Manage Asset Category Level Warranties

Apply warranties at the asset category level so that all assets within a site and category/subcategory have warranties applied to work order invoices. IF A PARTICULAR ASSET HAS A WARRANTY ON IT, WHICH ONE IS HONORED?

Add a warranty to an asset category

Apply a warranty to all assets within a site and a category or subcategory, allowing you to add the same warranty to assets in bulk.

1. Go to Admin > Asset Category Level Warranties > New Category Association.

2. In Warranty Level, select either Category or Subcategory.

3. Select the category and subcategory (if applicable) you want to add a warranty to.

4. Enter a Warranty Start and End Date and enter Comments.

5. In the bottom right table, search and filter for sites in which the asset category or subcategory should have warranties applied.

6. Select the left arrow for the site you want to add.

7. Select Save.

Update asset category warranty start or end dates in bulk

1. Go to Admin > Asset Category Level Warranties.

2. Select the warranties you want to update and select Group Action.

3. In the Actions menu, select Update Selected Associations.

4. Update the Warranty Start and End Date, enter Comments, and then select Update.

Delete asset category warranties in bulk

1. Go to Admin > Asset Category Level Warranties.

2. Select the warranties you want to remove and select Group Action.

3. In the Actions menu, select Delete Selected Associations, and then select Update.

Navigation: Sites > Organizations > Select an Organization > Admin > Asset Category Level Warranties.

Typically, warranty information is applied at the asset level, but in cases where an asset tag is not appropriate, such as for a roof, warranty functionality without asset tagging will exist.

Warranty associations can be defined at the category/sub-category level for specific providers and sites, with set warranty start and end dates.

When a work order is created without an asset tag for a configured category/sub-category, it will be flagged as a warranty work order (regardless of whether the particular asset is in warranty or not). Warranty will also be applied to the invoice.

Add asset category level warranty

Navigating to the Asset Category Level Warranties screen displays a smart table showing all existing category level warranties. To add a new asset category level warranty, the user will select the New Category Association button at the bottom of the screen. A new form will appear. All fields are required to be completed before it can be saved.

• Service provider: Defines the provider associated with the warranty work order.

• Warranty level: Determines the level to which the warranty applies (Category or Subcategory).

• Categories: Displays the list of asset categories to which the warranty applies. You can choose one or more categories if the warranty level is Category.

• Subcategories: Displays asset subcategories for the chosen category if Subcategory is selected as the Warranty Level. You can select one or more subcategories.

• Warranty start date: The start date of the warranty.

• Warranty end date: The end date of the warranty.

• Comments: Comments associated with the warranty detail.

After the mandatory fields have been completed, the user will then need to select the Site(s) for which the category/subcategory level warranty will apply.

Select the Save button at the bottom of the page. The user will be navigated back to the previous page and their new warranty association will now be present.

Delete existing asset category level warranties

Having created an Asset Category Level Warranty association, it is possible to permanently delete an association.

The user will select the check box to the right of the row(s) they want to delete and select the Group Action button. They will then select Delete Selected Associations from the dropdown field and select the Update button to perform the deletion.

Update existing asset category level warranties

Having created an Asset Category Level Warranty association, it is possible to update an association.

The user will select the check box to the right of the row(s) they want to update and select the Group Action button. They will then select Update Selected Associations from the dropdown field.

Three additional fields will appear which will require completion: Warranty Start Date, Warranty End Date, and Comments.

Once all fields are completed, the user will select Update to update the selected records.

Configuration

The ability to administrate Asset Category Level Warranty can be configured to be either turned on or off for any role.