Refrigeration Work Orders in ServiceChannel Provider
Recording Refrigerant Usage
Internal technicians using ServiceChannel Provider can enter the required information for Refrigeration/HVAC Work Orders. This includes the addition of or removal of refrigerants, the quantities involved and when required, the leak location, the leak verification method and all of the associated dates and data.
Capturing Initial Charge on Part Entry
The Initial Charge of a refrigerated asset is the amount of refrigerant added to a system when the system goes into use. Capturing the initial charge of an asset, is required by law and is needed as a baseline when measuring the amounts/percentages of any additions or removals of refrigerants. The Initial charge is entered when an asset is loaded to Service Automation. The initial charge can also be obtained by locating the desired asset and drilling into its attributes under the Refrigerated Assets tab.
Navigate to the Refrigerated work order.
Login to the work order, then tap Stop.
Select a Completed Status, then tap Done.
Add a Description, then tap Next.
When prompted, “Did you use Refrigerant”, select Yes.
Add the refrigerant and the quantity.
Select Initial Charge, as the Reason then tap Done.
On the Add Part Use Details screen, tap Save.
On the Update Usage screen, tap Done.
Adding Refrigerant Leak Information in ServiceChannel Provider
When a technician services a work order for a refrigerated asset, they have the option of adding the leak information during the service visit via the ServiceChannel Provider app, or it can be added at a later time via Service Automation.
Log into the work order.
Service asset.
Tap Stop.
Select a “Completed” status, then tap Done.
Add a Description, then tap Next.
When prompted, Did you use refrigerant, select Yes.
On the Update Usage screen, tap +Add Part.
Select either an internal inventory location or vendor supplied.
If Taken from Internal Inventory:Tap the subscriber location where the inventory is stored;
Note: Users are restricted to only be able to view and use inventory from the work order location.
Scroll through the list of available inventory;
When you have located the desired inventory, tap it;
Change the date, if needed, to the date the refrigerant was used;
Enter the amount of refrigerant used;
Select a Reason why the refrigerant was added, then tap Save; and
Add additional parts as needed, then tap Done.
If Vendor Supplied:Tap Vendor Supplied;
Add the part manually, by tapping Add Part Manually; and
Enter the part information, then tap save.
If the amount of refrigerant added was sufficient enough to breach the established threshold, then a Leak Record will be required:
EitherTap Skip to bypass entering Refrigerant information;
OrEnter refrigerant information, then tap Done.
Adding Assets to a Work Order using ServiceChannel Provider
If you encounter a situation where the work order has not had an asset added to it when the work order was created, or, if the asset added was in fact Not the asset in need of servicing, you can add/change the asset manually.
Note: when complex systems such as, but not limited to, HVAC, refrigerated systems or electrical are in question, it may not be clear to the individual requesting the service call which asset is in fact the one that needs to be serviced. In these cases, they may leave the asset blank on the work order, or when the tech arrives, they may have to manually change the asset to reflect the correct asset that was in need of servicing.
- Service the work order and tap Stop Time.
- Enter a status.
- Add a Description of the work.
- On the Update Usage screen, tap the pencil icon to load the available assets for the trade listed on the work order.
- Select the asset worked on to add it to the work order.
- If needed add any parts used on the work order, then tap the Done button.