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- Field Management in Procore Workflow
Workflow Processes:
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Action Plans
The following processes outline the tasks for creating and performing an Action Plan. The following tasks are listed in detail: Creating an Action Plan Approve an Action Plan to Begin Perform an Action Plan Complete an Action Plan -
Incidents
The following processes outline the tasks for creating an Incidents. Incidents are used to tack safety-related issues such as near misses, accidents, property damage, illness, or injury on your project. The following tasks are listed in detail: Creating an Incident Add Records to Incidents Add Witness Statements Document Follow-up Action -
Inspections
The following processes outline the tasks for creating and performing an Inspection in Procore. The following tasks are listed in detail: Creating an Inspection Schedule a Recurring Inspection Perform an Inspection Close an Inspection -
Observations
The following processes outline the tasks for creating and responding to an Observation in Procore. The following tasks are listed in detail: Create an Observation Respond to an Observation
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