意外¶
管理車隊時，意外事故有時難以避免。準確追蹤意外詳情，對於理解車輛保養維護成本，以及識別較安全的駕駛員，都是至關重要。
Odoo 車隊 應用程式提供多種方式協助你追蹤意外詳情。下文會針對 其中一種 監控意外資料及維修成本的方法，逐個步驟詳細說明。
頁面結構¶
在本範例中，為了追蹤意外事故，建立了兩種 服務類型，分別為 意外 - 駕駛員犯錯 以及 意外 - 沒有犯錯。
這追蹤與意外相關的各類維修資料，按誰人犯錯排列。
發生意外後，系統會建立服務記錄。該宗意外所需的具體維修，會記錄在服務記錄的 描述 中，而意外詳情會記錄在 備註 部份。
透過這種組織結構，你可輕易查看按照過失方、車輛、駕駛員或成本等分類整理的所有意外資料。
備註
為了管理意外資料， 必須 建立服務記錄。
有關在 Odoo 車隊 應用程式中建立服務記錄的詳細指引，請參閱 服務 使用說明。
記錄意外及維修¶
要記錄一宗意外，並啟動維修流程，第一步是 建立服務記錄，詳細列出所需的特定維修。
備註
有些意外需要多間不同的供應商，進行多次維修服務。在這種情況下，需要為每間執行維修工作的供應商，建立獨立的服務記錄。為保持記錄井井有條，建議保持不同供應商的 備註 欄位相同，並附上相同的重要文件，例如警方報案資料。
前往 ，以查看 服務 主 Dashboard。按一下左上角的 新增，系統會顯示一張空白的服務表單。
請在表單中輸入以下資訊：
描述：輸入車輛完全修復所需要的維修服務描述，例如
車身、更換擋風玻璃或更換保險桿、輪胎及車窗。服務類型：在本範例中，可按情況選擇
意外 - 駕駛員犯錯或意外 - 沒有犯錯。首次輸入這兩類 服務類型 的其中一種時，請輸入新服務類型，然後按一下 建立（新服務類型）。系統會顯示 建立服務類型 彈出視窗，當中 名稱 欄位已自動填入新服務類型。在 類別 欄位中，從下拉式選單中選擇 服務，然後按一下 儲存並關閉 按鈕。
意外服務類型加入至資料庫後，即可從 服務類型 欄位的下拉式選單中選取。
日期：使用日曆彈出視窗，選取意外發生的日期。使用 (箭嘴) 圖示，前往所需月份，然後按一下選取日期。
成本：此欄位可暫時留空，因為尚未清楚維修成本。
供應商：使用下拉式選單，選擇執行維修服務的供應商。若系統未有供應商的資料，請輸入供應商名稱，然後按一下 建立 將資料加入系統，或按一下 建立並編輯⋯，以 新增及配置供應商。
車輛：從下拉式選單中，選擇發生意外的車輛。選擇後，系統會自動填入 駕駛員 欄位，並會顯示 里程錶讀數 欄位的計量單位。
駕駛員：選擇 車輛 後，所選車輛的目前駕駛員，會自動填入此欄位。若意外發生時是由其他駕駛員操控車輛，可從下拉式選單中，選擇正確的駕駛員。
里程錶讀數：輸入意外發生時的里程錶讀數。計量單位只會是公里（可能顯示為 km）或英里（可能顯示為 mi），視乎所選車輛的配置。
備註：在服務表單底部，輸入意外的具體細節，例如
撞鹿或路口停定時被追撞。
Odoo 讓你可將任何重要文件，例如維修報價及警方報案資料，附加至服務記錄中。要執行此操作，請在表單的 聊天視窗 中，按一下 (迴紋針) 圖示，系統會顯示一個檔案總管彈出視窗。前往所需的記錄，然後按一下 開啟，以上載檔案。
備註
文件新增至服務記錄後， 聊天視窗 便會顯示 檔案 部份。若要附加更多記錄，可按一下 附加檔案，以加入更多文件。
服務階段¶
在 Odoo 車隊 應用程式中，有四個預設服務階段：
The default stage when a service record is created. The service has been requested, but repairs have not begun. The Cost field for this stage remains zero.
