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Procore

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

 

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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. An asterisk (*) denotes this is a required field.
      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 the incident as private to hide it from everyone except Incident tool 'Admin' users and the creator of the incident. Do not mark this checkbox if you want to allow everyone who has access to the Incidents tool to see this incident.
    5. Event Date/Time. Select from the drop-down menus the approximate date and time the incident occurred. 
    6. Time Unknown. f you do not know the date and time, mark the checkbox next to Time Unknown instead of filling out the Event Date/Time field.
    7. Description. Enter a detailed description. 
      Note: Possible information may include: witnesses, more information on the location, more information about how the incident happened.
    8. Distribution. Enter the users whom you want to give access to the incident in Procore. 
      Note: This action will send an email notification to the users. To send the incident to team members, see Email Incidents.
    9. Attachments. Attach files from your computer; attach photos from your project's Photos tool; attach a file from your project's Documents tool; or attach a drawing from your project's Drawings tool.
  6. Under Incident Records, click Add Record and choose a record type from the drop-down menu. For more information about adding records, see:
  7. 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).
  8. Click Create

See Also

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