Equipment User Guide

Title: Enter a descriptive title that accurately describes the incident.

Number: The unique ID for the incident. Procore automatically fills this in with a number, but you can change it to match your company’s own tracking or reporting system.

Status: Enter the current stage of the incident.

Assignees: Enter the name of the person the incident should be assigned to for resolution.

• Assignees are granted the ability to edit and contribute to the incident report.

• This field is configurable in fieldsets.

• Assignee must have 'Standard' or higher permission levels to the tool.

Location: Select a location from the drop-down menu. See How do I add a multi-tiered location to an item?

Event Date: Select the date associated with the incident.

Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.

Event Time: If the time is known, enter a time associated with the incident.

Distribution: Enter the users to 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.

Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.

Hazard: Select a hazard associated with the incident.

Contributing Behavior: Select a contribution behavior associated with the incident.

Contributing Condition: Select a contributing condition associated with the incident.

Description: Enter a description of the incident.