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Procore

Incidents

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STANDARDS & BEST PRACTICES

Subject Matter Champions

  • Tim Myatt
  • Ethan Harris
  • Jesus Apodaca
  • Julie Kerns
  • Miranda Hill

Tool Settings

  • Default Distribution: Tim Myatt, Ethan Harris, Jesus Apodaca
  • Private By Default: Checked

Brinkmann Standards

  • IMPORTANT! If an incident occurs, please contact the local Emergency Response Team if required and contact Tim Myatt by telephone before creating an incident report in Procore.
  • Although the incident tool only requires a limited amount of information to create, please provide a detailed account of the incident immediately, filling in as many of the fields as possible.
  • Please utilize the photos tool to capture all pertinent information that should be noted. Use your best judgment in taking photographs.

Training Recorded June 2, 2020

 

 

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PROCORE STANDARDS & BEST PRACTICES

  1. Navigate to the project's Incidents tool.
  2. Click the Incidents tab.
  3. Click +Create.
  4. Add the following information, as applicable:
    • In the 'Incident Information' section:
      • Title. Enter a descriptive name to describe the incident.
      • Distribution. Enter the users whom you want to give access to the incident in Procore. 
        Note: Users added to this list will be sent an email notification when the incident is created. To send the incident to team members later, see Email Incidents.
      • Location. Select the location where the incident occurred from the list.
      • Event Date. Select the date the incident occurred.
      • Event Time. Select the time the incident occurred.
        OR
      • Time Unknown. Mark this checkbox if the time the incident occurred is unknown.
      • Recordable. Mark this checkbox if this incident is legally classified as a recordable incident by a regulatory agency or governing body.
      • Private. Mark this checkbox to designate the incident as 'Private'. Private incidents are only visible to their creators, users added to the Distribution list, and users with 'Admin' level permissions on the project's Incidents tool.
      • Description. Enter a detailed description of the incident. 
      • Attachments. Attach any relevant files.
    • In the 'Investigation Information' section: 
      • Hazard. Select the hazard the person affected was involved with (e.g., Caught In).
      • Contributing Condition. Select the condition that contributed to the incident (e.g., Defective Equipment).
      • Contributing Behavior. Select the behavior that contributed to the incident (e.g., Distraction).
  5. Click Create
  6. Optional: Add a record, witness statement, or action to the incident after it has been created.
 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Further Information

Digitally capture and manage incidents easily and accurately. Be proactive on the jobsite and keep track of potential, safety related issues or document unfortunate accidents. Manage risk, identify trends, and harness valuable data to better understand how to prevent unfortunate incidents in the future.