Warranty Business Process

Use the Warranty business process to track warranties against work completed and assets that were installed as part of a project.

Characteristics

This is a Project-level business process without a workflow, provided in the system template.

Record Statuses

Active

non-terminal status

Awaiting_Start

non-terminal status

Expired

non-terminal status

Renewed

non-terminal status

Warranty_Terminated

non-terminal status

Related Processes

The Warranty business process might create the following business processes: Action Item

The Warranty business process might be created by the following business processes: Not applicable

Creating a Warranty Record

Create a Warranty record by navigating to Project Closeout / Warranty on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.

Complete the Warranty form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Project Closeout, and then select Warranty.
  3. On the Warranty page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Submit.

Completing the Warranty Form

Key Information

Key Information about this Warranty record

Field Name

Access

Description

Title

Required

Title of the record

Status

Required

Status of the record

Contract

Editable

The contract that is a reference to this record

PO Number

Editable

The Purchase Order number in the Journal Entry

Vendor

Editable

Select the vendor for this record.

Warranty Provider Name

Required

The name or nickname for this Warranty Provider

Warranty Provider Type

Editable

Information about who is providing the warranty. Multiple warranties can be provided against the same asset by different Warranty Providers.

Warranty Provider Number

Editable

Warranty Number supplied by Provider

Warranty Details

Details about this Warranty record

Field Name

Access

Description

Warranty Start Date

Editable

Warranty Starting Date

Warranty Duration Period

Editable

Warranty Duration Period

Warranty Expiration Date

Required

Warranty Expiration Date

Possibility of Renewal?

Editable

Possibility of Renewal?

Warranty Cost

Editable

Amount paid for warranty

Warranty Documentation Attached?

Editable

Is the warranty documentation attached to this record? If not, provide a reason.

Warranty Required Conditions

Editable

Warranty Required Conditions

Reason for not attaching warranty documentation

Editable

If not attaching the documentation, explain why.

Asset Information

Details about the asset covered by this Warranty record

Field Name

Access

Description

Equipment Name

Editable

Name of the equipment (this might relate to your asset management system)

Equipment Number

Editable

Number of the equipment (this might relate to your asset management system)

Serial Number

Editable

Serial Number of the equipment

Equipment Model

Editable

Model Number or Name

Product Family

Editable

Product Family, if applicable

Equipment Description

Editable

Description of the equipment

Installation Date

Editable

Date the equipment was installed

In Service Date

Editable

Date the equipment was put into service

Warranty Coverage

Information about the coverage for this Warranty record

Field Name

Access

Description

Detailed Description

Editable

Enter detailed information about the Warranty. The field size can be expanded.

Warranty Provider Contact Information

Primary contact information of the warranty provider. Additional contacts can be listed on the Key Contacts tab.

Field Name

Access

Description

Phone

Editable

Phone number

Email

Editable

Email address

Address

Editable

The street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Editable

City

Country

Editable

Country

State/Province

Editable

The state or province

Zip/Postal Code

Editable

ZIP Code or postal code

State/Province - Other

Editable

If selecting a country without defined states, provinces, or regions, this field provides additional information.

Location

Location of the Punch List Item. This can be completed by selecting an Area, by adding your current location (on mobile), or by choosing an area on a map.

Field Name

Access

Description

Area

Editable

The area, from a list of physical areas, related to this project or building

Latitude

Editable

The latitude of an area

Longitude

Editable

The longitude of an area

Tier 1 - Area Group Reference

Read-Only

Tier 1 of the area location

Tier 2 - Area Group Reference

Read-Only

Tier 2 of the area location

Tier 3 - Area Group Reference

Read-Only

Tier 3 of the area location

Tier 4 - Area Group Reference

Read-Only

Tier 4 of the area location

Tier 5 - Area Group Reference

Read-Only

Tier 5 of the area location

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Record Last Update Date

Read-Only

Date that the record was last updated

Creation Date

Read-Only

Date that the record was created

Project Number

Read-Only

Unique Project Number

Project Name

Read-Only

Name of the project

Building Code

Read-Only

Short ID or code for the building, structure, facility, and so on

Building Name

Read-Only

Official name of the building, structure, facility, and so on

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Additional Information

The Warranty Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Warranty Date Picker UDF 1

Disabled

Reserved for future use by your organization

Warranty Date Picker UDF 2

Disabled

Reserved for future use by your organization

Warranty Decimal UDF 1

Disabled

Reserved for future use by your organization

Warranty Decimal UDF 2

Disabled

Reserved for future use by your organization

Warranty Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Warranty Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Warranty Currency Amount UDF 1

Disabled

Reserved for future use by your organization

Warranty Currency Amount UDF 2

Disabled

Reserved for future use by your organization

Warranty Picker UDF 1

Disabled

Reserved for future use by your organization

Warranty Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Warranty Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Warranty Text 255 UDF 1

Disabled

Reserved for future use by your organization

Warranty Text 255 UDF 2

Disabled

Reserved for future use by your organization

Warranty Text 255 UDF 3

Disabled

Reserved for future use by your organization

Warranty Text 255 UDF 4

Disabled

Reserved for future use by your organization

Warranty Long Text UDF 1

Disabled

Reserved for future use by your organization

Warranty Long Text UDF 2

Disabled

Reserved for future use by your organization

Completing the Key Contacts tab

Key Information

Field Name

Access

Description

Vendor Contact First Name

Required

First name of the main vendor contact

Vendor Contact Last Name

Required

Last name of the main vendor contact

Contact Type

Editable

Type of warranty contact

Line Item Status

Editable

Select the applicable status, Active or Inactive. Active is selected by default.

Contact Information

Field Name

Access

Description

Title

Editable

 

Email

Editable

Email address

Work Phone

Editable

 

Mobile Phone

Editable

 

Home Phone

Editable

 

Address

Field Name

Access

Description

Address

Editable

The street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Editable

City

Country

Editable

Country

State/Province

Editable

The state or province

Zip/Postal Code

Editable

ZIP Code or postal code

State/Province - Other

Editable

If selecting a country without defined states, provinces, or regions, this field provides additional information.

Notes

Field Name

Access

Description

Notes

Editable

Any additional notes

Completing the Reminders tab

General

Field Name

Access

Description

Title

Required

Title of the record

Assigned To

Required

The Action Item will be assigned to this user for resolution on the next step of the workflow.

Create Action Item On

Required

Date when the Action Item should be created

Target Completion Date

Editable

The targeted completion date for the action item. To be updated as needed, particularly when reassigning the Action Item.

Action Item Priority

Editable

An integer value representing the priority of the Action Item

Action Item Record

Editable

Link to the created Action Item record, after it is created

Description

Enter a brief description of the Action Item and provide additional details on the Detailed Description field.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.



Last Published Monday, April 14, 2025