This presents the Document Management form which enables the retrieval and review of documents that are scanned in and held against either the accident or vehicle.
To access the document archive function:
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 form is displayed.
Select the 
icon or the
Scanning option from the Tools menu.
The FB Document Management form is displayed.
This option can also be accessed via Document Scanning from the Utilities menu in the Accident Record.
This form is split into three parts that are as follows:
In addition to displaying the form name the Title Bar provides a number of other useful identification criteria and buttons.
Note:Dependent upon from where the form is accessed, the titlebar may also display the module and company.
The Document Management Dialogue Box contains a number of fields and a Document Grid which are as follows:
Accident No.: The accident number of the record for which a stored document is to be retrieved.
When accessed via from the Tools menu in the main Accident
Management form the ![[...]](Ellipsis.gif){kind=small}
button
immediately to the right displays the Accident Search form which enables the required
record to be located.
When accessed via Document Scanning from the Utilities menu in the Accident Record this field contains the currently selected accident number and cannot be edited.
Registration No.: The registration number of the vehicle for which a stored document is to be retrieved.
When accessed via from the Tools menu in the main Accident
Management form the button
immediately to the right displays the Fleet Global Search form
which enables the required record to be located.
When accessed via Document Scanning from the Utilities menu in the Accident Record this field contains the currently selected registration number and cannot be edited.
Document Type: Allows the selection of a Document Type group. This is a two digit alphanumeric field which may then be used so that documents may be allocated against a particular type/area. There is currently only one document type available for selection within the Vehicle Administration module i.e. FB.
Document Types are set-up within Fleet System Management / System Parameters / Document Archive Tab.
The two digit code and associated description are displayed.
For: The scanned document can be held against either the accident record or the
vehicle record. Use the 
button
to select either Accident number or Vehicle.
Document Management Grid: Displays all of the documents scanned and stored against the record selection criteria.
Date: The date on which the document is scanned.
Document type: The document type category to which the document is assigned i.e. FB.
Document number: The unique scanned document reference number (taken from the accident record).
Document Description: The description given to the scanned document when it is saved.
A double-left-click of the mouse on any row within the grid presents a Document Retrieval - Document Scanning form which enables the stored document to be displayed or printed.
Command Buttons
The following command buttons are available within this form:
Find: Locates any scanned documents for either the Accident No or Registration No selection criteria (dependent upon whether the Accident number or Vehicle selection was made in the For field.
Close: Returns to the previous form.
New: Opens the Scan New Document form from which a new document may be scanned for later retrieval.
Edit: Recalls the highlighted/selected document description so that the description text can be viewed and edited.
Help: Provides online access to context sensitive help for the current application using the default browser.