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[IMP] Fleet: Update accident 10000 s
closes #13461 X-original-commit: 496df1f Signed-off-by: Lara Martini (larm) <larm@odoo.com>
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‎content/applications/hr/fleet/accidents.rst

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@@ -5,16 +5,17 @@ Accidents
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When managing a fleet, accidents are inevitable. Tracking accidents is crucial for understanding
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vehicle maintenance costs and identifying safe drivers.
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Odoo's *Fleet* app offers multiple ways to track accidents. Below are step-by-step instructions for
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only **one** method to monitor accidents and repair costs.
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Odoo's **Fleet** app offers multiple ways of tracking accidents. Below are step-by-step instructions
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for one possible method to monitor accidents and repair costs.
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Structure
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=========
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For this example, to track accidents, two :ref:`service types <fleet/new-type>` are created:
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`Accident - Driver's Fault` and `Accident - No Fault`.
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For this use case, go to :menuselection:`Fleet app --> Fleet --> Services`. On the :ref:`service
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form <fleet/service-form>`, two :ref:`service types <fleet/new-type>` are created: `Accident -
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Driver's Fault` and `Accident - No Fault`.
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This tracks various repairs associated with accidents, organized by who was at fault.
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This setup records repairs associated with accidents and organizes them by fault.
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When an accident occurs, a service record is created. The specific repairs needed for the accident
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are logged in the *Description* of the service record, and the details about the accident are logged
@@ -27,18 +28,18 @@ driver, or cost.
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To manage accidents, the creation of service records is **required**.
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Refer to the :doc:`service` documentation for detailed instructions on creating service records
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in Odoo's *Fleet* app.
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in Odoo's **Fleet** app.
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Log accidents and repairs
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=========================
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To log an accident, and initiate the repair process, the first step is to :ref:`create a service
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To log an accident and initiate the repair process, the first step is to :ref:`create a service
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record <fleet/service-form>` detailing the specific repairs needed.
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.. note::
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Some accidents require multiple repairs with several different vendors. For these scenarios, a
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separate service record is needed for each vendor performing repairs. To keep records organized,
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it is recommended to keep the *Notes* field identical, as well as attaching the same important
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it is recommended to keep the *Notes* field identical, and attach the same important
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documentation, such as a police report.
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Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the main :guilabel:`Services`
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- :guilabel:`Description`: enter the description of repairs needed to fully repair the vehicle, such
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as `Bodywork`, `Windshield Replacement`, or `Replacement Bumper, Tires, and Windows`.
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- :guilabel:`Service Type`: for this example, select either `Accident - Driver's Fault` or
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`Accident - No Fault`, depending on the situation.
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- :guilabel:`Service Type`: for this example, select either `Accident - Driver's Fault` or `Accident
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- No Fault`, depending on the situation.
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When entering either of these two :guilabel:`Service Types` for the first time, type in the new
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service type, then click :guilabel:`Create (new service type)`. A :guilabel:`Create Service Type`
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documents.
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.. image:: accidents/service-form.png
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:align: center
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:alt: Enter the information for an accident repair.
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Service stages
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==============
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In Odoo's *Fleet* app, there are four default service stages:
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In Odoo's **Fleet** app, there are four default service stages:
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.. tabs::
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@@ -133,7 +133,6 @@ Services`. Next, click on the individual service record to open the detailed ser
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desired stage in the top-right corner, above the service form, to change the status.
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.. image:: accidents/running.png
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:align: center
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:alt: The stages as seen from the service form.
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.. _fleet/Kanban:
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Drag-and-drop the service record to the desired stage.
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.. image:: accidents/drag-n-drop.png
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:align: center
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:alt: The Kanban view of stages, with a card being dragged and dropped to the Running stage.
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Accident reporting
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dashboard. All service records are displayed in a :icon:`oi-view-list` :guilabel:`(List)` view,
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grouped alphabetically, by :guilabel:`Service Type`.
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The two service types created for accident tracking appear in the list: :guilabel:`Accident -
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Driver Fault` and :guilabel:`Accident - No Fault`.
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The two service types created for accident tracking appear in the list: :guilabel:`Accident - Driver
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Fault` and :guilabel:`Accident - No Fault`.
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Each grouping displays the number of records within each type, and lists the individual records
