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Search and Filter Incidents

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Objective

To filter and search for an incident in your project's Incidents tool.

Things to Consider

  • Required User Permissions:

    • To view an incident marked 'Private', you must have 'Read Only' or 'Standard' level permissions, and you must be the incident's Creator, Assignee, Alert Recipient, or a member of the Distribution List.

    • To view an incident not marked 'Private', you must have 'Read Only' or higher permission levels on the project's Incidents tool.

Steps

  1. Navigate to the project's Incidents tool.
  2. Choose from the following:

Search for Incidents

  1. Enter a word or phrase in the Search bar. The following fields are searched for the specified keyword terms:
    • Title
    • Location
    • Description
    • Contributing Condition
    • Contributing Behavior
    • Hazard
    • Action Type
    • Action Description
  2. Click Search.

Add Filters

  1. Click the Add Filter menu.
  2. You can filter by the following options:
    • Incident Date
    • Location
    • Time Unknown
    • Status
    • Recordable
  3. Click the menu that appears to add additional constraints.

 

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 icon-external-link.png.