Improving Safety Incident Reporting in Procore - Whistle


Improving Safety Incident Reporting in Procore

Safety is a top priority for every construction company.  Good safety record keeping not only helps establish a culture of safety, but it can be the difference between a good or bad result from a future legal action or provide insights into how to build better safety cultures.

In just two minutes you can set up an automated incentive program to boost the documentation and photos in the Procore safety incident report.

How do I set it up?

To improve Safety Incident Reporting in Procore, start by Adding the Whistle Rewards App form the Procore Marketplace.  It only takes a minute!

Once connected to your Procore account, open Whistle Rewards from your Procore instance from the “Select an App” button in the top right corner and selecting “Whistle Rewards” or whatever you named your configuration.

Procore apps screen

The video below will walk through the steps to create a program or follow the steps below.

  1. Select the “Improve Safety Reporting” tile on the right side of the screen.  This will open a drawer that will take you step-by-step through the setup process.
  2. Choose the project from your list of your Procore projects.
  3. Then select the people from your Procore account that are eligible to receive this incentive.  Once you have selected the participants, click next in top right corner.
  4. Whistle will now set an incentive program for you with a suggested incentive amount, timeframe and communications.  You can edit any part of the incentive program by selecting the edit button in the top right.
  5. Click next in the top right corner to confirm and launch your program.

Well done!  Whistle Rewards will do the rest. As people achieve goals, Whistle Rewards will automatically notify people and distribute the incentives.

How can I review data and reporting?

When you add Whistle Rewards to Procore, Whistle automates the creation of Whistle admin an account for you using the same Procore ID and information.  To view the reporting dashboard in Whistle Rewards, click here.

How many incentive programs can I set up?

There is not a limit on the number of programs you can create. You have the ability to create different programs for different projects or even people.

Additional resources that might interest you.