Skip to main content
Procore

Add an Incident Record for a Near Miss 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 incident records to capture details. There are two types of records that you can add to an incident in Procore: Near Miss or Injury

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
  • Prerequisites:
  • Additional Information:
    • Custom options can be created for certain fields in an injury 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 the person who was involved in the near miss.
      Note: This field displays users in your project's Directory.  See Add a Person to the Project Directory.
  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

  • Was this article helpful?