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 on a single work order.
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.
