Auto Incidents

The Auto Incidents application is a domain level sub-application within the Safety Suite which allows you to manage auto incident insurance claims.  For more information on the Safety Suite, refer to Safety Suite.  

Note that the sub-apps in the Safety Suite are unlike most other apps in that they reside at the domain level, not at the project or partition level. They can be accessed while you have a project or partition open, but the data entered is not linked to that project or partition and instead resides at the domain level.

Key elements of the Auto Incidents sub-app are as follows:

• You can log information about each auto incident, including detailed information about accidents, involved drivers, company vehicles, fault attribution, insurance company details, and claim specifics.
• The person listed as being involved in the incident must be set up as a contact in the Contacts app in Kahua. 
• You can upload supporting photos as media and documents as references on the auto incident report.
• The information gathered for a single incident can be printed out as a single incident detail report.
• You can generate a Vehicle Incident Log report for tracking and analysis, filtering it as needed.

TABLE OF CONTENTS

• Create a new auto incident record or edit an existing one
• Generate an Auto Incident Detail report
• Generate a Vehicle Incident Log report
• Import existing records
• Delete an Auto Incident record

Create a new auto incident record or edit an existing one

All the Safety Suite applications are domain level applications, but they can be accessed from any project or partition in your domain. The records you create are not connected to the project or partition that is open at the time you create the record.

To create a new auto incident record or edit an existing one, complete the following steps:

1. Navigate to the Auto Incidents sub-application (Apps > All Apps > Safety > Auto Incidents). 
2. To create a new record, click New on the action bar. The new auto incident detail page opens.
   To edit an existing record, select it from the log view to open the detail page and click Edit from the action bar.
3. Complete the following fields as necessary:

   Field	Description
   Details
   Incident #	Allow Kahua to auto-number the record or enter a different value.
   Date	Enter the incident date.
   Name	Select the name of the person involved in the incident. This person must first be set up as a person in the Contacts application.
   Department	Select the employee department. Note that this field is a lookup list that your domain administrator manages in the Configuration app.
   Vehicle #	Enter the vehicle number. This can be a number assigned to the vehicle or the license plate number.
   Injury	Enter any injury information.
   At Fault	Select "Yes" if your company's driver is determined to be at-fault, or "No" if not.
   Carrier Claim #	Enter the Carrier Claim number.
   Adjuster	Enter the name of the claim adjuster.
   Damages	Enter a numeric amount of damages.
   Date Closed	Select the date the incident case is closed.
   Media
   Upload any relevant image files, such as pictures of vehicles and any damages. For more information on using this section, refer to Media.
   References
   Upload any relevant files or documents.  For more information on using this section, refer to References.

4. When you have entered all the necessary information, click Save. 

Generate an Auto Incident Detail report

There is a built-in portable view available by default, an Auto Incident Detail report.

To generate the detail report, complete the following steps:

1. Navigate to the Auto Incidents sub-application (Apps > All Apps > Safety > Auto Incidents). 
2. Select the appropriate record from the log view to open the detail page.
3.  Click View from the action bar. 
4. The report view opens. To generate a pdf of the report, click on the Open PDF icon . The PDF file can be printed.
   
   
   
   
5. Click the Close icon  when you are done.

Generate a Vehicle Incident Log report

You can generate a Vehicle Incident Log report.

To run this report or any other report that is available to you in the Auto Incidents sub-app, complete the following steps:

1. Navigate to the Auto Incidents sub-application (Apps > All Apps > Safety > Auto Incidents). 
2. Click the Reports icon in the action bar.
   
   
   
   
3.  Select the Vehicle Incident Log report or any other report that is available to you. 
4. Apply any desired filters. 
5. Select View or Download as appropriate. For more information, refer to Viewing a Report.
   
   
   
   
6. Click the Close icon  when you are done.

Import existing records

If you have existing Auto Incidents data that you want to import into the Auto Incidents sub-app in Kahua, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more information, refer to Import Tips and Tricks.

Delete an Auto Incident record

Users with the appropriate permissions can delete an auto incident record.

To delete a record, complete the following steps:

1. Navigate to the Auto Incidents sub-application (Apps > All Apps > Safety > Auto Incidents). 
2. In the log view, select the check box next to the record or multiple records that you want to delete. 
3. Select Delete from the action bar.
   
   
   
   
4. Click OK on the confirmation message. The record or records will be deleted.

If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Recycle Bin.