Creating 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).

On this page:

Step-by-Step Instructions:

Reporting a Vehicle Incident

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.

Complete all mandatory questions marked with the red asterisk(s) ( and **)*

Important Fields

Section Name

Question

Description

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.

Environmental Incident Details

(lightbulb) 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:
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.