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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.
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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