Asset Category Level Warranty

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.