RTM requires that users set the stage for their company to manage, track and report on their refrigerated assets. The preparation for companies includes:
- a conversation with your ServiceChannel Representative to have RTM turned on for your company, including the various Feature Flags that add additional options and customization;
- designation of Refrigeration Administrators;
- designation of Refrigeration Technicians, either Internal (company employees) or External Technicians (provider employees);
- set up of Inventory location, that house refrigerant gasses;
- loading of refrigerated assets into Asset Manager;
- setting Leak Rate Thresholds & Calculation Methods; and
- setting up Refrigerated assets in the Issue List including troubleshooting messages.
⦿ How to Designate Refrigerant Tracking Administrators
- Navigate to Admin > Permissions > Users.
- Either scroll through the list of users or enter their name in the Filter search field, then click the return key.
- Click the pencil icon to open the selected individuals account.
- Select the Permissions tab.
- Ensure that:
- a Primary Role has been selected;
- Refrigeration is selected under Trades Permitted; and
- Refrigerant Tracking Admin has been checked.
- Click Save to complete the process.
- Complete the process until all of your Refrigerant Tracking Administrators have been setup.
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