Using Warranty dashboard
This new 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.
Copy function
On four columns, vin , support, claim and reference, numbers can be copied to your clipboard by simply clicking on it.
Alternative headers
Two columns can have their headers alternate with the info displayed on that column.
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
Pin type
Warranty type
Pin Status
Claimed
Deleted
Question status
Mechanic fixed
Brand
Location
Simply make your selections from each filter dropdown list.
Since V7.22, your filters selection will be remembered, so you can leave the dashboard and come back to see your latest selection.
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 on the extreme right.
Home icon
The last column shows a home icon. If you hover over it, an info modal containing the dealer and location information for that item will appear.
Export function
Results can be exported as a CSV file, click the Export button on the right corner.
Once you clicked on it, the following model will appear, then click the Download button.
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.
Simply click on the notication to open the appointment in a new tab.
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