Create an Incident

Objective

To create an incident in the Incidents tool.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions on the project's Incidents tool.

Prerequisites

• Add the Incidents Tool to the Project Tools menu. See Add and Remove Project Tools.
• Optional: If your company wants to configure the required fieldsets for data entry, complete the steps in Create New Configurable Fieldsets.

Video

Steps

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.
     • Reportable. Mark this checkbox if this incident is legally classified as a reportable 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 Behaviour. Select the behaviour 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.
   • Add an Environmental Record to an Incident
   • Add an Injury/Illness Record to an Incident
   • Add a Near Miss Record to an Incident
   • Add a Property Damage Record to an Incident
   • Add a Witness Statement to an Incident
   • Add an Action to an Incident

See Also

• Edit an Incident
• Delete an Incident