Field Management in Procore

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Workflow Processes:

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