Add an Action to an Incident (iOS)
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Objective
To add an action to an incident using an iOS mobile device.
Things to Consider
- Required User Permissions:
- To add an action to any incident, 'Admin' level permissions on the project's Incidents tool.
- To add an action to an incident you created, 'Standard' level permissions or higher on the project's Incidents tool.
Steps
- Navigate to the Incidents tool on an iOS mobile device.
- Tap the incident you want to add an action to.
- Under Actions, tap Add.
- Fill out the following fields as appropriate:
Note: An asterisk (*) denotes a required field.
- Action Type*: Select an action type from the list. The default type selections in Procore are Corrective and Preventative.
Note: Additional type options can be added in the Company Admin tool. See Add Custom Options for Incident Fields.
- Description: Enter any information you want to add to the action's record.
- Optional: To add relevant files or photos, tap one of the following options:
- Camera: Take a photo with your mobile device's camera and add it to the incident.
- Attachments: Choose a photo or file from your mobile device and add it to the incident.
- Tap Save.