Add a Witness Statement to an Incident (iOS)

Arrière-plan

Lorsque des incidents se produisent, la collecte des déclarations des témoins est une pratique courante. Une déclaration de témoin fait partie du processus d’enquête sur l’incident et est utilisée pour mieux comprendre ce qui s’est passé, pourquoi cela s’est produit et comment des incidents similaires peuvent être évités à l’avenir.

Éléments à prendre en compte

  • Required Permissions: Afficher/Masquer

    • To add a witness statement: 'Standard' level permissions or higher on the project’s Incidents tool.

    • To add a contact in the 'Witness Name' 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's Directory tool with the 'Create Contacts' granular permission enabled on your permission template.

    • 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 can view contacts added by others on the project and can select an existing contact when adding a record.

  • Additional Information: Afficher/Masquer

    • Recording Limits: Audio recordings have a strict maximum duration of 10 minutes. Plan your statement collection accordingly to ensure the recording does not cut off unexpectedly.

    • Field Requirements: Fields marked with an asterisk (*) indicate mandatory information required to successfully save the entry.

Conditions préalables

Steps

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

  2. Tap the incident you want to add a witness statement to.

  3. Under Witness Statements, tap Add.

  4. Fill out the following fields as appropriate:
    Note: An asterisk (*) denotes a required field.

    • Witness*:

      • Select a witness name from the list.
        OR

      • To add a witness who does not already exist in the project's Directory:

        • Tap Add New Item.

        • Fill out the following:

          • First Name*: Enter the witness's first name.

          • Last Name*: Enter the witness's last name.

          • Employee ID: If the witness is an employee, enter the employee ID.

          • Employee of [Company Name]: Tap the toggle to the Icon Toggle On Ios ON position if the witness is an employee of your company.

        • Tap Add.

      • Date Received: Select the date of the witness statement.

      • Statement: Enter the witness statement or comment in this box.

  5. Optional: To add relevant files, photos, or an audio recording of the witness statement, tap one of the following options:

    1. Camera: Take a photo with your mobile device's camera and add it to the incident.

    2. Attachments: Choose a photo or file from your mobile device and add it to the incident.

    3. Add a Recording: Take an audio recording of the witness stating their account of the incident.
      Note: The maximum recording time is 10 minutes.

  6. Tap Save.

See Also

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