Associate Guarantees and Operations

An operation in Fairways Guarantees groups several issued guarantees that are part of the same project in a single line. It means you can monitor the aggregate outstanding amount and the associated fees, while adding events, e-documents, and comments. It works just like single guarantees and you can also notify other users.

Notes:

  • A guarantee can be associated with multiple operations.
  • An operation can be associated with multiple guarantees.

 

Prerequisites

 

Log In to Fairways Guarantees
  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Select a customer account.

 

Associate...
... a Guarantee with an Operation
  1. Navigate to Guarantees.
  2. Click to open a guarantee profile.

Guarantee_EN.png

  1. Click Add Operation.

Guarantee_Operation_EN.png

  1. Select an operation to associate with.

The operation description displays to help you select the relevant operation.

  1. Click Associate.

Guarantee_Operation_Associate_EN.png

The guarantee and operation are associated.

Guarantee_Operation_Associated_EN.png

 

... an Operation with a Guarantee
  1. Navigate to Operations.
  2. Click to open an operation profile.

Operation_EN.png

  1. Click Add Guarantee.

Operation_Guarantee_EN.png

  1. Select a guarantee to associate with.

The guarantee details display to help you select the relevant guarantee.

  1. Click OK.

Operation_Guarantee_Associate_EN.png

The guarantee and operation are associated.

Operation_Guarantee_Associated_EN.png

 

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