Basic Info (Accidents) |
The Basic Info tab for accidents enables you to display and define identifying information about accidents involving equipment units.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can search on accident ID, equipment ID, operator ID, claim status, or license number.
Detail View Header
Accident ID
Identifier of the accident currently selected in the grid or that you are defining. If you are entering a new accident, the accident ID defaults to the next available number. You may type a different ID if you want. This field has a list box.
Date and time entered
Date and time (in MMDDYYYY format) that the accident was entered. This field is display only.
Entered by
Identifier of the user who entered the accident. The user name displays to the right of the ID. This field is display only.
Detail View
Data in the fields in the bottom section of this tab define basic information about the accident. Unless otherwise indicated, these fields are required.
Employee/operator ID
Valid operator identifier of the person who operated the equipment unit at the time of the accident. This field has a list box, which includes all employees and all operators defined in the system. The person's name displays to the right of the ID, but you can change it.
If the Require valid operator ID for accidents field on the Operator Assignment tab of the Data -> Equipment Units -> Setup -> Options screen has a check, this field is required.
If the Require valid operator ID for accidents field on the Operator Assignment tab of the Data -> Equipment Units -> Setup -> Options screen is blank, you can specify an operator name but do not have to specify an operator ID.
Equipment ID
Valid identifier of the equipment unit involved in
the accident. Auto-populates when you enter a license number.
This field has a list box.
It also has a Zoom button 
to the Data -> Equipment Units ->
Fleet Equipment screen. If the Work order ID field contains a value,
this field must display the equipment ID specified on the Basic Info tab of the Data -> Shop Activity -> Work Order Center
screen.
Tip: You can set a zoom button for this field to detect the type of equipment and display the appropriate screen. If you used Administrator Mode to add a zoom button, you will need to use it again to remove your user-defined zoom button for this functionality to work.
License number
License number of the vehicle involved in the accident. auto-populates when you enter an equipment ID. This field is optional.
Work order ID
Three-part field containing the work order ID to which this accident is assigned. The first part is the location ID of the shop the work order is assigned to. This part of the field has a list box. The second part of the field is the year the work order was opened. The third part of the field is the number of the work order, which also has a list box. This field is optional.
This field has a Zoom button
to the Data
-> Shop Activity -> Work Order
Center screen.If you specify the accident ID on the More Info tab of the Data -> Shop Activity -> Work Order Center screen, the work order ID automatically displays in this field. Similarly, when you enter or update information in this field, the Accident ID field on the Basic Info tab of the Data -> Shop Activity -> Work Order Center screen also updates.
Location
Location of the accident (address or description). This field is optional.
Accident type
Type of accident. This field has a list box. The accident type description displays to the right. This field is optional. Accident types are defined on the Data -> Equipment Activity -> Accidents -> Setup -> Types screen.
Accident cause
Reason that the accident occurred. Because this field is optional, you can use it however you want. This field has a list box. The cause description displays in the field to the right.
Date and time
Date and time of the accident. This field is optional.
Date reported
Date and time the accident was reported. Must be earlier than the current date and time. This field is optional.
Date cleared
Date and time the accident was reported cleared. Must be earlier than the current date and time. This field is optional.
Claim status
Status of the claim for reimbursement or insurance filed as a result of the accident. This part of the field has a list box:
PENDING: Claim was filed but no action has been taken.
CLAIMED
UNCLAIMED
Seat belts on
If this field has a check, the operator was wearing a seat belt at the time of the accident.