Add an Environmental Record to an Incident

When you create an incident in Procore, you can add one (1) or more records to capture details about an incident. Should an environmental issue, violation, or emergency occur on a construction site (e.g., accidents causing a release of pollutants, smoke or emissions, improper storage or disposal of hazardous waste, etc.), use the steps below to capture important details about the incident.

• Required User Permissions

• Create an Incident

1. Navigate to the project's Incidents tool.

2. Click the Incidents tab.

3. Click View next to the incident you want to add an environmental record to.

4. Scroll to 'Incident Records'.

5. Click Add Record and select Environmental in the drop-down menu.

6. Add the following information, as applicable, in the 'New Environmental Record' side panel:

   • Company Affected. Select the company that was involved in the incident.

   • Work Activity. Select the activity the person was doing when the incident occurred.

   • Equipment. Select the equipment involved in the incident.
     

     • Select Existing Equipment

       1. Click the Equipment or Equipment Name drop-down menu select the equipment.

     • Create New Equipment Record
       Note: Use this to track equipment you own or are renting longterm. These records are also added to the company's Equipment tool.

       1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

       2. If it has yet to be created, select Create Equipment.

       3. Click Add to Register.

       4. Enter the equipment information. Show/Hide Fields

          • Equipment Photo

            1. Click the image.

            2. Select a file from your computer.

            3. Click Open to upload the photo.

          • Specification Information

            • Category. The equipment category.

            • Type. The equipment type.

            • Make. The equipment make.

            • Model. The equipment model.

            • Serial Number. The serial number.

            • Year. The year the equipment was built.

          • General Information

            • Equipment ID. The equipment ID.

            • Equipment Name. The name of the equipment.

            • Rate per hour. The cost of the equipment per hour.

            • Status. The status of the equipment.

            • Ownership. Whether the equipment is owned, rented, or subcontracted. If not owned, the following fields are available:

              • Vendor Name. The name of the equipment vendor.

              • Rental Start Date. The start date for the equipment rental.

              • Rental End Date. The start date for the equipment rental.

            • Assignee. The equipment's assignee.
              Note: Assignees must be listed as a user in the Company Directory.

            • Onsite. Indicates if the equipment is at the project site.

            • Groups. The group for the equipment.
              Note: This is configured in the Resource Planning tool.

            • Notes. Notes about the equipment

          • Additional Information

            • Any additional information about the equipment.

          • Attachments

            1. Click Attach File and select the file from your computer.
               OR
               Drag and drop one or more files into the 'Drag and Drop' box.

       5. Click Create.

     • Create Unmanaged Project-Only Equipment
       Note: Use this to track temporary equipment, such as a rented generator. These records are not added to the company's Equipment tool.

       1. Click the Equipment or Equipment Name drop-down menu and search for the equipment.

       2. If it has yet to be created, select Create Equipment.

       3. Enter the equipment ID.

       4. Click Create to add it to the item and the 'Project-Only Equipment' tab in the project's Equipment tool.

   • Type. Select the incident type.

   • Quantity. Enter the quantity and select a unit of measure.

   • Estimated Cost Impact. Enter the estimated cost impact.

   • Description. Enter any additional information relevant to the environmental record.

7. Click Create.