On a Planned Maintenance work order created with multiple refrigerated or HVAC assets linked to it, you have the ability to record refrigerant usage for each of those assets.
The ability to add multiple assets to a single PM work order as well as capture refrigerant usage for each asset on such a work order depends on your client's preferences. When your client doesn't have the corresponding feature turned on, you will not be able to record refrigerant use on multiple assets.
⦿ How Record Refrigerant Usage for Multiple Assets on a Single Work Order
- Find the required work order, and click Enter Refrigerant Usage.
- Click the asset against which you want to record refrigerant usage.
Provide information on the part you have used:
- Inventory source location
- Part number
- Inventory location
- Part description
- Quantity added
- Date used
- Use reason
To add other parts to the asset, scroll down, and click Add Another Part.
If no other parts were used, tap Continue.
- When the quantity used meets or exceeds the threshold, complete the leak record.
When ready, scroll down, and click Continue. The leak record is updated to the Completed status.
- You can now add parts to other assets linked to your work order. Follow steps 2–5.
- When all the parts are added, click Review in the lower-right corner. In the overlay that appears, you can view part usage information you have captured for the assets. Click the record to view details.
- Click Close in the upper-right corner to exit the overlay.
