Adding calendar-based warranty coverage to equipment

Note: To manage warranties from the perspective of the warranty record, select Equipment > Warranty > Warranties.

To add calendar-based warranty coverage to equipment:

  1. Open the Assets, Positions, or Systems form.
  2. Select the equipment for which to add a warranty, and then click the Warranties tab. The system automatically populates Coverage Type, Active, Date Entered, and Entered By.
  3. Click Add Warranty Coverage.
  4. Warranty—Enter the warranty document to associate with the equipment. The system automatically populates the warranty description, Duration, Threshold, Manufacturer, and Supplier.
  5. Coverage Type—Select Calendar to indicate that the warranty is based on number of days used.
  6. Duration—Enter the length of the warranty, in days.
  7. Threshold—Enter the number of days prior to expiration at which the system should notify you that the warranty is about to expire.
  8. Start Date—Enter the start date of the warranty.
  9. Expiration Date—Enter the Expiration Date. The system automatically populates Expiration Date based on Start Date + Duration. Modify the Expiration Date as necessary.
    Note: The system automatically adjusts Duration if you modify the Start Date or Expiration Date.
  10. Active—Select to indicate that the warranty is currently active.
  11. Click Submit.