Recording Refrigerant Usage for Multiple Assets on a Single PM Work Order
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.
Learn more about Adding Assets to PM Services.
To start using the feature, please contact your Customer Success Manager.
⦿ How to Record Refrigerant Usage for Multiple Assets on a PM Work Order
- Find the required work order, and click Edit Work Order.
The overlay for editing the work order opens.
- Next to Refrigerant used, select the Yes radio button.
- Click the blue plus + icon next to the asset(s) you want to capture refrigerant use against.
As you click the plus icon to the right of the asset, the asset gets added to the box below.
- Click Next to proceed.
Provide the following information on the refrigerant used:
- Inventory source location
- Part number
- Inventory location
- Part description
- Quantity added
- Date used
- Use reason
To add another part to this asset, scroll down, and click Add Another Part.
If no other parts should be added, click Continue.
- If the quantity used meets or exceeds the threshold, complete the leak record.
Once the leak record is completed, scroll down, and click Continue. The leak record status updates to Completed.
- You can now add parts to other assets linked to your work order. Follow steps 3–7.
- 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 just captured for your assets. Click the record to view details.
- Click Close in the upper-right corner to exit the overlay.
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