Add a Record to an Incident (iOS)
Objective
To add a record to an incident using the Procore app on an iOS mobile device.
Things to Consider
Prerequisites
- A record can only be added to an incident after the incident has been created in Procore. See Create an Incident (iOS).
Steps
- Navigate to the project's Incidents tool using the Procore app on an iOS mobile device.
- Tap the incident you want to add a record to.
- Across from 'Records', tap Add.
- Select the type of record you want to add to the incident.
Note: Click one of the links below to view the remaining steps for the record type you are adding.
Near Miss
- Fill in the following fields as appropriate:
Note: An asterisk (*) indicates a required field.- Company Affected: Select the company of the person who was involved in the near miss.
- Person Affected:
- Select the person who was affected by the near miss.
OR - To add a person who does not already exist in the project's Directory:
- Tap Add New Item.
- Fill out the following information:
- First Name*: Enter the person's first name.
- Last Name*: Enter the person's last name.
- Employee ID: Enter the person's Employee ID if available.
- Is Employee of [Company Name]: Tap the toggle to the ON position if the person is an employee of the company.
- Select the person who was affected by the near miss.
- Work Activity: Select the activity the person was doing when the incident occurred.
- Equipment: Select the equipment involved in the incident.
Note: This list is pulled from the project's equipment list. See Add Equipment. - Source of Harm: Select the source of harm to the person.
- Tap Save.
Injury/Illness
- Fill in the following fields as appropriate:
Note: An asterisk (*) indicates a required field.- Company Affected: Select the company of the person who was involved in the injury or illness.
- Person Affected:
- Select from the list the name of the person involved in the injury or illness.
OR - To add a person who does not already exist in the project's Directory:
- Tap Add New Item.
- Fill out the following information:
- First Name*: Enter the person's first name.
- Last Name*: Enter the person's last name.
- Employee ID: Enter the person's Employee ID if available.
- Is Employee of [Company Name]: Tap the toggle to the ON position if the person is an employee of the company.
- Select from the list the name of the person involved in the injury or illness.
- Work Activity: Select the activity the person was doing when the incident occurred.
- Equipment: Select the equipment involved in the incident.
Note: This list is pulled from the Project level equipment list. See Add Equipment. - Source of Harm: Select the source of harm to the person (e.g., material, electrical, chemical).
- Injury/Illness: Select the injury or illness that the person sustained from the incident.
- Body Parts Affected: Use the body diagram or dropdown menu to select one or more body parts affected by the injury or illness sustained in the incident.
Notes:- The body diagram has options for both masculine and feminine body type.
- Use the dropdown menu to select body parts by group (e.g. arm, torso, leg).
- You can also select the heart and lungs as internal body part options.
- Filing Type: Select the filing type the person chose to use (e.g., Record Only, Refused Care, First Aid, Medically Treated, Restricted Work, Lost Time and Fatality).
- Reportable: If this injury or illness is legally classified as a reportable incident by a regulatory agency or governing body, tap the toggle to the ON position.
- Tap Save.
Property Damage
- Fill in the following fields as appropriate:
Note: An asterisk (*) indicates a required field.- Company Affected: Select the company of the person who was involved in the property damage.
- Work Activity: Select the activity the person was doing when the property damage occurred.
- Equipment: Select the equipment involved in property damage.
Note: This list is pulled from the Project level equipment list. See Add Equipment. - Responsible Company: Select a responsible company.
- Estimated Cost Impact: Enter the estimated cost impact of the property damage.
- Tap Save.
Environmental
- Fill in the following fields as appropriate:
Note: An asterisk (*) indicates a required field.- Company Affected: Select the company that was involved in the incident.
- Work Activity: Select the activity that the company was involved in when the incident occurred.
- Equipment: Select the equipment involved in the incident.
Note: This list is pulled from the Project level equipment list. See Add Equipment. - Type: Select the type of environmental incident that occurred.
- Quantity:
- If relevant, enter a quantity incident in the Quantity field.
- Select the type of units for the quantity in the Units field.
- Estimated Cost Impact: Enter the estimated cost impact of the incident.
- Tap Save.