Configure Alerts and Severity for Incidents
Objective
To configure alerts and severity for use in the project's Incidents tool in the Company level Admin tool.
Background
Configuring severity and alerts for the Incidents tool allows users to automatically notify key stakeholders about incident records based on the filing type of the incident record. While these settings are configured at the Company level, a user's ability to view incident and incident record details are based on their permissions to the Incidents tool in each Procore project.
Things to Consider
- Required User Permissions:
- To configure Severity, remove Alert Recipients, and manage Alert Types:
- 'Admin' level permissions on the Company level Admin tool.
- To add Alert Recipients:
- 'Admin' on the Company level Admin tool
AND
'Read Only' level permissions or higher on the Company level Directory tool.
Steps
We recommend that you start with Configure Severity before you Configure Alerts. If your company has already configured severity settings for the Incidents tool, continue to Configure Alerts.
Configure Severity
General
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Incidents.
- Click the Severity tab.
- Under 'General', complete the following:
- Number of Severity Levels: Choose between '4' and '5'.
- Severity Level Labels: Enter a name for each color-coded level.
- Order of Severity Levels: Choose between 'Ascending' (1 representing the lowest level and 5 representing the highest level) and 'Descending' (1 representing the highest level and 5 representing the lowest level).
- Click Update.
Injury/Illness
- Navigate to the Company level Admin tool.
- Under 'Tool Settings', click Incidents.
- Click the Severity tab.
- Under 'Injury/Illness', select a severity level for each filing type.
- Click Update.