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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

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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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.

diagram_incidents_tool-overview.png

Incidents

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png - Denotes an action that is supported in Procore's iOS and/or Android mobile application.

Task None Read Only Standard Admin
Add a Related Item to an Incident       icon-mindtouch-table-check.png
Add an Environmental Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add an Injury/Illness Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Near Miss Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Add a Property Damage Record to an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Close an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Configure Advanced Settings: Incidents       icon-mindtouch-table-check.png
Create an Incident     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete an Incident       icon-mindtouch-table-check.png
Delete an Incident Record       icon-mindtouch-table-check.png
Edit a Near Miss Record     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Edit an Incident     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Edit an Injury/Illness Record     icon-mindtouch-table-check.png1 icon-mindtouch-table-check.png
Email Incidents     icon-mindtouch-table-check.png2 icon-mindtouch-table-check.png
Export Incidents as a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Retrieve an Incident From the Recycle Bin       icon-mindtouch-table-check.png
View an Incident   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

'Standard' users can edit assets in incidents that they create.

'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.