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Procore Support (en-au)

How can I use Procore's Job Hazard Analysis PDF in my project's Forms tool?

Background

Procore has created a new fillable PDF called Job Hazard Analysis. This PDF can be used in your Procore projects by downloading the file below and uploading the file to the Company level Admin tool and then filling out the form in the Forms tool using Procore's web or mobile applications.

Note: Filling out a form in the Procore web application is not supported on Internet Explorer 11. We recommend that you use a different web browser to access this feature. Alternatively, see Upload a Completed Fillable PDF.

Steps

Step 1: Download the PDF

Click here to download the Job Hazard Analysis file.

Step 2: Add the PDF to Procore

After downloading the PDF, see Create a Company Level Form Template OR click here to view the steps.  

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Forms.
  3. Click New Form Template.
  4. Enter the following fields:
    • Name: Enter a name for the form. The template's name will be included on any form created from the template and will be searchable in the project's Forms tool.
    • Description: Optional: Enter a brief description that outlines the purpose, content and/or audience of this form.
    • Form PDF: Add a fillable PDF to use for the form template.
      • Click Attach File and select Upload a file from your computer or Select a file from Procore.
        OR
      • Drag and drop the fillable PDF from your computer into the gray box.
  5. Click Create.

Step 3: Complete the Form

 Tip
Forms can also be filled out using Procore's iOS and Android mobile applications. See Fill out a Form (iOS) and Fill out a Form (Android).

See Fill Out a Form OR click here to view the steps.  

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Forms.
  3. Click New Form Template.
  4. Enter the following fields:
    • Name: Enter a name for the form. The template's name will be included on any form created from the template and will be searchable in the project's Forms tool.
    • Description: Optional: Enter a brief description that outlines the purpose, content and/or audience of this form.
    • Form PDF: Add a fillable PDF to use for the form template.
      • Click Attach File and select Upload a file from your computer or Select a file from Procore.
        OR
      • Drag and drop the fillable PDF from your computer into the gray box.
  5. Click Create.