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Procore

Add a Record to an Incident (iOS)

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Objective

To add a record to an incident using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • To add a record:
      • 'Standard' level permissions or higher on the project's Incidents tool.
    • To add a contact in the 'Person Affected' field (see What is a 'contact' in Procore and which project tools support the concept?):
      • 'Standard' level permissions or higher on the project's Incidents tool.
      • 'Read Only' or 'Standard' level permissions on the Project level Directory tool with the 'Create Contacts' granular permission enabled on your permission template.
        Notes:
        • Users who have been granted the 'Create Contacts' granular permission can:
          • Add a new contact when the person does NOT already exist in the Company or Project Directory.
          • View existing contacts as a drop-down selection for all projects in the company's Procore account.
        • Users who have NOT been granted the 'Create Contacts' granular permission do NOT have sufficient permission to add contacts. However, they do have sufficient permission to view contacts added by others on the project and to select an existing contact when adding a record.
  • Additional Information:
    • Custom options can be created for certain fields in a record. See Add Custom Options for Incident Fields.
      Note: These field options for incidents are managed in the Company level Admin tool and can only be created by users with 'Admin' permissions on the Company Admin tool.

Prerequisites

  • A record can only be added to an incident after the incident has been created in Procore. See Create an Incident (iOS).

Steps

  1. Navigate to the project's Incidents tool using the Procore app on an iOS mobile device.
  2. Tap the incident you want to add a record to.
  3. Across from 'Records', tap Add.
  4. Select the type of record you want to add to the incident.
    Note: Click one of the links below to view the remaining steps for the record type you are adding.

Near Miss

  1. Fill out the following fields as appropriate:
    Note: An asterisk (*) indicates a required field.
    • Company Affected: Select the company of the person who was involved in the near miss.
    • Person Affected: 
      • Select the person who was affected by the near miss. 
        OR
      • To add a person who does not already exist in the project's Directory:
        1. Tap Add New Item.
        2. Fill out the following information:
          • First Name*: Enter the person's first name. 
          • Last Name*: Enter the person's last name.
          • Employee ID: Enter the person's Employee ID if available.
          • Is Employee of [Company Name]: Tap the toggle to the icon-toggle-on-ios.png ON position if the person is an employee of the company.
    • Work Activity: Select the activity the person was doing when the incident occurred.
    • Equipment: Select the equipment involved in the incident.
      Note: This list is pulled from the project's equipment list. See Add Equipment.
    • Source of Harm: Select the source of harm to the person.
  2. Tap Save.

Injury/Illness

  1. Fill out the following fields as appropriate:
    Note: An asterisk (*) indicates a required field.
    • Company Affected: Select the company of the person who was involved in the injury or illness. 
    • Person Affected:
      • Select from the list the name of the person involved in the injury or illness.
        OR
      • To add a person who does not already exist in the project's Directory:
        1. Tap Add New Item.
        2. Fill out the following information:
          • First Name*: Enter the person's first name.
          • Last Name*: Enter the person's last name.
          • Employee ID: Enter the person's Employee ID if available.
          • Is Employee of [Company Name]: Tap the toggle to the icon-toggle-on-ios.png ON position if the person is an employee of the company.
    • Work Activity: Select the activity the person was doing when the incident occurred.
    • Equipment: Select the equipment involved in the incident.
      Note: This list is pulled from the Project level equipment list. See Add Equipment.
    • Source of Harm: Select the source of harm to the person (e.g., material, electrical, chemical).
    • Injury/Illness: Select the injury or illness that the person sustained from the incident.
    • Body Parts Affected: Use the body diagram or dropdown menu to select one or more body parts affected by the injury or illness sustained in the incident.
      Notes:
      • The body diagram has options for both masculine and feminine body type.
      • Use the dropdown menu to select body parts by group (e.g. arm, torso, leg).
      • You can also select the heart and lungs as internal body part options.
    • Filing Type: Select the filing type the person chose to use (e.g., Record Only, Refused Care, First Aid, Medically Treated, Restricted Work, Lost Time and Fatality).
    • Reportable: If this injury or illness is legally classified as a reportable incident by a regulatory agency or governing body, tap the toggle to the ON position.
  2. Tap Save.

Property Damage

  1. Fill out the following fields as appropriate:
    Note: An asterisk (*) indicates a required field.
    • Company Affected: Select the company of the person who was involved in the property damage.
    • Work Activity: Select the activity the person was doing when the property damage occurred.
    • Equipment: Select the equipment involved in property damage.
      Note: This list is pulled from the Project level equipment list. See Add Equipment.
    • Responsible Company: Select a responsible company.
    • Estimated Cost Impact: Enter the estimated cost impact of the property damage.
  2. Tap Save.

Environmental

  1. Fill out the following fields as appropriate:
    Note: An asterisk (*) indicates a required field.
    • Company Affected: Select the company that was involved in the incident. 
    • Work Activity: Select the activity that the company was involved in when the incident occurred. 
    • Equipment: Select the equipment involved in the incident.
      Note: This list is pulled from the Project level equipment list. See Add Equipment.
    • Type: Select the type of environmental incident that occurred. 
    • Quantity:
      1. If relevant, enter a quantity incident in the Quantity field. 
      2. Select the type of units for the quantity in the Units field. 
    • Estimated Cost Impact: Enter the estimated cost impact of the incident.
  2. Tap Save.