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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Reporting a Vehicle Incident
Step-by-Step Instructions:
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
1. Type in Incident Title/Site*
2. Check off the Vehicle box for your Incident Type*
3. Complete the following sections:
a. General Details
b. Employee / Individual Details
c. Vehicle Incident Summary
d. Vehicle Details
e. Insurance Information (Vehicle 1 Is Always Company Vehicle)
f. Witness Information (Optional)
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.
Important Fields
Section Name | Question | Description |
|---|---|---|
| Employee / Individual Details |
| Personnel Type* has the following options available:
Employee / Individual Involved* allows the user to search for any employee.
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18.3 Update
- For mandatory fields in the particular detail page, Click on the
icon near Incident - Detail Report. - All the Mandatory fields are appeared.
- Allows to save an Incident with Minimal information
- Incident status will remain as Draft until all mandatory fields are filled.
18.3 Update
- CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.
18.3 Update
- CAPA Completion date field is Mandatory in incident Reporting Screen. So that users cannot save the CAPA without completion date.
19.2.1 Update
- 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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