The repair is in-process, but not yet complete. The estimate for repairs is listed in the Cost field.
All repairs listed on the service form have been completed. The Cost field is updated to reflect the final total cost charged for the repairs.
The service request has been cancelled.
During the repair process, change the service status to reflect the vehicle’s current state in one of two ways: on the individual service record, or in the Kanban service view.
Service record¶
Open the main Services dashboard, by navigating to . Next, click on the individual service record to open the detailed service form. Click the desired stage in the top-right corner, above the service form, to change the status.
看板檢視畫面¶
Open the main Services dashboard, by navigating to . First, click the Kanban icon in the top-right of the screen, which organizes all repairs by vehicle.
Next, remove the default Service Type filter in the search bar. Upon doing so, all services appear in a Kanban view, organized by their respective Status.
Drag-and-drop the service record to the desired stage.
Accident reporting¶
One of the main reasons to track accidents using the method outlined in this document is the ability to view the total accident cost, determine the safest drivers, and calculate the actual total cost for specific vehicles.
The main Services dashboard displays all the various accident information, while the Reporting dashboard displays the total cost for specific vehicles.
Services dashboard¶
Navigate to to view the Services dashboard. All service records are displayed in a (List) view, grouped alphabetically, by Service Type.
The two service types created for accident tracking appear in the list: Accident - Driver Fault and 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 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.
備註
The total Cost calculates all costs on the repair form, including estimated costs, as well as final repair costs. This number may not be accurate, if there are any repairs in the Running stage, and the final bill has not yet been calculated.
Reporting dashboard¶
Navigate to to view the report. This report displays a (Bar Chart) of all Contract and Service costs for the current year, organized by month (Date : (year)), by default. The Sum, represented by a gray dotted line, is the combined total of both the Contract and Service costs.
To view the total cost by vehicle, click the (down arrow) icon at the right of the search bar, revealing a drop-down menu. Click Vehicle in the 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 vehicle lease cost) and all service costs, including all accidents. Hover over a column to reveal a data popover window, which displays the vehicle name and the total cost. This allows for a more complete view of the vehicle cost.
To view the individual cost details for both contract costs and repairs, click the (Pivot) icon in the top-right corner of the Cost Analysis dashboard. This displays each vehicle on a separate line, and displays the Contract cost and Service cost, as well as the Total cost.
備註
The (Pivot) view organizes the data by vehicle, by default, therefore grouping the data by Vehicle is not required. If this filer is already activated, it does not affect the presented data.
Manage accident repairs¶
For companies with multiple employees, who manage a large fleet of vehicles, displaying only service records in the New and Running stages can be time-saving, if there are a large number of records in the Services dashboard.
Navigate to , where all service requests are organized by Service Type. Next, click the (down arrow) icon at the right of the search bar, revealing a drop-down menu. Click Add Custom Filter in the Filters column, and a Add Custom Filter pop-up window appears.
Three drop-down fields need to be configured on the pop-up window.
In the first field, scroll down, and select Stage.
Leave the second field set to =.
Select Running from the drop-down menu in the last field.
Next, click the (plus) icon to the right of the last field, and an identical rule appears beneath the current rule.
Then, change Running to New in the third field of the second rule, leaving the other fields as-is.
Click the Add button at the bottom to add the new custom filter.
This slight modification only presents services in the New and 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 Services dashboard, click the (down arrow) icon at the far-right of the search bar. Next, click Save current search, beneath the Favorites column, which reveals another drop-down column beneath it. Tick the checkbox beside Default Filter, then click Save. Then, this customized Services dashboard appears, by default, anytime the Services dashboard is accessed.