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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:  

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(info) In order to create an incident record user must navigate to a site/locationto 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)

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 Fields marked with a single red asterisk (

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*) indicate that it is required in order to Save. Fields marked with double an red asterisk  (*

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*

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) indicate that it is required in order to consider the Details Report section completed.

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Important Fields

Section Name

Question

Description

General Details

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

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

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(lightbulb)Image Added If Yes

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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

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

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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.
Environmental Incident Details

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(lightbulb)Image Removed If Yes is selected the following section is added:

  • Substance Details

Allows the user to add any substances that were involved within the incident.

information (i) All mandatory fields within the Incident Detail Report must be saved and completed first before you can add any additional injured people to an incident. (ex: * and **)


(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. 

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