11. Warranty Training Guide - Version 3 Home | FAQ | Full Training Guide    
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11.1 Getting Started
A complete overview of the Warranty module and its applications.


Application Purpose
Calculate Warranty Bonuses Purpose of application is to calculate warranty bonuses for a specific vendor/warranty rep/manager based on a given month's performance. Bonus amount depends on the quantity of deficiencies fixed within the given month and which were also reported within that same month.
Maintain Backcharge Reasons Purpose of application is to review/update existing backcharge reasons or set up new ones.
Maintain Common Deficiencies Purpose of application is to review/update existing common deficiency descriptions or set up new ones (e.g. noisy exhaust fan).
Maintain Deficiencies Purpose of application is to create/update deficiency lists. A deficiency list is a summary of all deficiencies found in a home, usually based on homeowner's feedback. A home can have more than one deficiency list and each deficiency list can consist of one or more deficiency item(s). Some deficiency items may require estimates, work orders or both. Some may be backcharged.
Maintain Deficiency Groups & SubGroups The purpose of the application is to review/update existing deficiency groups/subgroups or create new ones. For example, you can create a deficiency group, Electrical, and several subgroups for it, such as, fixture and wiring.
Maintain Deficiency Reopen Reasons Purpose of application is to review/update existing deficiency reopen reasons or set up new ones (e.g. deficiency not fixed).
Maintain Home Warranty Detail Purpose of application is to set up home warranty information. For example, how long is the warranty for, when is the expiry date, etc.
Maintain Lot Homeowners Purpose of application is to assign homeowners/renters to lots (maximum of 8). You can also add/update home access precautions, as well as, any information in regards to Tarion Warranty Corporation follow ups.
Maintain Manager Bonus Purpose of application is to override existing manager's performance and discretionary bonus amounts for specific month and year.
Maintain PDI Deficiencies Purpose of application is to review/update existing Pre-Delivery Inspection (PDI) deficiency lists or set up new ones.
Maintain Root Causes Purpose of application is to set up new or update existing root causes (e.g. theft, defective item), which are then utilized by Maintain Deficiencies application. For details, see Maintain Deficiencies section of this training guide.
Maintain Vendor WA Contacts Purpose of application is to review/update existing vendor's contacts or set up contacts for new vendor.
Maintain Vendor Warranty Information Purpose of application is to set up annual bonus amount, as well as, discretionary and performance bonus percentages for vendor(s). Depending on the month and year, each project can have different bonus percentages set up via the Update Warranty Bonuses sub-application.
Maintain Warranty Rep Projects Purpose of application is to assign warranty representatives to projects. A single rep can be assigned to one or more projects, while single project can have one or more reps assigned to it.
Maintain Warranty Reps Purpose of application is to review/update existing warranty rep's contact information, bonus percentages, project assignment, etc. As well, you can grant warranty rep status to a new user.
Reassign Deficiencies Purpose of application is to reassign deficiencies from one warranty rep/vendor to another.
Transmit Deficiencies Purpose of this application is to fax/email a list of deficiencies to selected vendors/warranty reps.
Update Lot Warranty Information Purpose of this application is to update lot warranty information en masse.
View Deficiencies Report (Aging) Purpose of application is to create an aging report of deficiencies. This report is just a summary of deficiency quantities pertaining to a specific project, vendor, warranty rep, etc. All deficiencies are grouped by age (e.g. 60 days old). Templates can be created from reports and saved for easy future access.
View Deficiencies Report (Detail) Purpose of application is to create a detailed report of deficiencies for a specific project, lot, vendor, etc. Templates can be created from reports and saved for easy future access.
View Transmission Purpose of application is to view in details and resend, if necessary, transmission report(s).
View Warranty Bonus A monthly report that calculates the bonus for completion of deficiencies in 31 days or less. You can narrow down your report output by project(s), vendor(s), etc. The more specific you are, the quicker it will take to compile a report. Templates can be created from reports and saved for easy future access.
Updated August 6, 2014