Equipment User Guide

• 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.

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 and select Incident.
   OR
   Tap the Incidents tool and tap the create icon.

3. Enter the following information, as appropriate:

   • Title: Enter a descriptive title that accurately describes the incident.

   • Status. Enter the current stage of the incident.

   • Assignees. Enter the name of the person the incident should be assigned to for resolution.

     • Assignees are granted the ability to edit and contribute to the incident report.

     • This field is configurable in fieldsets.

     • Assignee must have 'Standard' or higher permission levels to the tool.

   • Attachments:

     • Camera: Tap to open your device's camera and take a photo to add to the incident.

     • Photos: Tap to select an image from your device's photo library or Procore Photos. After you select the photos, click Add or Done.

     • 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 Behavior: Select a contribution behavior associated with the incident.

   • Contributing Condition: Select a contributing condition associated with the incident.

   • Description: Enter a description of the incident.

4. Tap Create.

Additional actions to take:

• Add a Record to an Incident (iOS)

• Add a Witness Statement to an Incident (iOS)

• Add an Action to an Incident (iOS)