Capital Projects/ Commissioning / Post-Construction / Commission Equipment task

Commissioning Equipment: Warranty

You might have added warranty, insurance policy, or service contract information at the time of commissioning. If this information has already been added, you can review or edit it from the Warranty tab of the View and Edit Commissioning Details task. If needed, you can also add warranty, insurance policy, and service contract information.

From the Warranty tab, you can do the following for a selected equipment asset:

• Add or edit Warranty information
• Add or edit Insurance Policy information
• Add or edit Service Contract information

To add or edit warranty information for an equipment item

1. Select Commission Equipment task.
2. From the Equipment Code list, select the equipment asset you want to review or add warranty information for.

   The Warranty pane shows warranty information for the equipment.

3. Click Edit Warranty.

   The Edit Warranty form appears.

4. Enter the following required information:

   Warranty Code: The primary key field that uniquely identifies each warranty.

5. Enter the following additional information as needed:

   Warranty Vendor: The provider of the warranty. This is the vendor to call when you need to execute the warranty.

   Contact Info: Contact information for the provider of the warranty.

   Expiration Date: The date that the warranty expires. The expiration date may be in addition to, or instead of, a meter expiration.

   Metered 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

   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.

6. Click Save.
7. Associate a Warranty Document To add a document file, you must first save the record. After you save, the Check In New Document button appears next to the Document field. Use this button to browse for the file. You can then view the document from the record by clicking the Show Document button next to the Document field. For more information, see Using the Document Management System.

   For example, you could scan the paper copy of the warranty, and then reference this file in the Warranty Document field. Such a procedure saves you from manually entering the details of the warranty into the database.

To add or edit insurance policy information

1. Select the Commission Equipment task.
2. From the Equipment Code list, select the equipment asset you are adding warranty information for.

   The Insurance Policy pane shows details for any existing insurance policy information for the equipment.

3. To add or edit insurance policy information, click Edit Insurance Policy.
4. Edit the following required field:

   Policy Code: Enter a unique identifier for the policy.

5. Enter the following additional information as needed:

   Policy Name: Select the insurance provider for this policy.

   Start Date/End Date: Select these dates for the time period the policy covers.

   Policy Value: Enter the insured value of all assets assigned to this policy; you may want to complete this field after you assign assets to the policy.

   Policy Description: Enter a description of the policy and the coverage it provides. You can also use this field to record the location of the policy paperwork, as it may be required to execute the policy.

6. Click Save.

To add or edit service contract information

To add or edit service contract information:

1. From the Equipment Code list, select the equipment item you are adding service contract information for.

   The Service Contracts pane shows details for any existing service contract information for the equipment.

2. Click Edit Service Contract.
3. Enter the following required information:

   Service Contract Code: Select the service contract provider.

   When you select a Service Contract Code, the Service Contract Vendor field shows the vendor entered for that contract. Service Contracts are entered as background data using the Service Desk application.

4. Click Save.

 

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