Accident Maintenance

Owned by Nathan Schafer
Last updated: Sept 13, 2024 by Merlin Villela
3 min read

 Accident Maintenance Module is only included in Platinum SaaS tier and above

Accident Maintenance provides an area in RTA Fleet360 for tracking accidents, creating work orders from those accidents and staying on top of the progress of accident claim processing.

 

  1. Navigate to the accidents tab on the left side menu panel and click on Accident Maintenance

Accident Mait Tab.png

  1. The Accident Maintenance screen gives you two options:

    1. Create a new accident

    2. Process an accident form that was filled out here or came in from RTA Mobile.

Create a New Accident Form Report

New form reports can also be created via the RTA Mobile Application. Refer to RTA Mobile - Accidents for more details.

  1. Click on the plus button in the top right

 

Accid maint plus.png

 

  1. Select the appropriate form to fill out (Accident Forms must be created first, Refer to Create Accident Forms)

  2. Click Select

 

  1. Fill out the form

  2. Click Submit

 

  1. You can now process the accident or leave it in maintenance until all information is collected to process

 

Processing an Accident Form

  1. Click on the accident you want to process and it will open to a main screen

  1. The top panel is accident info which can still be edited if necessary

    1. Accident Date

    2. Accident Time

    3. Driver

    4. Accident Status

    5. Accident Location

    6. Customer

    7. Department

    8. Create Work Order button: Refer to Create a Work Order here

  2. The next panel is Asset information: Refer to Asset Primary Information here

  3. Accident Info Tab

    1. This tab will be the accident form which was filled out by the driver, operator or user

 

  1. Notes Tab

    1. This tab is a free form area to track any notes for accident tracking and processing

 

  1. Insurance Tab

    1. This tab allows you to add insurance information by clicking on “Add Insurance” for all involved parties for quick access to the information, rather than having to find it in the accident info tab each time

 

b. Fill out the necessary information for each added insurance company

 

  1. Follow Up Tab

    1. This tab allows you to keep track of any information you need to follow up on and track whether or not contact was made for certain parties

 

  1. Attachments Tab

    1. This tab is used to keep any attachments necessary for the accident. These could be accident/police reports, photos, repair estimates or any other important documentation