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Procore

Add a Related Item to an Incident

Objective

To add related documents, drawings RFIs, cost codes, etc., to your project's incidents so that users can easily access these items when referencing the incident.

Things to Consider

  • Required User Permission:
    • To add or delete a related item, 'Admin' level permissions on the project's Incidents tool.
    • To view the title of the related item, you will need 'Read-only' and above permissions on the Incidents tool.
  • Additional Information:
    • For a selection to appear in the 'Type' menu, the corresponding tool must be an active tool on the project. See Add and Remove Tools from a Project.
    • For a selection to appear in the 'Description' menu, you must be granted the appropriate permission to view that item in the corresponding Procore tool. 

Steps

  1. Navigate to the project's Incidents tool.
  2. Click Incidents.
  3. Locate the incident that you want to add the item to. 
  4. Click View.
  5. Click Related Items
  6. Click Edit.
  7. Do the following:

    • Type. Select a type from the list. 
    • Description. Select a description from the list. 
    • Date. The system automatically fills the date with the date the item was added to Procore. If there is no date associated with the item, the date field will be blank.
    • Notes. Add notes to clarify why the item is related with the incident.
  8. Click Add
  9. Repeat adding related items as needed. 
  10. Click Save.
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