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Workflow Processes:

• 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

• 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