Refrigerated Work Order Processing
Once your Service Provider account has been successfully linked and all required feature flags enabled, your company will be able to manage and report parts usage on refrigerated work orders.
When working on a work order for a refrigerated asset, there are several legal requirements for its processing. One of the most important requirements is the accurate recording of refrigerant use.
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 need 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.
- Locate the desired work order.
- Tap Accept.
- Tap Log Time, to start the work order clock.
- Tap Repair, to indicate that you are beginning to work on the work order.
- When the work order is complete, tap Stop.
- Select one of the available statuses, then tap Done.
- Add a Work Summary, then tap Submit.
- When prompted, "Did you use refrigerant" tap Yes.
Note: If the technician selects Enter Later, the refrigeration usage will have to be entered via Provider Automation, because the technician will no longer have access once they close the work order.
- On the Update Usage screen, tap Add Part.
On the Choose Source Location screen, select the location where the part originates from.
Note: As an external provider, you will only see client inventory for the location the work order is assigned to.
- Select the Refrigerant used from the available list.
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.
For each section where there is a red asterisk, select the appropriate value.
The sections must be completed in the order in which they are listed, as subsequent section are dependent on the response entered into the previous section.
Enter a Description of Work, then tap Done.
The work order is now complete and the required Refrigeration information has been added.
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:
