Incidents
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STANDARDS & BEST PRACTICES
Subject Matter Champions
Tool Settings
|
Brinkmann Standards
|
Training Recorded June 2, 2020 |
PROCORE STANDARDS & BEST PRACTICES
- Navigate to the project's Incidents tool.
- Click the Incidents tab.
- Click +Create.
- 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).
- In the 'Incident Information' section:
- Click Create.
- 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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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
The Incidents tool keeps track of safety-related issues so your team can manage risk, identify trends, and harness valuable data to better understand how to prevent unfortunate incidents in the future.
- Track hazards, contributing conditions and behavior, person(s) involved, and the paper history associated with each incident throughout the lifecycle of your project
- Report on trends to identify common hazards and behavior to facilitate the creation of a safer jobsite
- Capture incident data in real-time and update as more information becomes available
- Customize severity levels and which team members get alerted
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- Add a Multi-Tiered Location to an Item
- Add a Near Miss Record to an Incident
- Add a Property Damage Record to an Incident
- Add a Related Item to an Incident
- Add a Witness Statement to an Incident
- Add an Action to an Incident
- Add an Environmental Record to an Incident
- Add an Injury/Illness Record to an Incident
- Close an Incident
- Configure Advanced Settings: Incidents
- Create an Incident
- Delete an Incident
- Delete an Incident Record
- Edit a Near Miss Record
- Edit an Incident
- Edit an Injury/Illness Record
- Email Incidents
- Export Incidents as a CSV or PDF
- Retrieve an Incident From the Recycle Bin
- Search and Filter Incidents
- View an Incident
Tip
To browse and search all Procore training videos, visit our video library.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Incident Settings
Configure Incident Settings - Specialty Contractor
Create an Incident (Mobile) - Specialty Contractor
Field Worker - Create an Incident (Mobile)
Create Incidents (Mobile)
Specialty Contractor as Client - Configure Incidents
Configure Incidents
Create Incidents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Configure the Incidents Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Create an Incident
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create Incidents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Incidents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Create Incidents (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Incidents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Field Worker - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Create an Incident (Mobile)
Create an Incident (Mobile) - Field Worker
OUTDATED VIDEOS - Removed from Support Site and Certifications
Configure Incident Settings
Configure Incident Settings - Specialty Contractor
Create an Incident (Mobile) - Specialty Contractor
Field Worker - Create an Incident (Mobile)
Create Incidents (Mobile)
Specialty Contractor as Client - Configure Incidents
Configure Incidents
Create Incidents
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Create an Incident (Mobile)
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Configure the Incidents Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Create an Incident
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Superintendent - Configure Incident Settings
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
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Incidents
The following table highlights which user permissions are required to perform the described user action.
- Denotes an action that is supported in Procore's iOS and/or Android mobile application.
1 'Standard' users can edit assets in incidents that they create.
2 'Standard' users can only email incidents that they create.
Below are the notable changes to the project's Incidents tool.
Recent Changes
No recent notable changes.