将证人陈述添加到事件

事件发生时，收集证人陈述是常见的做法。证人 陈述被视为事件调查过程的一部分，用于更好地了解发生了什么事件、为什么发生该事件以及未来如何防止类似事件的发生。

• 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.

• Additional Information: Show/Hide Details

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

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

  • Modifying a statement text block after a signature has been drawn automatically removes the digital signature. A warning message appears before changes apply, allowing you to cancel the edit to keep the signature, or continue and clear the signature.

• 创建事件

1. 导航到项目的事件工具。

2. 点击事件标签页。

3. 点击要添加证人 陈述的事件旁边的查看。

4. 滚动到"证人陈述"。

5. 点击添加证人陈述。

6. 在"新证人陈述"侧面板中添加以下信息。

   • 名称。从列表中选择证人的姓名。
     注意: *如果项目目录中存在该人员的姓名，则在输入时会出现匹配项。请参阅将用户账户添加到项目目录.
     或者*如果项目目录中不存在该人员的姓名，请输入其姓名并点击创建人员。在出现的窗口中，输入以下信息:*名字。输入此人的名字。*姓氏。输入人员的姓氏。这是必填字段。*员工 ID。如果可用，请输入此人的员工 ID 。*是[公司名称]的员工。如果此人是备注公司的员工，请选中此复选框。*点击创建。
     此操作创建一个联系人。要了解更多信息，请参阅Procore 中的"联系人"是什么？哪些项目工具支持此概念？

   • 接收日期。从下拉日历中选择证人 陈述的日期。

   • 声明。在此框中键入证人 陈述。

   • 附件。点击添加文件或使用拖放操作，上传包含陈述或与陈述相关的任何补充信息文件。

      Tip

     Users can add audio recordings of the witness stating their account of the incident using one of the Procore mobile applications. See Add a Witness Statement to an Incident (iOS) and Add a Witness Statement to an Incident (Android).

7. 点击创建。