How a decision is made
A job raised against an asset under contract — from a maintenance plan, an inspection, a work request or by hand — carries the contract, but it is not called warranty covered until a decision says so. The decision is made, or made again, from the work order’s Warranty tab, by evaluating it or by overriding it; only then does the job show Warranty covered and count as warranty work for the vendor. Each kind of cost — labour, parts, travel and so on — is decided separately, because a contract can cover one and refuse another.
Exclusions first is the important ordering. A contract covering “all mechanical repairs” that excludes “damage from operation outside the rated duty point” does not cover a bearing destroyed by running dry, and checking coverage before exclusions would say it did.
The answers
The decision is stored rather than recomputed on demand, because contracts change and warranties lapse — the answer six months later is not the answer at the time. Re-evaluating supersedes the previous decision without erasing it.
Where you see it
On the work order
On the work order
The Warranty tab shows the recorded decision per cost element — covered or not, by which agreement, the percentage, whether an authorised vendor is required (yes — internal repair voids this), and the evidence. Evaluate (or Re-evaluate) asks What is being claimed for and walks the asset’s contracts again. Override records Your decision, Share the vendor pays and Why the engine is wrong — what the rules did not know. The engine’s answer is kept beside yours, so the disagreement is on the record. See inside a work order.
On the asset
On the asset
The asset’s cover shows every contract and warranty covering that machine together, because both answer the same question. See inside an asset.
On the contract
On the contract
The Evaluations tab lists every decision made against that agreement: the work order and asset, the cost element, the entitlement matched, the coverage percentage, whether an authorised vendor is required and who is recommended, who decided and when (Automatically, by the contract rules where nobody overrode it), a plain-language explanation, and Evidence considered — the contract end date, the rule matched, the basis of cover and how many exclusions were checked. An overridden decision shows Overridden: with the reason. Read-only.
Warranty protection
The case this exists to prevent: a machine still under manufacturer warranty is repaired in-house, the cost lands on your budget, and nobody notices for a year — or worse, the internal repair voids the warranty. Because cover is shown on the job, with a warning where only an authorised vendor may touch it, a covered repair is visible before somebody is sent. The recommended vendor in the decision is the one the contract names.Filing a claim
A claim is raised from the covered work order, once the job is done — that is where the evidence is: labour booked, parts issued, photographs and the failure record. File a claim on the work order’s Warranty tab needs a covered or partly covered decision.
The claim then moves through its own steps, each recorded on the claim’s history:
Approving claims needs Approve contracts and warranty claims. Claims appear on the contract’s Claims tab and are counted on its Value tab.
This is a claim against a warranty or contract — asking a manufacturer or vendor to honour cover they
have already agreed. It is a different document from a vendor invoice on a job,
which is a contractor’s own bill for work they did.
When cover is refused
A refusal is recorded the same way as an approval, with its reason. Common causes:
If a refusal looks wrong, the contract’s coverage is usually where the transcription went wrong — check the contract against the signed document on its Documents tab, or override the decision with your reason.