The procedure to add a SOR code to a contractor warranty map is as follows:
- Navigate to Quick Menu > Asset Management > Configuration > Configure Warranty Mapping. The Configure Warranty Mapping window is displayed.
- Expand the relevant warranty type heading and select a contractor mapping from the hierarchical list, or type its name into the Search for Warranty Mapping field. By default the list is filtered to show Current warranty mappings. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All
1.
- Click on Add SOR. The SOR Select window is displayed, revealing all SOR section trades within each table heading.
- Click on the nested expansion level pointer icons (
) to reveal the associated trades and concatenated SOR codes + descriptions.
- Activate the tick box against one or more SOR codes to be included within the warranty map; click on Add to transfer the chosen entries to the right ('required') pane 2.
- Click on Select. The chosen SOR code subset is displayed in the Schedule of Rates Item grid 3.
Note
1 The Search for Warranty Mapping field will match against any element of the contractor name or warranty type description.
2 In the same way, use the Remove option in conjunction with the associated tick box field to transfer the SOR code entries out of the right ('required') pane.
3 Where selected SOR codes are no longer relevant to the warranty map, activate the Select tick box adjacent to each corresponding entry within the Schedule of Rates Item grid and click on Remove SOR.
See related topics...
To add a stock condition component to a warranty map
To create a warranty map for a contractor
