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:
Navigate to: Desired Location > Modules > Incident Management > Report New Incident Refer to: Reporting New Incident Overview
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2. Check off the Vehicle box for your Incident Type*
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3. Complete the following sections:
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4. Click the Save button.
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.
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Important Fields
Section Name | Question | Description | General Details | Image Removed
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Save & Submit Vehicle | This will assist in submitting the Vehicle Claim. |
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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 | | Personnel Type* has the following options available: 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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Next Step: |
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- 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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- For mandatory fields in the particular detail page, Click on the Image Added icon near Incident - Detail Report.
- All the Mandatory fields are appeared.
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- Allows to save an Incident with Minimal information
- Incident status will remain as Draft until all mandatory fields are filled.
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- CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.
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- CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.
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- In vehicle related enhancements, It Auto populates driver related information available in Vehicle Incident Summary section based on selected employee profile
- Licence number field value will be always encrypted so no one can view it (same as SSN field)
- IMS Field level permissions for Driver's Licence Number is deprecated
- Length of Service field Year and Week field data will be populated after calculating the same based on date available in Employee Profile
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