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Procore

Add Custom Options for Incident Fields

Objective

To add custom field options to select from for the Incidents tool.

Background

In the Company level Admin tool, you can add custom options for certain fields in the Incidents tool. Team members can then view and select these options when creating an incident. This feature allows users to configure items that are consistent with their internal policies and procedures or to be compliant with applicable regulatory requirements.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool.
  • Additional Information:
    • Custom field options are able to be added for the following sections within the Incidents tool:
      • Injury Record:
        • Work Activity 
        • Source of Harm 
        • Injury/Illness

Steps

  1. Navigate to the Company level Admin tool.
  2. Under Tool Settings, click Incidents.
  3. Click Field Options.
  4. Click the text box and enter the option you want to add.
  5. Click the to add your new option to the field.

    add-fields.png

    Note: These options will now be available in the Incidents tools when creating an incident. 

See Also

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