original
of forms used for each aspect identified. The user may choose
ICSformswithsamplesofthosedevelopedtoparallelthemfor
which form best fits his particular need.
SAR.
1.4 This standard does not purport to address all of the
3.3 Once categorized, an explanation will be given for each
safety concerns, if any, associated with its use. It is the
type of form. Some examples of these forms will be shown.
responsibility of the user of this standard to establish appro-
Some contributors have included detailed instruction for the
priate safety and health practices and determine the applica-
use of their forms.
bility of regulatory limitations prior to use.
3.4 This guide may serve as the basis for new forms to be
2. Referenced Documents created using some information found here.
2.1 The forms in this guide have been submitted by mem-
4. Summary of Guide
bers of various organizations who are presently using them. In
4.1 This guide has been arranged so that the user can locate
some cases the organization logo will identify the source of the
an example of a form by identifying the way that it is used, or
submitted form. Use of logos on forms in this guide does not
where it fits within the Incident Command System.
constitute an endorsement by eitherASTM or the contributing
Section Category
SAR organization. Use of these displays are for the conve-
Section 5 Existing ICS Forms
nience and information of the user.
Section 6 ICS forms Modified for SAR
Section 7 Additional Forms for SAR Management (these are
listed by the four general staff functions)
This guide is under the jurisdiction of ASTM Committee F32 on Search and
RescueandisthedirectresponsibilityofSubcommitteeF32.02onManagementand
Operations.
Current edition approved October 10, 1998. Published March 1999. Originally Available from the National Interagency Fire Center, 3833 S. Development
published as F 1767 – 97. Last previous edition F 1767 – 97. Ave., Boise, ID 83705.
Copyright © ASTM International, 100 Barr Harbor Drive, PO Box C700, West Conshohocken, PA 19428-2959, United States.
e1
F1767–98
(5) Shift Briefing Format (Fig. X2.5).
Section Category
6.2.2 202 Incident Objectives Forms—This form is the first
7.2 Plans
7.3 Operations
sheet of the incident action plan. The objectives are developed
7.4 Logistics
by the incident commander at the planning meeting and then
7.5 Finance
documented on this form.
Section 8 Additional Forms for SAR Investigation
Section 9 Additional Forms for SAR Training
6.2.2.1 Examples found in Appendix X2:
Section 10 Additional forms for SAR Equipment Maintenance
(1) Incident Objectives (Fig. X2.6).
Section 11 Additional Forms for SAR Reports & Critiques
6.2.3 203 Organization Assignment List— This form pro-
Section 12 Additional Forms for Urban SAR
Section 13 Miscellaneous SAR Forms
vides incident personnel with information as to which units
Section 14 Form Packets
have been established and the names of the individuals in each
Section 15 Index
position. This form becomes part of the incident action plan
and may be posted separately on information boards.
5. Existing ICS Forms
6.2.3.1 Examples found in Appendix X2:
5.1 In adopting the incident command system as the pre-
(1) Organizational Assignment List (Fig. X2.7).
ferred method for managing a search or rescue incident, we
6.2.4 204 Division Assignment List—This form is used to
have also adopted the forms that go with that system. All the
detail the field assignment that is given to any particular
forms included in the ICS are shown for the reference of the
resource. In many cases a segmented incident map will be
user. It is up to the user to choose which form will fit the
given with this assignment sheet. (The maps may be copied on
specific need of a given incident.
the back side).
5.1.1 Appendix X1 is arranged as follows: (forms not
6.2.4.1 The examples shown give a variety of additional
included at this time):
information to the crew/team such as: debriefing, communica-
201 Incident Briefing
tions, subject profile, and equipment/transportation informa-
202 Incident Objectives
tion.
203 Organization Assignment List
6.2.4.2 Form instructions are included where available.
204 Division Assignment List
6.2.4.3 Examples found in Appendix X2:
205 Incident Radio Communications Plan
(1) Task Assignment (Fig. X2.8).
206 Medical Plan
(2) Field Team Assignments (Fig. X2.9).
207 Chain of Command Flow Chart
(3) Crew Assignment (Fig. X2.10).
209 Incident Status Summary
(4) Crew Assignment with Instructions (Fig. X2.11).
210 Status Change Card
(5) Team Assignment with Instructions (Fig. X2.12).
