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Create an Incident

 

Objective

To create an incident in the Incidents tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
  • Prerequisites:
    Before you can create an incident, a user who has been granted the appropriate permissions must perform these tasks:

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

View as: Superintendent

Steps

  1. Navigate to the project's Incidents tool.
  2. Click Incidents.
  3. Click Create.
  4. View the Creator Information on the New Incident page:
    1. Creator. This field is automatically populates with your name.
    2. Date Created. This field automatically populates with today's date. 
  5. Specify the Incident Information as follows:
    1. Title. Enter a descriptive name to describe the incident.
      For example, type: Worker fell from ladder
    2. Status. If this is a new and/or unresolved incident, keep the status set to Open.
      • Closed. The incident is resolved (i.e., it is NOT currently being investigated).
      • Open. The incident is unresolved (i.e., it is currently being investigated).
    3. Location. Select from the location drop-down menu. See How do I add a multi-tiered location to an item?
    4. Private. Mark this checkbox to designate the inspection as 'Private'. Private inspections are only visible to their creators, users added to the Distribution list, and users with 'Admin' level permissions on the Incidents tool.
    5. Event Date/Time. Select from the drop-down menus the approximate date and time the incident occurred. 
    6. Recordable. Mark this checkbox if this incident is legally classified as a recordable incident by a regulatory agency or governing body.
    7. Time Unknown. Mark this checkbox if you do not know the time the incident occurred.
    8. Distribution. Enter the users whom you want to give access to the incident in Procore. 
      Note: Users added to this list will be sent an email notification when the incident is created. To send the incident to team members later, see Email Incidents.
    9. Description. Enter a detailed description of the incident. 
      Note: Possible information may include: witnesses, more information on the location, more information about how the incident happened.
    10. Attachments. Attach any relevant files. You have these options:
      • Click Attach File(s) and choose the appropriate option from the shortcut menu that appears.
        OR
      • Drag and drop files from your computer into the gray Drag and Drop File(s) box.
  6. Under Investigation, enter the following information, or select "(None)," from the applicable drop-down menus.
    • Hazard. Select the hazard with which the person was involved (e.g., Caught In).
    • Contributing Condition. Select the condition that contributed to the hazard (e.g., Defective Equipment).
    • Contributing Behavior. Select why you think the injury or near miss occurred (e.g., Distraction).
  7. Click Create
  8. Optional: Add a record, witness statement, or action to the incident after it has been created.

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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