Accident Maintenance

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

How to Access Accidents

1. Click on Accident

2. Click on Accident Maintenance

   1. This will open the Accident Maintenance Master list

3. 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.

Submitting a New Accident Report

1. Click on the plus button in the top right

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

3. Click Select

4. Fill out the form and select the vehicle the accident is involving

5. Click Submit

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

Accident File Overview

Main Panels

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

      1. See Accident Status settings to create statuses for Accident Maintenance

   5. Accident Location

   6. Customer (Can not edit)

   7. Department (Can not edit)

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

Accident Info Tab

1. This tab allows you to review the accident form submitted along with editing the form

Notes Tab

The Notes Tab is a free form area to track any notes for accident tracking and processing.

Insurance Tab

The Insurance Tab is an area to document any insurance information.

1. Click Add Insurance

2. Fill out any insurance information from accident.

   1. Insurance info can be deleted by clicking on trashcan icon

Repairs Tab

The Repairs Tab allows for estimated and standard work orders to be attached within in the accident file.

Estimated Work Order

1. Click on plus icon

2. Select to link to an existing estimate work order or create a new estimate work order

   1. When linking to an existing estimate work order, you will select the specific estimate work order number from drop down.

3. If creating a new estimate work order, the asset information will appear and you will need to select a reason code to continue

4. Click Continue

5. The estimate work orders will appear in the estimate work order list within the accident file

   1. To review the estimate work order, click on the estimate work order number in the list

      1. See Estimate Work Order Table of Contents for estimated work order overview

   2. To delete an estimate work order, click on the trashcan icon

Work Orders

1. Click on plus icon

2. Select to link to an existing work order or create a new estimate work order

   1. When linking to an existing work order, you will select the specific work order number from drop down.

3. If creating a new work order, the asset information will appear and you will need to select a reason code to continue

4. Click continue

5. The work orders will appear in the work order list within the accident file

   1. To review the work order, click on the work order number in the list

      1. See for work order overview

   2. To delete an work order, click on the trashcan icon

Cost Tab

The Cost Tab allows you to record, manage, and report on all costs associated with an accident, directly within the accident record.

1. Click on the plus icon to add new cost

2. Select the cost type from the drop down list

   1. to create new cost types, see Accident Default Cost in the Accident Settings

3. Enter quantity of cost (1, 2, 3,…..)

4. Click the Save icon

5. The cost tab will house all selected costs and will show repair and estimate work order costs

   1. to change the cost click on the cost type to select a different one

   2. to delete the cost click on the trashcan icon

Follow Up Tab

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.

Attachments Tab

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