When refrigerant assets have a leak, you create a leak event for a single or multiple assets on a work order. This allows for constant updates on leak events which helps with maintaining accurate data and upkeep on the assets. Your external providers can also record leak events while performing services on the asset.

When leak inspection work orders are processed the user must acknowledge the compliance state that confirms completion of the work in accordance with your clients requirements.

Completing all Details for a Leak Event

When you are ready to complete and finalize a leak event, each data field and textbox must have information included. This is designed to ensure the user is going through each step and filling out the required information. This reinforces thoroughness when finalizing the process of a leak record.

Data fields and textboxes are allowed to be left blank on work orders as long they’re in the status of:

Open
In-Progress

leak detected question

⦿ How to Enter Leak Event for a Single or Multiple Assets on a Work Order in Service Automation

Locate a work order from the list view and click Edit Work Order button to open the details
Answer the leak and refrigeration question
Select the technician for the work order
Optional: Acknowledge the Compliance Statement

When leak inspections are for Planned Maintenance work orders.
Confirm Asset
Fill out and Complete required leak details
Click Save Leak to save the leak details
Optional: You can add additional leek events

Entering Refrigerant after Leak Event

refrigerant question

When answering yes to the refrigerant question below the leaked question, there is the ability to enter refrigerant after the leak details has been entered. This can be done for a single asset or multiple asset in conjunction with the leak event.

⦿ How to Add Refrigerant for a Single or Multiple Assets after a Leak Event in Service Automation

Complete the leak inspection(s) for the work order
Click the Add and/or Remove Part Usage button to open the modal
Select the Inventory Source Location by clicking the radio button
Fill out and complete all refrigerant information
Optional: Add an additional part used
Click the Done button to finalize

In this Article

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Adding a Checklist per Asset
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