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Procore

Add a Near Miss Record to an Incident

Objective

To create a near miss record within an incident.

Background

When you create an incident in Procore, you can add one or more near miss records to capture important safety details. In the construction industry, properly documenting near misses helps to correct potential problems and can help to reduce injury accidents in the future. Examples of a Near Miss include tripping over extension cords, minor falls that do not result in injury, and more. 

Things to Consider

 Required User Permissions
  • To add a record, 'Standard' or 'Admin' permission on the project’s Incidents tool.
    OR
  • To add a reference user in the 'Person Affected' field (see What is a 'reference user' and which project tools support the concept?}, you must have:
    • 'Standard' permission or higher on the project’s Incidents tool 'Read Only' or higher on the Directory tool.
      AND
    • Be granted the 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' granular permission. See Grant Granular Permissions in a Permission Template.
      Notes:
      • Users with who have been granted the 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled) privilege can:
        • Add a person's name to the reference user list when the person does NOT already exist in the Company or Project Directory.
        • View the person's name as a drop-down list selection for all projects in the company's Procore account. 
      • Users who have NOT been granted the 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' privilege do NOT have sufficient permission to add reference users. However, they do have sufficient permission to view reference users added by others on the project.  

Prerequisites

Additional Information

  • Custom options can be created for certain fields in a record. See Add Custom Options for Incident Fields.
    Note: These field options for incidents are managed in the Company level Admin tool and can only by users with 'Admin' permissions on the Company Admin tool.

Steps

  1. Navigate to the project's Incidents tool.
  2. Under the Incidents tab, do the following:
    1. Locate the incident in the list. Then click Edit.
    2. Scroll to Incident Records.
    3. Click Add Record. Then choose Near Miss.
  3. Specify the following under Activity Information:
    Note: You can also select (None).
    1. Affected Company. Select the company of the person that was involved from the near miss.
      Note: This field displays companies in your project's Directory. See Add a Company to the Project Directory.
    2. Person Affected. Select or enter the name of the person involved in the near miss. 
      Notes:
      • If the person's name exists in the Project Directory, a match will appear as you type. See Add a Person to the Project Directory.
        OR
      • If the person's name does NOT exist in the Project Directory, type the person's name and click Add to Project. In the window that appears, enter this information:
        1. First Name. Enter the person's first name. 
        2. Last Name. Enter the person's last name. This is a required field.
        3. Employee ID. Enter the person's Employee ID if available.
        4. Is Employee of <Your Company Name>. Place a mark in this checkbox if the person is an employee. 
        5. Click Create
          This action creates a reference user, which adds the person's name to the 'Person Affected' list in the Incidents tool and the 'Workers' list in the Crews and Timesheets tools and will be available for selection in all projects. To learn more, see What is a reference user and which project tools support them? 
  4. Specify the following under Activity Information:
    Note: You can also select (None).
    1. Work Activity. Select the activity the person was doing when the near miss occurred.
    2. Equipment. Select the equipment involved in the near miss.
      Note: To add a selection to this list, see Add Equipment.
    3. Source of Harm. Select the source of harm that affected the person (e.g., Chemical, Explosion, Vehicle, and so on=).
  5. Click Submit.

See Also

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