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Add a Witness Statement to an Incident (iOS)

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Objective

To add a witness statement to an incident using an iOS mobile device.

Background

When incidents occur, collecting statements from witnesses is common practice. A witness statement is taken as part of the incident investigation process and is used to better understand what happened, why it happened, and how similar incidents can be prevented in the future.

Things to Consider

  • Required User Permissions:
    • To add a witness statement: 'Standard' permissions or higher on the project’s Incidents tool.
    • To add a reference user in the 'Witness Name' field (see What is a 'reference user' and which project tools support the concept?):
      • 'Standard' permissions or higher on the project’s Incidents tool
      • 'Read Only' permissions or higher on the project's Directory tool WITH 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' granular permission enabled on your permission template.
        Notes:
        • Users who have been granted the 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' granular permission can:
          • Add a new reference user when the person does NOT already exist in the Company or Project Directory.
          • View existing reference users as a drop-down list selection for all projects in the company's Procore account. 
        • Users who have NOT been granted the 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' privilege do NOT have sufficient permission to add new reference users. However, they do have sufficient permission to view reference users added by others on the project and to select an existing reference user when adding a witness statement.

Steps  

  1. Navigate to the Incidents tool on an iOS mobile device.
  2. Tap the incident you want to add a witness statement to.
  3. Under Witness Statements, tap Add.
  4. Fill out the following fields as appropriate:
    Note: An asterisk (*) denotes a required field.
    • Witness*:
      • Select a witness name from the list. 
        OR
      • To add a witness who does not already exist in the project's Directory: 
        1. Tap the + icon. 
        2. Fill out the following:
          • First Name*: Enter the witness's first name.
          • Last Name*: Enter the witness's last name.
          • Employee ID: If the witness is an employee, enter the employee ID.
          • Employee of...: Tap the toggle to the ON position if the witness is an employee of your company.
        3. Tap Add.
    • Date Received: Select the date of the witness statement.
    • Statement: Enter the witness statement or comment in this box. 
  5. Optional: To add relevant files or photos, tap one of the following options: 
    •  Camera: Take a photo with your mobile device's camera and add it to the incident.
    •  Attachments: Choose a photo or file from your mobile device and add it to the incident.
  6. Tap Save.

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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