Assigning or Reassigning Entitlement Coverage
Entitlement coverage must be assigned for each Service Product and Work Plan individually. Review the available coverage options and make a selection for each item.
To Assign Entitlement Coverage for Service Product and Work Plan:
1. Open the Work Order and launch Assign Entitlement.
2. Review the entitlement coverage displayed for each Service Product and associated Work Plan.
3. For each Service Product and Work Plan:
◦ Select the service contract, if one is available.
◦ Select the warranty, if one applies.
◦ If no coverage applies, select the No Coverage option.
◦ If the system suggests a coverage based on entitlement rules, you may override the suggestion by choosing a different option.
4. Repeat the selection process for all items requiring a coverage decision.
5. Click Assign Entitlement to apply your selections.
A confirmation message is displayed. The system saves the selected coverage, updates entitlement status indicators in the view, and logs the assignment action.
To Reassign Entitlement Coverage for Service Product and Work Plan:
1. If coverage changes are needed later, Return to the Assign Interactive view.
2. Select a different entitlement option for the affected Service Product or Work Plan.
3. Click Assign Entitlement to save the updated selection.
A confirmation message is displayed. The new assignment replaces the previous one. All changes are recorded in the entitlement history.
The Assign Entitlement button is enabled only when all of the following conditions are met:
◦ At least one Service Product or Work Plan appears in the entitlement view.
◦ At least one entitlement option or the No Coverage option is available.
◦ You have permission to assign entitlement coverage.
◦ A selection has been made for every Service Product and Work Plan that requires a decision.
If any of these conditions are not met, the button remains disabled. These conditions apply when assigning coverage for the first time and when reassigning coverage.
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• When multiple entitlement records qualify, the system may suggest a coverage based on configured entitlement rules. You may override the suggested selection.
• Selecting No Coverage records that the Service Product or Work Plan is not covered. Users can add entitlement notes to explain the reason for selecting this option for future reference during interactive entitlement.
• All assignment and reassignment actions are time stamped and recorded for audit tracking.
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