The Coverage Clipboard allows you to add multiple coverage items to the Coverage Clipboard and make batch modifications such as Batch Edit, Batch Record Renewal and Add Coverage to Quote. The Clipboard can also be used to initiate Service Contract Changes.
To access the Coverage Clipboard, go to Tools from top navigation and select the "Coverage Clipboard" tool.
First you have to add some coverage items to the clipboard to work with in the "Coverage Clipboard".
Go to "Coverage" from main menu and select "Coverage".
Summary view of the Coverage items will be displayed and then select the Coverage items that you want to add to the Coverage Clipboard (you can use the search tool to find Coverage items in Coverage section).
Then Check the box of each coverage or coverage items to add to the Clipboard.
Select the Clipboard icon at the top of the summary page.
The checked coverage items are now in the Clipboard.
You can change the existing values of the coverage item's fields from the "Batch Edit" in the Coverage Clipboard.
Select the coverage items in the clipboard to edit. You can use the "Select All" to select the coverage items. Note that this "Select All" is available in each group level.
Then select "Batch Edit" to edit coverage items' fields. Once you save the changes, changed values of the coverage fields will be reflected to all selected coverage items.
You can renew set of coverage items from the "Batch Record Renewal" in Coverage Clipboard.
Select the coverage items in the clipboard to renew. You can use the "Select All" to select the coverage items. Note that this "Select All" is available in each group level.
Then select the "Batch Record Renewal", fill appropriate details and submit. If you go to the detail view of those coverage items you can see their status as renewed.
You can add set of coverage items to quote from the "Add to Quote" in Coverage Clipboard.
Select the coverage items in the clipboard to add to a quote. You can use the "Select All" to select the coverage items. Note that this "Select All" is available in each group level.
Then select the "Add to Quote" from appropriate group level. You can add those items to a new quote or existing quote.
Once you submit it you can see these coverage items presented in that particular quote.
Service Contract Changes can be requested for multiple manufacturers with coverage items on the Clipboard by selecting Service Contract Change Request from the Actions for all Coverage items section at the top OR a single manufacturer can be expanded to see the available actions for the selected manufacturer.
First add coverage items to the Coverage Clipboard to request the Service Contract Changes. Then select "Service Contract Request". Pop up window appears and by selecting "Change Request Type" you can make a request for Service Contract Changes.
- New Service Contract
- Renew Service Coverage
- Service Level Change
- Consolidation to Single Service Contract
Requested Contract changes are display in "Contract Change Request" section.
Once you select the Contract Change Request, you can view the summary view of requested Contract Changes. By selecting CCR # you can go to the detail view of the Contract Change Request. From CCR's detail page, you can upload attachments, add notes and delete coverage items from the CCR if necessary.
When you requested a Contract Change, its status will be "QUOTE_REQUESTED".
Then you can upload a quote by selecting "Upload Quote" button. Once you upload a quote its Status changes to "APPROVAL_REQUIRED".
Then Service Finance Manager Privilege holders can "Approve" or "Deny" your request. If the Service Finance Manager approves the CCR, Asset General will inform you via email that your CCR has been "APPROVED".
Then you can make the CCR as "ORDER_SUBMITTED" by selecting the "Order Submitted" button.
Select the "Complete" button and fill the popup window's fields to COMPLETE your CCR.