Loan Car Accident/Damage Fleet

Covers accident/damage reported against a Crash Claim fleet (loan car) vehicle itself. The claim is lodged directly from the Fleet Dhtml page rather than the usual client-facing intake, but once the claim exists, its Movement Action sequence is identical to Repair Only — the client's/fleet's own vehicle going in for repair and coming back, driven by Hire_Status1 across pick-up and delivery only.

0. Claim Lodgement — Fleet Dhtml Quick Link

Entry point: Fleet Dhtml page → Quick Links → Lodge Loan Car Accident/Damage.

Clicking it opens the Add Claim form, asking only for Accident Details and Owner Details. On submit, a new claim record is created, and a note is appended to the fleet vehicle's Fleet_Notes on the Fleet Dhtml page.

Fleet Dhtml page → Quick Links → "Lodge Loan Car Accident/Damage"
        │
        ▼
Add Claim form opens — Accident Details + Owner Details only
        │
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Form submitted
        │
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New claim record created (File Number)
        │
        ▼
Fleet Dhtml page → Fleet_Notes updated:
   "Vehicle Accident/Damage Reported. Related File Number: ${filenumber}"

Hire Status → Flow

Hire Status	Entry Point	Flow
Pending	Book New Job Pickup → Update New Job Pickup	CC Workflow
Collected from Client	—	Repair Completion → Fleet Sync
Collected from Client / In Repairs	Book Delivery → Update Delivery Booking	Delivery/Client Vehicle Drop-off Flow

1. CC Workflow — `Hire Status == Pending`

Hire Status == Pending
        │
        ▼
Book New Job Pickup
        │
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Update New Job Pickup
        │
        ▼
Accident Detail Confirmation
        │
        ▼
Authority to Act
        │
        ▼
Client Vehicle Pick-Up
        │
        ▼
Add Fuel Receipt
        │
        ▼
Client Vehicle Drop-off Location
        │
        ▼
   WORKFLOW COMPLETED ⚠

1.1 Book New Job Pickup — Collection Details form

See Collection Details for the full field reference.

1.2 Update New Job Pickup form

Field	Required
File Number
Assign the Claim to (Claims Consultant)
Rental Vehicle
Delivery Fee Structure
Rental Drop Off Date-Time
Movement Duration	✅
Reason For Towing
Drop Off Address
Same person who is assigned to the Claim (checkbox)
Drop Off Driver
Chase Driver
Notes

1.3 Accident Detail Confirmation

Opens the Accident Detail Confirmation V1 form — shared across most Movement Action claim types, documented on its own page under Forms.

1.4 Authority to Act

See Authority to Act V1 for the full field reference.

1.5 Client Vehicle Pick-Up

See Client Vehicle Pick-Up for the full field reference.

1.6 Add Fuel Receipt — Add Fuel Receipt V1 form

Do you want to add fuel receipt?
        │
        ├── Yes ──► Related Hire
        │           Upload Receipt
        │           Fuel Amount (Inc GST)
        │           Payment Method
        │           Notes
        │
        └── No

Field	Required
Do you want to add fuel receipt?	✅
Related Hire (shown if Yes)	✅
Upload Receipt (shown if Yes)	✅
Fuel Amount (Inc GST) (shown if Yes)	✅
Payment Method (shown if Yes)	✅
Notes (shown if Yes)

1.7 Client Vehicle Drop-off Location

See Client Vehicle Drop-off Location for the full field reference.

2. Repair Completion → Fleet Sync — `Hire Status == Collected from Client`

Once the CC Workflow completes and the Job's Hire Status moves to Collected from Client, the Fleet Dhtml page and the Claim Dhtml page's Repair section start syncing with each other:

Fleet Dhtml page: Vehicle_Status → In Repairs
Three date fields sync both ways between the fleet vehicle record and the claim's Claims Management Form — Repair Details section:

Fleet Dhtml Field	Synced With (Claims Management Form → Repair Details)
Fleet - Sent to Repair Date	Date Sent to Repair (`Date_Sent_to_Repairer`)
Fleet - Repair ETA Date	Repair ETA (`Repair_ETA`)
Fleet - Repair Completed Date	Repair Completed Date (`Date_Repair_Completed`)

The Claim Dhtml page's Repair section opens the Claims Management Form directly, showing the same three fields (Date Sent to Repair / Repair ETA / Repair Completed Date). Updating any of them from either side — Claim Dhtml → Repair section, or the Fleet Dhtml page — updates the matching field on the other page.

