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Delete Root Cause Analysis Fields

Objective

To delete root cause analysis fields in the Company level Admin tool.

Background

In the Company level Admin tool, you can delete custom values for the fields Hazard, Contributing Condition, and Contributing Behavior. Team members can then view and select these customizable fields when creating an Observation or Incident. This feature allows users to configure values that are consistent with their internal policies and procedures or to be compliant with applicable regulatory requirements.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Admin tool.
  • Additional Information:
    • Important! You can only delete custom values that have been added to the project. Default values cannot be deleted.
    • If a custom value is currently in use on at least one (1) observation or incident, a GRAY 'x' appears to indicate that it cannot be deleted.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under Project Settings, click Root Cause Analysis.
  3. Click the RED icon next to the desired custom value.
    Notes: 
    • If a custom value is currently in use on at least one (1) observation or incident, a GRAY 'x' appears to indicate that it cannot be deleted.
    • If you clear the checkmark next to a value, the system makes that value 'Inactive'. See Edit Root Cause Analysis Fields
       delete-field.png

See Also

If you would like to learn more about Procore’s incident management software and how it can help your business, please visit our construction incidents software product page here.

 

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