Using Warranty dashboard

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:
  1. WO 
  2. 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. 


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