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Procore

Delete Custom Options for Incident Fields

Objective

To delete custom field options that were created for the Incidents tool.

Background

In the Company level Admin tool, you can add and manage 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:
    • If a custom option is currently in use on an incident, it cannot be deleted from the list of field options in the Company Admin tool.
    • Important! You can only delete custom options that have been added by you or your team members. Default fields cannot be deleted, although they can be set to inactive. 
    • 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 red 'x' next to the custom option you want to delete.
    delete-field.png
    Notes: 
    • If the 'x' is gray and unavailable, this indicates it cannot be deleted because the option is currently in use on at least one (1) incident.
    • If you clear the checkbox next to an option, the system makes that option 'Inactive'. See Edit Custom Options for Incident Fields.
       

See Also

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