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Contact your administrator to get the certificate uploaded in Provider Directory.

Enter Later is an additional option that gets added to the refrigerant flow by request. Contact ServiceChannel to start using it.

• Skip: You can skip this step if you cannot provide the requested information onsite. Note that, in this case, the leak will stay in the Open status.

• Done: When at least one field is filled out on the Asset Record screen, you are allowed to tap Done and proceed. If you do not complete all the fields via the SC Provider mobile app, you can close the leak record via Provider Automation. The leak stays in the Open status until all the required information is entered. Based on your client’s preferences, you may not be able to invoice the work order with an open leak.

1. Locate the desired work order, and check into it by tapping Check In.

2. Once you complete your work, tap Check Out, and then choose a work order status.

3. Pick resolution codes and a root cause.

4. Confirm using refrigerant on the work order by selecting Yes.
   

   Note
   You may see the Enter Later option in the Did you use refrigerant? pop-up that allows you to enter refrigerant use later. In this case, only users who have access to Provider Automation can specify this information at a later time.

   
   

5. Pick an asset on which you used refrigerant, and then tap Done.

6. On the Update Usage screen, tap Add Part.
   

7. On the Choose Location screen, select the location the part originates from.

   Note
   As an external provider, you will only see client inventory for the location the work order is assigned to.

   
   

8. From the list of parts, select the refrigerant part used.

   

9. Enter the Quantity used in pounds and ounces, then select the Reason why the refrigerant was added.

   Note
   If Unknown, Leak or Repair are chosen as the reason for the addition of refrigerant, and the amount added is sufficient, then the EPA Leak Record Calculation is done. If the leak record calculation breaches the established threshold, then additional information is required.

   
   

10. On the Leak Record screen, for each section where there is a red asterisk, select the appropriate value. Then enter a leak record note, and tap Done.

    Note
    The sections must be completed in the order in which they are listed because subsequent sections are dependent on the response entered in the previous section.

    
    

11. Enter a work order summary, and tap Submit.
    

12. Review the work order, then tap Done.

The work order status is changed, and the required information on refrigerant used is added.

1. Locate the desired work order, then click Enter Refrigerant Usage.
   

   Note
   Note: The work order should be in the status of  Completed/Pending Refrigerant Use.

   
   

2. Select the asset from the list, then click the Save and Next button.

   Note
   Note:  If the asset is to be repaired, select the Repair radial button.

   
   

3. On the Refrigerant Tracking  screen, first select whether the refrigerant was taken from Internal Inventory or Vendor Supplied.
   

   Note
   Note: You must first indicate where the inventory was taken from, as this effects other selections.

   
   

   1. From Internal Inventory:

      1. Select the Part Number from the dropdown list;

      2. Add the Amount of refrigerant used in pounds and fractions or pounds and ounces;

      3. Add a Part Description;

      4. Select the Date the refrigerant was used; 

      5. Select the Reason why the refrigerant was used; 

         Note
         If Unknown, Leak or Repair are chosen as the reason for the addition of refrigerant and the amount added is sufficient, then the EPA Leak Record Calculation is done. If the leak record calculation breaches the established threshold, then additional information is required.

         

      6. Add another part, if necessary. If you do not need to add another part, click the Next button;

         Note
         Note: If the amount of refrigerant used was sufficient enough to exceed the leak threshold, a Leak Record will be created for the asset.

         
         

      7. Complete the Leak Record, Then click the Next button; and

         

      8. Add a description, the click the  Save button. 

         

      9. The work order's status has changed from Completed/Pending Refrigerant Use to Completed/Pending Confirmation.

         

   2. From External Inventory:

      1. Add the Part Number used;

      2. Add the Amount of refrigerant used in pounds and fractions or pounds and ounces;

      3. Add a Part Description;

      4. Select the Date the refrigerant was used; 

      5. Select the Reason why the refrigerant was used; 
         

         Note
         If Unknown, Leak or Repair are chosen as the reason for the addition of refrigerant and the amount added is sufficient, then the EPA Leak Record Calculation is done. If the leak record calculation breaches the established threshold, then additional information is required.

         
         

      6. Add another part, if necessary. If you do not need to add another part, click the Next button;

         Note
         Note: If the amount of refrigerant used was sufficient enough to exceed the leak threshold, a Leak Record will be created for the asset.

         
         

      7. Complete the Leak Record, Then click the Next button; and

         

      8. Add a description, the click the  Save button. 

         

      9. The work order's status has changed from Completed/Pending Refrigerant Use to Completed/Pending Confirmation.