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Procore

Which fields in the Incidents tool can be configured as required, optional or hidden?

Background

Certain fields in the Incidents tool can be configured as required, optional or hidden. For example, if you want to make comments required or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in grey italics with the default setting marked in the table.See Create New Configurable Fieldsets.

Answer

The tables below detail which fields can be configured for the Incidents tool.

  • A GREEN checkmark (icon-green-checkmark.png) indicates the possible settings for the field. 
  • A RED 'x' (icon-x-red.png) indicates the field cannot be configured to this setting. 
  • A field name in GREY italics indicates the field cannot be configured from its default setting.

Incident

Field Name Required Optional Hidden
Attachments icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Contributing Behaviour icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Contributing Condition icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Distribution icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Event Date/Time icon-green-checkmark.png icon-x-red.png icon-x-red.png
Hazard icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Location icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Private icon-green-checkmark.png icon-x-red.png icon-x-red.png
Recordable icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Status icon-green-checkmark.png icon-x-red.png icon-x-red.png
Time Unknown icon-green-checkmark.png icon-x-red.png icon-x-red.png
Title icon-green-checkmark.png icon-x-red.png icon-x-red.png

Injury/Illness Record

Field Name Required Optional Hidden
Company Affected icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Date of Death icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Date Returned to Work icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Equipment icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Filing Type icon-green-checkmark.png icon-green-checkmark.png icon-x-red.png
Hospitalized Overnight icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Injury/Illness and Body Part Affected icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Person Affected icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Recordable icon-green-checkmark.png icon-x-red.png icon-x-red.png
Source of Harm icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Treated in ER icon-x-red.png icon-green-checkmark.png icon-green-checkmark.png
Treatment Facility icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Treatment Facility Address icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Treatment Provider icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Activity icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Days Absent icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Days Restricted icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Days Transferred icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png

Property Damage Record

Field Name Required Optional Hidden
Company Affected icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Equipment icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Estimated Cost Impact icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Responsible Company icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Activity icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png

Environmental Record

Field Name Required Optional Hidden
Company Affected icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Equipment icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Estimated Cost Impact icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Quantity icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Type icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Activity icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png

Near Miss Record

Field Name Required Optional Hidden
Company Affected icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Equipment icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Harm Source icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Person Affected icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Work Activity icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png

Witness Statement

Field Name Required Optional Hidden
Attachments icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Date Received icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Statement icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Witness icon-green-checkmark.png icon-x-red.png icon-x-red.png

Action

Field Name Required Optional Hidden
Action Type icon-green-checkmark.png icon-x-red.png icon-x-red.png
Attachments icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png
Description icon-green-checkmark.png icon-green-checkmark.png icon-green-checkmark.png