BUILDERLINK INSTRUCTION GUIDES

Transcription

1 BUILDERLINK INSTRUCTION GUIDES WARRANTY SERVICES MENU Contents 1) SUBMITTED WARRANTY FORMS ) INSPECTION & WARRANTY ASSESSMENT REPORT (WAR)... 5 a) Inspection Search... 5 b) Warranty Assessment Report (WAR) Search ) BUILDER REPAIR PERIOD ) CASES BY TYPE AND STATUS ) DOCUMENT UPLOAD ) BUILDER ONLY WARRANTY INFO INSTRUCTIONS

2 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 2

3 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 3

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5 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 5

6 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 6

7 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 7

8 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 8

9 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 9

10 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 10

11 4. From the results, you can click the Case Docs or Case link to view the submitted warranty form or case details 11

12 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 12

13 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 13

14 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 14

15 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 15

16 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 16

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