211 Check In List
6.2.5 205 Incident Radio Communications Plan—This plan
213 General Message
providesinformationonallradiofrequenciesbeingusedonthe
214 Unit Log
incident. It becomes part of the Incident Action Plan.
215 Operational Planning Work Sheet
6.2.5.1 Examples found in Appendix X2:
216 Radio Requirements Worksheet
(1) Incident Communications Plan (Fig. X2.13)
217 Radio Frequency Assignment Worksheet
218 Support Vehicle Inventory 6.2.6 206 Medical Plan—This form provides information
on incident medical aid stations, transportation services, hos-
219 Miscellaneous Equipment/Task Force (T-Card)
220 Air Operations Summary pitals, and medical emergency procedures. It becomes part of
the Incident Action Plan.
221 Demobilization Checkout
6.2.6.1 Examples found in Appendix X2:
6. ICS Forms Modified for SAR (1) Incident Medical/Evacuation Plan (Fig. X2.14).
6.2.7 211 Check-In List—This form is used to record the
6.1 These are forms that are based directly on the ICS but
arrival of all incident personnel.
have been altered in some manner to fit specific needs of a
6.2.7.1 Examples found in Appendix X2:
particular organization. In many cases the forms show a
(1) Daily Local Volunteer Personnel Register (Fig. X2.15).
parallel to ICS by using the number or the name that corre-
(2) Daily SAR Unit/Government Personnel Register (Fig.
sponds to the ICS system.
X2.16).
6.2 Forms included in SAR/ICS sections:
(3) Personnel Check In/Out (Fig. X2.17).
6.2.1 201 Incident Briefing Forms—This is a form to gather
(4) Registration of Search and Rescue Participants (Fig.
basicinformation,includingbutnotlimitedtothesituation,the
X2.18).
subject, the overhead team, and initial response actions. It is
6.2.8 214 Unit Log—This form is used to document any
used to brief incoming SAR personnel, and as a record of the
activity or events occurring in a particular unit.
initial response.
6.2.8.1 Examples found in Appendix X2:
6.2.1.1 Examples found in Appendix X2:
(1) Daily Unit Log (Fig. X2.19).
(1) Incident Briefing (Fig. X2.1).
6.2.9 215 Operational Planning Worksheet— This form is
(2) General Briefing (Fig. X2.2).
(3) General Briefing—Missing Person with Instruction used in planning which resources will be used for assignments.
It is also used by logistics for ordering resources.
Sheets (Fig. X2.3).
(4) Daily Briefing (Fig. X2.4). 6.2.9.1 Examples found in Appendix X2:
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F1767–98
(1) Daily SAR Resources Worksheet (Fig. X2.20). 7.4.2 Communications Unit Forms—These forms are used
6.2.10 218 Support Vehicle Inventory— This form provides within the communications unit.
an inventory of vehicles assigned or available at the incident. 7.4.2.1 Examples found in Appendix X2:
6.2.10.1 Example found in Appendix X2: (1) Daily Communications Log (Fig. X2.39).
(1) Daily Vehicle Register (Fig. X2.21). (2) Communications Log (Fig. X2.40).
7.4.3 Medical Unit Forms—These forms are used within
7. Additional Forms for SAR Management
the medical unit.
7.1 These are forms that are not based on ICS forms but
7.4.3.1 Examples found in Appendix X2:
have been developed for use within the system because of the
(1) Medical Report (Fig. X2.41).
particular needs of the developing organization in managing an
(2) Report of Injury (Fig. X2.42).
incident. These forms have been broken down into the four
(3) Patient Referral (Fig. X2.43).
general staff functions.
(4) Notice of Death Form (Fig. X2.44).
7.2 Forms Used Within the Plans Sections:
7.4.4 Facilities Unit Forms:
7.2.1 Debriefing Forms—These forms are used to detail
7.4.4.1 Examples found in Appendix X2.
information coming from the field. This information is vital in
(1) Operating Facilities (Fig. X2.45).
planning strategy for future operational periods.This form also
7.5 Forms Used Within the Finance Section:
serves as a record of field activities.
7.5.1 Time Unit Forms—These are forms used within the
7.2.1.1 Examples found in Appendix X2:
time unit.
(1) Debriefing Form (Fig. X2.22).
7.5.1.1 Examples found in Appendix X2:
(2) Team Debriefing with Supplement and Instructions (Fig.
