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Incident Management Main Tab

This tab displays all details with relation to the customer/company/vehicle for the certain incident. The main tab can be updated be updated with additional information, as the incident is being processed.

The incident detail form consist if three tabs:

  • Main.
  • Event.
  • Misc.
  • The Vehicle Administration system will also be presented with a menu with the following options:

    File

  • New.
  • Delete.
  • Exit.
  • Events

  • New.
  • Tools

  • Points-of-Sale.
  • Daily rental.
  • Administration.
  • Review

  • Incident History.
  • Case file.
  • CRM Vehicle.
  • (Exit)

    Exit - Takes you back to the Incident Management menu

    (Save changes to incident detail)

    Save changes to incident details

    (delete)

    Delete

    (Create new event)

    Create a new event

    (Point of Sale)

    Point of Sale - Gives you access to either parts or service Point of Sale

    (Daily Rentals)

    Daily Rentals

    (Administrator)

    Administrator

    (Incident History)

    Incident History

    (Casefile)

    Review the casefile

    (Review CRM)

    Review CRM

    (On-line help)

    Help

    The form has the following fields:

    Vehicle details section.

  • Registration.
  • Driver.
  • vehicle load.
  • Type of load.
  • Phone.

    Customer/Company details section

  • Name.
  • Phone.
  • Depot.
  • Contact.
  • Order No.
  • Note: Some of the above fields may be populated automatically format he details held on the CRM record.

    It is advisable that the information in Incident details section for example 'Location' & 'Fault description are completed, as this information is populated to the WIP on POS, also this is useful to other users who may need to look at your incident to acquire information.

    Location Type: Click on the [...] Ellipsis to select your location type from the list provided.

    Status: Click on the [...] Ellipsis to select your status from the list provided.

    The other field that can be completed in this section is the mileage field.

    Supplier details This field enables you to allocate the work to someone else. i.e order a recovery vehicle.

    What do you want to do now ?

    Create an Incident?

    Amend an incident?

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