Add an Action to an Incident
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Objective
To add an action to an incident.
Things to Consider
- Required User Permissions:
- To add an action to any incident, 'Admin' level permissions on the project's Incidents tool.
- To add an action to an incident you created, 'Standard' level permissions on the project's Incidents tool.
- To add an observation to an action:
- 'Admin' level permissions on the project's Incidents tool
AND
'Standard' or 'Admin' level permissions on the project's Observations tool.
Note: Users with 'Standard' level permissions on the project's Incidents and Observations tools can only add observations to actions on incidents they created.
- To detach an observation from an action:
- 'Admin' level permissions on the project's Incidents tool
AND
'Standard' or 'Admin' level permissions on the project's Observations tool.
Note: Users with 'Standard' level permissions on the project's Incidents and Observations tools can only detach observations they created.
- Additional Information:
- An observation created from an action can only be detached from an action in the Incidents tool. To delete an observation created from an action, see Delete an Observation.
Steps
- Navigate to the project's Incidents tool.
- Click the Incidents tab.
- Click View next to the incident you want to add an action to.
- Scroll to Actions and click Add Action.
- Select an Action Type. The default type selections in Procore are Corrective and Preventative.
- Description. Enter any information you want to add to the action's record.
- Attachments. Attach any files you want to add to the action's record.
- Click Create.
- Optional: Click Create Observation and select the observation type.
This redirects you to the 'New Observation' page in the Observations tool where you can assign and track the action.
Notes:
- Fieldsets configured for the Observations tool will be respected. See Create New Configurable Fieldsets.
- An observation cannot be deleted from within the Incidents tool. You can only detach an observation from an action in the Incidents tool. To delete an observation, see Delete an Observation.