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beneath each grouping title.
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.. example::
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In this example, there are six accidents where the driver was at fault, and four accidents that
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were not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost`
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for all the accidents in each group.
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In this example, there are three accidents where the driver was at fault, and one accident that
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was not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost` for
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all the accidents in each group.
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An estimated `$19,164.81` dollars are for driver-caused accident repairs, and an estimated
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`$2,548.21` dollars are for no-fault accidents.
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An estimated `$3,284.00` dollars are costs from driver-caused accident repairs. The no-fault
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accident has no cost associated with it, since the repair has not been completed, and no estimate
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exists yet.
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.. image:: accidents/group-accidents.png
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:align: center
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:alt: Accident services, with the total costs highlighted.
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.. note::
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(:guilabel:`Date : (year)`), by default. The :guilabel:`Sum`, represented by a gray dotted line, is
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the combined total of both the :guilabel:`Contract` and :guilabel:`Service` costs.
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To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at
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the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the
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To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Bar)`
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icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the
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:icon:`oi-group` :guilabel:`Group By` column, and the data is organized by vehicle.
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This displays the true cost for each vehicle, including both the contract cost (such as the monthly
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complete view of the vehicle cost.
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.. image:: accidents/total-costs.png
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:align: center
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:alt: The Cost Analysis report, displaying total costs by vehicle.
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To view the individual cost details for both contract costs and repairs, click the
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:guilabel:`Contract` cost and :guilabel:`Service` cost, as well as the :guilabel:`Total` cost.
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.. image:: accidents/fleet-pivot.png
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:align: center
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:alt: The Cost Analysis report, displaying the contract and service costs separately, as well as
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the total.
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large number of records in the *Services* dashboard.
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Navigate to :menuselection:`Fleet app --> Fleet --> Services`, where all service requests are
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organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(down
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arrow)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom
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Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter`
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pop-up window appears.
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organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle
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Search Panel)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add
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Custom Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom
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Filter` pop-up window appears.
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Three drop-down fields need to be configured on the pop-up window.
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Click the :guilabel:`Add` button at the bottom to add the new custom filter.
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.. image:: accidents/custom-filters.png
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:align: center
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:alt: The filter settings to be added to only display new and running services.
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This slight modification only presents services in the :guilabel:`New` and :guilabel:`Running`
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stages. This is a helpful report for a company managing a high number of repairs at any given time.
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To have this report appear as the default report when opening the :guilabel:`Services` dashboard,
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click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at the far-right of the search bar.
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Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star` :guilabel:`Favorites`
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column, which reveals another drop-down column beneath it. Tick the checkbox beside
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:guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized :guilabel:`Services`
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dashboard appears, by default, anytime the :guilabel:`Services` dashboard is accessed.
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click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the far-right of the
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search bar. Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star`
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:guilabel:`Favorites` column, which reveals another drop-down column beneath it. Tick the checkbox
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beside :guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized
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:guilabel:`Services` dashboard appears, by default, any time the :guilabel:`Services` dashboard is
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accessed.

‎content/applications/hr/fleet/accidents/custom-filters.png

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‎content/applications/hr/fleet/accidents/drag-n-drop.png

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‎content/applications/hr/fleet/accidents/fleet-pivot.png

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‎content/applications/hr/fleet/accidents/group-accidents.png

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‎content/applications/hr/fleet/accidents/running.png

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‎content/applications/hr/fleet/accidents/service-form.png

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‎content/applications/hr/fleet/accidents/total-costs.png

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