New Warranty Claim - Resident's Portal

The New Warranty Claim feature in the Resident’s Portal allows residents to submit warranty requests efficiently, ensuring that all relevant information is captured for proper processing and tracking. The system is designed to be user-friendly while providing your service or operations team with the data they need to act quickly.

 Unit Recipient

• Description: The specific unit or property for which the warranty claim is being submitted.

• Purpose: Ensures the warranty request is tied to the correct property, helping avoid confusion or misallocation of resources.

 First Name & Last Name

• Description: Resident’s first and last names.

• Purpose: Identifies the claim submitter, enabling personalized communication and proper documentation.

Email Address

• Description: The resident’s email.

• Purpose: Used for notifications regarding the claim status, approvals, and updates.

 Telephone Number

• Description: Resident’s contact number.

• Purpose: Allows the service team to follow up for additional details or scheduling service.

Add Date (Entry Date, Start Time, End Time)

• Entry Date: The date when the claim is submitted.

• Start Time & End Time: Optional fields to indicate when the issue occurred, or when service is requested.

• Purpose: Helps in scheduling, tracking claim timelines, and analyzing trends or recurring issues.

Describe Your Request

• Description: A text field where residents provide details about the issue or service needed.

• Purpose: Gives the service team a clear understanding of the problem, ensuring the correct resources and personnel are assigned.

Save Warranty

• Description: The action button to submit the claim once all fields are completed.

• Purpose: Captures all entered information and stores it in the system, triggering notifications to the responsible team and initiating the warranty process.

Please see the attached video, which provides a detailed overview of the New Warranty Claim - Residents Portal.

Follow these Steps to make a New Warranty Claim - Resident's Portal: New Warranty Claim - Resident's Portal.pdf

1. Click "Create Warranty Claim"
2. Select the "Unit Recipient"
3. Enter personal detail "First Name"
4. Enter personal detail "Last Name"
5. Enter personal detail "Email Address"
6. Provide "Telephone Number"
7. Click "Add Date"
8. Choose your "Entry Date"
9. Select the "Start Time"
10. After selecting the Start Time, click "Select"
11. Select the "End Time"
12. After selecting the End Time, click "Select"
13. Click "Describe your request"
14. Click "Save Warranty"

✅ Tips for New Warranty Claim - Resident's Portal:

1. Ensure Accurate Unit Selection

   • Always select the correct Unit Recipient to avoid delays or misallocation of resources.

2. Provide Complete Personal Details

   • Fill in First Name, Last Name, Email Address, and Telephone Number accurately to ensure proper communication.

3. Use Correct Dates and Times

   • Specify the Entry Date accurately.

   • Use Start Time and End Time if applicable, to indicate when the issue occurred or service is requested.

4. Describe the Issue Clearly

   • Provide a detailed description in the Describe Your Request field.

   • Include specific symptoms, affected areas, or any relevant information to help the service team understand the problem quickly.

5. Review Before Saving

   • Double-check all entered information before clicking Save Warranty.

   • Ensure all mandatory fields are completed to prevent claim rejection or delays.

6. Follow Up Through the Portal

   • Monitor your claim status via the Resident’s Portal.

   • Respond promptly if additional information is requested to avoid delays in processing.

7. Keep Records

   • Save or take note of the confirmation once the claim is submitted.

   • This helps in referencing your claim for future communication or follow-ups.

8. Use the Portal Regularly

   • Submitting and tracking claims via the portal ensures faster processing than manual methods.