Add a Witness Statement to an Incident (iOS)

When incidents occur, collecting statements from witnesses is common practice. A witness statement is taken as part of the incident investigation process and is used to better understand what happened, why it happened, and how similar incidents can be prevented in the future.

• Required Permissions: Show/Hide Details

  • To add a witness statement: 'Standard' level permissions or higher on the project’s Incidents tool.

  • To add a contact in the 'Witness Name' field (see What is a 'contact' in Procore and which project tools support the concept?):

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

    • 'Read Only' or 'Standard' level permissions on the project's Directory tool with the 'Create Contacts' granular permission enabled on your permission template.

  • Users who have been granted the 'Create Contacts' granular permission can:

    • Add a new contact when the person does NOT already exist in the Company or Project Directory.

    • View existing contacts as a drop-down selection for all projects in the company's Procore account.

    • Users who have NOT been granted the 'Create Contacts' granular permission can view contacts added by others on the project and can select an existing contact when adding a record.

• Additional Information: Show/Hide Details

  • Audio recordings have a strict maximum duration of 10 minutes. Plan your statement collection accordingly to ensure the recording does not cut off unexpectedly.

  • Fields marked with an asterisk (*) indicate mandatory information required to successfully save the entry.

  • Modifying a statement text block after a signature has been drawn automatically removes the digital signature. A warning message appears before changes apply, allowing you to cancel the edit to keep the signature, or continue and clear the signature.

• Create an Incident (iOS)

1. Navigate to the Incidents tool on your iOS mobile device.

2. Tap the incident you want to add a witness statement to.

3. Under Witness Statements, tap Add.

4. Complete the available fields as appropriate:

   • Witness*: Select a witness name from the list. If the witness does not already exist in the project's Directory, use these sub-steps:

     • Tap the plus icon.

     • Enter the first name in the First Name* field.

     • Enter the last name in the Last Name* field.

     • Enter the identification number in the Employee ID field if applicable.

     • Tap the toggle to the ON position if the witness is an employee of your company.

     • Tap Add.

     • Date Received: Select the date you received the witness statement.

     • Statement: Enter the text of the witness statement or comment into the box.

5. Instruct the witness to draw their signature in the Witness Signature area located at the bottom of the screen.
   

   Incidents Witness Signature is a Closed Beta Feature

   • Signature Invalidation: Modifying a statement text block after a signature has been drawn automatically removes the digital signature. A warning message appears before changes apply, allowing you to cancel the edit to keep the signature, or continue and clear the signature. To enable this feature see Manage Features With Procore Explore.

6. Optional: To add relevant files, photos, or an audio recording of the witness statement, tap one of the following options:

   • Camera: 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.

   • Add a Recording: Take an audio recording of the witness stating their account of the incident.
     Note: The maximum recording time is 10 minutes.

7. Tap Save.