Viewing Entitlement Coverage for a Work Plan
You can view entitlement coverage for a Work Plan to see all applicable warranties, service contracts, and entitlement notes that apply during entitlement review. Expanding a Work Plan in the Assign Entitlement interface displays a badge indicating whether it is covered by a warranty or a service contract, and shows the full list of applicable warranties and service contracts, along with expiration indicators and entitlement notes.
To view entitlement coverage for a Work Plan:
1. From the Home page, go to the Work Order object.
2. Open the Work Order record for which you want to evaluate entitlement coverage for the associated Work Plans.
The selected work order is displayed.
3. In the Service Flow Wizard, select Assign Entitlement.
The Assign Entitlement interface displays a list of Service Products, with Work Plans shown beneath each product if configured to display.
4. Expand a Work Plan to view its available coverage.
The following table describes the coverage information displayed when you expand a Work Plan.
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Section
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Description
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Coverage Source
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Indicates whether coverage is applied from a warranty or service contract. Work Plan-level coverage takes priority over Service Product-level coverage.
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Warranties
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Displays a table listing all applicable warranties at the Work Plan level, if applicable. If no warranties are available, the message No Warranties Available is displayed. The table includes the default fields:
• Warranty ID: Displays unique identifier for the warranty. Click the link to open the record in a new browser tab.
• Start Date: Displays the date when the warranty coverage begins.
• End Date: Displays the date when the warranty coverage ends.
• Covered By: Displays which installed product the entitlement applies to.
• Warranty Terms: Displays the name of the warranty term. Click the link to open the record in a new browser tab.
• Coverage Details: Displays the percentages for Parts, Labor, and Expenses as retrieved from the associated Covered Work Plan.
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Service Contracts
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Displays a table listing all applicable service contracts at the Work Plan level, if applicable. If no service contracts are available, the message No Service Contracts Available is displayed. The table includes the default fields:
• Contract Name/Number: Displays the Service Contract name or number. Click the link to open the record in a new browser tab.
• Start Date: Displays the date when the Service Contract coverage begins.
• End Date: Displays the date when the Service Contract coverage ends.
• SLA Terms: Displays the SLA Term. Click the link to open the record in a new browser tab.
• Covered By: Displays which work plan or installed product the entitlement applies to.
• Coverage Details: Displays the percentages for Parts, Labor, and Expenses as retrieved from the associated Covered Work Plan.
• Available Units: When usage tracking applies, Available Units (for example, 10 of 40 units) are displayed with a Usage Summary icon for detailed breakdown. Selecting the icon opens a detailed usage breakdown. For more information, see Viewing Usage Summary for Work Plan.
Expired/expiring Service Contracts are identified with an Expiration indicator.
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No Coverage
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Displays when no entitlement applies. Users can select this option to confirm that the service is not covered.
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Entitlement Notes
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Displays system-generated and custom notes related to the Work Plan entitlement evaluation. Notes can be expanded to view full details.
Entitlement notes can be added to each work plan that is either associated with another work plan or directly linked to a Work Order. This is especially useful in scenarios involving nested or related work plans, ensuring that relevant notes are maintained across all applicable associations.
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