Respond to an Incident Workflow (Android)

Required User Permissions:

• 'Standard' level permissions or higher on the project's Incidents tool.

• You must also be designated as the Assignee for the current workflow step.

1. Navigate to the Incidents tool using the Procore app on an iOS or Android mobile device.

2. Tap the incident requiring your attention. Incidents with active standard workflow steps assigned to you will display a banner (e.g., "Workflow Step Due Soon" or "Workflow Step Overdue") at the top of the detail screen.

3. Scroll to the Current Workflow Step section.

4. Tap the Respond button located directly next to the View Details button.

   • Note: If you need to see the full audit trail or future steps before responding, tap View Details to open the Workflow Details/History page.

5. If your current step is a standard response (like a simple approval):

   • Select your response (e.g., Approve, Reject).

   • Confirm your submission to move the incident to the next step.

6. Completing Required Action Steps: If the workflow is paused for an Action Step, the system will prompt you to complete mandatory requirements before your response is accepted.

   • To add required documentation: Exit the workflow response screen and tap Add next to the required items (such as a Near Miss Record, Root Cause Analysis, or Witness Statement) to attach them to the incident.

   • To close linked observations: If the step requires linked observations to be closed, you must navigate to the Observations tool on your mobile device and ensure all observations generated from this incident are marked as 'Closed'.

7. Refresh the incident to verify the workflow automatically progressed after fulfilling the requirements.