Add a Witness Statement to an Incident (Android)

Things to Consider

  • Required Permissions: Show/Hide Details

    • 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.

Prerequisites

Steps

  1. Navigate to the Incidents tool on an Android 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:

    • Witness*:

    • Select a witness name from the list.
      OR

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

      • 1. Tap the plus Icon Plus Quick Create Mobile2 icon.

      • 2. 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 Android ON position if the witness is an employee of the company.

      • 3. Tap Save.

    • 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:

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

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

    • 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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