Conozca qué permisos de usuario son necesarios para realizar las acciones descritas en esta herramienta.
Some actions that impact this tool are done in other Procore tools.
Some actions that impact this tool are done in other Procore tools.
| | La acción está disponible en la aplicación web, iOS o Android de Procore. Haga clic para ver el artículo.
Los usuarios pueden realizar la acción con este nivel de permiso.
Los usuarios pueden realizar esta acción con este nivel de permiso Y uno o más requisitos adicionales, como permisos pormenorizados.
Table 1 | None | Read Only | Standard | Admin | Notes |
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Add or Edit [Type] on Any Incident |
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| User can add or edit that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
Add or Edit [Type] on Incidents Where You Are the Assignee |
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| User can add or edit that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
Add or Edit [Type] on Incidents You Created |
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| User can add or edit that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
Can Assign Standard Users to Incidents |
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| Provides the ability to assign standard-level users to incidents (in addition to typical admin assignee options) | |
Can be Assigned to Incidents |
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| Provides the ability to be set as an assignee and to edit the Incident's general information; viewing or editing records, witness statements, and actions still requires separate granular permissions. | |
Can be Included on the Distribution List |
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| User can be added to an incident's distribution list so they receive relevant notifications and visibility per your setup. | |
Configure Advanced Settings: Incidents (Project Level) |
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| Provides the ability to access project-level Incidents configuration and change advanced settings. | |
Configure a Custom Workflow Template for Incidents on a Project |
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Configure Company Created Workflow Templates |
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Create an Incident |
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| User can create incidents; after they create it, they cannot keep editing those incidents. | |
Create and Edit Incidents You Created |
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| Grants the user permission to create new incidents, as well as edit any incident they originally authored. | |
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Create a New Location for an Incident |
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| The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool. | ||
Create Project-Only Equipment |
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| Users must also have one of the following permissions to the project's Equipment tool:
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Delete [Type] on Any Incident |
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| User can delete that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
Delete [Type] on Incidents Where You are the Assignee |
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| User can delete that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
Delete [Type] on Incidents You Created |
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| User can delete that section on any incident they have access to view. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
Delete and Retrieve Incidents |
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| Allows the user to delete active incidents and retrieve deleted incidents from the Recycle Bin. | |
Edit Any Incident's General Information |
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| User can edit the general incident information for any incident they have access to view. | |
Edit Incidents Associated to Users in the Same Company |
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| User can edit the general incident information for incidents created by others in the same company. | |
Export Incidents as PDF or CSV |
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| Provides the ability to export incidents; export content is limited to information the user can already view on that incident. | |
Search and Filter Incidents |
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Send Incidents via Email |
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View [Type] on Any Incident |
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| User can view that section when they are the assignee. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
View [Type] on Incidents Where You are the Assignee |
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| User can view that section when they are the assignee. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
View [Type] on Incidents You Created |
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| User can view that section when they are the assignee. Exists separately for: Injury/Illness Records, Environmental Records, Near Miss Records, Property Damage Records, Witness Statements, Root Cause Analysis, Actions. | |
View an Incident (Not Private) |
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View Private Incidents |
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| User can open private incidents and see general information. 'Read Only' and 'Standard' level users must also be the Incident's Creator, Assignee, Alert Recipient, or a member of the Distribution List. Separate granular permissions are required to view records, witness statements, actions, and similar sections. | |
View Private Incidents Associated to Users in the Same Company |
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| Provides the ability to view general information on private incidents tied to users in the same company. | |
View Project Incident Insights |
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Table 2 | None | Read Only | Standard | Admin | |
|---|---|---|---|---|---|
Add Assignees to an Incident |
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| Admin users can assign 'Standard' and 'Admin' users to Incidents. | ||
Add a Contact to an Incident |
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| User also need 'Read Only' level permissions or higher to the project's Directory tool with the 'Create Contacts' granular permission. | ||
Add a Record to an Incident |
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Add a Related Item to an Incident |
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Add a Witness Statement to an Incident You Created |
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Add an Action to an Incident You Created |
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Add an Action to Any Incident |
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Add an Environmental Record to an Incident You Created |
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Add an Environmental Record to Any Incident You Created |
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Add an Injury/Illness Record to an Incident You Created |
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Add an Injury/Illness Record to Any Incident |
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Add a Near Miss Record to an Incident You Created |
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Add a Near Miss Record to Any Incident |
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Add a Property Damage Record to an Incident You Created |
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Add a Property Damage Record to Any Incident |
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Close an Incident You Created |
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Close Any Incident |
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Configure Advanced Settings: Incidents |
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Configure a Custom Workflow Template for Incidents on a Project |
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Create a New Location for an Incident |
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| The 'Only allow locations to be created in the Location Manager' setting must be disabled in the Locations settings of the project's Admin tool. | ||
Create an Incident |
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Create Conditional Custom Fields |
| Users must also have 'Admin' permissions to the Company level Admin tool. | |||
Create Project-Only Equipment |
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| Users must also have one of the following permissions to the project's Equipment tool:
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Delete an Incident |
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Delete an Incident Record |
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Edit a Near Miss Record You Created |
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Edit Any Near Miss Record |
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Edit an Incident You Created |
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Edit Any Incident |
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Edit an Injury/Illness Record You Created |
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Edit Any Injury/Illness Record |
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Email Incidents You Created |
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Email Any Incidents |
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Export Incidents as a PDF or CSV |
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Search and Filter Incidents |
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Retrieve an Incident From the Recycle Bin |
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View an Incident (Not Private) |
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View an Incident (Private) |
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| 'Read Only' and 'Standard' level users must also be the Incident's Creator, Assignee, Alert Recipient, or a member of the Distribution List. | |
View Project Incident Insights |
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