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.

Important 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.

How to . . .

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 record detail page opens.

    To edit an existing record, select it from the log view to open the detail page. Click Edit on the action bar.

    Note To open the detail page in a full page view, click the Display Detail View icon at the bottom of the page. For more information, refer to Log view/Split View/Detail View.

  3. Complete the following fields as necessary:

    Note Depending on how this app is configured for your domain, there may be fields or sections listed here that do not appear for you, fields and sections that appear for you which are not listed here, or fields and sections which appear in a different order. If you have any questions, check with your domain administrator.

    Field Description
    Details
    Incident #

    Allow Kahua to auto-number the record, or enter a different value.

    Note The number format can be configured by your domain administrator. Refer to Number.
    Date Enter the incident date.
    Name

    Select the name of the person involved in the incident.

    Important This person must first be set up as a person in the Contacts application. Refer to Using the People application.
    Department

    Select the employee department.

    Note This lookup list is managed in the Configuration app. Refer to Lookups.
    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 section.
    References
    Upload any relevant files or documents. For more information on using this section, refer to References section.

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

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.

Note For more information on portable views, refer to Portable Views.

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. Select Reports in the application title 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 Reports.

  6. Click the Close icon when you are done.

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 detailed information on the importing process, refer to Importing records.

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

To delete a record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the Auto Incidents sub-application (Apps > All Apps > Safety > Auto Incidents).

  3. In the log view, select the check box next to the record or multiple records that you want to delete. Select Delete from the action bar.

  4. Alternatively, right-click on the record in the log view and select Delete.

  5. Click OK on the confirmation message. The record or records will be deleted.

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

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important When working in the Configuration app, it is important to review the header and ensure that you are working at the correct level in the hierarchy, either the root domain or at a partition or project level.

Settings that you establish at the root domain or lower levels will inherit down the hierarchy until they are overridden. For more information on the hierarchical structure of Kahua, refer to Understanding the hierarchical structure of Kahua.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.