Accidents

 

 

 

1. Introduction

Incidents>>Accidents

 

Before use, please review the module Set Up details.

 

Accident details are available in Accident, Driver Activity and Fleet Activity reports.

 

Any deleted accidents are recorded in Audit (More>>Audit).


 

2.  Menu Description

Add:                    Add a new accident record

Settings:          Change the columns shown in the main view

Search bar:          Search for records using various values, including any third party's vehicle registration (persons involved and property/vehicles involved)

Export:          Select records in the accident list and export details shown in columns in csv format          

 

"Third Party Registration" searches the "Person involved" and "Property/vehicles involved".


 

3.  Adding/Updating Records

Click Add and choose "Accident" or use the Quick Task icon

Enter details in each tab as required and Save

 

Accident Details


 

4.   Making Hire Vehicles Unavailable When Involved in Accidents

 

If a damaged vehicle is available for hire e.g. a pool car, you have the option of making the vehicle unavailable for bookings.

This prevents the vehicle being booked when it is not drivable.

 

Tick the flag and enter the date when the item will be available again

If there are existing bookings during the unavailable period you will be given the option of cancelling these bookings and notifying drivers by email (requires email addresses in the Personnel module)

The availability can be changed subsequently in Hire module if required

The accident number will be referenced in the Hire calendar for identification


 

5. Adding Repair Quotes and Selecting the Repairer

 

In the "Quote/Repairer" tab enter any repair quotation(s)

Tick the "Select" box to choose the repairer to be used

The chosen supplier will appear in the accident record


 

5.  Recording Other Vehicles and Property Involved in the Accident

 

You can record any other property or vehicle involved or damaged in the accident.

 


 

6.  Adding Police Reporting Details

 

You can record whether the accident was reported to police and actions taken.

 


 

7.  Uploading Documents Related to an Accident

 

Requires the optional Documents module.

 

You can upload documents related to the accident in the Documents tab.

 

A relationship to the accident and fleet number is created automatically and the document can be accessed from the Accidents or Documents module.

 

For more information on up;loading and managing documents, see Documents module.

 


 

8.  Finalising an Accident Transaction: "Status" and "Date Finalised"

 

When the process is complete, to finalise the transaction:

 

Select either "Finalised" or Written Off" as the status

Enter "Date Finalised"

Save the record


 

 

 

 

 

 

 

 

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