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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 Incidents tool.

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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 level Incidents tool.
  2. Select the Create Incident button.
  3. Enter in the following information, or select "(None)," for applicable drop-down menus.
    • Creator: This field is automatically populated with your (the creator's) name in Procore.
    • Title: Enter a descriptive title that accurately describes what happened (e.g. Worker fell from ladder).
    • Status: Keep the status as Open if this is a new and/or unresolved incident.
      • Open: The incident is not resolved (e.g. it is currently being investigated).
      • Closed: The incident is resolved (e.g. it is not currently being investigated).
    • Location: Select from the location drop-down menu, and select the location where the incident happened.
      Note: See How do I add a multi-tiered location to an item?
    • 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.
    • Event Date/Time: Select from the drop-down menus the approximate date and time the incident occurred. 
    • Time Unknown: If you do not know the date and time, mark the checkbox next to Time Unknown instead of filling out the Event Date/Time field.
    • Description: Enter a detailed description.
      Note: Possible information may include: witnesses, more information on the location, more information about how the incident happened.
    • Distribution: Enter the users whom you want to give access to the incident in Procore. 
      Note: This action will not send an email notification to the users. To send the incident to team members, see Email Incidents.
    • 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.
  4. Click Add Record
  5. Click Injury or Near Miss.
    • Injury: If the incident did result in personal injury, select Injury.
    • Near Miss: If the incident did not result in personal injury, but had the potential to do so and/or presented a significant risk to the project and the project team, select Near Miss.
  6. View more details on how to fill out Injury and Near Miss Records below.

Injury

  1. Click Injury from the Add Record drop-down menu.
  2. Enter the following information, or select "(None)," from the applicable drop-down menus.
    Note: Each of the following fields are to be filled only when applicable.
    • Affected Company: Select the company of the person who was involved from 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.
    • Person Affected: Select the person who was involved in the incident. If you have selected an affected company, choose from contacts in your Directory who are associated to that company.​​​​​​​
      Note: See Update a Person's Company Information.
    • Work activity: Select the activity the person was doing when the incident occurred.
    • 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.
    • Source of Harm: Select the source of harm to the person (e.g. material, electrical, chemical).
    • Injury/Illness: Select the injury/illness that the person sustained from the incident.
    • Body Part Affected: Select the body part affected by the injury/illness sustained in the incident.
    • Work Days Absent: Enter the number of work days the person was absent from work because of injuries or illnesses sustained in the incident.
    • Work Days Restricted: Enter the number of work days the person was restricted from work because of injuries or illnesses sustained in the incident.
    • 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.
    • Date of Death: Enter the date that the person died because of the incident. 
    • Filing Type: Select the filing type the person chose to use.
    • Treatment Provider: Enter the name of the treatment provider who treated the person's injuries or illnesses.
    • Treatment Facility: Enter the name of the facility that the person was sent to for treatment.
    • Treatment Facility  Address: Enter the address of the facility that the person who was sent to for treatment.
    • Treated in ER: Mark this checkbox if the person was treated in the Emergency room.
    • Hospitalized Overnight: Mark this checkbox if the person stayed in the hospital overnight.
  3. Click Submit

Near Miss

  1. Click Near Miss from the Add Record drop-down menu. 
  2. Enter the following information, or select "(None)," from the applicable drop-down menus.
    • 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 if you do not see the company for which you are looking.
    • Person Affected: Select the person who was involved in the near miss.
      NoteNote: This field displays users in your project's Directory.  See Add a Person to the Project Directory if you do not see the user for which you are looking.
    • Work activity: Select the activity the person was doing when the near miss occurred.
    • Equipment: Select the equipment involved in the near miss.
      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.
    • Source of Harm: Select the source of harm that affected the person (e.g. material, electrical, chemical).
  3. Click Submit.
     
  4. Repeat adding records as needed.

Investigation

  1. 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).
  2. Click Create
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