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[IMP] Fleet: Update accidents
X-original-commit: 496df1f
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larm-odoo committed May 21, 2025
commit 3ad9be5ac3009bcd1cb172a662bcbeae0445870b
68 changes: 32 additions & 36 deletions content/applications/hr/fleet/accidents.rst
Original file line number Diff line number Diff line change
Expand Up @@ -5,16 +5,17 @@ Accidents
When managing a fleet, accidents are inevitable. Tracking accidents is crucial for understanding
vehicle maintenance costs and identifying safe drivers.

Odoo's *Fleet* app offers multiple ways to track accidents. Below are step-by-step instructions for
only **one** method to monitor accidents and repair costs.
Odoo's **Fleet** app offers multiple ways of tracking accidents. Below are step-by-step instructions
for one possible method to monitor accidents and repair costs.

Structure
=========

For this example, to track accidents, two :ref:`service types <fleet/new-type>` are created:
`Accident - Driver's Fault` and `Accident - No Fault`.
For this use case, go to :menuselection:`Fleet app --> Fleet --> Services`. On the :ref:`service
form <fleet/service-form>`, two :ref:`service types <fleet/new-type>` are created: `Accident -
Driver's Fault` and `Accident - No Fault`.

This tracks various repairs associated with accidents, organized by who was at fault.
This setup records repairs associated with accidents and organizes them by fault.

When an accident occurs, a service record is created. The specific repairs needed for the accident
are logged in the *Description* of the service record, and the details about the accident are logged
Expand All @@ -27,18 +28,18 @@ driver, or cost.
To manage accidents, the creation of service records is **required**.

Refer to the :doc:`service` documentation for detailed instructions on creating service records
in Odoo's *Fleet* app.
in Odoo's **Fleet** app.

Log accidents and repairs
=========================

To log an accident, and initiate the repair process, the first step is to :ref:`create a service
To log an accident and initiate the repair process, the first step is to :ref:`create a service
record <fleet/service-form>` detailing the specific repairs needed.

.. note::
Some accidents require multiple repairs with several different vendors. For these scenarios, a
separate service record is needed for each vendor performing repairs. To keep records organized,
it is recommended to keep the *Notes* field identical, as well as attaching the same important
it is recommended to keep the *Notes* field identical, and attach the same important
documentation, such as a police report.

Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the main :guilabel:`Services`
Expand All @@ -48,8 +49,8 @@ Enter the following information on the form:

- :guilabel:`Description`: enter the description of repairs needed to fully repair the vehicle, such
as `Bodywork`, `Windshield Replacement`, or `Replacement Bumper, Tires, and Windows`.
- :guilabel:`Service Type`: for this example, select either `Accident - Driver's Fault` or
`Accident - No Fault`, depending on the situation.
- :guilabel:`Service Type`: for this example, select either `Accident - Driver's Fault` or `Accident
- No Fault`, depending on the situation.

When entering either of these two :guilabel:`Service Types` for the first time, type in the new
service type, then click :guilabel:`Create (new service type)`. A :guilabel:`Create Service Type`
Expand Down Expand Up @@ -90,13 +91,12 @@ the desired record, and click :guilabel:`Open` to upload the file.
documents.

.. image:: accidents/service-form.png
:align: center
:alt: Enter the information for an accident repair.

Service stages
==============

In Odoo's *Fleet* app, there are four default service stages:
In Odoo's **Fleet** app, there are four default service stages:

.. tabs::

Expand Down Expand Up @@ -133,7 +133,6 @@ Services`. Next, click on the individual service record to open the detailed ser
desired stage in the top-right corner, above the service form, to change the status.

.. image:: accidents/running.png
:align: center
:alt: The stages as seen from the service form.

.. _fleet/Kanban:
Expand All @@ -151,7 +150,6 @@ services appear in a Kanban view, organized by their respective :guilabel:`Statu
Drag-and-drop the service record to the desired stage.

.. image:: accidents/drag-n-drop.png
:align: center
:alt: The Kanban view of stages, with a card being dragged and dropped to the Running stage.

Accident reporting
Expand All @@ -174,22 +172,22 @@ Navigate to :menuselection:`Fleet app --> Fleet --> Services` to view the :guila
dashboard. All service records are displayed in a :icon:`oi-view-list` :guilabel:`(List)` view,
grouped alphabetically, by :guilabel:`Service Type`.

