Incident Management

The Incident management module enables the creation and input of details for an incident (e.g. roadside breakdown,accident) recording details of known vehicle/customer/company. The facility of creating a new CRM record is also available within this section, where necessary.

What do you want to do?

Create a new Incident
Open an existing incident

Incident management Form

This form is displayed when you click Incident management > Incident Management.

Menu Bar and Toolbar:

File	Toolbar	Action
File > Exit		Exit the main Incident Management menu.
File > New		Enables the creation of a new Incident.
File > Open		Open an existing incident.

Filter > Reset		Reset the filter forwards criteria.
Filter > Apply		Apply the filter criteria.
Filter > Reverse		Reverse the sequence of the displayed incident information.

Tools > CRM		Access the CRM system.
Tools > Point of Sale		Access the Point-of-Sales system.
Tools > Vehicle rentals		Access the Point-of-Sales system.
Tools > Administration		Access the Autoline administration system.
Tools > Buffer size		Defines the number of incidents to be loaded.
Tools > Technician WIP		Enables the view of POS WIP's actioned for a specified date.

Help > Help		Displays this help file in a Web browser.

Filter- Forwards

Note This area enables the entry of search selection criteria, question marks (?) can be used as wildcard selections.

Registration: Enter the registration number to be used within the search.

Customer: Enter the customer to be used within the search.

Locations: Enter the incident locations to be used within the search.

Owner: Enter the owner to be used within the search.

Creator: Enter the creator of the incident to be used within the search.

Incident type: Enter the Incident type to be used within the search.

Incident date: Enter the incident date to be used within the search.

Status: Enter the Incident status to be used within the search.

Radio Button:

Closed: Defines that only closed incidents are to be listed.

Legend

Overdue

1/2 labour

1 hour

4 hours

1 day

Over 1 day

Closed

Incident Results

Note A summary of the located incident records are listed within this results area.

Incident Date: Date that the incident occurred.

Customer: Customer of the vehicle.

Locations: Location where the incident is being handled.

Registration: Registration number of the vehicle

Incident number: Unique incident number.

Type: Display of the Incident type.

AUTHBATT: Authorise Breakdown Attendance

NOTIFYCUST: Notify Customer.

SPAREVEH: Arrange spare vehicle

Status: Current status of the incident.

Owner:

Due Date: Date when the incident is due to be actioned.

Time: Time when the incident occurred.

Create a New Incident

Selecting the New toolbar button displays the Customer Word Search form.
Selecting the Search button displays the Customer Search form.
Selecting the OK button displays the CRM Case Form.
Selecting the Continue button displays a blank Incident Details Form.

Complete the blank Incident Details Form as required and select the Save toolbar button.

Open An Existing Incident

There are 2 ways to open a claim

Clicking an incident within the incident results area displays the Incident Details Form for the selected incident.
Selecting the New toolbar button displays the Open Incident Number Form.

Open Incident Number Form

Incident number Enter the incident number to be opened.

Buttons:

OK: Accepts the entered incident number and displays the Incident Details Form.

Cancel: Cancels the opening of an existing incident.