Configure the Root Cause Analysis Form for Incidents

The Incidents Root Cause Analysis (RCA) Form is an updated section within the Procore Incidents tool. The Root Cause Analysis form helps safety teams look beyond surface-level descriptions. By capturing highly structured data alongside customizable fieldsets and custom fields, teams can accurately discover why a safety incident occurred.

• Required Permissions:

  • 'Admin' level permissions on the Company level Admin tool to configure settings, create custom fields, and build configurable fieldsets for the Root Cause Analysis form.

Company Admins must configure the form layout using Configurable Fieldsets before project teams can use it.

1. Navigate to the Company level Admin tool.

2. Locate the 'Tool Settings' section and select Incidents.

3. Select the Sub-Fieldsets tab.

4. Select your existing Incident fieldset, or select Create New Fieldset.

5. Scroll down to the Root Cause Analysis section.

6. Configure your form fields using the following options:

   • Toggle Visibility: Select or clear the checkboxes to turn fields on or off.

   • Require Fields: Mark fields as required to force users to collect this data before saving an incident.

   • Add Custom Fields: Select Create Custom Field to add specialized dropdown menus, text areas, or checkboxes unique to your safety program.

7. Select Save.