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Step by step
 
Unit Identification


To fill out the Unit Identification screen area:

Select the Claim Type. This can be done by clicking on the down arrow and scrolling down and clicking on the appropriate choice, or typing in the appropriate code

Enter your Repair Order Number.
Type in the unit's Serial Number.
Enter in, or select from the calendar the Failure Date of the unit. It is highly recommended you use the calendar to enter all your dates to avoid errors.
 

 

How to use the calendar:
First, navigate to the right month/year with the "<" ">"arrows.
Second, select the day by clicking on it.
Third, confirm that the right date is showing in the field.
Quick tip: To enter today’s date in a date field, simply enter a period "." and proceed by hitting the "Tab" key.
And the Repair Completion date.
Fill in the Meter reading, then choose Miles, Kilometres or Hours by clicking in the circle.
Enter your Authorization Number (if required).
And type in a description of the Nature of the Defect. The nature of defect should always provide the 3 C's: complaint of the customer, condition of the vehicle and the cure to correct the problem.

Okay, now that the top part is filled out.
Scroll down to the next section and fill in the details of each repair.
 
Repair Section



You can add as many repairs for a vehicle as you want in the same claim.
On the screen, this will result in the section you see now labelled as Repair 1 of 1 being repeated as other repairs in the same system or another system at the same time (repair 2 of 3, 3 of 3, and so on).

You will be able to navigate between repairs with the arrows ( ).
More than one part can be entered for different systems, this lets you completely repair a unit on the same claim.

 

Repair 1 of 1

First enter the Trouble Part No. If this part has also failed it needs to be added to the section "Parts Required for Repair".

Then, select the System Code, Job Number and the Trouble Code from the list of choices. These fields can be filled by typing the desired value or can be selected from the lookup list by clicking on the Lookup button ( ) next to the field. When the fields are completed, the flat rate time will automatically be paid.


Parts Required for Repair (multi-lines allowed)

Fill in the Quantity.
The Part No.
The Old Component Serial No. (required only if you are replacing an engine assembly (not a short block) or a snowmobile track, otherwise no information is required here)
The New Component Serial No. (required only if you are replacing an engine assembly (not a short block) or a snowmobile track, otherwise no information is required here)
And the Production Code (when required).
  For this screen area, multiple lines of information are allowed, meaning that you may require more than one part to do this repair.
To add a part, click on .


Sub-Contracted Labor (multi-lines allowed)

Fill in the Part No.
and Amount, before taxes.
  For this screen area, multiple lines of information are allowed, meaning you might need sub-contracted labor for this repair. To add an additionnal line for sub-contracted labor, click on .


Labor only (single line)

Fill in the Part Number.
and Hours. If you add hours in this line, it will give you extra time. You have to justifiy this time in the Nature of Defect section. We can accept to pay for extra time when it is well justified and out of the normal procedure to repair a failure.

Once the claim is complete, you must first click on the Verify button and then you can either choose to Save or Submit .

 

Click on the Next button to proceed with this lesson.