Create an Incident

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Incidents tool.

  2. Click the Incidents tab.

  3. Click Create.

  4. Add the following information, as applicable:

    Incident Information: Show / Hide Steps

    • Title. Enter a descriptive name to describe 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.

    • Distribution. Enter the users 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. To send the incident to team members later, see Email Incidents.

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

      • Users added as an assignee will be sent an email notification when the incident is created or when added after creation.

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

      • This field is also configurable in fieldsets.

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

    • Location. Select the location where the incident occurred from the list.

    • Event Date. Select the date the incident occurred.

    • Event Time. Select the time the incident occurred.

    • Time Unknown. Mark this checkbox if the time the incident occurred is unknown.

    • Recordable. Mark this checkbox if this incident is legally classified as a recordable incident by a regulatory agency or governing body.

    • Private. Mark this checkbox to designate the incident as 'Private'. Private incidents are only visible to their creators, users added to the Distribution list, and users with 'Admin' level permissions on the project's Incidents tool.

    • Description. Enter a detailed description of the incident.

    • Attachments. Attach any relevant files.

    Investigation Information: Show / Hide Steps

    • Hazard. Select the hazard the person affected was involved with (e.g., Caught In).

    • Contributing Condition. Select the condition that contributed to the incident (e.g., Defective Equipment).

    • Contributing Behavior. Select the behavior that contributed to the incident (e.g., Distraction).


    Root Cause Analysis Form Beta

    This feature is available for customers who have enabled the Incidents Root Cause Analysis Form Beta. To learn more, view Incidents Root Cause Analysis Form Beta Guide.


    Root Cause Analysis:     Show / Hide Steps

    • Hazard. Select the hazard the person affected was involved with (e.g., Caught In).

    • Contributing Condition. Select the condition that contributed to the incident (e.g., Defective Equipment).

    • Contributing Behavior. Select the behavior that contributed to the incident (e.g., Distraction).

    • Work Activity. Select the specific work activity or task being performed when the incident occurred (e.g., Trenching).

    • Equipment. Select or enter the machinery, tools, or equipment involved in the incident (e.g., Forklift).

    • Root Cause Description. Enter a comprehensive description of the fundamental reason why the incident occurred.

  5. Click Create.

  6. Optional: Add a record, witness statement, or action to the incident after it has been created.

See Also

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