When incidents occur, collecting statements from witnesses is common practice. A witness statement is taken as part of the incident investigation process and is used to better understand what happened, why it happened, and how similar incidents can be prevented in the future.

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  Required Permissions: Show/Hide Details

  • To add a witness statement: 'Standard' level permissions or higher on the project’s Incidents tool.

  • To add a contact in the 'Witness Name' field (see What is a 'contact' in Procore and which project tools support the concept?):

    • 'Standard' level permissions or higher on the project's Incidents tool.

    • 'Read Only' or 'Standard' level permissions on the project's Directory tool with the 'Create Contacts' granular permission enabled on your permission template.

  • Users who have been granted the 'Create Contacts' granular permission can:

    • Add a new contact when the person does NOT already exist in the Company or Project Directory.

    • View existing contacts as a drop-down selection for all projects in the company's Procore account.

    • Users who have NOT been granted the 'Create Contacts' granular permission can view contacts added by others on the project and can select an existing contact when adding a record.

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  Additional Information: Show/Hide Details

  • Audio recordings have a strict maximum duration of 10 minutes. Plan your statement collection accordingly to ensure the recording does not cut off unexpectedly.

  • Fields marked with an asterisk (*) indicate mandatory information required to successfully save the entry.

  • Modifying a statement text block after a signature has been drawn automatically removes the digital signature. A warning message appears before changes apply, allowing you to cancel the edit to keep the signature, or continue and clear the signature.

• Create an Incident

1. Navigate to the project's Incidents tool.

2. Click the Incidents tab.

3. Click View next to the incident you want to add a witness statement to.

4. Scroll to Witness Statement section.

5. Click Add Witness Statement.

6. Complete the following information in the New Witness Statement side panel:

   • Select the witness's name from the Name drop-down menu.

     • If the person's name exists in the Project Directory, select the matching name that appears as you type See Add a User Account to the Project Directory.

     • If the person's name does not exist in the Project Directory, type the person's name and click Create Person. Complete the following fields in the window that appears:

       • Enter the person's first name in the First Name field.

       • Enter the person's last name in the Last Name field.

       • Enter the person's Employee ID in the Employee ID field, if available.

       • Mark the Is Employee of [Company Name] checkbox if the person is an employee of the specified company.

       • Click Create.
         This action creates a contact. To learn more, see What is a 'contact' in Procore and which project tools support the concept?

7. Select the date of the witness statement from the Date Received drop-down calendar.

8. Enter the witness statement in the Statement box.

9. Click Attach Files or use a drag-and-drop operation to upload supplemental files or audio recordings related to the statement. 

    Tip

   Users can add audio recordings of the witness stating their account of the incident using one of the Procore mobile applications. See Add a Witness Statement to an Incident (iOS) and Add a Witness Statement to an Incident (Android).

10. Instruct the witness to click the Signing for [Witness Name] link to draw their signature in the Witness Signature area located at the bottom of the screen.

11. Instruct the witness to click Sign when done.