Actions Logs control the summary form when Accident Management is accessed. Multiple actions can be created with different action dates and each open action shows individually in the summary form. Within the FB Parameters a default Action can be entered and when an Accident is created this action is displayed within the accident form.
The following step by step process should be followed:
From the Master Menu, select the Vehicle Administration option and Company required.
The Vehicle Administration Menu is displayed.
Select the Accident Management option.
The Accident Management Summary form is displayed, showing all the current accidents and actions.
There are now two ways to open an existing accident record.
The first, and most simple route, is to use the mouse to hover over the accident record to be opened and double-left-click to open that record.
The second way is to select the
icon.
This displays the Search for Accident form which enables an existing accident record to be located by allowing entry of one of the following search criteria: Accident No. Registration No.. Date or Driver name.
Enter the required criteria and select the Search command button; this invokes a search of all Accident records, including completed records. If only one record meets the entered criteria then the Accident form enabling review or data editing of an existing accident record.
If more than one Accident record meets the selection criteria use the mouse to double-left-click on the record to open it.
The bottom of the Accident Tab holds an Actions Log Grid.
Hover over the any existing Actions and use a single-right-click of the mouse where the options New, Delete and Display are displayed in a small sub-menu. Select the New menu option.
The Follow-up Action form is displayed.
Enter the Action code directly in to the field or use the
button to select the required
code. Use the Tab key to move to the next field.
The Action by field defaults-in the userid of the user creation the
action log; use the button to
select a different userid if required. Use the Tab key to move to the next field
The Due Date field is automatically populated with the current date;
use the button to select the
required due date or enter manually. Use the Tab key to move to the next field.
The Time field is automatically populated with the current time manually enter the due Time of the Action; Use the Tab key to move to the next field.
The Completed Date field should be completed when the action log record has been actioned and completed.
The Action Notes allows the input of specific notes against an action; this can be left blank and will show the description of the action code in the action log grid notes.