To add an equipment type to a warranty map

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The procedure to add an equipment type to a warranty map is as follows:

  1. Navigate to Quick Menu > Asset Management > Configuration > Configure Warranty Mapping. The Configure Warranty Mapping window is displayed.
  2. 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.
  3. Click on Add Equipment Type. The Equipment Type Select window is displayed, revealing a list of all equipment types summarised at group level.
  4. To identify equipment types relevant to a warranty map: (a) Click on the expansion level pointer icons () to reveal the equipment types underneath each group heading; (b) Activate the tick box against one or more items to be included within the warranty map; (c) Click on Add to transfer the chosen entries to the right ('required') pane 2; (d) Click on Select - The chosen equipment subset is displayed in the Equipment Types summary table 3.
  5. Repeat steps 3 and 4 to add further equipment types to the same warranty map 4.


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 equipment type entries out of the right ('required') pane.

3 Any equipment types already included within the warranty map will automatically appear within the right ('required') pane, alongside the latest subset.

4 Where selected equipment types are no longer relevant to the warranty map, activate the Select tick box adjacent to each corresponding entry within the Equipment Types grid and click on Remove Equipment Type.


See related topics...

To create a new equipment type

To create a warranty map for a contractor