Add or Edit an Event

Overview

 

Report events and incidents in Gearbox, including vehicle accidents and employee-related events. Gearbox enables you to record comprehensive details, such as information on other parties involved if the accident includes another vehicle, as well as police reports and insurance details.

 

The Employees Module must be active on your subscription to create and manage events in Gearbox.

The Documents Module must be active on your subscription to upload and manage documents in the Events section.

 

Adding New Events 

1. To add or edit an Accident, click on the Employees drop-down (1) and click Events (2).

Add or Edit an Accident - Employee Events

 

2. From this screen you can Add New (3) or edit existing events (4).

Add or Edit an Accident - Accidents

 

3. Fill out the required fields Event Type (5), Employee (6) and Event Date (7). More details can be filled in via the details fields (8).

 

 

 

Add or Edit an Event - New Event - Mandatory Fields

 

4. Other Party information can be filled out by selecting Other Party (9) and their details can be entered in the available other party fields (10).

 

Add or Edit an Event - New Event - Other Party Information

 

5. A Police Report can be filled in by selecting Police (11) and filling in the details in the available Police Report fields (12).

 

Add or Edit an Event - New Events - Police Report

 

6. To fill in insurance claim details, select Insurance (13) and for the details they are filled in via the available Insurance fields (14).

 

Add or Edit an Event - New Events - Insurance

 

7. Documents can be uploaded by selecting Documents (15), new documents are uploaded via Choose files (16) and pre-existing documents are available in the Documents table (17)

Add or Edit an Event - New Event - Documents

 

 

 

Event Types 

1. Click on the User Icon (1) then click on Settings (2) 

Add or Edit an Event - User Icon Settings

 

2. Click on Accident Types (3), to add a new event, select Add New Type (4), and to edit new types or delete pre-exisiting types, select them within the Event Type Table (5).

Add or Edit an Accident - Accident Types

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