Add and Edit Warranties

The View and Edit Warranties task enables you to add and maintain detailed information about warranties, such as the warranty vendor and the contact information for the provider of the warranty service, and expiration information for the warranty. You can add warranties for your furniture and equipment items. Multiple items may be purchased under one warranty, so you can first define the warranties and then associate furniture and equipment items with warranties.

Use the View and Edit Warranties task to add, edit, or delete warranty information. You can associate the warranty information with the equipment records you create.

For commissioning projects, warranty information can be collected at the time of the commissioning assessment, and can be used throughout the lifecycle of the equipment.

Adding or Editing Warranty Information

To add or edit warranty information:

Load the view by making one of the following selections:
- From the Process Navigator, select Asset Management/Asset Portal/Equipment/View and Edit Warranties.
- From the Process Navigator, select Capital Project Management/Commissioning/Post-Construction/View and Edit Warranties.
- From the Quick-Start Home page, select the Define Warranties task under the Background Data section of the Additional Tasks section of the screen.
The View and Edit Warranties screen displays a list of your warranties.
Do one of the following:
- To add a new record, click Add New at the top of the Warranties list.
- To edit a record, select it in the Warranties list.
  The Edit Warranties screen displays the fields for the warranty record.
Enter the following required field:
Warranty Code: The primary key field that uniquely identifies each warranty.
Enter the following optional fields as needed
Warranty Vendor: The provider of the warranty. This is the vendor to call when you need to execute the warranty.If you enter the Warranty Vendor for the equipment it is shown on the Report Problem form when
Contact Info: Contact information on the provider of the warranty.
Description: A description of the warranty coverage. Can also document the location of the warranty paperwork, as it may be required to execute the warranty.
Expiration Date: The date that the warranty expires. The expiration date may be in addition to, or instead of, a meter expiration.
Meter Units/Metered Expiration: The Metered Expiration is the warranty expiration in terms of metered units, such as miles, hours of runtime, or rotations. The Meter Units field describes such units. The Meter fields do not mandate that items assigned to the warranty expire on the same date, only that they are warranted for the same period. For example, if Meter Expiration is 90 and Meter Units is Days, any tagged furniture or equipment asset that has a 90 day warranty, regardless of the exact date the warranty expires, can be assigned to the warranty
Warranty Document: Use this document field to hold files referring to your warranty. For example, you could scan the paper copy of the warranty,and then reference this file in the field. Such a procedure saves you from manually entering the details of the warranty into the database.
Note: You must first save the warranty record before attaching the document. After you save the warranty record, an arrow appears next to the Warranty Document field. Click this arrow to browse for the file you want to attach to this field.
Click Save.

Deleting Warranties

To delete a warranty record:

From the Process Navigator, select Asset Management/Equipment/View and Edit Warranties.
The View and Edit Warranties screen displays a list of your warranties.
Select the record from the Warranty list.
The Edit Warranties screen displays the fields for the selected record.
Click Delete at the top of the Edit Warranties pane.
A message asks you to confirm the deletion.
Click OK.
The warranty record is removed from the database.