The two service types created for accident tracking appear in the list: :guilabel:`Accident -
Driver Fault` and :guilabel:`Accident - No Fault`.
The two service types created for accident tracking appear in the list: :guilabel:`Accident - Driver
Fault` and :guilabel:`Accident - No Fault`.

Each grouping displays the number of records within each type, and lists the individual records
beneath each grouping title.

.. example::
In this example, there are six accidents where the driver was at fault, and four accidents that
were not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost`
for all the accidents in each group.
In this example, there are three accidents where the driver was at fault, and one accident that
was not the driver's fault. This dashboard also displays the estimated total :guilabel:`Cost` for
all the accidents in each group.

An estimated `$19,164.81` dollars are for driver-caused accident repairs, and an estimated
`$2,548.21` dollars are for no-fault accidents.
An estimated `$3,284.00` dollars are costs from driver-caused accident repairs. The no-fault
accident has no cost associated with it, since the repair has not been completed, and no estimate
exists yet.

.. image:: accidents/group-accidents.png
:align: center
:alt: Accident services, with the total costs highlighted.

.. note::
Expand All @@ -208,8 +206,8 @@ Analysis` report. This report displays a :icon:`fa-bar-chart` :guilabel:`(Bar C
(:guilabel:`Date : (year)`), by default. The :guilabel:`Sum`, represented by a gray dotted line, is
the combined total of both the :guilabel:`Contract` and :guilabel:`Service` costs.

To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at
the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the
To view the total cost by vehicle, click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Bar)`
icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Vehicle` in the
:icon:`oi-group` :guilabel:`Group By` column, and the data is organized by vehicle.

This displays the true cost for each vehicle, including both the contract cost (such as the monthly
Expand All @@ -218,7 +216,6 @@ data popover window, which displays the vehicle name and the total cost. This al
complete view of the vehicle cost.

.. image:: accidents/total-costs.png
:align: center
:alt: The Cost Analysis report, displaying total costs by vehicle.

To view the individual cost details for both contract costs and repairs, click the
Expand All @@ -227,7 +224,6 @@ Analysis` dashboard. This displays each vehicle on a separate line, and displays
:guilabel:`Contract` cost and :guilabel:`Service` cost, as well as the :guilabel:`Total` cost.

.. image:: accidents/fleet-pivot.png
:align: center
:alt: The Cost Analysis report, displaying the contract and service costs separately, as well as
the total.

Expand All @@ -244,10 +240,10 @@ records in the :guilabel:`New` and :guilabel:`Running` stages can be time-saving
large number of records in the *Services* dashboard.

Navigate to :menuselection:`Fleet app --> Fleet --> Services`, where all service requests are
organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(down
arrow)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add Custom
Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom Filter`
pop-up window appears.
organized by :guilabel:`Service Type`. Next, click the :icon:`fa-caret-down` :guilabel:`(Toggle
Search Panel)` icon at the right of the search bar, revealing a drop-down menu. Click :guilabel:`Add
Custom Filter` in the :icon:`fa-filter` :guilabel:`Filters` column, and a :guilabel:`Add Custom
Filter` pop-up window appears.

Three drop-down fields need to be configured on the pop-up window.

Expand All @@ -266,15 +262,15 @@ the other fields as-is.
Click the :guilabel:`Add` button at the bottom to add the new custom filter.

.. image:: accidents/custom-filters.png
:align: center
:alt: The filter settings to be added to only display new and running services.

This slight modification only presents services in the :guilabel:`New` and :guilabel:`Running`
stages. This is a helpful report for a company managing a high number of repairs at any given time.

To have this report appear as the default report when opening the :guilabel:`Services` dashboard,
click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon at the far-right of the search bar.
Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star` :guilabel:`Favorites`
column, which reveals another drop-down column beneath it. Tick the checkbox beside
:guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized :guilabel:`Services`
dashboard appears, by default, anytime the :guilabel:`Services` dashboard is accessed.
click the :icon:`fa-caret-down` :guilabel:`(Toggle Search Panel)` icon at the far-right of the
search bar. Next, click :guilabel:`Save current search`, beneath the :icon:`fa-star`
:guilabel:`Favorites` column, which reveals another drop-down column beneath it. Tick the checkbox
beside :guilabel:`Default Filter`, then click :guilabel:`Save`. Then, this customized
:guilabel:`Services` dashboard appears, by default, any time the :guilabel:`Services` dashboard is
accessed.
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