Create Incidents (Android)

Objective

To create incidents on an Android mobile device.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
• Additional Information:
  • You can configure what items are created with the quick create  icon, see Configure Quick Create Settings.

Prerequisites

• Add the Incidents Tool to the Project Tools menu in the Procore web app. See Add and Remove Project Tools.
• Optional: If your company wants to configure the required fieldsets for data entry, complete the steps in Create New Configurable Fieldsets.

Steps  

1. Open the Procore app on an Android mobile device and select a project.
   Note: This loads the Tools screen for the project.
2. Tap the quick create  icon and select Incident.
   OR
   Tap the Incidents tool and tap the create  icon.
3. Enter the following information:
   • Title: Enter a descriptive title that accurately describes the incident.
   • Location: Select a location from the drop-down menu. See How do I add a multi-tiered location to an item? 
   • Event Date: Select the date associated with the incident. 
   • Time Unknown: If the time of the incident is unknown, tap the toggle to indicate that the time of the incident is unknown.
   • Event Time: If the time is known, enter a time associated with the incident.
   • Distribution: Enter the users to 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.
   • Private: Tap the toggle to mark the incident as 'Private' to hide it from everyone except Incident tool 'Admin' users and the creator of the incident.
   • Hazard: Select a hazard associated with the incident.
   • Contributing Behaviour: Select a contribution behaviour associated with the incident.
   • Contributing Condition: Select a contributing condition associated with the incident.
   • Description: Enter a description of the incident. 
4. Optional: To add relevant files or photos, tap one of the following options:
   •  Take Photos: Take a photo with your mobile device's camera and add it to the incident.
   •  Attachments: Choose a photo or file from your mobile device and add it to the incident.
5. Tap Create.

See Also

• Edit Incidents (Android)