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Procore

Edit a Near Miss Record

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Objective

To edit basic information about a near miss record within an incident.

Things to Consider

  • Required User Permissions:
    • To edit any near miss record, 'Admin' level permissions on the project's Incidents tool.
    • To edit a near miss record in an incident that you created, 'Standard' level permissions on the project's Incidents tool.

Steps

  1. Navigate to the project's Incidents tool.
  2. Click Records.
  3. Locate the near miss record that you want to modify and click Edit.
  4. Edit any field as wanted.
    Note: See Add a Near Miss Record to an Incident for descriptions of each field.
  5. Click Update.