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Procore

Create Incidents (iOS)

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Objective

To create incidents using the Procore app on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Incidents tool.
  • Additional Information:

Steps  

  1. Open the Procore app on an iOS mobile device and select a project.
    Note: This loads the Tools screen for the project.
  2. Tap the quick create icon-plus-quick-create-mobile2.png icon and select Incident.
    OR
    Tap the Incidents tool and tap the create icon-plus-quick-create-mobile2.png icon.
  3. Enter the following information, as appropriate:
    • Title: Enter a descriptive title that accurately describes the incident.
    • Attachments:
      • icon-camera-circle-mobile.svg Camera: Tap to open your device's camera and take a photo to add to the incident. 
      • icon-photo-circle-mobile.png Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.
      • icon-attachment-circle-mobile.svg Files: Tap to select a saved file from your device's files.
    • 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. Tap Create.