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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In order to create an incident record user must navigate to a site/location to 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.
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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.
Important Fields
Section Name | Question | Description |
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General Details | If Yes is selected the following button is added:
| This will assist in submitting the Vehicle Claim. |
If Yes | 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 | If Yes is selected the following questions are added: | Personnel Type* has the following options available:
Employee / Individual Involved* allows the user to search for any employee.
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If Yes is selected the following section is added:
- Substance Details
Allows the user to add any substances that were involved within the incident.
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 **)Next Step: |
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