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Create a Warranty

To create a service warranty, the following must be true:

To create a new service warranty, complete the following steps:

  1. Click the User tab.
  2. Click the Organizations option from the drop-down list that appears.

The Organization Search screen opens..

  1. Click the Show All Organization link or use the search features to focus your search.
  2. Double-click the organization you want to create the warranty for. Show me

The Organization details screen opens.

  1. Choose Warranties from the tools drop-down list near the bottom of the screen.  Show me

  1. Click the Add Warranty button that appears in the Warranties row.

The Warranty Template Settings screen opens. Show me

  1. Enter a name for this warranty template in the Name field.
  1. Add at least one coverage type by choosing from the Coverage drop-down list. The following options are available:
  2. As you select each coverage type, a line item appears in the field below. For each coverage type, specify the duration of coverage in the first field and then choose a coverage term from the drop-down list. For example, for Labor enter 30 in the first field, and choose Day from the list if labor is to be covered for 30 days under this warranty. Show me

  1. Type any pertinent information about the warranty in the text-entry field below the Coverage section.
  2. If you want the warranty to automatically apply to all of the organization's assets of a given type, select the asset type or types by selecting any or all of the check boxes at the bottom of the screen:
  3. Click OK when you are done.

The warranty is then added to the organization's record in the system.