builderlink instruction guides · 2016-08-09 · 1 screenshots provided are for illustrative...
TRANSCRIPT
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
BUILDERLINK INSTRUCTION GUIDES
WARRANTY SERVICES MENU
Contents
1) SUBMITTED WARRANTY FORMS ...................................................................... 2
2) INSPECTION & WARRANTY ASSESSMENT REPORT (WAR) ............................... 5
a) Inspection Search ........................................................................................ 5
b) Warranty Assessment Report (WAR) Search .............................................. 7
3) BUILDER REPAIR PERIOD .................................................................................. 9
4) CASES BY TYPE AND STATUS .......................................................................... 12
5) DOCUMENT UPLOAD ..................................................................................... 14
6) BUILDER ONLY WARRANTY INFO INSTRUCTIONS .......................................... 15
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
SUBMITTED WARRANTY FORMS
Use this option to retrieve submitted warranty related documents for enrolments
*Note: if you are the builder only you will need to use the Builder Only Warranty Info search
1. Select Submitted Warranty Forms from the Warranty Services menu
2. Refine your search by entering Enrolment/Case Information (i.e. Builder, Enrolment/CE #, Case ID and Warranty Start Date) OR Municipal Address (i.e. street #, street name, homeowner or Condo Name). If section is left blank a list of ALL enrolments will be displayed after clicking Search
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
3. From the results, click the Case Docs link to view the list of related documents and submitted warranty forms or Case number to view the case details
4. Click on the line indicating 30 Day Form, Year End Form etc. to view the submitted warranty
form
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
INSPECTION & WARRANTY ASSESSMENT REPORT (WAR)
Use this search to get information on all Inspection related activities such as Scheduled, Rescheduled,
Cancelled and Warranty Assessment Report (WAR) or Condominium Common Elements Summary issued
Inspection Search
1. Select Inspections from the Warranty Services menu
2. Refine your search by selecting the Enrolment Type and/or Inspection Status, select the date range you wish to search by, click Search *Note: default date is current date plus one month. Search is limited to one year ago
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
3. Search results will display the Inspection Type, Inspection Status, FCR Assigned, Inspection Date/Time as well as Homeowner information. There may be multiple pages, select the page number at the top right hand corner of the results to select the next page *Note: clicking on the column heading will sort the results by the column i.e. clicking on Homeowner Name will sort the results in alphabetical order. You can also download results to Excel by
clicking on the icon above the search results
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
4. From the results, click the Case Docs link to view the submitted warranty form and conciliation
inspection summary for a list of items being inspected
Warranty Assessment Report (WAR) Search
1. Select Inspections from the Warranty Services menu as noted above. Select WAR Issued from
the dropdown menu for Inspection Status and enter the date range you wish to search by, click
Search
*Note: you must search by the conciliation date not the date the WAR was issued
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
2. Search results will display the Inspection Type, Inspection Status (WAR Issued), FCR Assigned, Inspection Date/Time as well as Homeowner information. From the results, click the Case Docs link to view the list of documents
3. Click on the Reports – Warranty Assessment Report to view the WAR Report
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
BUILDER REPAIR PERIOD
Search Builder Repair Period timelines to track how much time you have to address warranted items under the Customer Service Standard (Builder Bulletin 42)
1. Select Builder Repair Periods from the Warranty Services menu
2. Refine your search by selecting the Enrolment Type and/or Repair Period, select the date range you wish to search by, click Search *Note: default repair period is ‘All’ which will show multiple timelines for each enrolment, to narrow
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
your search change the Repair Period type. The page displays an explanation for each repair period type
3. Search results will display Repair Period type, End of Repair Period, Days Remaining, Case Type as well as Homeowner information. There may be multiple pages, select the page number at the top right hand corner of the results to select the next page *Note: clicking on the column heading will sort the result by the column i.e. clicking on Homeowner Name will sort the results in alphabetical order. You can also download results to Excel by
clicking on the icon above the search results
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
4. From the results, you can click the Case Docs or Case link to view the submitted warranty form
or case details
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
CASES BY TYPE AND STATUS
Use this search to get an overview of your caseload to better manage your warranty service and/or use
as a reporting method
*Note: This search is not applicable to Common Element Enrolments
1. Select Cases by Type and Status from the Warranty Services menu
2. Refine your search by selecting Case Type, Case Status or Form Status, select the date range you wish to search by, click Search (i.e. if you want to search for 30 Day forms that are open and accepted, you would set Case Type to: 30-Day, Case Status to: Open and Form Status to: Accepted) *Note: default Date Type is set to: Date of Possession, you must change the date range to meet the date of possession for the home/unit
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
3. Search results will display Case Status, Case Start Date, Case Type as well as Homeowner information. There may be multiple pages, select the page number at the top right hand corner of the results to select the next page. From the results, you can click the Case Docs or
Case Details link to view the submitted warranty form or case details
*Note: clicking on the column heading will sort the result by the column i.e. clicking on Homeowner Name will sort the results in alphabetical order. You can also download results to Excel by
clicking on the icon above the search results
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
DOCUMENT UPLOAD
Upload Warranty Service documents related to your enrolments and cases. You may upload multiple
documents or document types but only for one enrolment and/or case at a time
1. Select Document Upload from the Warranty Services menu
2. Select Vendor/Builder from drop down menu
3. Select Document Type from drop down menu
4. Input Enrolment Number (with or without the ‘H’):
Start typing the first numbers of the enrolment number to see a selection of valid
numbers to choose from:
5. Input Case ID (if applicable)
6. Click the Choose File/Browse button to select the file you would like to upload
7. Input description of file (if applicable), click Upload, included file will be displayed, click Submit
to complete upload
8. Confirmation message displayed - document upload completed
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
BUILDER ONLY WARRANTY INFO INSTRUCTIONS
Use this option to retrieve warranty related documents for enrolments where you are listed as the
Builder only
*Note: if you are the vendor and builder you will need to use the Submitted Warranty Forms search
1. Select Builder Only Warranty Info from the Warranty Services menu
2. Refine your search by entering Enrolment/Case Information (i.e. Builder, Enrolment/CE #, Case ID and Warranty Start Date) OR Municipal Address (i.e. street #, street name, homeowner or Condo Name). If section is left blank a list of ALL enrolments will be displayed after clicking Search
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Screenshots provided are for illustrative purposes only and may differ from actual environment
If you have any questions, please e-mail via Contact Us link on Home page or call 1-877-696-6497 xt.3812.
3. From the results, click Case Docs link to view submitted warranty forms and list of other related documents or Case number to view the case details
4. Click on the line indicating 30 Day Form, Year End Form etc. to view the submitted warranty
form