Using Warranty dashboard
This tool allows you
to manage information about items that have been pinned as warranty or recall.
The data can be customized using the various filters and
while remaining
interactive. This will empower you to monitor and analyze this important part
of the after-sales.
Accessing the Warranty dashboard
The
Warranty feature is accessible in the side menu.
The Warranty
dashboard will show by default the items pinned last month for your default
location without those that have Claimed for
pin's status.
Sort by date
It is possible to
sort pins by the newest and oldest date created. In addition, you can sort the
pins by the last updated date. Click on the filter icon next to Appointment Date:
Copy function
There are four
columns where copying is possible: VIN, support, claim, and reference numbers
can be copied to your clipboard.
Warranty managers
can also sort work orders by Claim number, both ascending and descending, by
clicking on the arrow next to the Claim number column.
Alternative headers
In the Appointment
date and Registration number columns, the headings can be alternated to
"Last updated" and "VIN".
Interactive elements
Two elements for
each item can be interacted with:
- WO
- REG#
Clicking on any of
them, will open the related page in Claire.
Filtering the list
You
have a selection of fields allowing you to filter the listed based on:
- Period (Pinned in last month)
- Period (Appointments in last month)
- Pin type
- Warranty type
- Pin Status
- Claimed
- Deleted
- Question status
- Mechanic fixed
- Brand
- Location
Make
your selections from each filter dropdown list.
Moreover, the filter
by WO status feature is available for you to further down the filter by WO
status:
Updating a Pinned item directly from the list
In
order to log your progress, click the pin button:
Home icon
The last column
shows a home icon. If you hover over it, an information window containing the
dealer and location information for that item will appear.
Export function
Results can be
exported as an ODS file, click the Export button
in the top right corner.
Once you clicked on
it, the following window will appear.
You can close this window. A notification will appear once the export is ready to download. Click on it to download the export.
Option to get notification for Pin
Status
An option called Pin status
notifications is
available in the profile page, once enabled if in the filter, you selected one or
more Pin status, you'll receive a notification every time another user create
or update a pin with one of your selections.
Click on the notification to open the appointment in
a new tab.
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