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 |
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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 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 | 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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