Create Accident Entries

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Closed Beta: New Creation Flow for log items

Users who are working in company accounts enrolled in the Closed Beta will see a new creation experience for all log types.

To create a new Daily Log item in the Closed Beta experience:

Navigate to the Daily Log tool.
Click Create.
Select the log type from the drop-down menu.
Fill out the available fields and attach items as relevant.
Click Submit if you're finished, or Submit and Create Another to create another log item.

Objective

To create Accident entries in the project's Daily Log tool.

Background

Things to Consider

Required User Permissions:
- To create entries:
  - 'Standard' or 'Admin' level permissions on the project's Daily Log tool.
- To create pending entries as a collaborator:
  - 'Read Only' or 'Standard' permissions to the Daily Log tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template. See Create Daily Log Entries as a Collaborator.

Steps

Navigate to the project's Daily Log tool.
Scroll to the Accidents section.
Enter the following information:
- #: This uneditable field counts the number of entries in a section (e.g. the first entry created will be # 1, and the second entry will be # 2).
- Log Date: This field specifies the date that the daily log entry applies to. This field will only display when viewing multiple days in the Daily Log tool and is uneditable.
- Time: Indicate the time the entry happened by selecting the hour and minutes from the drop-down menus.
- Party Involved: Enter the name of the person involved in the accident, or enter a new name to have it add it to the entry. The party must be added to the Directory tool to be selected in this drop-down menu. See Add a User Account to the Project Directory.
- Company Involved: Enter the company that was involved in the accident. Double-click to display a list of companies from your Directory tool.
- Comments: Enter any comments that may be needed to further describe the entry.
- Attachments: Attach any additional files to the entry. Click Attach File(s) and then drag-and-drop a file from your computer to the Drag and Drop your File(s) area, or click Upload Files to select a file from your computer. Once you save your item, users will be able to view the attachment in Procore's viewer or download the attachment.
Click Create.

Next Step