Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 5 Next »

 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

  1. Click on the plus button in the top right

Accid maint plus.png

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

  2. Click Select

image-20240608-161259.png

  1. Fill out the form

  2. Click Submit

image-20240608-162240.png

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

image-20240608-162601.png

Processing an Accident

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

image-20240422-134753.png

  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

image-20240618-142224.png

  1. Notes Tab

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

image-20240618-143558.png

  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

image-20240618-144517.png

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

image-20240618-144818.png

  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

image-20240618-164512.png

  1. Attcahments 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

  • No labels