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This document will demonstrate how to create an vehicle incident record. Any incident that involves the accident of any vehicle can be termed as a vehicle incident (i.e., Accident on the highway or in the parking lot using a company car, truck, or van).

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Step-by-Step Instructions:  

(info) In order to create an incident record user must navigate to a site/locationImage Modifiedto see the Report New Incident menu option.

Navigate to: Desired Location  > Modules > Incident Management > Report New Incident  Refer to: Reporting New Incident Overview 

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4. Click the Save button.

information (i) All fields with red asterisks (*) indicate they are required to be completed in order to save the record. A double red asterisk  (**) indicates it is required for notifications to generate.


Important Fields

Section Name

Question

Description

General Details

(lightbulb) If Yes is selected the following button is added:

    • Save & Submit Vehicle
This will assist in submitting the Vehicle Claim.

(lightbulb) If Yes is selected the following questions are added:


Immediate Countermeasure / Corrective Action* - This section is used to document details of any completed corrective action taken during the time reporting incident.
Employee / Individual Details

(lightbulb) If Yes is selected the following questions are added:

Personnel Type* has the following options available:

  • Employee

  • Supervised Contract Employee

  • Unsupervised Contract Employee

  • Visitor

Employee / Individual Involved* allows the user to search for any employee.

  • The search box will bring up only employees based on location selected.
  • The picklist button will search for employees at other locations.

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(tick) Next Step:
  • After saving and completing the Incident Detail Report the Incident Summary screen will be displayed. 
  • Users can then access the other components from the incident detail summary screen


Info
title18.3 Update
  • For mandatory fields in the particular detail page, Click on the Image Added icon near Incident - Detail Report
  • All the Mandatory fields are appeared.

    Image Added

  • Allows to save an Incident with Minimal information
  • Incident status will remain as Draft until all mandatory fields are filled.

    Image Added

    Image Added

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