Create Incidents (Android)

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'Admin' level permissions on the project's Incidents tool.

  • Additional Information:

Prerequisites

Steps

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Tools screen for the project.

  2. Tap the quick create Icon Plus Quick Create Mobile2 icon and select Incident.
    OR
    Tap the Incidents tool and tap the create Icon Plus Quick Create Mobile2 icon.

  3. Enter the following information: Show/Hide Fields

    • 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.

  4. Optional: To add relevant files or photos, tap one of the following options:

    • Take Photos: Take a photo with your mobile device's camera and add it to the incident.

    • Attachments: Choose a photo or file from your mobile device and add it to the incident.

  5. Tap Create.

  6. Add additional information.

See Also

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