Live Webinar
Warranty Status, Warranties, Work Orders, Skills, and Add Skill
Save your seat
Jen Risch
Senior Account Executive
Madeline Sherry
Head of Business Development
Alexandra Hunter
Sales Engineer
ONE LIVE WALKTHROUGH
From Entry to Expiration
DIRECTORY > ASSETS
Active
Expire Soon
Expired
Title · Type · Vendor
Issue Date · Expiration
Notes · Attachments
Also shown in Work Orders
DIRECTORY > PEOPLE
Active
Expired
Title · Type
Cert Date · Exp Date
Notes · Attachments
Optional expiration: No Expiration
Jen Risch and Alexandra Hunter will run one live pass through both panels.
The session ends with 15 minutes of live Q&A.
Warranty records for assets. Skill records for people.
Live on Zoom, with the recording sent to everyone who registers.
A 30-minute walkthrough of Warranties and Skills,
followed by 15 minutes of live Q&A.
Read Active, Expire Soon, and Expired badges, open the tooltip, and find Under Warranty.
Use the Warranty Status filters in the Assets drawer and column header.
Read warranty cards, use Status, Type, and search, and open notes and attachments.
Review Title, Vendor, Issue Date, the five Expired By options, attachments, and Save.
Open the Warranty row, Asset & Warranty, compact cards, and See All.
Use the People Skills filter, read skill cards, and add a skill with or without expiration.
The last 15 minutes are for your questions to Jen and Alexandra.
Equipment managers, fleet coordinators, and operations teams.
45 minutes · Live on Zoom · Walkthrough + live Q&A
Recording sent to all registrants
Can’t attend live? Register now. We’ll send the recording.