Alert for all closed calls for the cycle set in Variable W (Daily/Weekly/Monthly) where the equipment is still under warranty (the equipment's warranty record date is greater than today).
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
Alert for all closed calls for the cycle set in Variable W (Daily/Weekly/Monthly) where the equipment is still under warranty (the equipment's warranty record date is greater than today). The report will show Equipment ID#, Customer, Make, Model, Serial Number, Machine Install Date, Warranty Expiration Date, Service Call Close Date, Tech, Call Type, Problem Code, Solution Code, Labor hours, and all Parts used. This information can be used to possibly fill out any warranty claims with the manufacturer.
The alert will not fire on a call without labor, but will fire on any call type category with parts attached. If labor-only, then it only considers Corrective Maintenance calls.
Run Schedule: Daily at 7:30 AM
Type of Output: Email with attached Crystal Report
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Sample
Sample
**Please note that this alert will send a blank report attached when there are no qualifying records to report on. This is a limitation with Crystal Reports.
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Variables
Variables
Variable W: Frequency - Enter the frequency to check for closed calls; the default option is Daily. You can also set the alert to Weekly or Monthly.
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Alert Functionality
Alert Functionality
1. This alert requires the Warranty Expiration date to be populated on the Equipment Record:
2. This alert only reports on calls that are closed.
3. The technician on the call must have a manager set on the employee record in e-automate.
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Best Practices & Tips
Best Practices & Tips
1. You can also see at a quick glance any equipment under warranty via the Equipment filter in e-automate:
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Related Alerts
Related Alerts
ID561 - New Call Opened for Equipment Under Warranty
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