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Procore (en-GB)

Edit Custom Options for Incident Fields

Objective

To edit custom field options that were created for the Incidents tool.

Background

In the Company level Admin tool, you can add and edit custom options for certain fields in the Incidents tool. Team members can then view and select these options when creating an incident. This feature allows users to configure items that are consistent with their internal policies and procedures or to be compliant with applicable regulatory requirements.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • You can only edit field options that have been added by you or your team members. Default field options cannot be edited, although they can be set to inactive.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under Tool Settings, click Incidents.
  3. Click the Field Options tab.

Edit an Incident Field Option

  1. Click the option you want to edit. 
  2. Enter the edited option in the text box.
    edit-field.png
  3. Click outside of the text box to save your changes.

Mark an Incident Field Option as Inactive

  1. Select the tickbox next to the filed name or entire category you want to set to inactive. 
    Note: An blank tickbox indicates that a field name is not active and cannot be selected by a team member at the project level. See image below.
    deactivate-category.png

See Also

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 icon-external-link.png.