Adding Refrigerant to a Work Order via ServiceChannel Provider
When servicing a refrigerated work order, there are three options available when responding to the question "Did you add Refrigerant". If no refrigerants were added, then all the technician needs to do is to enter any non-refrigerated parts to the work order and close the work order. If refrigerants were added, the technician has two options, either to select yes, Refrigerants were added, in which case, the technician can then enter the refrigerants used, or the technician can select Enter Later. If the technician selects Enter Later, the work order will be put into a status of Completed/Pending Refrigerant Use. Work orders that are in the status of Completed/Pending Refrigerant Use cannot be invoiced until the refrigerant data is entered to the work order. Additionally, if the technician selects Enter Later, the technician will not be able to enter the refrigeration information in ServiceChannel Provider. The refrigeration information will have to be entered in Provider Automation. However, if the technician only enters partial information, beyond Yes or Enter Later, then a follow-up work order will be created and dispatched to the provider, where the required information will have to be entered. When servicing a refrigerated work order, there are three options available when responding to the question "Did you add Refrigerant". If no refrigerants were added, then all the technician needs to do is to enter any other non-refrigerated parts to the work order and close the work order. If refrigerants were added, the technician has options, either to answer yes, Refrigerants were added, in which case, the technician can then enter the refrigerants used, or the technician can answer Enter Later. If the technician answers Enter Later, the work order will be put into a status of Completed/Pending Refrigerant Use. Work orders that are in the status of Completed/Pending Refrigerant Use cannot be invoiced until the refrigerant data is entered to the work order.
Refrigerant quantities used for when setting up a refrigerated asset or when making subsequent additions due to a leak or expansion, must be recorded in accordance with local and national regulations. Therefore it is imperative that the technicians report their refrigerant use as soon as possible. Whether using Provider Automation or ServiceChannel Provider technicians can enter refrigerant use at the time of the work order or at a later time. If the technician is not entering the refrigerant usage at the time of the work order, then an acceptable time frame for entering all refrigerant usage should be discussed and agreed upon with the client.
- Locate the desired work order, and check into it by tapping Check In.
- Once you complete your work, tap Check Out, and then choose a work order status.
- Pick resolution codes and a root cause.
Confirm using refrigerant on the work order by selecting Yes.
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.
- Pick an asset on which you used refrigerant, and then tap Done.
- On the Update Usage screen, tap Add Part.
On the Choose Location screen, select the location the part originates from.
As an external provider, you will only see client inventory for the location the work order is assigned to.
- From the list of parts, select the refrigerant part used.
Enter the Quantity used in pounds and ounces, then select the Reason why the refrigerant was added.
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.
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.
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.
Enter a work order summary, and tap Submit.
- Review the work order, then tap Done.
The work order status is changed, and the required information on refrigerant used is added.
Adding Refrigerant to a Work Order in Provider Automation
Locate the desired work order, then click Enter Refrigerant Usage.
Note: The work order should be in the status of Completed/Pending Refrigerant Use.
Select the asset from the list, then click the Save and Next button.
Note: If the asset is to be repaired, select the Repair radial button.
On the Refrigerant Tracking screen, first select whether the refrigerant was taken from Internal Inventory or Vendor Supplied.
Note: You must first indicate where the inventory was taken from, as this effects other selections.
- From Internal Inventory:
- Select the Part Number from the dropdown list;
- Add the Amount of refrigerant used in pounds and fractions or pounds and ounces;
- Add a Part Description;
- Select the Date the refrigerant was used;
Select the Reason why the refrigerant was used;
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.
Add another part, if necessary. If you do not need to add another part, click the Next button;
Note: If the amount of refrigerant used was sufficient enough to exceed the leak threshold, a Leak Record will be created for the asset.
- Complete the Leak Record, Then click the Next button; and
- Add a description, the click the Save button.
- The work order's status has changed from Completed/Pending Refrigerant Use to Completed/Pending Confirmation.
- From External Inventory:
- Add the Part Number used;
- Add the Amount of refrigerant used in pounds and fractions or pounds and ounces;
- Add a Part Description;
- Select the Date the refrigerant was used;
Select the Reason why the refrigerant was used;
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.
Add another part, if necessary. If you do not need to add another part, click the Next button;
Note: If the amount of refrigerant used was sufficient enough to exceed the leak threshold, a Leak Record will be created for the asset.
Complete the Leak Record, Then click the Next button; and
- Add a description, the click the Save button.
- The work order's status has changed from Completed/Pending Refrigerant Use to Completed/Pending Confirmation.
- From Internal Inventory:
