Reporting a Vehicle Incident

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/locationto 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

General Details

If Yes is selected the following button is added:

- Save & Submit Vehicle

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

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

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.

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.

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.

Reporting a Vehicle Incident

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