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Add an Injury/Illness Record to an Incident

Objective

To create an injury or illness record within an incident.

Background

When you create an incident in Procore, you can add one or more incident records to capture details. When an injury or illness occurs on a project, use the steps below to capture important information about the incident. 

Things to Consider

  • Required User Permissions:
    • To add a record:
      • 'Standard' permissions or higher on the project's Incidents tool.
    • To add a reference user in the 'Person Affected' field (see What is a 'reference user' and which project tools support the concept?):
      • 'Standard' permissions or higher on the project's Incidents tool.
      • 'Read Only' permissions or higher on the project's Directory tool with 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' granular permission enabled on your permission template.
        Notes:
        • Users who have NOT been granted the 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' granular permission can:
          • Add a new reference user when the person does NOT already exist in the Company or Project Directory.
          • View existing reference users as a drop-down 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)' granular permission do NOT have sufficient permission to add new reference users. However, they do have sufficient permission to view reference users added by others on the project and to select an existing reference user when adding a record.
  • 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 be created by users with 'Admin' permissions on the Company Admin tool.

Prerequisites

Steps

  1. Navigate to the project's Incidents tool.
  2. Under the Incidents tab, complete the following:
    1. Locate the incident in the list. Then click Edit.
    2. Scroll to Incident Records.
    3. Click + Add Record
    4. Click Injury/Illness.
  3. Select the following under Activity Information:
    1. Company Affected. Select the company of the person who was involved in the incident. If you have selected a contact in the Person Affected field, this will automatically populate with the person affected's company name as it appears in your Directory tool.
    2. Person Affected. Select or enter the name of the person involved in the injury or illness. 
      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 Person. 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. Select the following under Activity Information:
    1. Work Activity. Select the activity the person was doing when the incident occurred.
    2. Equipment. Select the equipment involved in the incident.
      Note: This list is pulled from the Project level equipment list. See Add Equipment if the equipment you are looking for is not present in this list.
    3. Source of Harm. Select the source of harm to the person (e.g., material, electrical, chemical).
  5. Specify the following under Injury/Illness Information:
    1. Injury/Illness. Select the injury or illness that the person sustained from the incident.
    2. Body Part Affected. Select the body part affected by the injury or illness sustained in the incident.
    3. Work Days Absent. Enter the number of work days the person was absent from work because of injuries or illnesses sustained in the incident.
    4. Work Days Restricted. Enter the number of work days the person was restricted from work because of injuries or illnesses sustained in the incident.
    5. Work Days Transferred. Enter the number of work days the person was transferred to another role on the jobsite because of injuries or illnesses sustained in the incident.
    6. Date of Death. Enter the date that the person died because of the incident. 
  6. Specify the following under Treatment Information:
    1. Filing Type. Select the filing type the person chose to use (e.g., Record Only, Refused Care, First Aid, Medically Treated, Restricted Work, Lost Time, and Fatality).
    2. Recordable. If this injury or illness is legally classified as a recordable incident by a regulatory agency or governing body, mark this checkbox.
    3. Treatment Provider. Enter the name of the treatment provider who treated the person's injuries or illnesses.
    4. Treatment Facility. Enter the name of the facility that the person was sent to for treatment.
    5. Treatment Facility Address. Enter the address of the facility that the person who was sent to for treatment.
    6. Treated in ER. Mark this checkbox if the person was treated in the Emergency Room.
    7. Hospitalized Overnight. Mark this checkbox if the person stayed in the hospital overnight.
  7. Click Submit

See Also

If you would like to learn more about Procore’s incident management software and how it can help your business, please visit our construction incidents software product page here.

 

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