Managing Refrigerant Use on the Asset Detail Window

Owned by Joseph Yarborough (Unlicensed)
Last updated: Apr 19, 2021 by Lamont Eddins
3 min read

In Service Automation, you have the ability to edit and delete refrigeration information on the Asset Detail screen. This ability provides additional control and increases accuracy of refrigeration information tied to an asset. The administrator can edit or delete refrigeration information from the Asset Details screen without having to create an additional work order, or edit an existing work order.

Editing a Refrigerant Usage Record

Editing a refrigerant usage record allows for information to be changed at any given time to ensure the record has accurate and updated information. Any changes will immediately be reflected on the record. 
⦿ How to Edit a Refrigerant Usage Record
  1. Navigate to Assets (Equipment) > Manage Assets screen.
  2. Locate the asset you need to modify, then click its Tag ID link.
    Refrigerated asset on the assets list
  3. Select the Asset History tab.
  4. Click the pencil icon, to open the Refrigeration Usage Screen.
    Refrigerant usage history of an asset

  5. Adjust the Refrigeration information as needed, then follow any additional prompts until the record is completed.

    Edits to the amount of refrigerant used or the location of the leak will cause the system to recalculate the Leak Rate. If the leak rate changes, the user is then presented with the Leak Record where additional updates can be made. If the adjustment/correction results in a lowered leak rate subsequent leak inspection work orders that were generated, based on the previous leak rate, will be canceled and not generated. 

    Overlay for updating the refrigerant usage record

  6. The screen will refresh displaying the changes.
    Updated refrigerant usage record

Deleting a Refrigerant Usage Record

Deleting a refrigerant usage record is essentially deleting the leak report from the asset details. When you delete a usage record, you are also removing information from the Invoice & Material/Parts tab of the work order detail and from the /wiki/spaces/AN/pages/1495368014. For compliance purposes, the deleted record is not completely removed from Service Automation. You are able to view the information on the asset manage page, under the Asset History tab, within the revision history section and located under Part Usage Audit. When a refrigerant usage record is deleted, this does not change or impact the work order except for the part being removed from the Invoice & Material/Parts tab of the work order details page. You must have the Refrigerant Tracking Admin secondary role to perform this task.
⦿ How to Delete a Refrigeration Usage Record
  1. Navigate to Assets (Equipment) > Manage Assets screen.
  2. Locate the asset you need to modify, then click its Tag ID link.
  3. Select the Asset History tab.
  4. Click the red x next to the refrigeration record that you wish to delete.
    Refrigerant usage history on the asset details page
  5. Use the drop-down arrow to select a reason, then click the Delete button to remove the usage.
    1. If Other is selected from the drop-down, you must provide a description.
  6. The usage record is deleted and documented

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