(1) Monthly Time Report (Fig. X2.46).
X2.23).
(2) Time Record (Fig. X2.47).
7.2.2 Resource Forms—These forms are used for ordering
7.5.2 Cost Unit Forms—These are forms used within the
resources and can also be useful when planning assignments.
cost unit.
7.2.2.1 Examples found in Appendix X2:
7.5.2.1 Examples found in Appendix X2:
(1) Search Capabilities Roster (Fig. X2.24).
(1) Search and Rescue Expenditure Report (Fig. X2.48).
(2) Resource Order Form (Fig. X2.25).
(2) Cost Sheet (Fig. X2.49).
7.2.3 Planning Worksheets/Checklist — These are general
8. Additional Forms for SAR Investigation
forms used within the planning section.
7.2.3.1 Examples found in Appendix X2: 8.1 Search investigation very often plays an important role
(1) Survival Time-frame Worksheet (Fig. X2.26). in the planning and the operations of an incident. This is quite
(2) Planning Process Checklist (Fig. X2.27). different than a fire. The investigation may deal with the
(3) Planning Cycle (Fig. X2.28). subjects’ history or with current events such as possible
7.2.4 Aircraft Search Forms—These forms are used when sightings. Some organizations have developed forms to assist
searching for downed aircraft. them that have no connection to the ICS.
7.2.4.1 Examples found in Appendix X2: 8.2 Forms Used to Aid in the Investigation:
(1) Missing Aircraft Worksheet (Fig. X2.29). 8.2.1 Subject Profile Forms—These are forms that are used
(2) ELT Worksheet (Fig. X2.30). to gather information about the person or persons that is (are)
7.2.5 Situation Unit Forms: the subject of the search. Some groups use short forms that
7.2.5.1 Examples found in Appendix X2. only compile basic information used in the initial phases of the
(1) Situation Report (Fig. X2.31). search, and get more detail later. Other groups have very
7.3 Forms Used Within the Operations Section: detailed forms that serve as the foundation of their investiga-
7.3.1 Assignment Record—These forms are used for docu- tion.
menting tasks that have been assigned to particular resources. 8.2.1.1 Examples found in Appendix X3:
7.3.1.1 Examples found in Appendix X2: (1) Lost Person Questionnaire (Fig. X3.1).
(1) Daily Task Log (Fig. X2.32). (2) Search and Rescue Circumstance (Fig. X3.2).
(2) Crew Card with Instructions (Fig. X2.33). (3) Incident Missing Person Questionnaire (Fig. X3.3).
7.3.2 Field Forms—These are forms used by resources in (4) Lost Person Worksheet (Fig. X3.4).
the field to document various activities. (5) ML Quick Sheet (Fig. X3.5).
7.3.2.1 Examples found in Appendix X2: (6) Notification of Search and/or Rescue (Fig. X3.6).
(1) ELT-DF Field Team Log (Fig. X2.34). 8.2.2 Information Compiling Forms—These forms will as-
(2) Tracking Worksheet (Fig. X2.35). sist the investigators in gathering and compiling information.
(3) Track ID Form (Fig. X2.36). They cover everything from the documentation of the initial
7.4 Forms Used Within the Logistics Section: source of the clue (whether it is physical or verbal) to the
7.4.1 Supply Unit Form—These forms are used in the sorting and logging of the clue.
supply unit for ordering, locating, and tracking supplies and 8.2.2.1 Examples found in Appendix X3:
equipment. (1) Urban Interview Log (Fig. X3.7).
7.4.1.1 Examples found in Appendix X2: (2) Daily Clue Log (Fig. X3.8).
(1) Equipment Roster (Fig. X2.37). (3) ELT-DF Reports (Fig. X3.9).
(2) Equipment Check (Fig. X2.38). (4) Clue Card (Fig. X3.10).
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F1767–98
8.2.3 Miscellaneous Investigation Forms: 13.2 Examples found in Appendix X4:
8.2.3.1 Examples found in Appendix X3: (1) Public Information Summary—Incident Status (Fig.
(1) Relative Search Urgency Rating Form (Fig. X3.11). X4.1).
(2) Intra-Agency Registration Firm (Fig. X4.2).
9. Additional Forms for SAR Training
(3) Call-out List (Fig. X4.3).
9.1 These forms are used to document all phases of training
14. Form Packe
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