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Procore

Create Incidents (iOS)

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Objective

To create incidents on an iOS mobile device.

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:

Steps  

  1. Navigate to the Incidents tool on an iOS mobile device.
  2. Tap the plus (+) icon. 
    create-incident-ios.png
  3. Enter the following information:
    • Title*: Enter a descriptive title that accurately describes the incident.
    • Location: Select a location from the location drop-down menu. See How do I add a multi-tiered location to an item? 
    • Event Date: Select the date associated with the incident. 
    • Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.
    • Event Time: If the time is known, enter a time associated with the incident.
    • Distribution: Enter the users to 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 (iOS).
    • Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.
    • Hazard: Select a hazard associated with the incident.
    • Contributing Behavior: Select a contribution behavior associated with the incident.
    • Contributing Condition: Select a contributing condition associated with the incident.
    • Description: Enter a description of the incident. 
  4. Optional: To add relevant files or photos, tap one of the following options:
    •  Take Photos: 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.
  5. Tap Save.

 

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