Hire Status → Collected from Client
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Fleet Dhtml page: Vehicle_Status = "In Repairs"
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Claims Management Form → Repair Details filled in:
   Date Sent to Repair / Repair ETA / Repair Completed Date
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Synced to Fleet Dhtml page:
   Fleet - Sent to Repair Date   = Date Sent to Repair
   Fleet - Repair ETA Date       = Repair ETA
   Fleet - Repair Completed Date = Repair Completed Date
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        ▼
Either side edited (Claim Dhtml → Repair section, or Fleet Dhtml page)
   → the other side updates to match

3. Delivery/Client Vehicle Drop-off Flow — `Hire Status == Collected from Client / In Repairs`

Hire Status == Collected from Client / In Repairs
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Book Delivery
        │
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Update Delivery Booking
        │
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Vehicle Inspection
        │
        ▼
Add Fuel Receipt
        │
        ▼
Client Vehicle Condition Sign-Off
        │
        ▼
   WORKFLOW COMPLETED ⚠

3.1 Book Delivery

See Book Return Form V1 for the full field reference.

3.2 Update Delivery Booking

Same form as above — Book Return Form V1.

3.3 Vehicle Inspection

See Vehicle Inspection V1 for the full field reference — this inspects the fleet vehicle.

3.4 Add Fuel Receipt — Add Fuel Receipt V1 form

Do you want to add fuel receipt?
        │
        ├── Yes ──► Related Hire
        │           Upload Receipt
        │           Fuel Amount (Inc GST)
        │           Payment Method
        │           Notes
        │
        └── No

Field	Required
Do you want to add fuel receipt?	✅
Related Hire (shown if Yes)	✅
Upload Receipt (shown if Yes)	✅
Fuel Amount (Inc GST) (shown if Yes)	✅
Payment Method (shown if Yes)	✅
Notes (shown if Yes)

3.5 Client Vehicle Condition Sign-Off

See Client Vehicle Sign-Off V1 for the full field reference.

Video Walkthrough

Full Lifecycle

Fleet Dhtml → "Lodge Loan Car Accident/Damage" → claim created, Fleet_Notes updated
        │
        ▼
Hire Status: Pending
        │
        ▼
   CC Workflow  ──────────────────► WORKFLOW COMPLETED
        │
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Hire Status: Collected from Client
        │
        ▼
   Repair Completion → Fleet Sync
   (Fleet Dhtml page: Vehicle_Status = "In Repairs"
    + Sent to Repair Date / Repair ETA Date / Repair Completed Date synced)
        │
        ▼
   Delivery/Client Vehicle Drop-off Flow ──► WORKFLOW COMPLETED

Movement Action — the general CC / Loan Car Swap / Delivery / PRI-Recto flow reference
Repair Only — the equivalent flow this claim type mirrors, lodged the normal way
Fleet — Vehicle_Status, Fleet_Notes, and the Repair-sync fields
Claims_Management_Form — Repair Details section (Date_Sent_to_Repairer, Repair_ETA, Date_Repair_Completed)
Jobs — Hire_Status1 values, per-flow stage fields
Vehicle_Movement — movement form field schema

0. Claim Lodgement — Fleet Dhtml Quick Link​

Hire Status → Flow​

1. CC Workflow — Hire Status == Pending​

1.1 Book New Job Pickup — Collection Details form​

1.2 Update New Job Pickup form​

1.3 Accident Detail Confirmation​

1.4 Authority to Act​

1.5 Client Vehicle Pick-Up​

1.6 Add Fuel Receipt — Add Fuel Receipt V1 form​

1.7 Client Vehicle Drop-off Location​

2. Repair Completion → Fleet Sync — Hire Status == Collected from Client​

3. Delivery/Client Vehicle Drop-off Flow — Hire Status == Collected from Client / In Repairs​

3.1 Book Delivery​

3.2 Update Delivery Booking​

3.3 Vehicle Inspection​

3.4 Add Fuel Receipt — Add Fuel Receipt V1 form​

3.5 Client Vehicle Condition Sign-Off​

Video Walkthrough​

Full Lifecycle​

Related​