Add an Action to an Incident

Things to Consider

Required User Permissions
Additional Information:
- An observation created from an action can only be detached from an action in the Incidents tool. To delete an observation created from an action, see Delete an Observation.

Navigate to the project's Incidents tool.
Click the Incidents tab.
Click View next to the incident you want to add an action to.
Scroll to Actions and click Add Action.
Select an Action Type. The default type selections in Procore are Corrective and Preventative.
Note: Additional type options can be added in the Company Admin tool. See Add Custom Options for Incident Fields.
Description. Enter any information you want to add to the action's record.
Attachments. Attach any files you want to add to the action's record.
Click Create.
Optional: Click Create Observation and select the observation type.
This redirects you to the 'New Observation' page in the Observations tool where you can assign and track the action. Consider the following:
- Fieldsets configured for the Observations tool will be respected. See Create New Configurable Fieldsets.
- An observation cannot be deleted from within the Incidents tool. You can only detach an observation from an action in the Incidents tool. To delete an observation, see Delete an Observation.