Creating/Amending an Incident Record

To Create a new incident

From the Incident management form, click on the the icon.

Enter the customers surname. The customer search form will appear, displaying any matches to the surname entered, select the correct details.

Select vehicle if owner has more than one vehicle.

Note: If a customer/vehicle has an incident already opened you may be prompted with an additional from, this will enable users to load the existing incident or to create a new one. There is an option to view the events for the existing incident to double check whether the creation of a new incident is required.

This will populate fields on the incident form.

Information should be entered into the following fields, but this is not mandatory:

Vehicle details section.

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 to select your location type from the list provided.

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

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

Note: The Number, date and time fields will automatically be populated with an incident number, current date and time incident was raised.

Supplier details

Enter the supplier details, if someone else is doing some of the work. i.e. order a recovery vehicle.

To amend an exciting incident

From the Incident management form, You can do one of the following to open an incident.

Once you have found the incident required, simply click on the incident, this will open Incident Management form make the relevant changes, then click on to save the changes.

This may prompt the Event details form, click here to create an event .